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Individual performance scores
Individual performance scores

How to get individual employee performance scores based on completed Goals

Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Quantify your performance management with individual performance scores that are based on goal completion rates and goal importance.

New to Goals in Sage HR? - Read more >

What does this functionality do?

When an employee completes their goals, their performance against every goal is assessed to form their final performance score. The impact of each goal is defined by goal completion rate and the importance of that goal i.e. the goal's weight

How to set it up

📎NOTE: This feature is a part of the Goals functionality in the Performance module. You need to have a subscription to the Performance module and have Goals enabled in the Performance general settings.

To begin using this feature you will need to enable it in the Goals settings when logged in as an admin.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click PERFORMANCE, then click Goals.

  3. Select Enable individual performance score calculation.

Once selected, two extra tables are revealed - Goal progress and Goal weights. Use these tables to set up how the employee performance scores are calculated.

Goal progress

The Goal progress table allows you to translate the goal progress into numerical values which will be further used in calculation of employee performance scores.
If you are already using Goals, the modal below will look familiar to you. This is the modal that allows registering the progress on every goal.

With the configuration in the example below, when a user selects goal progress to Achieved, like in the example above, this means that the goal is completed 100%.

Goal weight

The Goal weight table determines the impact of existing goal types for the calculation of an employee Performance score. There are four goal types in Sage HR:

  • Personal goals

  • Team goals

  • Development goals

  • Company goals.

You may choose to build your calculations only on certain goal types. To do that you can uncheck a goal type in the Goal weight table as shown in the example below.

📎NOTE: When configuring goal weights for Development goals, make sure you have Development goals enabled and available to your employees in Performance general settings

How are the performance scores calculated for employees?

Employee's performance score is calculated based on the formula below.

📎NOTE: This formula is valid if all goal types are included in the Performance score calculation. In the example above we have considered a scenario with Company goals excluded. In such case correct formula will not include Company goals too and will calculate based on the remaining goal types.

Where can I see an employee performance score?

Option 1: Employee performance score is displayed in the Goals tab in individual employee profile.

Click Show more to access employee's performance score overview over the entire year.

📎NOTE: The Performance score has also been added to the Development goals tab, for easier access.

Option 2: Performance Score report

  1. On the main menu, click Reports.

  2. Click Performance, then click Performance score.

Here you can see all goals by types and completion levels.

Who can see the performance scores of my employees?

Performance scores can be accessed by the performance group manager, system admin, employee's direct manager as well direct manager's managers according to the Depth setting in Performance module.

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