SMP Metric Grid Report

This report displays the grid rating of users on a metric grid. Grid ratings can be pulled in from a specific SMP task for a metric grid. SMP task data is available for this report as soon as the corresponding SMP task is saved. Calibration allows you to move employees on the metric grid from cell to cell using drag and drop.

Filters

  • User Criteria (required field) - Limit report output to the users matching the specified user criteria.
    • The report will only run within the defined constraints for the user running the report.
    • This is the standard OU availability selection criteria drop-down. Choose from available OU types.
    • Defaults: If no User Criteria are selected then the report will run for the entire available population.
  • Select SMP Task (required field) - Select the appropriate SMP task or select "Most Recent Grid Rating."
    • Most Recent Grid Rating - This option is selected by default. When this option is selected, the report includes the most recent grid rating for each user included in the report. Calibration functionality is not available if the report is pulling in most recent grid ratings.
      • If the employee's metric ratings or grid placements were most recently updated via My Team or Helicopter View, the employee appears on the grid based upon their My Team metric ratings and Helicopter View grid placements.
      • If the employee's metric ratings or grid placements were most recently updated via a completed SMP task, the employee appears on the grid based upon their metric ratings and grid placements from the corresponding SMP task. If an SMP task is not complete, then the grid rating does not pull in from that task.
    • SMP Task - Click the Select SMP Task field to select a specific SMP Task. This includes only data from the selected task in the report. Only one SMP Task can be chosen. If you have the calibration permission, then calibration functionality is available on the report. The selected task does not have to be completed.
  • Select Metric (required field) - Select SMP metric. Only one SMP Metric can be chosen.
  • Gender - Filter by Male, Female or All (if Gender is a field in the user record, otherwise defaults to All).
  • Ethnicity - Filter by Ethnicity or All (if Ethnicity is a field in the user record, otherwise defaults to All).
  • User Status - Select this option to include inactive users in the report. This option is useful when viewing the most recent grid rating data, which can span multiple years of tasks, resulting in high numbers of employees who may have been assessed but are no longer active employees.

Output

  • View Grid - click on the view grid button to view the grid on the screen. The grid displays all users within the selected user criteria for the report. The grid displays anywhere from a 4 box to a 25 box grid based on the metric grid field definition. If the option to display axis labels is unchecked for the metric grid, then the axis labels will not appear. Cell labels, color codes, row and column labels will appear based on the metric grid custom field.

If a SMP task is selected, each user will appear on the grid based their grid position defined within the selected SMP task. If the user's grid position was overridden, then the user will appear in the overridden grid position with an asterisk from the selected task.

If a SMP task is not selected, then each user in the report criteria will be placed on the grid based on their grid position from the most recent completed SMP task for the selected metric grid. If on the most recent completed SMP task the user's grid position was overridden, then an asterisk will display. Only the employee's initials will display by default. An option will be available to display each employee in the grid by their full name.

If checked, then the employee's full name will appear instead of their initials. Each employee will appear on a separate line within the box.

If there are more employees listed than the size of the box allows, use the vertical scroll bar to navigate. You can mouseover each initial to see a popup information box about the employee.

If you have the Calibration permission, then you can use drag and drop to move employees around on the metric grid. A SMP task must be selected in order to use calibration. If you do not have the calibration permission and the report does not have a selected SMP task, then drag and drop will be disabled. If employees are moved, then an asterisk will appear indicating the grid position has changed. If the employee was already moved on the grid within the task, the employee can still be moved on the report. To apply grid changes, click the Update Task button.

When the update task button is clicked, a popup will appear confirming to the user that they want to update the task with the new grid positions. If the user clicks continue, the task will be updated with the new grid positions.

This update will only update employees that were moved on the report. An asterisk will appear next to their name on the grid in the task. If the task contains an individual metric grid and the general metric grid, the employee's new grid position will appear in both locations within the task with an asterisk. This new grid position will be the employee's reportable grid position on the SMP Metric Ratings report and analytics. The grid can be exported to HTML or excel by clicking on the output buttons on the grid. If calibration is used and employees are moved to different cells on the grid, these new grid positions will appear on the printable versions of the metric grid. The employee's full name will appear in the print out.

For calibration, an audit trail will be available when grid positions are calibrated on the report and the task is updated. This audit trail will be available within task details for the SMP task. This audit trail will only appear if the user has the calibration permission. If the user does not have the calibration permission, then this link will not appear the task details page for the SMP task.

View History link - click to view the history of calibrations for the task. You will see all grid modifications from the report. This audit trail will only record calibrations that are done within the SMP Metric Grid Report and not calibrations that are done by the task assignee within the task.

The From and To data will be captures when the Task Update button is clicked on the report. An entry will be made in this audit table for each employee that has their grid position modified on the report and the task is updated. If an employee has their grid position modified more than once, then an entry will appear for each time the employee's grid position is modified.