Release notes for Performance Management 3.18

Below is an overview of changes and new features introduced in this release of the FourVision Web App.

New features

Added a parameter 'Disable previous year PDR's rating' on the Parameters screen, allowing control over the visibility of the previous PDR ratings on the 'Sign off & comments' tab in the new PDR form for both the Manager and Employee apps
Added an option to control the visibility of 'PDR periods' during PDR creation
Implemented a checkbox to hide the 'Removed compensation lines' under the 'Fixed compensation' tab on the Worker details screen
Implemented a new parameter 'Use bonuses' under the Compensation parameter screen to include or exclude bonuses in the salary increase proposal lines. In addition, the salary-related parameters were moved under the 'Compensation' parameters screen
Added the 'Use role for compare answer overview' parameter in the questionnaire template featuring new menus 'Participant roles’ and the ‘Questionnaire’ and enables the calculation of the ‘Benchmark average’, ‘Benchmark spread’ and ‘Total average'
Implemented a new parameter 'Calculate objectives average score based on weight' on the Parameters screen to exclude the goals with zero weight in the 'Total rating'

Changes and bugfixes to existing features:

Generic security updates, minor bug fixes and patches
Added 'Employee name' placeholder to the PDR email template on the Parameters screen
Resolved the issue with Previous and Next buttons in the Objectives section of Employee app to align the functionality same as the Manager app
Improved the error message even if the total weight is 100% for the objectives in a PDR
Improvements done to enhance the consistency between 'Feedback/questionnaire detail' and 'Compare Answers' screens
Resolved the issue of the deletion of PDR objectives in a particular PDR

Detailed release information:

New feature 1: Added a parameter 'Disable previous year PDR's rating' on the Parameters screen, allowing control over the visibility of the previous PDR ratings on the 'Sign off & comments' tab in the new PDR form for both the Manager and Employee apps

Added ‘Disable the previous year PDR’s rating’ parameter with hover text and set disabled by default

In the Employee app, under the ‘Sign off & comments’ tab, the ‘Rating from previous PDR’ tab is visible as the parameter is set to disabled

In the Manager app, under the ‘Sign off & comments’ tab, the ‘Rating from previous PDR’ tab is visible

On the 'Parameters' screen, enable the toggle ‘Disable the previous year PDRs’ rating’ and save the changes

In the Employee app, under the ‘Sign off & comments’ tab, the ‘Rating from previous PDR’ tab not visible as the parameter is enabled

In the Manager app, under the ‘Sign off & comments’ tab, the ‘Rating from previous PDR’ tab not visible as the parameter is enabled

New feature 2: Added an option to control the visibility of 'PDR periods' during PDR creation

Added ‘Active’ column on the PDR period screen and by default all the existing PDR periods set to ‘Active’

Added ‘Active’ toggle on the ‘Add new PDR period’ dialog box and by default the ‘Active’ toggle is enabled

Added ‘Active’ toggle on the ‘Edit PDR period’ screen and by default all the existing PDR periods set to ‘Active’

Under the ‘Active’ column, update the status of all the PDR periods to ‘Inactive’

Added a new PDR period and the ‘Active’ toggle set enabled by default. Click on the ‘Add’ button

On the 'Edit PDR period' screen, the details showing along with ‘Active’ toggle

In the Employee app, under the ‘Period’ field, only active periods will show

In the Manager app, under the ‘Period’ field, only active periods will show

Note: a) By default, all the existing PDR periods are set to Active and no effect on the existing ongoing PDR.

b) Only the active PDR periods will be shown at the time of PDR creation under the ‘Period’ field.

New feature 3: Implemented a checkbox to hide the 'Removed compensation lines' under the 'Fixed compensation' tab on the Worker details screen

On the 'Worker details screen, hover on the ‘Compensation’ tab and click on the ‘Fixed compensation’ option

Added the new checkbox ‘Show removed’ and no compensation plan with ‘Removed ‘status showing by default in the list. Click on the newly added ‘Show removed’ checkbox

The ‘Show removed’ checkbox ticked and plans with 'Removed' status showing. Same checkbox added for 'My team workers' menu as well

Under the ‘Parameters’ tab, for the ‘Allow overlapping reward cycles’ toggle, the 'Information' icon showing with hover text

Under the ‘Parameters’ tab, for the ‘New bonus based on current bonus’ toggle, the 'Information' icon showing with hover text

Under the ‘Bonuses’ tab,

a) Added ‘Bonuses setup’ and ‘Legal entities setup’ tabs

b) Under the ‘Bonuses setup’ tab added the 'Use bonuses' parameter with 'Bonus 1', 'Bonus 2' and 'Bonus 3' as its child toggles and by default set to enabled

c) Under the ‘Legal entities setup’ tab, the ‘Legal entity’, ‘Description’, ‘Fixed compensation action’, ‘Bonus 1’, ‘Bonus 2’, and ‘Bonus 3’ columns showing

Under the ‘Bonuses setup’ tab, hover text added for the ‘Use bonuses’ parameter

Added hover text for ‘Bonus 1’ child parameter and similarly added for 'Bonus 2' and 'Bonus 3' as well

Process 1: When all bonuses parameter are set to disabled. The ‘Variable compensation plan’ entity in manual sync, the ‘Variable compensation plan’ menu and bonus fields/columns will be hidden.

With user ‘Sara Thomas’ (Admin), under the 'Compensation' menu on 'Parameters' screen

a) Disabled ‘Use bonuses’ parameter and check all the children parameters hidden as well. Save the changes

b) Under the ‘Legal entities setup’ tab, the bonuses-related columns will be hidden

c) On the menu bar, under the ‘Compensation’ parent menu, the ‘Variable compensation plans’ menu will be hidden

Under the ‘Default column options’ tab, the bonuses related toggles will be hidden

On the 'Worker details screen, under the 'Compensation' tab', the ‘Variable compensation’ option is hidden

On the 'Manual sync' screen, the ‘Variable compensation awards’ and ‘Variable compensation plans’ entities are hidden

The salary increase proposals created for manager ‘Claire Kennedy’ and 'Total bonus increase %' column not showing. Click on the ‘Detail’ option

Under the ‘Salary increase proposal lines’ tab, the bonuses-related columns and fields not visible in the table

Export the ‘RC 02’ reward cycle

Click on the download icon to export the file and open the exported Excel. The bonuses-related columns not present in the sheet

For the ‘RC 02’ reward cycle, click on the ‘Import’ option and download the template file

The bonuses-related columns not present

Under the ‘Salary increase proposal lines’ tab, fill the ‘% Raise actual’ field value and click on the ‘Approved’ button

Salary increase proposal status changed to ‘Approved’

Process 2: When limited bonus parameters are enabled, only the enabled parameter-related columns will be visible.

With the user ‘Sara Thomas’ (Admin), under the 'Compensation' menu on the 'Parameters' screen

a) Under the ‘Bonuses’ tab, below the ‘Bonuses setup’ tab, enable the ‘Bonus 1’ and ‘Bonus 3’ toggles and disable the ‘Bonus 2’ parameter

b) Under the ‘Legal entities setup’ tab, check the ‘Bonus 2’ column will be hidden

Under the ‘Salary increase proposal lines’ tab, the ‘Bonus 1’ and ‘Bonus 3’ related column and fields showing

Export the ‘RC 03’ reward cycle. Export the previously exported file and open the downloaded file

The ‘CurrentBonus1’ and ‘CurrentBonus3’ columns are present in the file

Note: When the 'Use bonuses' parameter is disabled. All bonus-related columns/fields, menus and parameters will be hidden.

###New feature 5: Added the 'Use role for compare answer overview' parameter in the questionnaire template featuring new menus 'Participant roles’ and the ‘Questionnaire’ and enables the calculation of the ‘Benchmark average’, ‘Benchmark spread’ and ‘Total average'

For the 'Add new questionnaire template’ dialog box added the ‘Use role for compare answer overview’ parameter and by default is set to disabled

Add new questionnaire template by enabling the new parameter

On the 'Edit questionnaire template' screen, the parameter set to enabled. Update the details and disable the parameter

On the 'Questions' screen, question as ‘Skills’ of type ‘Checkbox’ added, click on the ‘Back’ button

Enable the toggle and save the changes, the message appears

Delete the particular question and add a new question with the type 'Select', click on the ‘Edit’ option

Add options to the question

Enabled the ‘Use role for compare answer overview’ parameter and save the changes, validation message appears

Updated the score and save the changes

Enabled the parameter and save the changes

Add new option with the score 11 and save the changes, check validation appears

Multiple questions added. While adding a new question check the ‘Checkbox’ field type not visible as the parameter set to enabled for the questionnaire template

Add new questionnaire template, set the ‘Use role for compare answer overview’ parameter is disabled

For 'Questionnaire preselect', click on the '+ New' button under 'Questionnaire templates', ensuring only templates without access to newly added parameter, are displayed in the dropdown. Added the questionnaire template

For the selected questionnaire template, enable the parameter and save the changes, validation appears

Newly added ‘Participant role’ menu by default disabled for all roles except ‘System administrator’

Enable the ‘Participant roles’ parameter and save the changes, the ‘Participant roles’ menu showing under the ‘Questionnaire’ parent menu. Click on it

The ‘Self assessment’ participant role showing default and the user is not allowed to edit the default participant role

Process 1: The worker for whom the session is about will by default get the 'Self assessment' role, and self assessment score will not be included in 'Benchmark average', 'Benchmark spread' and 'Total average'

On the 'Questionnaire session detail' screen

a) Under the ‘Worker this questionnaire is about’ tab, worker ‘Brooke BD Drynan’ showing

b) Under the ‘Worker to fill out questionnaire’ tab, the ‘Participant role’ column added

c) Under the ‘Worker to fill out questionnaire’ tab, click on the ‘+ New’ button

The ‘Assign worker(s)’ dialog box appears, under the ‘Participant role’ column, ‘Self assessment’ participant role is automatically assigned to ‘Brooke BD Drynan’ and the participant role non-changeable

All ‘Participant roles’ showing properly except the inactive participant roles

Under the ‘Worker to fill out questionnaire’ tab, multiple workers were added and participant roles showing

The ‘Participant roles’ dropdown field is not included for the external person. No participant role showing for the same

With user ‘Brooke BD Drynan’ (Employee), for a particular ‘Questionnaire session’, click on the ‘Detail’ option

Select the following details and click on the ‘Save as draft’ button

With the user Claire Kennedy (Manager), under the ‘Worker to fill out questionnaire’ tab:

For worker ‘Brooke BD Drynan’, the status is ‘In progress’ and the participant role is‘Self assessment’. For worker ‘Claire Kennedy’, the status is ‘In progress’ and the participant role is ‘Auditor’ and For external user, the status is ‘Completed’ and the Participant role is not shown as the user does not have access to set participant roles for external users. Click on the ‘Detail’ option

Click on the ‘Compare answers’ button

The 'Benchmark (Spread)' displays as '0%' and is calculated based only on the answers provided by the workers. The questionnaire session status must be 'Completed'. (Excludes self-assessment scores and external user scores)
Benchmark average is blank as the questionnaire session status is 'In progress'. (Excludes external users and self-assessment participant roles)
Total (average) is blank as the questionnaire status is 'In progress'. (Excludes self-assessment participant roles)

Click on the ‘Department’ question, ‘Status’ and ‘Participant role’ columns added

Note: a) Feedback given by the ‘External person’ will not impact the result.

b) For workers 'Brooke Drynan' and 'Claire Kennedy', the status is 'In progress', and the scores given by workers do not impact the result

For worker 'Brooke Drynan', the status is 'Completed'. Click on the 'Detail' option

a) For the 'Department' question, the status is 'Completed' and the score is '10' for worker 'Brooke Drynan'. The average self-assessment score for the question 'Department' is also '10'

b) The average self-assessment for questions designated as '4' and rated as '5' is showing

c) Self-assessment score is not included in ‘Benchmark average’, ‘Benchmark (Spread)’ and ‘Total average’

d) In the graph, the average of self assessment is shown as ‘6.33’

Self assessment = (Sum of answers’ score) / (No. of questions) [Exclude non-scoring questions] (10 + 4 + 5) / 3 = 6.33

Under the 'Worker to fill out questionnaire' tab, the status is 'Completed' for all workers except 'Prakash Kovvuru'. Click on the 'Detail' option for a specific worker

a) Participant roles (Accountant, Auditor, and Collections agent) with the status ‘Completed’ are shown in the overview

b) Worker Ken Ewert the member of the 'Accountant' participant role, the score and average score as '0’ showing for the 'Department' question

c) Worker Claire Kennedy the member of the 'Auditor' participant role, the score as '1’ and the average score of the participant role as '1' showing

d) Workers Grace Sturman and Luke Lenhart the members of the 'Collections agent' participant role with status 'Completed'. have a sum of answers as '4' and an average score of the 'Collections agent' participant role as '2'

Average for individual question ‘Department’ = (Sum of score) / (No. of questions) = (2 + 2) / 2 = 2

e) The total average for the 'Department' question is calculated as follows Total average = (Sum of ‘Average score of Participant roles’) / No. of participant roles

Total average = (Avg. score of Accountant + Avg. score of Auditor + Avg. score Collections agent) / No. Participant roles Total average = (0 + 1 + 2)/3 Total average = 3/3 Total average = 1

f) The benchmark average for the 'Department' question is calculated as follows Benchmark average for ‘Department’ question = (Sum of score of completed status) / (No. of questions)

Benchmark average = (1 + 2 + 2 + 0) / 4 Benchmark average = 5/4 Benchmark average = 1.25

Note: Scores of 'In progress' status and 'Self-assessment' as well as scores of the 'External Person' are excluded.

In the graph, for the ‘Collection agent’ participant role average ‘4.33’ showing properly on hover For the ‘Collection agent’ participant role, the Average of Collections agent = Sum of Scores / No. of questions Average of Collections agent = (2 + 6.5 + 4.5) / 3 Average of Collections agent = 13 / 3 = 4.33

In the graph, for the ‘Auditor’ participant role average ‘6’ showing on the hover Average of Auditor = (1 + 7 + 10) / 3 Average of Auditor = 18 / 3 = 6

In the graph, for the ‘Accountant’ participant role average as ‘4.67’ showing on the hover Average of ‘Accountant’ = (0 + 4 + 10) / 3 Average of ‘Accountant’ = 14 / 3 = 4.666

In the graph, check the ‘Total (Average)’ as ‘5’ showing on hover Total (Average) = Avg. score of participants roles (Accountant + Auditor + Collections agent) / No. of participants roles Total (Average) = (4.67 + 6 + 4.33) / 3 Total (Average) = 15 / 3 = 5

In the graph, check ‘Benchmark average’ as ‘4.83’ showing on hover text Benchmark average = Sum of ‘Avg. score of all questions’ / No. of questions (Exclude self assessment score, External person’s score) Benchmark average = (1.25 + 6 +7.25) / 3 Benchmark average = 14.5 / 3 = 4.83

Benchmark (Spread) for segment ‘0 – 2’ = (No. of scoring answer as ‘0’, ‘1’, and ‘2’) / Total questions Total questions = No. of questions * No. of workers (Exclude the score of ‘In Progress’ status, External Person, and self assessment)

Benchmark (Spread) for segment ‘0 – 2’ = (5/12) * 100 = 41.67% Benchmark (Spread) for segment ‘2 – 4’ = (2/12) * 100 = 16.67% Benchmark (Spread) for segment ‘4 – 6’ = (0/12) * 100 = 0% Benchmark (Spread) for segment ‘6 – 8’ = (1/12) * 100 = 8.33% Benchmark (Spread) for segment ‘8 – 10’ = (4/12) * 100 = 33.33%

Note: Scores of ‘3’ and ‘4’ will included in the ‘Benchmark spread’ segment ‘2 -4’, and same for the rest of the segments ‘4 – 6’, ‘6 – 8’, ‘8 – 10’

The scores of all questions are showing

Process 2: When the questionnaire is created for multiple workers, the benchmark average and benchmark spread will be calculated based on all questions of the questionnaire session.

A questionnaire session titled 'Session 2.0' has been created. Under the 'Worker this questionnaire is about' tab, 'Brooke BD Drynan' and 'Claire Kennedy' have been added. Click on the 'Brooke BD Drynan' worker. Under the 'Worker to fill out questionnaire' tab, multiple workers have been added with a status of 'Completed' showing. Click on the 'Detail' option

For the ‘Department’ question, the benchmark average ‘3.4’ is showing based on the entire questionnaire session. Scores showing as ‘1’ and ‘3’

Click on ‘Claire Kennedy’, under the 'Worker to fill out questionnaire' tab, multiple workers have been added with a status of 'Completed' showing. Click on the 'Detail' option

For the ‘Department’ question, the benchmark average remains the same at ‘3.4’. Check Scores as ‘1’, ‘2’ and ‘10’ showing

Benchmark average = (1 + 3 + 1 + 2 + 10) / 5 Benchmark average = 17/5 = 3.4

In the graph, the benchmark average ‘5.27’ showing on the hover

Benchmark average = Sum of ‘Avg benchmark of questions’ / No. of Questions Benchmark average = (3.4 + 5.6 + 6.8) / 3 Benchmark average = 15.8 / 3 = 5.266

For benchmark spread, the scores of all workers of whole questionnaire session Benchmark spread (0 – 2) showing as ’26.67 %’

Score as ‘0’, ‘1’, and ‘2’ showing 4 times and the total number of questions = No. Questions * No. of workers Total number of questions = 3 * 5 = 15 Benchmark spread for ‘0 – 2’ scores = No. of answers (Score as 0, 1, 2) / Total number of questions Benchmark spread for ‘0 – 2’ scores = (4 / 15) * 100 = 26.666%

Note: a) The ‘Self assessment’ participant role is by default added and set as a ‘Default’ participant role and cannot be changed.

b) The ‘Self assessment’ participant role is only assigned to the worker the questionnaire is about and cannot be assigned to other workers.

c) The user cannot add scores more than 10 if the ‘Use role for compare answer overview’ toggle is enabled in the questionnaire template.

d) The ‘Checkbox’ field type will not be available if the ‘Use role for compare answer overview’ toggle is enabled in the questionnaire template.

e) The questionnaire template will not be available in ‘Preselect’ if the ‘Use role for compare answer overview’ toggle is enabled in the questionnaire template.

f) The ‘Self assessment’ score will not be included in ‘Benchmark average’, ‘Benchmark spread’, and ‘Total average’.

g) Score from the ‘In Progress’ status will not be included in ‘Participant role’, ‘Benchmark average’, ‘Benchmark spread’, and ‘Total average’.

New feature 6: Implemented a new parameter 'Calculate objectives average score based on weight' on the Parameters screen to exclude the goals with zero weight in the 'Total rating'

Under the ‘Parameters’ tab, the ‘Calculate objective average score based on weight’ parameter was added and by default set as disabled

Under the 'Objective details' tab, all details showing

Rating = ‘Sum of manager’s rating’ / Number of goals = 4.25 Target % = Sum of weight = 50 Calculation = (Target % * Rating on category line) / 100 = 2.13 Total rating = Sum of ‘Calculation’ Total rating = 2.13 + 2.67 = 4.8 Average rating = Sum of manager’s rating / Number of goals Average rating = 33 / 7 = 4.71

Enable ‘Calculate objective average score based on weight’ parameter and save the changes

Under the ‘Objectives/Goals’ tab, select rating model and select ‘Enable weighting on the objective category’ from the ‘Others’ dropdown field

On the 'PDR detail' screen, under the ‘Objectives/Goals’ tab, all fields are visible

For the ‘Weather’ category rating as ‘4.8’ showing

Rating = (‘Weight * Rating’ of Goal FT + ‘Weight * Rating’ of Goal D + ‘Weight * Rating’ of Goal H + ‘Weight * Rating’ of Goal UV’) / Sum of ‘Weight’ Rating = ((10*4) + (35 * 5) + (0 * 3) + (5 * 5)) / 50 Rating = (40 + 175 + 0 + 25) / 50 Rating = 240 / 50 rating = 4.8

For the ‘Knowledge’ category rating as ‘6.44’ showing

Rating = ((25 * 7) + (1 * 3) + (24 * 6)) / 50 Rating = 322 / 50 Rating = 6.44

Total rating = Sum of all goals ‘Weight * Rating’ score / Sum of Weight

Total rating = (240 + 322) / 100 Total rating = 562/100 Total rating = 5.62

Average rating = Sum of all goals’ manager’s rating / Number of goals

Average rating = (4 + 5 + 3 + 5 + 7 + 3 + 6) / 7 Average rating = 33 / 7 Average rating = 4.71

Self assessment average = Sum of all goal’s self assessment / Number of goals

Self assessment average = (4 + 2 + 6 + 5 + 8 + 2 + 5) / 7 Self assessment average = 32 / 7 Self assessment average = 4.57

For the ‘Objectives/Goals’ tab, select rating model and select ‘Enable weighting on individual objectives’ from the ‘Others’ dropdown field

PDR created and assigned to manager. ‘Rating’ and ‘Total rating’ showing

Total weight calculation = Sum of ‘Weight calculation’ Weight calculation = (Completion * Weight) / 100 Total weight calculation = (2 + 10.5 + 2.5 + 0.1) Total weight calculation = 15.10