Using the Matrix Grid Placement History Portlets

The matrix grid placement for employees is calculated in real time when the grid report is generated. Since the Performance-Potential and How vs. What matrices depend upon Performance Management processes that often have different effective dates, there is a need to define a consistent strategy for storing 9-box placements to retrieve accurate results. For example, if the Performance rating on the 9-box label is based on Annual Review, while the Potential is based on the Talent Review of the individual, the effective dates for both these processes might be different.

Currently, the system simply assigns a 9-box placement based on the most recent Performance rating and Potential rating. However, the challenge is to store this information using an effective dated 9-box placement for reporting purposes.

The rule is quite simple: Rating effective date boundary is based on end date.

To generate historical matrix placement for a user, we load all of their performance and potential ratings based on the configuration used in the 9-box report. Then, we use these ratings to calculate the historical matrix placement based on the rule mentioned before.

For example, for a user, we have the following annual performance review ratings and talent review potential ratings:

According to the rule, we only have to check the end dates. Each rating can be marked as a point at the end date on the timeline. The system starts from Perf1 and looks for the next rating. It finds Pot1. Ratings of two different types can generate a matrix placement, so Perf1 - Pot1 is generated. The start date of this historical matrix placement is 2018/6/1 and the end date is 2018/12/31.

It continues looking for the next rating, finds Perf2. It is the same rating type as Perf1. It means Perf1 is out of date, no need to look for any other Potential ratings. So, the system stops, and restarts from Pot1. It finds Perf2. Calculate Perf2 - Pot1, 2018/12/31 ~ 2019/6/1.

Then it meets Pot2, stops, and restarts from Perf2, repeats the same operation until it traversed all the ratings.

The generated historical matrix placement can be described as follows:

The last historical matrix placement is the most recent placement. So, the end date is empty. We can consider the end date as Today.