Configuring the Summary Section

Objectives

After completing this lesson, you will be able to:

  • Configure the overall summary section

Summary Section

The Summary section displays summarized information about the evaluation sections and an overall rating in one central area.

Sometimes titled Overall Performance Summary or Assessment Summary, the Summary section displays summarized information about all of the evaluation sections on the performance form. For example, if there are two goal sections and two competency sections in your form, summaries about the content in all four sections are shown in the overall Summary section.

In the overall Summary section, you can set the weights for each section as well. You can also allow managers to manually enter an employee’s overall performance rating in this section.

The amount of summarized information is determined by the content in the working sections of the form. The figure, Summary Section, shows that summaries from all sections display in the Summary section.

Note
The Summary section can include a Calculated Overall Rating, Manual Overall Rating, or both.

Summary Section Example

The figure, Summary Section Example, shows that if ratings and weights are included, average scores for each section, as well as a general overall performance score, display.

Item Weights

The item weights per goal and competencies display in the Summary section and are used in the average score section calculation. If no item weights are used, each item is equally weighted.

Section Weight

The section weight is the relative value of the section compared to other sections in the template for form scoring purposes. For the section to be included as part of the overall rating of the form, you must enter a section weight. If a customer does not want a specific section to be included in the overall rating, you can set the section weight to 0. 

Each of the Goals and Competencies sections on the form can be weighted independently; stakeholders must decide the value of these weights. This weight is used in the overall performance form score calculation. 

For example, the weight of the Goals section might be set as 30% and the weight of the Competencies section as 70%. They may also be set as 50/50. The overall performance score takes these values into consideration. 

Configuration of Section Weights

Section weights are a simple configuration, but require careful consideration by your customers. They must decide what the weighting for each section must be to show how important the section is in the overall score. This decision is greatly influenced by variables, such as senior management direction or corporate culture, and can be considered as a statement of the philosophy of the company.

The section weight is set within the <section-weight> sub-element within the section’s <competency-sect> or <objective-sect>.

Code snippet
<sect-weight>50.0</sect-weight>
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Customers can choose whether to allow users to modify the section weight. This is controlled by the weight-lockdown attribute of the <sf-pmreview> element:

  • weight-lockdown="true": Users cannot change weights.

  • weight-lockdown="false": Users can change weights.

There is also the option to not show the section weights within the form, controlled by the show-weight attribute of the <sf-pmreview> element:

  • weight-lockdown="true": Users cannot change weights.

  • weight-lockdown="false": Users can change weights.

Configuration of the Summary Section

The Summary section displays summarized information about the Competency and Objective sections that have been rated on the form. An Overall Calculated and Manual Rating can be enabled that will display at the top of the section. In addition, an overall comments box can be enabled for the users. 

Within the <summary-sect> element of the XML, there are many configurations you can make in a section.

<summary-sect> Attributes

The most common attributes are listed in the following table:

AttributeDescription
manual-ratingIf set to "true", this attribute allows the user to insert an overall rating that is different from the calculated rating.
override-unratedOnly applies if manual-rating="true". If the user does not specify a Manual Rating, override-unrated determines what happens. If manual-rating="true" and override-unrated="false", the rating of record is the Manual Rating. If manual-rating="true" and override-unrated="true", the rating of record is the Overall Calculated Rating unless a Manual Rating is selected (if the Manual Rating is unrated, the rating of record defaults to the calculated overall rating).
split-cmtWith PMv12 Acceleration, this attribute has to be set to "true" and the "false" value is not a valid configuration option.
cmt-optDefines how comments must work in this section. Note that the options are different than the cmt-opt attribute in other sections:
  • cmt-opt="0": show section comments (default)

  • cmt-opt="1": no section comments

Configuration of the Calculated Overall Rating

The Calculated Overall Rating determines the score of each of the sections based on the ratings and item weights within the section, and then determines the overall score by appyling the weights of each section to its scores. If weights for items do not total 100%, then they are normalized during the calculation of this score.

The Calculated Overall Rating is calculated by the system and is not editable by the user. The table Calculated Overall Rating: Example is an example of how the system calculates the overall rating based on item ratings, item weights and section weights. 

Note
Since this rating is calculated by the system from data that is already determined in the template or form, you do not need to enable it or make any configurations to it.

Configuration of the Manual Overall Rating

The Manual Overall Rating allows the manager or permissioned role to override the calculated score. Assigning the manual rating allows the manager to keep the objectivity of the calculated score, but also exhibit judgement in the final rating on the form. If a manual rating is enabled on the form, the rating selected is the rating of record. The manual overall rating is not enabled by default, but you can easily enable it in both Manage Templates and the XML.

Configuration of the Manual Overall Rating in the XML Template

In the XML, set manual-rating="true" in the <summary-sect> element.

Code snippet
<summary-sect index="5" mgt-only="false" manual-rating="true" override-unrated="true
split-cmt="false" rating-opt="0" cmt-opt="0" show-listing="true" rating-mode="text"
use-adjusted-scale-for-section-header-rating="0" show-group-matrix="true"
overall-rating-display-order="manual-calc">
Expand

Configuration of the Manual Overall Rating in Manage Templates

In Manage Templates, check the box for Allow manual rating.

Configuration of the Overall Rating Labels

The labels of both the calculated rating and manual rating can be configured in the XML. Consult the DTD or the configuration guide to place the elements in the correct location.

Code snippet
</field-permission>
<overall-rating-label><![CDATA[Manual Overall Rating]]></overall-rating-label>
<calc-rating-label><![CDATA[Calculated Overall Rating]]></calc-rating-label>
    </summary-sect>
Expand

Rating of Record

If enabled, the manual rating becomes the rating of record. If the user does not enter a rating in this field, the subject of the form will not have an overall score, which has a number of negative implications. There are two options to ensure that a subject has an overall score when the form is completed: 

  • Set  override-unrated="true" in the <summary-sect> element attributes. When set to "true", the rating of record defers to the overall calculated rating. 
  • Make the Manual Overall Rating required before the form can be sent to the next step through permissioning. This is covered later in the course. 

Objective and Competency sections in the Summary Section

For the objective and competency sections to display in the summary section, configurations must be done in each respective section. 

For the section to display in the summary section:

  • In the XML part of the respective section: in-summ-display="true" 
  • In Manage Templates, checkbox: Display Section in Summary

For the section to be included in the overall rating calculation in the Summary section:

  • In the XML part of the respective section: in-overall-rating="true" 
  • In Manage Templates, checkbox:  Include in overall performance summary section rating 
Note
The section weight of each section needs to be defined per section too. If no weight is set for the section (0 weight) the section will not be included in the overall rating calculation.

Calculated Overall Rating: Example

The table, Calculated Overall Rating: Example, is an example of a simple performance form overall calculation.

Calculated Overall Rating: Example

The Goal SectionItem WeightRatingItem ProductSection WeightSection Product
Goal #135%51.75  
Goal #220%4.80  
Goal #345%31.35  
Section Total  3.9050%1.95
Competency Section #1Item WeightRatingItem ProductSection WeightSection Product
Competency #160%31.80  
Competency #240%41.60  
Section Total  3.4020%.68
Competency Section #2Item WeightRatingItem ProductSection WeightSection Product
Competency #130%1.30  
Competency #225%2.50  
Competency #320%3.60  
Competency #415%4.60  
Competency #510%5.50  
Section Total  2.530%.75
Overall Calculated Score    3.38

Configure the Overall Summary Section

Business Example

You need to configure the overall summary section for a Performance Management form.

Task 1: Configure the Overall Summary Section in Manage Templates

Learn how to configure the Summary section from Manage Templates.

Steps

  1. Configure the end-user display of the overall summary section, so that the Performance Management form sections are weighted as follows:

    Performance Management Form SectionWeight
    Goals50%
    Core Competencies25%
    Job Specific Competencies25%
    1. Log in to the Instance and navigate to Manage Templates from the Action Search bar.

    2. Select the Performance Review to display the performance template list. Select your Performance Management form template.

    3. Select to expand Edit Fields and Sections dropdown menu on the left-hand side of the screen, and select Summary Section.

    4. In the Weights section, enter the weights in the Goals, Core Competencies, and Job Specific Competencies fields, according to the above table.

    5. Select Save.

  2. Enable each section to populate ratings into the overall summary section, by selecting the following options in the Competency sections:

    • Include in overall performance summary section rating

    • Display Section in Summary

    • Show Calculated Section Rating

    1. On the Performance Management form template screen, in the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Core Competency.

    2. Select Show advanced options....

    3. Select the checkboxes for the options listed above.

    4. Select Save.

    5. Repeat these steps for the Job Specific Competencies section

  3. Enable each section to populate ratings into the overall summary section, by selecting the following options in the Goals section:

    • Display section in summary

    • Display calculated section rating

    • Include in overall performance summary section rating

    1. On the Performance Management form template screen, in the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Goals.

    2. Select Show advanced options....

    3. Select the checkboxes for the options listed above.

    4. Select Save.

  4. Configure the goal section so that it auto-populates weights from the goal plan.

    1. In the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Goals.

    2. Select the Auto populate goal weights from weights in the goal plan checkbox.

    3. Select Save.

  5. Enable manual rating in the overall summary section.

    1. In the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Summary.

    2. Select the Allow manual rating checkbox.

  6. Configure the manual rating so that it has no positive or negative effect on total scores of ratings that are labelled Too New To Rate.

    1. In the Edit Fields and Sections dropdown menu on the left-hand side of the screen, select Summary.

    2. Scroll down to the Unable to Rate field, and enter the text Too New To Rate.

    3. Select Save.

  7. Enable the option to override the manual rating with the calculated rating if the manager forgets to complete the manual rating.

    1. In the Edit Fields and Sections dropdown menu on the left-hand side of the screen, click Summary.

    2. Scroll down, and select Show advanced options...

    3. Select the Allow Override of Unrated Manual Rating checkbox.

    4. Select Save.

Task 2: Configure the Overall Summary Section in XML

Steps

  1. Open the Performance Management form template in your XML editor.

    1. Log in to the instance, and navigate to Form Template Settings from the Action Search bar.

    2. Select the name of your Performance Management form template from the list.

    3. On the Performance Management form template screen, select Download Form Template.

    4. Save the template locally in a folder with the relevant DTD file.

    5. Open the Performance Management form template with your XML editor.

  2. Configure the end-user display of the overall summary section, so that the Performance Management form sections are weighted as follows:

    Performance Management Form SectionWeightCode Solution
    Goals50%<sect-weight>50.0</sect-weight>
    Core Competencies25%<sect-weight>25.0</sect-weight>
    Job Specific Competencies25%<sect-weight>25.0</sect-weight>
    1. Locate the relevant section weight tags in the XML file and assign weights according to the above table.

    2. Validate the XML file against the DTD.

  3. Configure the calculated ratings from each section to populate in the overall summary section.

    1. Locate the tags for each section and set the values to ‘true’, as follows:

      Code snippet
      in-summ-display="true"
      in-overall-rating="true"
      Expand
    2. Validate the XML file against the DTD.

  4. Enable manual rating in the overall summary section.

    1. Locate the <summary-sect> area in the XML file.

    2. Verify that manual-rating="true"

    3. Validate the XML file against the DTD.

  5. Configure section weights so that end-users can view, but not edit, them.

    1. Locate the sf-pmreview> area in the XML file.

    2. Verify you have the following settings:

      Code snippet
      weight-lockdown="true" show-weight="true"
      Expand
      Note
      This code is not in the <summary-sect>. Review the DTD to identify where the code should be placed (it should already exist in your file).
    3. Validate the XML file against the DTD.

  6. Configure the goal section so that it auto-populates weights from the goal plan.

    1. Locate the <objective-sect> area in the XML file.

    2. Verify you have the following setting:

      Code snippet
      auto-pop-weights="true"
      Expand
    3. Validate the XML file against the DTD.

  7. Configure the manual rating so that it has no positive or negative effect on total scores of ratings that are labelled Too New To Rate.

    1. Locate the <summary-sect> area in the XML file.

    2. Set the following label in <unrated-rating>:

      Code snippet
      <unrated-rating><![CDATA[Too New to Rate]]></unrated-rating>
      Expand
    3. Validate the XML file against the DTD.

  8. Enable the option to override the manual rating with the calculated rating if the manager forgets to complete the manual rating.

    1. Locate the <summary-sect> area in the XML file.

    2. Verify you have the following setting:

      Code snippet
      override-unrated="true"
      Expand
    3. Validate the XML file against the DTD.

    4. Save as a new version

    5. Navigate to Provisioning, and select the option Form Template Administration

    6. Select the form template that you intend to update with the latest XML changes done.

    7. Search for the XML template latest version, and select Update by upload to update the form template.

Task 3: Verify the Section Populates Ratings

Steps

  1. Launch the performance form.

    1. Log in to the Instance, open the Home dropdown menu, and select Performance.

    2. Choose Create New Form.

    3. On the My Forms screen, select your form.

    4. Select Edward Employee as the subject of the form.

      Note
      In the previous step, if you cannot select other subject of the form than self or direct reports (in case of managers), you can enable the following option to be able to search for any other employee and create the form. Navigate to Form Template Settings, then open your form template, and select Allow form creator to select anyone as the subject. Select Update Form Template to save changes. Otherwise, you can launch a form for the employee from the Launch forms option.
    5. Confirm the start, end, and due dates, and select Create and Open.

  2. Complete the employee assessment step.

    1. Select Proxy Now to proxy as the subject of the form you created previously (the employee).

    2. Access your performance form from the Inbox or the Engagement Card available in the Home Page. Explore the options available to you in this employee assessment step and rate the form.

    3. Scroll to the end of the screen, and choose Send to Manager Approval.

  3. Proxy as the manager and complete the manager assessment step.

    1. Select Proxy Now.

    2. In the Select Target User dialog box, in the Please enter target user name field, enter the name of your manager.

    3. On the manager’s Home Page screen, you should find an Engagement Card Review Employee Performance. Select it to open the form.

      Alternatively, you can complete this step by navigating to your Performance Inbox.

    4. Explore the options available to you in this manager assessment step and rate the form.

    5. Select the Save icon in the top right-hand corner of the screen.

    6. Scroll down to the summary section and verify calculated ratings have populated.

    7. Complete the manual overall rating, and verify that the labels and weights of sections are correct.

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