Example: Calculating the Overall Rating Using Calculated Section Ratings and
Weightings
This example shows how you calculate overall rating of a worker using calculated section
ratings and weightings.
The calculation for the
Overall Rating
is:(Sum of each (rate X associated weight)) / total weight
When you use different rating scales in the sections, Workday normalizes those
section summary ratings to the rating scale used by the
Overall
section. For this calculation method, Workday uses
the calculated section summary rating and not the mapped rating.
The formula for that is:
Normalized section rating = overall section's lowest rating value +
((section summary's rating - section summary's lowest rating value) X (overall
section's highest rating value - overall section's lowest rating value) /
(section summary's highest rating value - section summary's lowest rating
value))
Example: You have 3 sections that use section weighting
(
Accomplishments
, Goals
, and
Questions
) and an Overall
section.
We can use this data to calculate the Overall Rating
:Rating Scale Name | Rating Name | Rating Value | Begin Range | End Range |
|---|---|---|---|---|
3 Point Scale | 1 - Does Not Meet Expectations | 1 | 0 | 1.49 |
2 - Meets Expectations | 2 | 1.5 | 2.49 | |
3 - Exceeds Expectations | 3 | 2.5 | 3 | |
5 Point Scale | 1 - Does Not Meet Expectations | 1 | 0 | 1.49 |
2 - Needs Improvement | 2 | 1.5 | 2.49 | |
3 - Meets Expectations | 3 | 2.5 | 3.49 | |
4 - Exceeds Expectations | 4 | 3.5 | 4.49 | |
5 - Company Maker | 5 | 4.5 | 5 |
Section | Rating Scale | Section Weight | Calculated Rating |
|---|---|---|---|
Accomplishments | 5 Point Scale | 40% | 3.9 |
Goals | 5 Point Scale | 40% | 3 |
Questions | 3 Point Scale | 20% | 2.5 |
Overall | 5 Point Scale | not applicable
| Calculated
|
The normalized rating for each section is:
Section | Calculation for Normalized Rating |
|---|---|
Accomplishments | 1 + ((3.9 - 1) X (5 - 1) / (5 - 1)) = 3.9 |
Goals | 1 + ((3 - 1) X (5 - 1) / (5 - 1)) = 3 |
Questions | 1 + ((2.5 - 1) X (5 - 1) / (3 - 1)) = 4 |
Workday can use the standard formula to calculate the
Overall
Rating
:(3.9 X 0.4) + (3 X 0.4) + (4 X 0.2) = 3.56
Next, Workday maps 3.56 to the corresponding rating on the 5 Point Scale:
3.56 maps to 4 - Exceeds Expectations. So the
Overall Rating
is 4 - Exceeds Expectations.To enable this option, select the
Calculated Rating uses Section Rating
Precision
check box in the Overall
section on
the employee review template.