Performance review section scores appear as tags once a performance review has been created. Performance reviews must be in a Queued, Not Started, In Progress, Complete, or Expired status in order for their sections to be available as a metric in compensation management. Both active and inactive performance reviews are included in Compensation Tag Management. However, only active performance reviews will be available for use in adjustment guidelines, deferral guidelines, and custom compensation statements.
The tags are available for use in the following areas of compensation management:
- Adjustment Guideline Custom Formula Equations
- Adjustment Guideline Custom Formula Conditions
- Custom Compensation Statements
- Custom Compensation Statement Conditions
- Deferral Guideline Conditions
To access Compensation Tag Management, go to Admin > Configuration Tools > Compensation Management. Then, click the Compensation Tag Management link.
Permissions
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| Compensation Tag Management | Manage Tags for Compensation fields for use in Custom Formulas and Compensation Statements - Manage. This permission cannot be constrained. This is an administrator permission. | Compensation - Administration |
The performance review section score tags display as follows in the Performance/Competency Tags panel:
| Column | Description |
|---|---|
| Field Name | <Performance Review Task> - <Section Name> |
| Description | User's <Performance Review Task> - <Section Name> Average Score |
| Tag Name | <Performance Review Task>.<Section Name> |
Considerations
- Performance review section score tags are removed if the associated performance review task is deleted.
- Performance review section score tags are removed if the associated performance review task is modified and the associated section is removed.
- For example, a performance review task ("Annual Review") is created with a Goal Rating section ("Goal Ratings") and a Goal Planning section ("Future Goals"). An Annual Review - Goal Ratings tag is created and appears in Compensation Tag Management. Before the task is started, the administrator updates the task by removing the Goal Ratings section and adding a Question List Section ("Corporate Characteristics"). The Annual Review - Goal Ratings tag is automatically removed from Compensation Tag Management, and the Annual Review - Corporate Characteristics tag is created and appears in Compensation Tag Management.
- Only rated sections within performance reviews are available as a tag, which includes Question List, Goal Rating, and Competency section types.
- Calculations for performance review section scores are independent of the weighting of the section in an individual step in a performance review. Calculations take into account the weighting of individual steps within the performance review.
- Performance Review Section Score = ( (<Section Score – Step 1> * <Step 1 Weighting>) + (<Section Score – Step 2> * <Step 2 Weighting>) + … + (<Section Score – Step n> * <Step n Weighting>) ) / (<Step 1 Weighting> + <Step 2 Weighting> + … + <Step n Weighting>)
- When specific performance review section scores are used as a tag, the score calculation applies to completed tasks at the user level, as currently implemented for overall performance review scores.
- If an off-cycle performance review task section score is used and there are multiple instances of the task associated to the user, the most recent instance associated with the user is used.
- As currently implemented with overall performance review scores, for performance review sections that do not have the Display Scores to End Users option selected, "No Rating" displays for the performance review section score.
Note: Not all steps within a performance review contain a specific section. In such cases, the step is not included in the calculation.
Use Cases
Use Case 1: Sections Included in Tags - Simple
- 2011 Annual Performance Review is configured to contain the following sections:
- Goal Rating: 2011 Goals in Review
- Competency: 2011 Competencies
- Goal Planning: Future Goals
- Question List: 2011 Final Thoughts
Action
Administrator navigates to Compensation Tag Management.
Results
- 2011 Annual Performance Review has four associated tags in the Performance/Competency category:
- 2011.ANNUAL.PERFORMANCE.REVIEW
- 2011.ANNUAL.PERFORMANCE.REVIEW.2011.GOALS.IN.REVIEW
- 2011.ANNUAL.PERFORMANCE.REVIEW.2011.COMPETENCIES
- 2011.ANNUAL.PERFORMANCE.REVIEW.2011.FINAL.THOUGHTS
Use Case 2: Sections Included in Tags - Removed Section
- 2011 Annual Performance Review is configured to contain the following sections:
- Goal Rating: 2011 Goals in Review
- Competency: 2011 Competencies
- Goal Planning: Future Goals
- Question List: 2011 Final Thoughts
Action
- Administrator navigates to Compensation Tag Management.
- 2011 Annual Performance Review has four associated tags in the Performance/Competency category:
- 2011.ANNUAL.PERFORMANCE.REVIEW
- 2011.ANNUAL.PERFORMANCE.REVIEW.2011.GOALS.IN.REVIEW
- 2011.ANNUAL.PERFORMANCE.REVIEW.2011.COMPETENCIES
- 2011.ANNUAL.PERFORMANCE.REVIEW.2011.FINAL.THOUGHTS
- Admin updates 2011 Annual Performance Review and removes the Competency section.
- Admin navigates to Compensation Tag Management.
Results
- 2011 Annual Performance Review has three associated tags:
- 2011.ANNUAL.PERFORMANCE.REVIEW
- 2011.ANNUAL.PERFORMANCE.REVIEW.2011.GOALS.IN.REVIEW
- 2011.ANNUAL.PERFORMANCE.REVIEW.2011.FINAL.THOUGHTS