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Administrator Guide
Last Updated: 2024-02-09
Example: Set Up Average Additional Reviewer Ratings Report

Example: Set Up Average Additional Reviewer Ratings Report

This example enables an administrator to set up a report showing the average numeric ratings by additional reviewers for employee reviews measuring competencies.
When you run a report for additional reviewer ratings for competencies, the report displays only the non-numeric rating (Example: Exceeds Expectations) from each additional reviewer. Using the
Average Rating by Additional Reviewer Type
 report field on the Review Component business object, you can create a report that calculates the average rating for all additional reviewers into a numeric value.
  1. Access the
    Create Calculated Field
     task and create a calculated field on the Review Component business object.
    Select the
    Lookup Field with Prompts
     function.
  2. Define the calculation using the
    Average Rating by Additional Review Type
     source field.
    In the
    Additional Reviewer Type
     source field, select 1 of the additional reviewer types configured in your tenant. Example: select from these configured additional reviewer types:
    • Peers
    • Direct Reports
    • Other (for other reviewers)
  3. Create additional calculated fields using the instructions in steps 1 and 2.
    Example: if you created a calculated field for Peers in step 2, create a new calculated field for Direct Reports.
    You can also create a calculated field and select all 3 values to calculate an average score of all the values.
  4. Access the
    Create Custom Report
     task and create a report to display the results for the calculated fields.
    1. Select the
      Advanced
       option in the
      Report Type
       field and the
      Employee Review
       option in the
      Data Source
       field.
    2. In the
      Columns
       tab, add a column with the Content - Review Competency business object and the
      Competency Name
       in the field so the report will display the average ratings per competency.
    3. Set up the report columns with the business object as Content - Review Competency, with 1 of the calculated source fields you created in steps 2 and 3.
    4. Create the
      Column Heading Override
       labels to match the source fields:
      • Average Rating for Peers
      • Average Rating for Direct Reports
      • Average Rating for Other Reviewers
      • Average Rating for All Additional Reviewers
  5. In the
    Prompts
     tab, select
    Review Templates
     for the
    Field
     column and
    Determine default value at runtime
     for the
    Default Type
     column.
  6. In the
    Output
     tab, select the
    Output Type
     as
    Table
    .
  7. (Optional) Select the
    Worklet Options
     option if you want to access the report on a dashboard.
  8. In the
    Share
     tab, select the
    Share with all authorized users
     check box.
  9. Run the report for a given worker to display the average competency rating numbers by additional reviewers.