Quarterly Performance Reviews | Overall Ratings Average Calculation through Table Reports

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Average Rating Calculation of Multiple Quarterly Review Forms through Table Report

 The performance management Review process can vary significantly across different organizations. In certain organizations, a single standard performance form may not address the unique requirements of their evaluation processes. As a result, these organizations might utilize multiple performance forms to evaluate the employee performance.

With the use of multiple performance forms, it becomes essential to establish a method for consolidating and averaging the ratings derived from these various performance evaluation forms like quarterly or half-yearly forms. This consolidation process ensures that a comprehensive and balanced assessment of employee performance is achieved, providing a clear and unified picture of their overall performance.

This document explains the step-by-step way of how we can calculate the average of overall ratings/score from multiple forms with the help of table reports.

Step 1:

Go to the report centre and click on New and select the report type as Table and click on Select.

Step 2:

Select the Cross Domain type and select the data as Performance Management and click on Select.

Step 3:

In General Info Tab, enter the Report Name and uncheck the Remove Styling check box and rename the Domain Name for easy identification.

Step 4:

Then click on Add Domain button and select Performance Management Domain and click on Add button. Then Rename the added Domain name for easy identification.

Step 5:

In People Tab define the required people scope.

Step 6:

In Data sets select the required PM form template name for both the domains.

Step 7:

In Columns Tab select the required subject, PM Form and PM form template column in the first domain along with the Overall Performance Rating.

In the Second Domain select only the Overall Performance Rating Column.

Step 8:

In Columns Tab under Summary of Actions Tab, check the Enable Distinct and click on the Group By. Then select the Overall Performance Rating column from 2nd domain, select the Function as AVG and click on the OK button.

Step 9:

Then move to the Filters Tab and select the required Status filters under both the domain.

Then move to the Relationship Tab and check whether both the domains are related by Employee’s User ID or Username.

Step 10:

Then Save the report and Generate the report. In the report you can view the average of all the PM form’s Overall Performance Rating for employee along with the Overall Performance Rating for each form.

If you don’t want each form’s Overall Performance Rating and require only the average Overall Performance Rating, then remove the Form template, Document ID and Overall Performance Rating column from the 1st domain, then save and generate.