Results summary

How to generate the final result for performance evaluations

To generate final results, go to Career Development > Performance and click on the Results tab. Then, select the year to be calculated from the drop-down menu. Click Generate annual results.

When you click Generate annual results, a process will begin to calculate all employees’ final results. This process may take a few minutes, and you will have the option to request an email notification once the calculation is complete.

⚠️ Warning: When a calculation is in progress, it is not possible to restart it. You must wait for the process to finish before starting it again.

 

Possible results in the Final Result

The final results will be displayed as one of the following three possibilities:

The calculation behind the assignment of the Final Result is as follows:

  • For a Qualitative evaluation:
    In the evaluations that have been done during the year: Star is worth 1, Green is worth 0.5 and Red is worth 0.
    The results are averaged and assigned according to the following scale:
    0 to 0.49 = Red
    0.5 to 0.89 = Green
    0.9 to 1 = Star
  • For a Quantitative evaluation :
    In the evaluations that have been carried out during the year, we convert the percentages into three categories:
    0 to 59.99% = Red (0)
    60% to 89.99% = Green (0.5)
    90% to 100% = Star (1)
    Next, we calculate the final result with the average of the converted results according to the following scale:
    0 to 0.49 = Red
    0.5 to 0.89 = Green
    0.9 to 1 = Star
Sorting the final results

Final results can be sorted by employee. This sorting allows you to see in order from best to worst or vice versa.

First, the final results must be generated. For more information on generating final results, see How to generate the final result for performance evaluations.

Next, you need to click on the final results header to sort in descending order, and click a second time to sort in ascending order.

Employees with the same final results (identical icon) will be sorted in order according to the average calculated to assign the rating. For more information on calculating final grades, read the article Possible results in the Final Result.

Summary - Using filters

You can use filters to create customized views and reports. You can access filters by going through Carreer Development > Performance and clicking on the results tab. Filter options will be available by clicking on the funnel icon.
 

Using basic filters

  1. Filter results by selecting the working site, department or position. 
  2. Select process(es) as required
  3. Click on the Apply button ➝ The menu will close and the results will be filtered according to the chosen parameters.

 

Using advanced filters

Advanced filters allow you to display results according to values

  1. Click on the Qualitative Results + filter label or the Quantitative Results + filter label as desired.
    💡Tips and tricks: Qualitative and quantitative results can be filtered at the same time.
     
  2. Select filter options by results type
  3. Click on the Apply button ➝ The menu will close and the results will be filtered according to the chosen parameters.

 

 

 

Summary - Viewing performance evaluation results

Explanation of the results summary

The summary table functions the same as a calendar, it is based on your company's HR reference year. It displays the various processes, regardless of their frequency.

Employee column

In this column, you'll find the name and profile picture (if uploaded) of your employees. Only employees with at least one evaluation process are displayed, all other employees are hidden. You can click the employee's name of picture to display their information.

💡Tips and tricks: Employees are sorted alphabetically by default.

Process column

The second column contains all processes assigned to an employee.

Processes are sorted in order of frequency, from least to most frequent, so you can quickly distinguish between them. Probation processes are always listed first.

 

Calendar section

  • All results are displayed in this section.
  • When an evaluation is scheduled for a specific month, an indicator will appear in the corresponding column.
  • When a result is entered for a process, it will be displayed in the corresponding cell.

⚠️ Warning: this is the result entered in real time for the evaluation. If not all supervisors have completed their entries, the result displayed will only take into consideration the completed evaluations.

The cells will be empty for occurrences in the months preceding the hiring of an employee and for the months preceding the creation of a process in the system.

Year's total column

The header of this column shows the HR reference year for the year selected. This column contains the total result of the process. It is an average of all evaluations during the year.

View a detailed evaluation of a specific employee occurrence

  1. Click on a result to display detailed results by evaluator. A window will appear.
  2. In the window, click on Consult the evaluation form to access the completed evaluation form.

 

Summary - Result's legend

 

The results of evaluation entries are represented in several ways:

1 - According to their type

  • Qualitative: Represented by a circle or a star

     
  • Quantitative: Represented by a percentage score

     
  • Unaccounted for: Represented by a blue square

     

2 - According to evaluation status

Planned

This is a future occurrence, i.e. not yet triggered.

  • Qualitative: Represented by a light gray shape
  • Quantitative: Represented by the "%" symbol, also pale grey.

Completed

This is an occurrence for which the evaluation has been completed.

  • Qualitative: Represented by a colored shape
  • Quantitative: Represented by a percentage score

     

Not completed

This is a current or past occurrence whose evaluation has not been completed.

  • Qualitative: Represented by a gray outline shape

     
  • Quantitative: Represented by the symbols "-%".

     

💡Tip and ticks: You can complete a past occurrence by accessing the associated form on the Process Monitoring page. Click here to find out more.

 

3 - Result not shared with employee

When the result is not shared with the employee, the result is displayed in dark gray according to type.