Metrics Review | Configuration options

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:

1. Go to Setup and select the Object Manager tab.

2. 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:

1. Go to Setup and in Quick Find enter Override.

2. On the Override page select the:

   • Package hosting the object

   • Language

   • Setup Component = Custom Field

   • Object

   • Aspect = Field Label

3. 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

• Manager: Add New. Appears when: 

  • The team member has no current metrics review.

  • The Signed Date of a completed metrics review is in the past by the value of the policy option Metrics Review Repeat.

• Manager: Follow Up. Appears when: 

  • The Follow Up Date of a completed metrics review is in the past.

• 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.