The purpose of this article is to provide a detailed explanation of how employees' scores are calculated in a performance evaluation, specifically when using the "Final score by evaluation type" methodology.
Scope / Limitations:
The article is aimed primarily at administrators of the "Gestión de Desempeño" module. To understand the calculations behind the evaluation when using the results methodology "Final score by evaluation type", it is essential to know how the performance evaluation was configured and the weights that were set.
Calculation of the performance evaluation score:
When you configure a performance evaluation, in the tabResultsyou have the flexibility to select the methodology that will determine how the employee's final score will be calculated. By default the selected option isFinal score calculation by evaluation type.
The "Final score calculation by evaluation type" methodology calculates an employee's final performance evaluation score from the scores in the evaluation types in which they were assessed (downward evaluation, self-evaluation, parallel evaluation, upward evaluation).
The score for each evaluation type is obtained according to the form configuration (competency and objective weights) and then these are weighted according to the weights configured for the evaluation types that were included in the process.
In this explanation, we will use as an example an evaluation that includes multiple evaluation types, where competencies and objectives are measured. Through this example, we will explore how the employee's final result is reached considering the final score by evaluation type calculation methodology
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To begin we will calculate the score of each competency in an evaluation type:
The score of each competency is obtained by averaging the scores of its indicators:
Competency score = Sum of the indicator scores / Number of indicators
For example, consider the competency "Proactividad", which consists of 5 indicators. Therefore, the score for the "Proactividad" competency is determined by adding the score of each indicator and dividing by 5.
Proactividad score = (4+3+2+3+3)/5 = 3
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Secondly, we will proceed to calculate the overall score for the competency category, both transversal and specific:
These scores are determined by the weighted average of the competencies within each category, using the weightings selected during the evaluation configuration.
Transversal or specific competencies score = Competency score 1 * Competency weight 1+ NCompetency score 2 *Competency weight 2+ NCompetency score 3 *Competency weight 3 +....
Following the example, in this evaluation the measurement of both transversal and specific competencies was established. For transversal competencies, it was determined that two competencies would be evaluated, assigning them weights of 35% and 65%, respectively.After performing the calculations previously explained, a score of 3 was obtained for the "Proactividad" competency and 4.33 for the "Excelencia" competency. Therefore, the "Transversales" score is determined by summing the result of multiplying each score by its respective weight.
Transversal competencies score = 3 * 0.35 + 4.33 * 0.65 = 3.86
In the case of specific competencies, the calculation is done in the same way, taking into account the weights assigned to these competencies in the employee's position or job family.
In the given example, the employee was evaluated on specific competencies related to their position. Following the previously explained procedure, it was determined that they obtained a score of 3.54 in specific competencies. -
Now we will calculate the employee's overall competency score:
If the evaluation was configured to include both specific and transversal competencies, to calculate the overall competency score we must take into account the weights assigned to these categories during the evaluation configuration.
Overall competency score = Transversal competencies score * Transversal categories weight + Specific competencies score * Specific categories weight
In the provided example, it was determined that transversal competencies represented 40% and specific competencies 60% of the total. Therefore, when calculating the overall competency score, the result of multiplying the score of each category by its respective weight is summed.
Overall competency score = 3.86 * 0.4 + 3.54 * 0.6 = 3.67
If the evaluation you configured only included the measurement of competencies, by following these steps you will have arrived at the final score for each evaluation type.
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Calculation of objective categories:
To calculate the overall objectives score, we must first determine the score for each of the objective categories that were established in the evaluation configuration. This is done according to the weights assigned to the objectives of each category, which are entered in the employee's record.
Objective category score = Objective score 1 * Obj weight 1 +Objective score 2 * Obj weight 2 +Objective score 3 * Obj weight3 + ....
Assignment of objectives and weights in the record:
Objective scores in the evaluation:
In the given example, the employee was assigned the objective categories "Organizacional" and "Personal". In the "Personal" category, which consists of two objectives, weights of 40% and 60% were assigned to each, respectively. Therefore, when calculating the "Personal" category score, the result of multiplying each objective by its respective weight is summed.
Personal category score = 45 * 0.4 + 100 * 0.6 = 78
For the "Organizacional" category, which has a single objective, the category score is equal to the score of that objective.
Organizacional category score = 70 * 1 = 70
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Overall objectives calculation:
To calculate the final objectives score we must consider the weights of the categories that were set in the evaluation configuration
Objectives score = Category score 1 * Category weight 1 +Category score 2 * Category weight 2 +Category score 3 * Category weight 3 +....
Following the example, for the employee it was established that the "Organizacional" category weighs 30% and the "Personal" category weighs 70%
Objectives score = 70 * 0.3 + 78 * 0.7 = 75.6
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Rescaling according to the results scale:
Now that we have obtained the competency and objectives scores, it is important to review the results scale that was established during the evaluation configuration. If different evaluation scales were used for competencies and objectives, the results will be adjusted automatically according to the configured results scale.
In our example, the results scale was set to "Notas", with a maximum score of 5. Competencies were evaluated using this same scale, so it is not necessary to adjust competency scores. However, objectives were evaluated using a scale different from the results scale, so the overall objectives score will be readjusted. In this case, objectives were measured on a percentage scale.
The adjustment of scores is carried out automatically using the equivalence between the maximum values of each scale:
Adjustment to results scale scores = Obtained score * Maximum results scale score / Maximum of the scale used
In our example, the maximum score on the scale used to measure objectives was 100%, while the maximum score on the results scale is 5. This means that a 100% score in objectives is equivalent to a 5.
Since the employee obtained 75.6% in the overall objectives score, the system will adjust it automatically using the following equation:
Objectives score on results scale = 75.6 * 5 / 100 = 3.78
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Score by evaluation type:
To determine the scores by evaluation type (downward evaluation, parallel evaluation, upward evaluation and self-evaluation), we must take into account the weights assigned to competencies and objectives during the configuration of the evaluation forms.
Score by evaluation type = Overall competency score * Competencies weight + Overall objectives score * Objectives weight
In the provided example, the evaluation form we are analyzing was configured with a weight of 40% for Competencies and 60% for Objectives.If we recall, we calculated that the overall competency score is 3.67 and the overall objectives score is 3.78. Therefore, the final score for the evaluation type in this example is:
Evaluation type score = (3.67 * 0.4) + (3.78 * 0.6) = 3.736
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Final performance evaluation score:
After having calculated the score for each evaluation type corresponding to the employee, we can determine their final score in the performance evaluation. The calculation of the final score using the "Final score by evaluation type" methodology uses the weights assigned to the evaluation types that were used to evaluate the employee.
Performance evaluation score = Downward evaluation score * Downward weight +Upward evaluation score * Upward weight+ NParallel evaluation score * Parallel weight+Self-evaluation score * Self-evaluationweight
In our example, the evaluation was configured only with downward evaluation and self-evaluation, assigning them weights of 70% and 30%, respectively.
As we calculated earlier, we determined that the downward evaluation score was 3.736. Following the same steps, we calculated the self-evaluation score, which was 4.01.
Therefore the final performance evaluation score for this employee is:
Final performance evaluation score = 3.73 * 0.7 + 4.01 * 0.3 = 3.82
It is important to note that if no result has been obtained in any evaluation type, the weight of that evaluation will be redistributed among the evaluation types that were answered
🤖 This article was translated using artificial intelligence. View original article.