2089661 - Rating Scales - Normalized Ratings used in List Views, Dashboards and Succession Org Chart - Reporting and Analytics

What are normalized ratings and how do we use them?

SAP SuccessFactors HXM Suite

You are using more than 1 rating scale that have different ranges (like 1-5 and 0-3) on the forms that are being displayed in the dashboard.

To view normalized ratings in Reports > List Views,

1. Select the list view report you want to view
2. Expand the Display Options so you can see the available Normalized Rating options
3. Check the options you want to display.

The report columns will automatically update without the need to click any buttons.

The dashboard process must be set up with one scale.

1. Admin Tools > Dashboards/Reports
2. Select your dashboard
3. Expand Rating Scale Settings and select your scale

The scale that is set up with the process will can only be a single scale. Therefore, if your forms are using any scale other than the one you have set for the dashboard, the other scale will be 'normalized' or adjusted to the 1 scale being used in reports.

In Dashboards there are choices for the rounded and unrounded scores. The values here would be different if the form was rounding (XML set up in the meta section). If a 3.75 was rounded to a 4, then the rounded score would be shown after it was normalized against the scale or record.

Considering the above, we recommend you do not use multiple scales and always use 1 standard scale throughout your processes whenever possible.
 

Succession Org Chart

Performance ratings in a Succession Org Chart are also normalized against the Performance Rating Scale set in admin tools > Matrix Grid Rating Scales > Performance.

If this rating scale is different to the values stored in Trend Data file then they are normalized.

Normalized Ratings

User-entered and calculated ratings from sources like annual reviews can use other rating scales. All ratings get normalized-plotted on a percentage scale from 0 to 100-and then converted to the appropriate system rating scales for output on the matrix grids. Here's what the process looks like if form-calculated ratings use a 1-to-5 scale but the matrix report uses a 1-to-3 scale:

From the original 5 point scale, the system stores the normalized rating, equally distributing the rating scale from 0% to 100%:

Taking any normalized rating and showing it on a 3 point scale would use this conversion, dividing the range into 3 equal partitions:

So, the original scores from the form translate into the 3 point scale like so:

Example

There are two forms, one with a 0-5 scale, and one with a 1-5 scale. The process which includes both of these forms is using a 1-5 scale. As a result, this normalized all of the scores from the 0-5 form like this:

0-5 scale… normalized to … on the 1 to 5 scale.

0 --------------------------------------- 1

1 --------------------------------------- 1.8

2 --------------------------------------- 2.6

3 --------------------------------------- 3.4

4 --------------------------------------- 4.2

5 --------------------------------------- 5

Note: Use the normalization calculator attached to view expected outcomes based on values input into rating scales.

Normalized Ratings are the result when for any reason two or more scales are part of the calcuated result. This can happen for many reasons as some of them follow detailed below:

• You have one scale for goals but another for competencies
• Or two or more scales within a performance form
• Or reporting on different templates that use different scales
• Or running a report where the report scale differs to any scale used within any of the forms being reported on.
• The ratings from ALL sources will be considered, and when any are different Normalization takes place automatically within the system. All ratings get normalized-plotted on a percentage scale from 0 to 100-and then converted to the appropriate system rating scales for output.
• You CANNOT disable normalization if different scales exist, but some reports do have options to report on calculated values as well as normalized values so you can see both.

For compensation you can prevent the normalized rating from PM from being used. See this article:

KBA 2084825 - Rating Sources - Disable PM Rating normalization - Compensation

One of the choices available in "Display Options" in List Views is to show Normalized Ratings. Available options include; Normalized Rating (Rounded), Normalized Goal Rating, and Normalized Competency Rating. Attached to this case is a Normalization Calculator that you may download to test normalization against 2 rating scales.

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