Fusion Performance Management - Calculated Ratings Clarification (Doc ID 2278676.1)

Last updated on JUNE 20, 2017

Applies to:

Oracle Fusion Performance Management - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

On : 11.12.1.0.0 version
Performance Management

Fusion Performance Management - Calculated Ratings Clarification

User trying to achieve the calculated rating which would meet their Business requirements -

Goals - Individual Goal Rating is not a part of the evaluation process, we have enabled the Overall Goals Section Rating
Competencies - Individual Item Rating and Overall Competency Rating is enabled
Overall Summary - Overall Final Rating is a combination of Goals and Competencies (Manual + Calculation Rule)

User using "Calculated Rating" and not enabling "Use Calculated Rating Only" check under the Performance Process.

Expectation based on how the calculation needs to be done for our Business Requirement -
Goals - Manual Section Rating enabled
Competency - Calculation Rule of using the Average of the individual items to calculate the section rating
Overall Summary - Calculation Rule for Section is Average. Enabled the "Use Section weights in calculation"

The employees do not rate themselves.

But when the Managers Rate their directs the calculation does not work as expected -
Goals - Overall Section Rating is done Manually - Works
Competency - When the individual item ratings are given the Overall Section rating does not calculate Automatically based on the Average rule defined in the template - Does not work
Overall Summary - Does not calculate the final rating based on the Goals and Competency section calculations - Does not work

So question would be - If we use "Calculated Ratings" and have a combination of Manual section (for one section) and Calculation Rule (for another section) will this work in calculating the Final Rating in the Overall Summary?

Does "Use Calculated Rating only" work for auto-calculation of ratings? Can we not use a combination of Manual and Calculation Rule?
 

Solution

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