Automatic Failure Use Cases

Administrators can specify a threshold rating for any item within a performance review section that will trigger a status of "failed" for the overall review. Administrators can also specify the rating for the overall performance review if the automatic failure is triggered.

For example, if a performance review rating scale is 1-5, the automatic failure threshold may be set at 2. If a user receives a score of 2 or lower on any goal rating, competency rating, or question list item, then the automatic failure is triggered and the user automatically receives the automatic failure score.

Performance review section scores are calculated normally, regardless of the automatic failure setting.

This functionality is available for both standard and off-cycle performance reviews.

The following use cases apply to the Auto-score functionality set on the General step when creating a performance review task. See Performance Review Task - Create/Edit - General.

Automatic Failure - Simple

Use Case:

  • Admin creates Performance Review PR2011:
    • Automatic Failure enabled
    • Trigger score set to 2
    • Overall resulting score set to 1.0
    • Self Review step with Goal Rating Section GRS and Question List Section QLS

Action:

  • User1 launches PR2011 and rates Goals in GRS as follows:
Goal Weight Rating
A 25% 4
B 25% 4
C 25% 4
D 25% 2
  • User1 rates questions in QLS as follows:
Question Weight Rating
Q1 25% 5
Q2 25% 4
Q3 25% 4
Q4 25% 5

Result:

  • Automatic failure is triggered due to the 2 rating on Goal D in GRS.
  • User1 receives 3.5 as the section score for GRS.
    • Calculation: ((0.25*4)+(0.25*4)+(0.25*4)+(0.25*2))=3.5
  • User1 receives 4.5 as the section score for QLS.
    • Calculation: ((0.25*5)+(0.25*4)+(0.25*4)+(0.25*5))=4.5
  • User1 receives a Self Review Workflow step overall score of 1.0 due to Automatic Failure being triggered.
  • User1 receives an overall Performance Review score of 1.0 due to Automatic Failure being triggered.

Automatic Failure – Multiple Workflow Steps

Use Case:

  • Admin creates Performance Review PR2011:
    • Automatic Failure enabled
    • Trigger score set to 2
    • Overall resulting score set to 1.0
    • Overall Rating Scale set to 1 – 5
    • Self Review step (50% weight):
      • Goal Rating Section GRS (50% weight)
      • Question List Section QLS (50% weight)
    • Manager Review step (50% weight):
      • GRS (50% weight)
      • QLS (50% weight)
  • Manager1 is the Manager for User1.

Action:

  • User1 launches PR2011 and rates Goals in GRS as follows:
Goal Weight Rating
A 25% 4
B 25% 4
C 25% 3
D 25% 3
  • User1 rates questions in QLS as follows:
Question Weight Rating
Q1 25% 5
Q2 25% 4
Q3 25% 4
Q4 25% 5

Result:

  • User1 receives 3.5 as the section score for GRS (Self Review).
    • Calculation: ((0.25*4)+(0.25*4)+(0.25*3)+(0.25*3))=3.5
  • User1 receives 4.5 as the section score for QLS (Self Review).
    • Calculation: ((0.25*5)+(0.25*4)+(0.25*4)+(0.25*5))=4.5
  • User1 receives a Self Review Workflow step overall score of 4.0.
    • Calculation: ((0.5*3.5)+(0.5*4.5))=4.0

Action:

  • Manager1 launches Manager Review of User1 for PR2011 and rates Goals in GRS as follows:
Goal Weight Rating
A 25% 4
B 25% 4
C 25% 4
D 25% 2
  • Manager1 rates questions in QLS as follows:
Question Weight Rating
Q1 25% 4
Q2 25% 3
Q3 25% 4
Q4 25% 5

Result:

  • Automatic Failure is triggered due to the 2 rating on Goal D in GRS (Manager Review).
  • User1 receives 3.5 as the section score for GRS (Manager Review).
    • Calculation: ((0.25*4)+(0.25*4)+(0.25*4)+(0.25*2))=3.5
  • User1 receives 4.0 as the section score for QLS (Manager Review).
    • Calculation: ((0.25*4)+(0.25*3)+(0.25*4)+(0.25*5))=4.0
  • User1 receives a Manager Review Workflow step overall score of 1.0 due to Automatic Failure being triggered.
  • User1 receives an overall Performance Review score of 1.0 due to Automatic Failure being triggered.