Using the Matrix Grid Placement History Portlets

Objectives

After completing this lesson, you will be able to:
  • Explain the Matrix Grid Placement History Portlets
  • Configure the Matrix Grid Placement History Portlets

Matrix Grid Placement History

Overview and Rule

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.

Placement Example

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:

Performance Rating IDStart DateEnd DatePerformance Rating
Perf101/01/201812/31/2018Meets Expectation
Perf201/01/201912/31/2019Exceeds Expectation
Potential Rating IDStart DateEnd DatePotential Rating
Pot106/01/201806/01/2019Solid
Pot206/01/201906/01/2020High

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 It means Perf1 is out of date, no need to look for any other Potential ratings.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:

Start DateEnd DatePerformance - Potential
06/01/201812/31/2018Meets Expectation - Solid
12/31/201806/01/2019Exceeds Expectation - Solid
06/01/2020 Exceeds Expectation - High

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

The Matrix Grid Placement History is displayed.

Configuring the Matrix Grid Placement History Portlets

When a customer decides to use the Matrix Grid Placement History Portlets, two backgrounds elements must be added to their Succession Data Model for the two matrix grid reports.

A sample code:

Code Snippet
1234567
<background-element id="matrix1placement" type-id= "133">
  <label>Historical Matrix Grid Placement Portlet </label> 
  </background-element>
  <background-element id="matrix2placement" type-id= "134">
  <label> How vs. What Historical Matrix Grid Placement Portlet </label> 
  </background-element>

It is required to run the "Regenerate Matrix Placement History" job in Provisioning, after adding them in the data model.

We must make sure that the appropriate role-based permissions are in place for the newly added background elements.

You can add the portlet in Configure People Profile from Admin Center. Search the Available Blocks for Performance-Potential Historical Matrix Grid Placement Trend. Drag the block to the desired location on the profile and save the changes.

Set up the Performance-Potential Matrix Grid Reports

Business Example

You require more hands-on practice setting up the performance-potential matrix as an administrator. You need to set up a specific process for the Report, Modify the labels, colors, and process for the Report.

You can watch the following video for steps to set up the Performance-Potential Matrix Grid Reports:

Practice setting up the Performance-Potential Matrix :

ExerciseStart Exercise

Steps

  1. Create a process to associate Performance Management and Succession data in the Matrix Grid Reports.

    1. Log in to your instance as smadmin.

    2. To navigate to Processes and Forms, use Action Search.

    3. Add a new Process with the data from the table:

    FieldValue
    NamePerformance and Succession [Current Year]
    FormsSelect Performance and Development Plan form template or any performance template that is active in your instance. If there is no active template, ignore this part.
    Succession Data

    • Performance Data

    • Potential Data

    Rating ScalePerformance or Default Scale

  2. Set up Performance and Potential Matrix Rating Scales.

    1. To navigate to Matrix Grid Rating Scales, use Action Search.

    2. Select Performance from the dropdown menu.

    3. Choose Edit.

    4. Enter the data from the table:

      Valueen_US
      1Low
      2Solid
      3High

    5. Choose Save Changes.

    6. Select Potential from the dropdown menu.

    7. Choose Edit.

    8. Verify the following values and update them if necessary:

      Valueen_US
      1Low
      2Medium
      3High

    9. Choose Save Changes.

  3. Set up the details of the Performance and Potential Matrix – Labels, Colors, and Processes.

    1. To navigate to Matrix Grid Reports: Performance-Potential, use Action Search.

    2. Check the Include axis rating scale labels checkbox.

    3. Select the Process Name that you created in step 1 as a filter for both X-axis and Y-axis.

    4. Enter each 9-box label and "BG Color" (background colors).

      The Performance-Potential Matrix is displayed.

    5. Make sure that the Enable "unrated" is checked.

    6. Choose Save Changes. Your entries should now display the colors and labels as configured.

    7. Test your changes by running the report. Navigate to Succession → Performance-Potential Matrix. There are no ratings in the instance so no names are populated in the report.

    This concludes the exercise.

Configure the Matrix Grid Report Icons

Business Example

Your customer wants to update the icons on the Performance-Potential Matrix Grid report . Updating icons in the Matrix Grid using the Admin Center and changing the order of the fields in the Matrix Grid are some of the tasks that you must perform. Use Admin Center to perform these configurations.

To learn more about adding Matrix Report Filters, watch this video:

Practice updating icons in the Matrix Grid :

ExerciseStart Exercise

Steps

  1. Add the Gender Icons.

    1. Connect to your instance as smadmin.

    2. To navigate to Matrix grid report icon configuration, use Action Search.

    3. For the Gender field, choose Take Action and then Edit.

    4. Locate the label Male, and choose Change.

    5. Search for and select the Male icon.

    6. Choose OK.

    7. Repeat steps d through f to change the icon for Female.

    Add a New Field.

  2. Change the icons for the rest of the fields.

    1. Choose Add New Field to add fields.

    2. Using the same process as in the first step to modify the gender icons, change the icons according to the following requirements:

    A list of the Field Icons.

  3. Reorder the fields.

    1. Choose the Take Action dropdown menu and choose the Move Up/Move Down arrows to move Gender and Minority to the bottom of the list.

      The Move Up or Move Down Icon Menu Choices.

    2. Choose Save Changes.

  4. Check your results.

    1. Verify that your matrix grid report icon configuration screen ultimately looks like the one in the following screenshot.

    2. Navigate to the Performance-Potential matrix and choose the eye icon for Display Options. Verify that the icons match the configuration in the Matrix Grid Report icon configuration screen.

    The Matrix Grid Report Icon Configuration Screen is displayed.

    This concludes the exercise.

Add Matrix Filters

Business Example

It has been requested that you add filters to the matrix grid report.

You can configure additional filter fields (including custom fields) for your Matrix Grid. To do so, update the matrix-filter attribute of your standard elements and update the view-template section as follows in your Succession Data Model.

To learn more about adding Matrix Report Filters, watch this video:

Practice configuring additional filter fields :

ExerciseStart Exercise

Steps

  1. Set the matrix-filter to True for the Title standard-element definition.

    1. Log in to Provisioning.

    2. Export your Succession Data Model and save it as a backup.

    3. Create a new version of your Succession Data Model.

    4. Find the 'title' standard element and change the matrix-filter attribute to 'true." The title code should appear as follows:

      Code Snippet
      1
      <standard-element id="title" max-length="255" required="false" matrix-filter="true">

  2. Confirm that the element is in the view-template <id="sysUserDirectorySetting"> / <edit-template id="sysAllUserDirectorySetting">

    1. Do a search (CTRL-F) and search for "sysUserDirectorySetting" to find the section in the XML.

    2. Confirm that the line <standard-element-ref refid="title"/> is listed.

  3. Add an Exempt Status filter to your Performance-Potential Matrix Grid.

    1. Update the label of the custom01 standard element to Exempt Status.

    2. Update the matrix-filter attribute of the custom01 standard elements by setting it to True.

    3. Modify the standard element code to have the new label and attribute setting. Your code should appear as follows:

      Code Snippet
      123
      <standard-element id="custom01" max-length="255" required="false" matrix-filter="true">
 <label>Exempt Status</label>
 </standard-element>

    4. Save and import your data model.

  4. Navigate to the Performance-Potential Matrix Grid to see your new filters.

    1. Log in as smadmin to your instance.

    2. Navigate to Succession and then choose Performance – Potential Matrix Grid.

    3. Validate that you see the new filters in the Filter Options screen.

    This concludes the exercise.

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