How to override weights at the review level in Profit.co?

Category: Performance

Why this Feature?

  • This feature enables users to override the weights distributed for Goals and OKRs in the review level. 
  • Employees can define the weights based on the time spent on their Goals and OKRs on each review level while performing assessments. 
  • The calculation for Overall Ratings & Overall Percentage is based on the individuals given weights for their Goals and OKRs.

Step 1

Navigate to Settings → Performance → Review Templates from the left navigation panel.

Click on the  Edit icon of the Review template you want to make the changes to.

Step 2

In the Edit Review Template page, click on the Scoring Buckets tab to enable the Scoring Buckets toggle, now click on the Show Advanced Options button.

Step 3

Enable the Allow override weights at review level toggle on the scoring bucket section. 

Users can restrict employees weight distribution to sum total of 100% or 1, which prevents them from submitting their self-assessment if they don't meet the set condition. by enabing the Prevent employees from submitting their self-assessment if the weights do not add upto 100% toggle. 

Click on  the icon to Edit and allow employees to override the weights for Goals and OKRs.

For instance, Let’s allow override weights for Goals. Click on  the icon to Edit.

Step 4

A side panel will appear. Enable the Allow the employees to specify the granular weights for Goal Performance Assessment toggle and click Update.

Step 5

Navigate to Performance → My Reviews from the left navigation panel.On the Active page, select the Review you want to perform an assessment.

Step 6

In the selected assessment, scroll down to Goals and add Weights. 

Note: The cumulative score of the weight distribution should always be rounded off to 1.

The distribution of weights throughout the assessment for Goals, OKRs, and Competencies will be updated automatically and displayed as shown below.

Related Answer Post

To learn more about defining weights at the Individual Competency level in Profit. co, click here.

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