Configuration of overall calculation of overall customised weight :-
Scenario B: Configuring Business Rules for Overall Customized Weighted Rating Calculation | SAP
Help PortalScenarios with Overall Customized Weighted Rating Calculation
The overall customized weighted rating is calculated based on ratings from each role and the
weights set for steps and roles in the route map of a Performance Management form. The overall
form rating given at each step is part of the form's final score.
Only the overall form ratings given in the official rating field are included in the calculation of the
overall customized weighted rating. Since the employee is assigned to the unofficial rating field in
the rating option 3, the rating option 3 isn’t recommended to use in the customized weighted rating
feature.
If the overall form rating is rated as Unrated or Too New to Rate, it's ignored in the calculation of
the overall customized weighted rating.
Note
If you use the Route Form tool to skip the step at which the calculation of the overall customized
weighted rating is triggered, the calculation will still be triggered and you can get the calculated
rating generated in the next step.
Workflow Diagram
Here is an example of diagram describing what the workflow is like in calculating the overall
customized weighted rating:
Supported Scenarios
We support the following three scenarios:
Note
Each scenario defines one or more roles assigned to one or more users in one step. You can use
different combinations of the three scenarios in your own route map.
The calculation formula is (Role A's Rating * Role A's Weight + Role B's Rating * Role B's Weight +
…) / (Role A's Weight + Role B's Weight + ...). The total of weights doesn't have to be equal to 1.
Scenario A: One role assigned to one user in one step
An example of the route map is like this:
The ratings and weights for each role are:
Role Rating (0 - 5) Weight
Manager 4.00 0.6
2nd Level 3.50 0.4
Manager
The overall form rating is calculated as follows:
(4.00 * 0.6 + 3.50 * 0.4) / (0.6 + 0.4) = 3.80
Scenario B: Two or more roles in one step
An example of the route map is like this:
The ratings and weights for each role are:
Role Rating (0 - 5) Weight
Manager 4.00 0.5
First matrix Unrated 0.3
manager
2nd Level Manager 3.80 0.2
The overall form rating is calculated as follows:
(4.00 * 0.5 + 3.80 * 0.2) / (0.5 + 0.2) = 3.94
Scenario C: Two or more users with the same role in one step
An example of the route map is like this:
The ratings and weights for each role are:
If the role of two or more users is the same in one step, set the weight for the step and the weight
gets distributed evenly to each user in the step. In the following table, the weight for
the Manager step is set to 0.6, and then the weight for each user is 0.3 (0.6/2).
Role Rating (0 - 5) Weight
Manager 1 4.00 0.3
Manager 2 3.80 0.3
Second 3.80 0.4
Manager
The overall form rating is calculated as follows:
(4.00 * 0.3 + 3.80 * 0.3 + 3.80 * 0.4) / (0.3 + 0.3 + 0.4) = 3.86
On this page
Workflow Diagram
Supported Scenarios
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Scenario A: Configuring Business Rules for Overall Customized Weighted Rating Calculation
You can configure business rules to trigger the calculation of the overall customized weighted rating
for Scenario A.
Prerequisites
Setting Up Provisioning for configuring business rules
Assigning Role-Based Permissions for configuring business rules
You've added the Customized Weighted Rating section in your own form template.
You've created a route map in the language English US (English US).
Note
You can still create route maps of other languages for localization purposes, but you must ensure
that a route map of English US (English US) is created as business rules used here only work for steps
and roles defined in English US (English US).
Context
The calculation of the overall customized weighted rating involves two rule scenarios:
Trigger Weighted Rating Rule: You use it to specify the form template and the step at which
the calculation of overall customized weighted rating is triggered.
Configure Weight for Steps and Roles: You use it to configure the weights for different steps
and roles in the route map.
Procedure
1. Go to Admin Center Configure Business Rules.
You're directed to the Business Rules Admin page that contains a list of business rules.
2. Select .
You're directed to the Configure Business Rules page.
3. Select Performance Management Weighted Rating Configure Weight for Steps and Roles.
4. Enter the required information in the following fields:
o Rule Name
o Rule ID
o Start Date
For example, enter rule name as CWR-Demo-Weight and rule ID will be auto-filled.
5. Create the If and Then statements. You specify the step name and role type in
the If statement and define a weight assigned to each step and role in the Then statement.
Make sure that you enter the step name used in the route map that is created in the
language English US (English US) and the role value described in Roles. For example, if a step is
called Manager in the route map, enter Manager as the step name here. If the role in
the Manager step is Manager, enter EM as the corresponding role type.
Tip
Make sure that you specify both the step name and role type in the If statement.
The weight can be a number, but not a percentage. For example, if the weight is 40%, enter 0.4.
Note
If the weight for a step or a role isn't set in the business rule, it's regarded as 0 in the calculation of
the overall customized weighted rating.
Example
6. Select Save.
7. Caution
If you've created the ratingExtTriggerRule rule, don't create it again and you must add an Else
If statement in this rule at step 9. If so, skip step 7 and 8.
Click Create New Rule and you're directed to the Configure Business Rules page. Create a business
rule for Performance Management Weighted Rating Trigger Weighted Rating Rule.
8. Enter the required information in the following fields:
o Rule Name
o Rule ID
o Start Date
Enter ratingExtTriggerRule as the rule name and the rule ID will be auto-filled.
Caution
If you enter a different rule name/rule ID other than ratingExtTriggerRule, the rule doesn't work in
the rating calculation.
9. Note
As it's the first time you've created the ratingExtTriggerRule rule, create an If statement as follows.
Otherwise, you add an Else If statement.
Create the If and Then statements. You choose the form template for which you want to configure
the business rule, specify the step to trigger the calculation in the If statement, and set the Rule
ID created in step 4 in the Then statement.
Example
10. Select Save.
Next Steps
You can now go with the performance review process. The ratingExtTriggerRule rule will be executed
after the user with the role of 2nd Level Manager has given the rating at the Second Manager step
and routed the form to next step. The calculated rating is available after the Second Manager step.
Tip
If the rule doesn't work as expected or a deep review of the logic of business rules is needed, you
can trace a rule to try and figure out exactly what went wrong using the Business Rule Execution
Log tool. When you create rule traces for Trigger Weighted Rating Rule and Configure Weight for
Steps and Roles, enter the Login User as the user at the route step where
the ratingExtTriggerRule rule is executed. See Business Rule Execution Log.
You create the rule traces before the form is routed to the step where the ratingExtTriggerRule rule
is executed. After the form is routed to the step for rule execution and the user has given the rating
and sent the form to next step, you can go to Business Rule Execution Log to download the full
business rule execution log. And, you can set up a rule trace for a maximum time period of two d
