3362602 - How to change the rating scale of the Summary Section

This article explains how to change the rating scale of the Summary Section.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental. 

• SAP SuccessFactors Performance Management
• SAP SuccessFactors 360 Reviews

1. The rating scale used in the summary section is set in Manage Templates > open the template > General Settings > Rating Scale > select from dropdown.
2. Rating scale of the Summary section can be changed in Provisioning via the PM form XML. Or it can be done through the XML file of the PM form before you upload the Template XML. Rating scale for summary section is configured in fm-meta section. Contact your partner or raise SCR request to implement the change.

xml code example:

<fm-meta>
  <meta-form-id>-1</meta-form-id>
  <meta-rated>true</meta-rated>
  <meta-rating>0.0</meta-rating>
  <meta-scale>0.0</meta-scale>
  <meta-grp-label><![CDATA[Group]]></meta-grp-label>
  <fm-sect-scale show-value="true">
    <scale-source>1</scale-source>
    <scale-id><![CDATA[enter your desired rating scale name]]></scale-id>
    <scale-type><![CDATA[null]]></scale-type>
    <scale-adjusted-calculation enable="false"  display-calculated-rating="false">
    </scale-adjusted-calculation>
  </fm-sect-scale>
  <meta-item-weight-floor-ceiling-option>warning</meta-item-weight-floor-ceiling-option>
  <enable-previous-step-button><![CDATA[false]]></enable-previous-step-button>
  <enable-delete-button><![CDATA[false]]></enable-delete-button>
</fm-meta>

Note

1. When you select a rating scale in general setting which is different from the rating scale used in other sections (for example, goal section, competency section), below "Change Rating Scale" confirmation pop up will appear:
   
   
   • If you click on Yes, the rating scale of other sections will also be changed to the one you select in general setting;
   • If you click on No, the rating scale of other sections will remain their existing configuration.
     • For example, in the form template, goal section is using rating scale 1~5, and you select rating scale 1~3 in general setting.  Then, the "Change Rating Scale" confirmation pop up will appear, and if you click on Yes, the rating scale of goal section will also be changed to use 1~3; if you click on No, the rating scale of goal section will continue using 1~5.
2. When using different rating scale on form, rating normalization occurs.

Guide: 

• Normalization
• Summary Section

KBA references:

• KBA 2183718 - Normalization Impacts to Performance Ratings, Reports, Dashboards - Performance Management
• KBA 2743359 - Non-Normalized or Normalized Calculations

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