2498808 - How to make the Obj-Comp matrix grid in PM form use adjusted calculated rating for plotting on the graph

Customers may notice that the dot displayed in the Objective–Competency (Obj-Comp) Matrix grid of the Performance Management form appears in an unexpected quadrant.

SAP SuccessFactors Performance Management

1. Configure OCOC summary section on performance form
2. Give ratings to objectives and competencies 
3. See the "dot" being in the "wrong" box of the matrix grid in the OCOC section

This occurs because the system normalizes calculated ratings before plotting them on the matrix grid.

Example Scenario

Assume the rating scale is configured with a maximum value of 4.0.

Example ratings:

• Calculated Objective rating (X-axis): 1.5 out of 4.0

• Calculated Competency rating (Y-axis): 2.5 out of 4.0

The system normalizes the ratings internally using the following formula:

[(((rating - original min)/(original max - original min)) * (new max - new min)) + new min ]

Which simplifies to:

(rating - min)/(max-min) * (max - 0) + 0 

Applying the example values:

[(1.5 - 1)/(4 - 1) * (4 - 0) = 0.67]

Therefore, the normalized X-axis value becomes 0.67, causing the dot to appear in the first grid of the X-axis in the matrix.

However, some customers expect the system to adjust or round the rating instead of normalizing it. For example:

• 1.5 – 2.4 = 2

In this scenario, the expectation would be that the dot appears in the second grid of the matrix.

Currently, as it is not possible to configure adjusted rating ranges for the Objective–Competency Matrix grid the below workarounds are available on this.

Workaround 1 – Enable Manual Rating

Enable manual rating and manually adjust:

• Overall Goal rating

• Overall Competency rating

This allows administrators or managers to position the ratings according to business expectations.

Workaround 2 – Adjust Decimal Precision in XML

If the intention is to round ratings to the nearest whole number instead of displaying decimals, configure the following parameter in the Performance Form XML:

<num-decimal-places>0</num-decimal-places>

This attribute controls the number of decimal places used in the final rating calculation.

• Default value: 2

• Configured value: 0

Setting the value to 0 will round the final rating to the nearest integer, which may produce matrix placements closer to the expected result.

PM Template, Performance Management, Obj-Comp Matrix, scale adjusted rating, rounding off, ratings, objective, competency, summary section , KBA , LOD-SF-PM-FRM , Forms & Templates , How To