Performance Metrics and the Performance Metric Groups they sit within form the framework for measuring performance against set criteria specific for your organization. This article will explain how what Performance Metrics are and how they form employee Performance Reports and Business Performance analytics data.
This article covers:
- What is a Performance Metric Group?
What is a Performance Metric?
Performance metrics form the basis for measuring the performance of your employees in any given area. Metrics allow you to pull responses from forms the employees complete about themselves as well as forms completed about their performance by their supervisors and peers.
As an example, we have created a metric to measure 'Productivity'. This metric gathers responses from employee self-assessments, leader's assessments and peer assessments. Please note all rating scales used in metrics must be the same to display correctly in Performance Reports.
Responses can be captured using either:
- A Form Field in a Form Design
- Form Library Item (the metric will find answers from ALL of the forms that use that form library item).
In the example above, the subject responses are captured from one Form Library Item called ‘Productivity Employee’. What this means is that the employee’s rating for their 'Productivity' will be calculated using the data from the 'Productivity Employee' form field. This encompasses any forms that contain the 'Productivity Employee' Form Library Item that the employee has completed about themselves.
Form Field Types and Rating Scales
Only Rating and Radio Group field types can be used in Performance Metrics; other field types will not be selectable when choosing responses. These types of form fields represent the range of possible responses on a value scale, which allows us to perform calculations on them.
In order for us to be able to accurately display responses within a Performance Metric, and across a Performance Metric Group, all of your responses within a group must have the same value scale.
It must also be noted that all of the values in a rating/radio group must be numerical - they can however have text based labels to represent the values. The value scale must also have equal steps between each value.
As an example, the rating scale used for each metric is the same (i.e. 0, 50, 100, 150, 200) and the step increases by the same value (i.e. each step increases by 50).
What is a Performance Metric Group?
A Performance Metric Group is a collection of one or more Performance Metrics. Performance Metric Groups collate the data gathered by each metric to fill individual employee Performance Reports, as well as the Business Performance analytics page. These metric groups can contain responses from subjects (individual employees), supervisors and peers. This data is collated to build a spider chart in both the Performance Report and Business Performance Analytics.
For example, the following Performance Metric Group contains five Performance Metrics that are used to rate employee performance: Productivity, Quality, Teamwork, Compliance, and Values.
Performance Metric Group in a Performance Report
An example of this Performance Metric Group in action in a performance report is shown below:
Each Performance Metric is represented as a point on the radar chart in the Average Overall Performance section. You can also view a summary of responses for each metric over time in the Performance Over Time section.
Can I Use Multiple Performance Metric Groups?
With the new Performance Report structure you will be able to have multiple metric groups in a performance report at a time. Any of the Performance Metric Groups can be added to your Performance Report Templates. This being said, please note only one performance metric group marked as Analytics Default will display on the Business Performance analytics page.
To set a group as the Analytics Default, click on the three dots next to the group name and select 'Set as Default' from the dropdown menu.