Example: Calculating the Overall Rating Using Item Averaging

This example shows how to calculate the overall rating of a worker using item averaging. To enable this option, select the

Calculated Rating uses Item Averaging

check box in the

Overall

section on the employee review template.

You can calculate an

Overall Rating

that is just a simple average of all individual items in an employee review, regardless of the section from which they belong. The

Overall Rating

calculation is:

Sum of each individual rate / # of items

When you use different rating scales in the sections, Workday normalizes the ratings to the rating scale used by the

Overall

section. The formula for that 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:

Accomplishments

Goals

, and

Questions

. You can use this data to calculate the

Overall Rating

Rating Scales
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

Employee Review
Section	Rating Scale	Item Rating
Accomplishments	5 Point Scale	4
Goals	5 Point Scale	3
Questions	3 Point Scale	2
Overall	5 Point Scale	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

Now Workday can use the formula to calculate the

Overall Rating

(4) + (3) + (3) / 3 = 3.333

3.333 maps to 3 - Meets Expectations on the 5 Point Scale used by the

Overall

section.