Configure page options
None
Policy options
|
Option |
Description |
|---|---|
|
Metrics Reviews |
Checkbox. If checked, the Metrics Review process is active and can be enabled for WX users. |
|
Metrics Review Repeat |
Number. The number of months between metrics reviews. Sage People prompts when a review is due. If blank, no prompts are issued. |
|
New Metrics Review |
Picklist. The level of Sage People user authorized to start a new metrics review. Typically HR or Manager. If set at the default value of None, either of the listed options can start a review. |
|
Team Member Signs Metrics Review |
Checkbox. If checked, the metrics review cannot be closed until signed by the team member. |
|
Show Metrics Area Average |
Checkbox. Not used. |
|
Show Metrics Average |
Checkbox. Not used. |
Field sets
|
Metric Assessment object |
|
|---|---|
|
Field Set |
Purpose |
|
Manager Review |
Not used. |
|
Outcome |
Not used. |
|
Metrics Review object |
|
|---|---|
| Field Set | Purpose |
|
Manager Review |
Not used. |
Picklists
To edit these default picklist values:
-
Go to Setup and select the Object Manager tab.
-
Select object, select the picklist field, go to the Values related list.
Metric object
Measure field
-
Text
-
Number
-
Scale
Metric Library Item object
Measure field
-
Text
-
Number
-
Scale
Metric Assessment object
Action Outcome field
-
Achieved
-
Partly Achieved
-
Not Achieved
-
Canceled
Object fields
To rename these custom fields:
-
Go to Setup and in Quick Find enter Override.
-
On the Override page select the:
-
Package hosting the object
-
Language
-
Setup Component = Custom Field
-
Object
-
Aspect = Field Label
-
-
Enter new values in the Field Label Override column
|
Metric object (HCM) |
|
|---|---|
|
Default Field Label |
Field Type |
|
Active |
Checkbox |
|
Area |
Text (255) |
|
Description |
Long Text Area (32768) |
|
Margin |
Number (16,2) |
|
Maximum |
Number (16,2) |
|
Measure |
Picklist |
|
Metrics Library Item |
Lookup (Metrics Library Item) |
|
Minimum |
Number (16,2) |
|
Order |
Number (5,0) |
|
Required Level |
Lookup (Scale Response) |
|
Required Value |
Number (16,2) |
|
Scale |
Lookup (Scale) |
|
Team Member |
Lookup (Team Member) |
|
Metric Assessment object (HCM) |
|
|---|---|
|
Default Field Label |
Field Type |
|
Achieved Level |
Lookup (Scale Response) |
|
Achieved Value |
Number (16,2) |
|
Achievement |
Formula (Text) |
|
Action Outcome |
Picklist |
|
Action Plan |
Long Text Area (32768) |
|
Bar Chart |
Formula (Text) |
|
Comment |
Long Text Area (32768) |
|
Follow Up Date |
Date |
|
Margin |
Formula (Number) |
|
Maximum |
Formula (Number) |
|
Metric |
Master-Detail (Metric) |
|
Metrics Review |
Master-Detail (Metrics Review) |
|
Minimum |
Formula (Number) |
|
Percentage |
Formula (Number) |
|
Required |
Formula (Number) |
|
Score |
Formula (Number) |
| Metrics Library Item object (HCM) | |
|---|---|
|
Default Field Label |
Field Type |
|
Active |
Checkbox |
|
Area |
Text (255) |
|
Description |
Long Text Area (32768) |
|
Margin |
Number (16,2) |
|
Maximum |
Number (16,2) |
|
Measure |
Picklist |
|
Minimum |
Number (16,2) |
|
Order |
Number (5,0) |
|
Required Level |
Lookup (Scale Response) |
|
Required Value |
Number (16,2) |
|
Scale |
Lookup (Scale) |
|
Metric Review object (HCM) |
|
|---|---|
|
Default Field Label |
Field Type |
|
Action |
Formula (Text) |
|
Action Date |
Formula (Date) |
|
Job Profile |
Lookup (Job Profile) |
|
Manager Action |
Formula (Text) |
|
Manager Action Date |
Formula (Date) |
|
Metrics Library Item |
Lookup (Metrics Library Item) |
|
Next Follow Up Date |
Roll-Up Summary (MIN Metric Assessment) |
|
Overall Comment |
Long Text Area (32768) |
|
Review Date |
Date |
|
Signed Date |
Date |
|
Team Member |
Lookup (Team Member) |
|
Team Member Action |
Formula (Text) |
|
Team Member Action Date |
Formula (Date) |
|
Team Member Signed Date |
Date |
Record types
None
Actions
-
Team member and manager: Sign. Appears when:
-
Manager has saved a metrics review.
-
For team member, the policy option Team Member Signs Metrics Review is selected, and the manager has signed the metrics review.
-
Action events
|
Event |
When sent |
|---|---|
|
Draft |
When a metrics review is edited by the manager or HR. |
|
New |
When a metrics review is created by the manager or HR. |
|
Sign |
When a metrics review is signed by the team member. |