The purpose of this article is to provide a detailed explanation of how employees' scores are calculated in a performance evaluation, specifically when using the "Final score by final score Competencies and Objectives" methodology.
Scope / Limitations:
This article is primarily intended for administrators of the "Performance Management" module. To understand the calculations behind the evaluation when using the results methodology "Final score by final score Competencies and Objectives", it is essential to know how the performance evaluation was configured and the weights that were set.
Calculation of the performance evaluation score:
When you configure a performance evaluation and add competencies and objectives, in the tab"Results"you will be able to select thethe methodology "Final score by final score Competencies and Objectives"which will determine how the employee's final score will be calculated.
This methodology calculates an employee's final performance evaluation score from the final competency and objective scores in the evaluation types in which they were assessed (Downward Evaluation, Self-evaluation, Parallel, Upward) and weights them according to the custom weights you entered when you configured the evaluation
In this explanation, we will use as an example an evaluation that includes self-evaluation and downward evaluation, where competencies and objectives are measured. Through this example, we will explore how the employee's final result is reached considering the "Final score by Competencies and Objectives" calculation methodology
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To begin, we will calculate the score of each competency within one evaluation type:
The score of each competency is obtained by averaging the scores of its indicators:
Competency score = Sum of the indicator scores / Number of indicators
For example, consider the competency "Proactivity", which consists of 5 indicators. Therefore, the score for the "Proactivity" competency is determined by adding the score of each indicator and dividing by 5.
Proactivity score = (4+3+2+3+3)/5 = 3
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Second, we will proceed to calculate the overall score for the categories transversal and specific competencies:
These scores are determined by the weighted average of the competencies within each category, using the weightings selected during the evaluation configuration.
Transversal/specific competencies score = Competency score 1 * Competency weight 1 + Ncompetency score 2 *Competency weight 2+ Ncompetency score 3 *Competency weight 3 +....
Following the example, this evaluation was set to measure both transversal and specific competencies. For the transversal competencies, it was determined that two competencies would be evaluated, assigning them weights of 35% and 65%, respectively.After performing the calculations explained above, a score of 3 was obtained for the "Proactivity" competency and 4.33 for the "Excellence" competency. Therefore, the "Transversal" score is determined by summing the result of multiplying each score by its respective weight.
Transversal competencies score = 3 * 0.35 + 4.33 * 0.65 = 3.86
In the case of specific competencies, the calculation is done in the same way, taking into account the weights assigned to these competencies in the employee's position or job family.
In the given example, the employee was evaluated on specific competencies related to their position. Following the previously explained procedure, it was determined that they obtained a score of 3.54 in specific competencies. -
Now we will calculate the overall competency score in this evaluation type:
If the evaluation was configured to include both specific and transversal competencies, to calculate the overall competency score we must take into account the weights assigned to these categories during the evaluation configuration.
Overall competency score = Transversal competencies score * Transversal categories weight + Specific competencies score * Specific categories weight
In the provided example, it was determined that transversal competencies represented 40% and specific competencies 60% of the total. Therefore, when calculating the overall competency score in this downward evaluation, you add the result of multiplying each category's score by its respective weight.
Overall competency score = 3.86 * 0.4 + 3.54 * 0.6 = 3.67
Then repeat this step to calculate the overall competency score in each evaluation type
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Final competency score:
After having calculated the overall competency score in each evaluation type, you can calculate the final competency score
This score is calculated according to the weightings of the evaluation types that have been configured:
Final competency score = Competency score self-evaluation * self-evaluation weight + Competency score downward evaluation * downward weight +Competency score upward evaluation * upward weight + Competency score parallel evaluation * parallel weight
It is important to note that if no result was obtained in any evaluation type, the weight of that evaluation will be redistributed among the evaluation types that were answered
Continuing with the example, this evaluation was composed of Self-evaluation and downward evaluation, and the weight configuration was 30% and 70% respectively. The overall competency score in the downward evaluation was 3.67 and 4.37 in the self-evaluation
Therefore, the final competency score is:
Final competency score = 3.67 * 0.7 + 4.37 * 0.3 = 3.88
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Calculation of objective categories:
To calculate the overall objectives score, we must first determine the score of each of the objectives categories that were established in the evaluation configuration. This is done according to the weights assigned to the objectives in each category, which are entered in the employee's profile.
Objective category score = Objective score 1 * Obj weight 1 +Objective score 2 * Obj weight 2 +Objective score 3 * Obj weight3 + ....
Assignment of objectives and weights in the profile:
Objectives scores in the evaluation:
In the given example, the employee was assigned the objectives categories "Organizational" and "Personal". In the "Personal" category, which consists of two objectives, weights of 40% and 60% were assigned to each, respectively. Therefore, when calculating the "Personal" category score, you add the result of multiplying each objective by its respective weight.
"Personal" category score = 45 * 0.4 + 100 * 0.6 = 78
For the "Organizational" category, which has a single objective, the category score equals the score of that objective.
"Organizational" category score = 70 * 1 = 70
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General calculation of objectives:
To calculate the final objectives score in this evaluation type we must consider the weights of the categories that were set in the evaluation configuration
Objectives score = Category score 1 * category weight 1 +Category score 2 * category weight 2 +Category score 3 * category weight 3 +....
Following the example, for the employee it was established that the "Organizational" category weighs 30% and the "Personal" category weighs 70%
Objectives score = 70 * 0.3 + 78 * 0.7 = 75.6
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Rescaling according to the results scale:
Now that we have obtained the objectives and competencies scores, it is important to review the results scale that was established during the evaluation configuration. If different evaluation scales were used for competencies and objectives, the results will be automatically adjusted according to the configured results scale.
In our example, the results scale was set to "Scores", with a maximum score of 5. Competencies were evaluated using this same scale, so it is not necessary to adjust the competency scores. However, the objectives were evaluated using a different scale than the results scale, so the overall objectives score will be readjusted. In this case, the objectives were measured on a percentage scale.
The adjustment of scores is done automatically using the equivalence between the maximum values of each scale:
Adjustment to results scale = Obtained score * Results scale maximum score / Maximum of the scale used
In our example, the maximum score on the scale used to measure objectives was 100%, while the maximum score on the results scale is 5. This means that a 100% score in objectives is equivalent to a 5.
Since the employee obtained 75.6% in the overall objectives score, the system will automatically adjust it using the following equation:
Objectives score (results scale) = 75.6 * 5 / 100 = 3.78
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Final objectives score:
After having calculated the overall objectives score in each evaluation type, you can calculate the final objectives score
This score is calculated according to the weightings of the evaluation types that have been configured:
Final objectives score = Objectives score self-evaluation * self-evaluation weight + Objectives score downward evaluation * downward weight + Objectives score upward evaluation * upward weight + Objectives score parallel evaluation * parallel weight
Continuing with the example, this evaluation was composed of Self-evaluation and downward evaluation, and the weight configuration was 30% and 70% respectively. The overall objectives score in the downward evaluation was 3.78 and 2.31 in the self-evaluation
Therefore, the final objectives score is:
Final objectives score = 3.78 * 0.7 + 2.31 * 0.3 = 3.339
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Final performance evaluation score:
After having calculated the final competency and objectives scores, we can determine the final score in the performance evaluation. The calculation of the final score using the "Final score by competencies and objectives" methodology uses the weights assigned in the evaluation configurationPerformance evaluation score = Final competency score * Competency weight + Final objectives score * Objectives weight
In our example, the evaluation was configured by assigning a weight of 30% to objectives and 70% to competencies.As calculated previously, the final competency score is 3.88 and for objectives is 3.339.
Therefore, the final performance evaluation score for this employee would be:
Final performance evaluation score = (3.88 * 0.7) + (3.339 * 0.3) = 3.71
🤖 This article was translated using artificial intelligence. View original article.