Example: Calculating the Overall Rating Using Mapped Section Ratings and Weightings
This example shows how to calculate the overall rating using mapped section ratings and
weightings. To enable this option, don't select the
Calculated Rating uses
Section Rating Precision
check box in the Overall
section on the employee review template.The calculation for the
Overall Rating
is the same formula as
the calculation for the Section Summary Rating
:(Sum of each (rate X associated weight)) / total weight
When you use different rating scales in your sections, Workday normalizes those
section summary ratings to the rating scale used by the
Overall
section. That formula is:Normalized section rating = overall section's lowest rating scale value +
((section summary's rating - section summary's lowest rating scale value) X
(overall section's highest rating scale value - overall section's lowest rating
scale value) / (section summary's highest rating scale value - section summary's
lowest rating scale value))
Example: You have 3 sections that use section weighting
(
Accomplishments
, Goals
, and
Questions
) and an Overall
section.
You 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 | Mapped Rating |
|---|---|---|---|
Accomplishments | 5 Point Scale | 40% | 4 |
Goals | 5 Point Scale | 40% | 3 |
Questions | 3 Point Scale | 20% | 2 |
Overall | 5 Point Scale | not applicable
| Calculated
|
The normalized rating for each section is:
Section | Calculation for Normalized Rating |
|---|---|
Accomplishments | 1 + ((4 - 1) X (5 - 1) / (5 - 1)) = 4 |
Goals | 1 + ((3 - 1) X (5 - 1) / (5 - 1)) = 3 |
Questions | 1 + ((2 - 1) X (5 - 1) / (3 - 1)) = 3 |
Workday can use the standard formula to calculate the
Overall
Rating
:(4 X 0.4) + (3 X 0.4) + (3 X 0.2) = 3.4
Next, Workday maps 3.4 to the corresponding rating on the 5 Point Scale:
3.4 maps to 3 - Meets Expectations. So the
Overall Rating
is 3
- Meets Expectations.