Create Performance Rating

Use this procedure to create guidelines based only on a resource's performance rating.

  1. On the Create Performance Rating Guideline form, specify this information:
    Eligibility Group
    For the guidelines to apply to a specific eligibility group, select the group. If you do not select an eligibility group, the guideline applies to all resources.
    Note: A planning rule can have only one guideline of any type defined for any given eligibility group. There can be only one blank eligibility group.
    Prorate Guidelines By Resource Proration Factor
    If you selected Prorate for the planning rule calculation, you can prorate the guidelines. If you select this check box, the guidelines are adjusted by the proration factor used in budget calculations. Select Prorate Threshold By Resource Proration Factor on the Validation Rules tab to ensure that the validations are against the prorated amounts.

    Select this option if the manager is going to specify prorated amounts, so that the manager can view prorated guidelines. For the manager to specify non-prorated amounts and have the system automatically prorate the amounts, select Adjust Award By Proration Factor on the Compensation Awarding View and do not prorate the guidelines.

  2. Click Save.
  3. On the Performance Ratings for Guidelines tab, specify the beginning and ending recommended rate increases for each performance rating.
    Note: The performance ratings are the default from the rating scale that you selected on the Planning Rule form.