The Metrics Review process is a review of Team Member performance conducted by the Team Member's manager or by a member of the HR team. Performance is measured against a set of metrics, which are stored in the Metrics Library. You can use Metrics Review:
- Where a Team Member is performing the same work indefinitely, and where their performance can be assessed against some standardized measures.
- Where a more complex Performance Review is not appropriate.
- Where objectives have not been set, or where it is not practical to set them.
- As an addition to a full Performance Review.
A Metrics Review produces a set of scores and levels of achievement which can be used for comparison with other Team Members. You can use the results of the Metrics Review to help in deciding how to allocate a salary review or bonus pot.
- The Metrics Review rates performance using a measure such as a number, a scale, or text. If your metrics use a scale - such as frequency, expertise, or agreement - you must define the scale before you can create the metric that uses the scale.
Scales are used to support the Skills and Competency Assessment processes as well as Metrics, so if you are using Skills or Competency Assessment, Scales may already exist in your org.
- Create the metrics you want to use to measure performance. Metrics are stored in the Metrics Library.
- Link the metrics to one or more Job Profiles. Metrics Review works for Team members with a Job Profile - if a Team Member does not have a Job Profile with an active metric need, you cannot use Metrics Review to monitor their performance.
- Create a WX Process for Metrics Review.
- Switch on Metrics Review in the Policies assigned to the Team Members you will be reviewing.
Metrics Review in WX does not use Field Sets to control the fields displayed in the review.