2183718 - Normalization Impacts to Performance Ratings, Reports, Dashboards - Performance Management

• Ratings, overall ratings, reports, scores, etc., are not calculated as expected. One area to review is Normalization, normalizing scales and scores.
• Wrong/Inconsistent "Overall Form rating in %" calculation
• Overall rating incorrect on forms
• Ratings, overall ratings, and calculated ratings incorrect on forms or in dashboards and reports

• SAP SuccessFactors Performance Management
• SAP SuccessFactors Goal Management
• SAP SuccessFactors Compensation Management
• SAP SuccessFactors Analytics and Reporting

What is Normalization?

Normalization happens any time more than one scale is present, which could be within the form, or between the form and the scale the dashboard or report is using. Normalized Ratings occur when two or more scales are part of the calculated result. This can happen for many reasons:

• You have one scale for goals but another for competencies
• Two or more scales within a performance form
• Reporting on different templates that use different scales
• Running a report where the report scale differs from a scale used within any of the forms being reported on

The ratings from ALL sources will be considered. When any are different, Normalization takes place automatically within the system. All ratings are normalized-plotted on a percentage scale from 0 to 100, then converted to the appropriate system rating scales for output. At times there might be very small variations to the overall rating or calculated results you are expecting to see. You can show via excel that you get different results compared to what our system is calculating.

While values may not be as expected, do not view these as system defects or bugs but as misconfigurations based on what your configuration is telling the system to do. The form, report, or system is working correctly as it can only calculate based on the rules given.

 

As Used in Reports & Dashboards - Normalization Calculator

2089661 provides insights into how normalization is applied to dashboards and reports, and shows how the normalization calculator works.

Different Rating Scales in Different Sections Scenario: You want to use different rating scales with differing levels for competencies, objectives, and the overall rating. I.e the competency section has a 3-pt. scale, and the objective and overall have a 5-pt. scale. The Dashboard will normalize all ratings to the rating scale in the selected Process. The ratings from the form are not properly displayed on the Dashboard portlets for whichever scale is not the Process scale.

Rating Scale Order for Different Forms Scenario: Different rating scale order from one form to another (e.g., Comp and PM, or 360 and PM). The Dashboards and List Views will normalize ratings across the chosen rating scale for a process so would make 4s show as 2s, etc. 2078768 walks through a typical scenario and shows how normalization can come into play when calculating or impacting final scores or ratings.

Specific To Performance Forms

If you are using adjusted scales, scores from MLT (Metric Lookup Tables), large scales etc., and are seeing wrong or inconsistent values in the overall form rating based on score %, you might need to disable normalization in the section. Note: This feature exists for good reason! The fact it is on might indicate it is needed for the program. Before any change is made, an evaluation needs to determine why you have the current configuration in place, and if you can support a change in this area. Otherwise you may resolve one issue only to introduce another issue.

The normalize-section-rating element can be used to specify if ratings should be normalized or left non-normalized for section level score calculation.

• The values allowed are "true" and "false". Default "true".

The meta-normalize-form-rating element can be used to specify if ratings should be normalized or left non-normalized for form level score calculation.

• The values allowed are "true" and "false". Default "true".

The ococ-rating-calc-mode determines the calculation method used to calculate the OCOC score

• "avg" - averages and normalizes the OCOC score (e.g. sum(rating * weight) / sum(weight))

<!ELEMENT normalize-goal-weights (show-blank-for-incompleted-weights?)>

• Enabled (true | false) "true"

Compensation

PM Ratings Going to Compensation Worksheets. To understand how to display only the performance rating without normalization, see 2084825.

overrideSectionRatingNormalization (true | false) "false"

Attribute overrideSectionRatingNormalization is used to override the normalize-section-rating setting of a PM section.

• If it is set to true, the section item rating normalization will be turned off in the compensation module.
• If it is set to false, the system respects the normalize-section-rating setting in the PM section.
• Default value is false.

comp-expected-rating-format

• 0 if showing the expected rating in %
• 1 if converting the % to a score normalized to the section scale
• Default is 0

behavior-expected-rating-format

• 0 if showing the expected rating in %
• 1 if converting the % to a score normalized to the section scale
• Default is 0

 

*Partners and Support Only*

DTD Configuration Information to Consider 

Ratings require a rating scale that has a minimum and maximum value. Ratings are representations of a percentage. The calculation used is based on a score.

A score is different from a rating in that scores do not have a rating scale. There is no notion of a maximum or minimum for a score; it is just a calculated mathematical value.

1. The following combinations of fields are supported in configurations for a form template:
• Use normalized rating and normalized weight (default)
• Use normalized rating and non-normalized weight (“sum” configuration)
• Use non-normalized rating and normalized weight
• Use non-normalized rating and non-normalized weight
2. Normalization of a rating is defined as changing the rating value based on the rating scale min/max and a set of target min/max rating scale values.
3. The system supports the ability to use non-normalized ratings at the following levels:
• Item ratings used for overall section score
• Section ratings used for overall calculated performance score
• Section ratings used for overall calculated objective score
• Section ratings used for overall calculated competency score
• Overall competency & objective scores used for OCOC score (not the matrix lookup but the “avg” and “sum” calculations).

• 2089661 - Rating Scales - Normalized Ratings used in List Views, Dashboards and Succession Org Chart - Reporting and Analytics
• 2078768 - Ratings; Understanding How Scores use Rounding; Scale Adjustments; Normalizations; Decimal Places - Performance Management
• 2084825 - Rating Sources - Disable PM Rating normalization - Compensation

SF, Success Factors, PM, Overall Score, Normalized-Rating, Scale adjustments, GM, CMP, REP, ANA , KBA , LOD-SF-PM-RAT , Ratings and Weights , LOD-SF-ANA-ADH , Adhoc Reports & Report Builder , LOD-SF-ANA-ADV , Advanced Reporting (ODS) , LOD-SF-ANA-RCT , Report Centre , LOD-SF-ANA-AEC , Analytics in Employee Central , LOD-SF-CMP-FRM , Forms & Templates , LOD-SF-GM-INT , Integrations with PM, CMP, VP, EC, etc. , Problem

SAP SuccessFactors Compensation all versions ; SAP SuccessFactors HCM Suite all versions ; SAP SuccessFactors Performance & Goals all versions