Creating Metrics

The Metrics Library stores items that are measured for a Metrics Review. Metrics can be:

• Number

  The library stores:

  • The minimum and maximum values permitted for the number.
  • A required value.
  • Any margin between the required value and the rating needed to earn an Achieved rating.

  When conducting a Metrics Review, a manager must enter a value for the metric between the minimum and maximum values. Entered values are also assessed against the required value and the optional margin, and can be marked:

  • Achieved - above required + margin.
  • Partially Achieved - within the margin above the required value.
  • Not Achieved - below the required value.

• Scale

  The library stores:

  • The options available on the scale.
  • A required level.
  • Any margin between the required level and the rating needed to earn an Achieved rating.

  When conducting a Metrics Review, a manager must select one of the available options. Selected options are assessed against the required level and the optional margin, and can be marked:

  • Achieved - above required + margin
  • Partially Achieved - within the margin above the required level.
  • Not Achieved - below the required level.
• Text

  Text metrics require a text comment from the manager at review time.

To add a new metric:

1. Select the Metrics Library tab.

   Sage People displays the Metrics Library Home page.

2. Select New Metrics Library Item:

   

   Sage People displays the New Metrics Library Item Edit page:

   

3. Complete the fields as follows:

   Field	What to enter
   Metrics Library Item Name	A unique name for the metric.
   Area	Not used.
   Active	Checkbox. If checked this item can be used in Metrics Reviews.
   Description	A brief description of the metric.
   Measure	Picklist. Select from: Text Number Scale
   Scale	The controlling scale for Required Level. Scales are stored in the Scale Library. Use Scale Lookup to find and select the correct scale for this metric.
   Minimum	Number. For a Number measure, the lowest permitted value that can be entered by a manager when conducting a Metrics Review.
   Maximum	Number. For a Number measure, the highest permitted value that can be entered by a manager when conducting a Metrics Review.
   Required Value	For a Number measure, the lowest value a Team Member needs to be awarded to avoid a Not Achieved rating. Required Value applies as a default to this Metric Library Item and is overridden by a value specified for a Job Need associated with a Job Profile.
   Margin	For a Number measure, the separation between the Required Value and the value a Team Member needs to earn an Achieved rating. Scores above the Required Value and within the additional margin value earn a Partly Achieved rating. For a Scale measure, the separation between the Required Level and the level a Team Member needs to earn an Achieved rating. Scores above the Required Level and within the additional margin earn a Partly Achieved rating. For example a number measure set up with these values: Minimum 10 Maximum 80 Required Value 40 Margin 10 ...gives these results: Team Member score: below 40 = rating Not Achieved Team Member score: 40 to 49 = rating Partly Achieved Team Member score: 50 and above = rating Achieved
   Required Level	For a Scale measure, the level a Team Member needs to be awarded to get an Achieved rating. Use Required Level lookup to find and select the level from the appropriate set of scale responses. These are the responses associated with the Scale in the Scale Library. Required Level applies as a default to this Metric Library Item and is overridden by a level specified for a Job Need assigned to a Job Profile.
   Order	The order in which you want this metric to be displayed on the Team Member Metric Review page, relative to other metrics.

4. Select:

   • Save to save the item and close Metrics Library Item Edit page
   • Save & New to save the item and create another
   • Cancel to discard your changes.