EPM Results: Compensation System Scenarios
Recommendation, 2007 April 15
Editor:
Chuck Allen, HR-XML Consortium, Inc.
Contributors:
Adam Amato, Data Solutions, Inc.; Kim Bartkus, HR-XML Consortium, Inc.; Dawn MacKay, Halogen Software; Sreenivasa Ampavati, Kenexa; Pramod Mathur, Lawson; Mark Weber, PDI; Paul Storfer, PDI; Peg Jermyn, Microsoft ; Romuald Restout, Talent Technology Corp.; David B Turetsky, Workscape
Copyright © 2007 HR-XML Consortium, Inc.
Abstract
This document outlines integration scenarios between employee performance management (EPM) systems and compensation management systems.
1 EPM Results: Compensation System Scenarios
2 Scenario Description: Exchange of Objective Plans / Results
3 Scenario: Exchange of Remuneration Recommendation
3.4.1 EPMRemunerationResult.wsdl
4.1.1.1 EPMObjectivesPlan / ObjectiveGroup
4.1.1.2 EPMObjectivesPlan / Objective
4.2.1.1 EPMObjectivesResult / OverallRating
4.2.1.2 EPMObjectivesResult / ObjectivesSection
4.2.1.3 EPMObjectivesResult / ObjectivesSection / SectionSummaryResult
4.2.1.4 EPMObjectivesResult /ObjectivesSection / ObjectiveGroupResult
4.2.1.5 EPMObjectivesResult / ObjectivesSection / ObjectiveSingleResult
4.2.1.6 EPMObjectivesResult / RaterPanelInfo
4.3.1 RemunerationRecommendationDetail
1 Appendix A - Document Version History
2 Appendix B – Related Documents
1 EPM Results: Compensation System Scenarios
1.1 Overview
Employee performance management (EPM) systems and compensation systems can stand alone, but there are significant advantages in integrating the systems. This document presents two integration scenarios. In both scenarios, the information flow is from the EPM system to the Compensation system. However, the two scenarios reflect different patterns of compensation management and a different level of integration between systems, as explained below:
- The first scenario (Section 1.3, Scenario: Exchange of Objective Plans / Results) differs from the second in that in the first scenario, the computation of compensation would be calculated directly by the compensation system using the results from the EPM system and rules applicable to the employee contained within the compensation system.
- The second scenario (Section 1.4, Scenario: Exchange of Remuneration Recommendations) contemplates the transfer of a “remuneration recommendation” intended for consideration by a manager (typically the manager of the supervisor of the employee being reviewed and/or a compensation administrator), who would then take that recommendation into consideration in applying an employee’s compensation increase or adjustment within the compensation system.
These scenarios are just two of many possible. Alternate processes and interactions are possible. In some cases, the process for recommending and approving changes to compensation would be internal to a compensation system and would not require the transfer of a remuneration recommendation from an EPM system to a compensation system. The scenarios also are not necessarily mutually exclusive and could be combined.
2 Scenario Description: Exchange of Objective Plans / Results
This scenario focuses on information transferred from an EPM system to a compensation management system to enable the administration of incentive and compensation programs. Compensation paid under an incentive plan typically depends on the compensation system having access to objectives and results against those objectives from a performance management system. Specifically, this scenario involves the provision of objectives plans, interim results against the plans, and final results.
2.1 Trigger / Preconditions
Preconditions assumed for this scenario are:
- The EPM and compensation management systems are separate “best-of-breed” systems.
- The necessary development, review, and approval of objectives and results against objectives have occurred within the EPM process before interactions with the compensation management system. An EPM process involves various interactions among an employee, his or her supervisor(s), and possibly other raters. These interactions usually occur within web interfaces of the EPM system.
2.2 Success / Error Cases
On success, the compensation system has the data necessary to calculate compensation changes based on results against objectives.
2.3 Scenario Sequence
1. An employee and his supervisor develop new objectives for the forthcoming year. A plan is agreed upon. The employee’s performance will be rated against specified goals and measured against specified performance metrics.
2. The objectives are recorded within the EPM system. At the time the approved plan is stored within the EPM system, the basic components of the plan also are created on the compensation management system by calling a web service operation hosted on that system. See “Create Objectives Plan,” in Figure 1, EPM Objectives / Results.
3. The supervisor and/or compensation administrator may use the compensation management system’s web interface to associate “factors” derived from the objectives with compensation/incentive plan elements. In other words, the compensation administrator uses the objectives sent by the EPM system to create rules in the compensation system so that compensation can be calculated when final results are available.
4. The EPM system may capture or require the reporting of interim results against the objectives plan. When interim results are updated on the EPM system, they are transferred to the compensation management system by calling a web service operation hosted on that system. See “Process Objectives Results (Interim),” in Figure 1, EPM Objectives / Results. Management may use the interim results to make adjustments to the compensation plan to ensure its efficacy and relevance.
5. When the objectives plan is updated within the EPM system, the plan is updated on the compensation management system. See “Update Objectives Plan,” in Figure 1, EPM Objectives / Results.
6. At the end of the objectives plan period, an appraisal of the employee against the objectives plan is conducted. A performance rating and final results against the objectives plan are communicated from the EPM system to the compensation management system. See “Process Objectives Results,” Figure 1, EPM Objectives / Results.
Figure 1, EPM Objectives / Results
2.4 Supporting WSDL Templates
2.4.1 EPMObjectives.wsdl
- Defines operations to create, update, and cancel employee objective plans.
- Defines an operation to submit or process employee objective results against objective plans.
Documentation
http://ns.hr-xml.org/2_5/HR-XML-2_5/ws/PerformanceManagement/EPMObjectives_wsdl.html
WSDL
http://ns.hr-xml.org/2_5/HR-XML-2_5/ws/PerformanceManagement/EPMObjectives.wsdl
2.5 Related XML Schema
See Section 4.1, EPMObjectivesPlan and Section 4.2, EPMObjectivesResult for documentation of the XML Schema related to this scenario.
2.6 Related XML Instances
2.6.1 EPMObjectivePlan
Sample Data:
http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/artifacts/ObjectivePlanSampleData.pdf
Conforming Instance:
http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMObjectivePlan_example4.xml
2.6.2 EPMObjectiveResult
Sample Data:
http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/artifacts/ObjectiveResultSampleData.pdf
Conforming Instance:
http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMObjectiveResult_example4.xml
3 Scenario: Exchange of Remuneration Recommendation
This scenario is similar to the previous in that it involves the transfer of result information from an EPM system to a compensation management system. However, this scenario involves the transfer of a “remuneration recommendation,” which is intended for a manager’s or administrator’s consideration in setting or approving changes to an employee’s compensation within the compensation system. The two scenarios are not mutually exclusive in that a Remuneration Recommendation message could be substituted for the final “Process Objectives Results” message (described in step 6 in 2.3, Scenario Sequence, above).
3.1 Trigger / Preconditions
- Assumes “standalone” or “best-of-breed” EPM and compensation management systems
- This scenario begins at the end of the performance management process. It assumes that the necessary development, review, and approval of performance results have occurred within the EPM process.
3.2 Success / Error Cases
On success, the responsible manager has access within the compensation system to information with which to make a decision with regard to an employee’s compensation. The scenario does not address the situation where the recommendation is not accepted. Resolution of such an issue is assumed to happen “out of channel” – e.g., phone call, e-mail, etc.
3.3 Scenario Sequence
1. After results against objectives and performance ratings are established and approved within the EPM system, the manager of the employee subject to the performance management process prepares a recommended pay increase or adjustment.
2. The remuneration recommendation, which includes the employee’s overall rating and compilation of relevant results against objectives, is transferred to the Compensation System by calling a web service hosted on that system. See Figure 2, ProcessEPMRemunerationResult.
Figure 2, ProcessEPMRemunerationResult
3.4 WSDL Templates
3.4.1 EPMRemunerationResult.wsdl
This template defines an operation to submit or "process" a
remuneration result from an employee performance management (EPM) system.
Documentation
http://ns.hr-xml.org/2_5/HR-XML-2_5/ws/PerformanceManagement/EPMRemunerationResult_wsdl.html
WSDL
http://ns.hr-xml.org/2_5/HR-XML-2_5/ws/PerformanceManagement/EPMRemunerationResult.wsdl
3.5 Related XML Schema
See Section 4.3, EPMRemunerationResult, for documentation of the XML Schema related to this scenario.
3.6 Related XML Instance
3.6.1 EPMRemunerationResult
http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMRemunerationRecommendation_example3.xml
4 Schema Design
4.1 EPMObjectivesPlan
|
Elements and Attributes [Global types listed alphabetically in following table.] |
ContentModel*
|
Definition ** |
|
/ |
- EPMObjectivesPlanType - (1/1) |
Root element for an objectives plan. |
|
/ EPMObjectivesPlan/ |
- EntityIdType - S (0/1) |
An identifier for an objectives plan. |
|
/ EPMObjectivesPlan/ |
- xsd:date - S (0/1) |
Date objectives plan was prepared or modified. |
|
/ EPMObjectivesPlan/ |
- EPMPeriodType - S (0/1) |
The period that the objective plan covers. |
|
/ EPMObjectivesPlan/
ObjectivePlanPeriod/ |
- xsd:date - S (0/1) |
A start date for the applicable period. |
|
/ EPMObjectivesPlan/
ObjectivePlanPeriod/ |
- xsd:date - S (0/1) |
Contains the (inclusive) date, period, or interval the event becomes inactive or ends. |
|
/ EPMObjectivesPlan/ |
- EPMPersonType - S (0/1) |
The person who approved or prepared the objective plan. |
|
/ EPMObjectivesPlan/
PreparedBy/ |
- EntityIdType - S (0/1) |
An identifier for a person. In the context of employee performance management, this is typically an employer assigned "Employee Id". |
|
/ EPMObjectivesPlan/
PreparedBy/ |
- EntityIdType - S (0/1) |
A legal id, such as a social insurance or taxpayer identification number. |
|
/ EPMObjectivesPlan/ |
- EPMPersonType - S (0/1) |
The person who is the subject of the objectives plan. |
|
/ EPMObjectivesPlan/ ObjectivePlanSubject/ |
- EntityIdType - S (0/1) |
An identifier for a person. In the context of employee performance management, this is typically an employer assigned "Employee Id". |
|
/ EPMObjectivesPlan/
ObjectivePlanSubject/ |
- EntityIdType - S (0/1) |
A legal id, such as a social insurance or taxpayer identification number. |
4.1.1.1 EPMObjectivesPlan / ObjectiveGroup
Element Objective is at this level and peer to ObjectiveGroup. What is the difference between these two?
|
/ EPMObjectivesPlan/ |
- EPMObjectiveGroupType - S (0/*) |
An objective with multiple components or subordinate goals. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ |
- EntityIdType - S (0/1) |
An identifier for the objective group. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ |
- xsd:string - S (0/1) |
A name or label for the objective group (e.g., "Third Quarter Sales") |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ |
- xsd:string - S (0/1) |
A brief explanation of the group of objectives. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ |
- NumericValueType - S (0/1) |
A numeric value expressing the relative importance of the item. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ |
- xsd:date - S (0/1) |
A projected or requested date associated with a goal or requirement. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ |
- EPMStatusEnumType - S (0/1) |
Describes the status of the group of objectives by either using a standard set of enumerations ("in progress", "complete", "canceled", "not known", and "not applicable") or a custom value. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ |
- EPMMetricType - S (0/*) |
A metric by which accomplishment of the objective group is measured. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ ObjectiveGroupMetric/ |
- xsd:string - S (0/1) |
Part
of a pair of components for describing a type of measure (MeasureName and
MeasureValue). |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ ObjectiveGroupMetric/ |
- NumericAndStringScoreType - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
4.1.1.2 EPMObjectivesPlan / Objective
|
/ EPMObjectivesPlan/
ObjectiveGroup/ |
- EPMObjectiveType - S (0/*) |
A business goal set as part of a business or performance plan. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ |
- EntityIdType - S (0/1) |
An identifier for an objective. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ |
- xsd:string - S (0/1) |
A name or label for an objective. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ |
- xsd:string - S (0/1) |
A description of a business goal or objective. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ |
- NumericValueType - S (0/1) |
A numeric value expressing the relative importance of the item. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ |
- xsd:date - S (0/1) |
A projected or requested date associated with a goal or requirement. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ |
- EPMMetricType - S (0/*) |
The standard or "metric" against which the achievement of an objective is measured. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ ObjectiveMetric/ |
- xsd:string - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ ObjectiveMetric/ |
- NumericAndStringScoreType - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ |
- EPMStatusType - S (0/1) |
A status associated with an objective. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ ObjectiveStatus/ |
- EPMStatusEnumType - C (1/1) |
A standard set of enumerated values. A list of standard values. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ ObjectiveStatus/ |
- xsd:string - C (1/1) |
A string used to extend a list of non-standard values. |
|
/ EPMObjectivesPlan/
ObjectiveGroup/ Objective/ |
- xsd:date - S (0/1) |
A date associated with an objective status. |
4.2 EPMObjectivesResult
|
/ |
xml:lang - - |
Root element for objectives result schema. |
|
/ EPMObjectivesResult/ |
- EntityIdType - S (0/1) |
An identifier for a performance management process result. |
|
/ EPMObjectivesResult/ |
- xsd:date - S (1/1) |
The date of the EPM result. Usually, the date the result received final approval. |
|
/ EPMObjectivesResult/ |
- EPMPeriodType - S (0/1) |
Contains the beginning and end dates of the period for which performance was assessed. |
|
/ EPMObjectivesResult/ |
- EntityIdType - S (0/1) |
A unique identifier for the provider – e.g., the hosted EPM solution through which the result was generated. |
|
/ EPMObjectivesResult/ |
- EntityIdType - S (0/1) |
A unique identifier for the objective plan. |
|
/ EPMObjectivesResult/ |
- EPMPersonType - S (0/1) |
The person who approved or prepared the objective plan. |
|
/ EPMObjectivesResult/ |
- EPMPersonType - S (1/1) |
Contains information identifying the person who is the subject of the performance management process. |
|
/ EPMObjectivesResult/ |
- EPMReasonCodeType - S (0/1) |
Contains information identifying the person who is the subject of the performance management process. |
|
/ EPMObjectivesResult/ |
- EPMScheduleType - S (0/1) |
In the case of a scheduled review, this element is used to identify the type of schedule. Allows for a choice of either standard enumerated values or a non-standard value. Standard values are: annual, mid-year, and probation. |
|
/ EPMObjectivesResult/ |
- EPMOverallRatingType - S (0/1) |
Provides an overall performance rating. Often this is a “roll-up” of detailed component scores within a performance management process. |
|
/ EPMObjectivesResult/ |
- EPMObjectivesSectionType - S (0/1) |
An overall result for the section. Sometimes a "roll-up" of individual component scores within the section. |
|
/ EPMObjectivesResult/ |
- EPMRaterPanelInfoType - S (0/1) |
A collection of information about a panel of people participating in a performance management process. |
4.2.1.1 EPMObjectivesResult / OverallRating
|
/ EPMObjectivesResult/ OverallRating |
- EPMOverallRatingType - (0/1) |
An overall rating for a performance management process. |
|
/ EPMObjectivesResult/ OverallRating/ |
- EntityIdType – S (0/1) |
A unique identifier of the overall rating score. |
|
/ EPMObjectivesResult/ OverallRating/ |
- xsd:boolean - S (0/1) |
A Boolean to indicate either a satisfactory or unsatisfactory rating. |
|
/ EPMObjectivesResult/ OverallRating/ |
- xsd:string - S (0/1) |
A description of the overall rating. |
|
/ EPMObjectivesResult/ OverallRating/ |
- NumericAndStringScoreType - S (0/1) |
The score of the overall rating. |
|
/ EPMObjectivesResult/ OverallRating/ |
- xsd:string - S (0/1) |
A name assigned to a place on a distribution curve of results. |
|
/ EPMObjectivesResult/
OverallRating/ |
- StackRankType - S (0/*) |
A collection of information about a "stack rank". In the context of a performance management process, a "stack rank" refers to a unique cardinal position for each person within an organization or designated comparison group. "Stack ranking" is also sometimes referred to as "forced ranking". |
|
/ EPMObjectivesResult/
OverallRating/ StackRankInfo/ |
- EntityIdType – S (0/1) |
An identifier for the organizational unit or comparison group within which the ranking is made. |
|
/ EPMObjectivesResult/
OverallRating/ StackRankInfo/ |
- xsd:string - S (0/1) |
The name of the organizational unit or comparison group within which the ranking is made. |
|
/ EPMObjectivesResult/
OverallRating/ StackRankInfo/ |
- xsd:integer - S (1/1) |
A unique cardinal position for each person within the comparison group subject to the ranking process. |
|
/ EPMObjectivesResult/
OverallRating/ StackRankInfo/ |
- xsd:integer - S (0/1) |
The number of people within the comparison group subject to the ranking process. |
|
/ EPMObjectivesResult/ OverallRating/ |
- EPMCommentsType - S (0/*) |
A rater’s comments on the overall rating. |
4.2.1.2 EPMObjectivesResult / ObjectivesSection
|
/ |
- EPMObjectivesSectionType – (0/*) |
A section within a performance appraisal that contains objectives results and ratings. The section may contain a summary result, groups of objective ratings, as well as individual objective ratings. |
|
/ ObjectivesSection/ |
- xsd:string – S (0/1) |
A label or title for a section. |
4.2.1.3 EPMObjectivesResult / ObjectivesSection / SectionSummaryResult
|
/ ObjectivesSection/ |
- EPMSectionSummaryResultType - S (0/1) |
An overall result for the section. Sometimes a "roll-up" of individual component scores within the section. |
|
/ ObjectivesSection/ SectionSummaryResult/ |
- EntityIdType - S (0/1) |
An identifier for a score. A unique identifier of the score. A unique identifier of the score. |
|
/ ObjectivesSection/ SectionSummaryResult/ |
- xsd:boolean - S (0/1) |
A Boolean to indicate either a satisfactory or unsatisfactory rating. A Boolean expression that denotes whether the subject passed or failed the assessment. A Boolean expression that denotes whether the subject passed or failed the assessment. |
|
/ ObjectivesSection/ SectionSummaryResult/ |
- xsd:string - S (0/1) |
Describes what is being rated – the high-level objective. |
|
/ ObjectivesSection/ SectionSummaryResult/ |
- NumericValueType - S (0/1) |
A numeric value expressing the relative importance of the EPM result item. |
|
/ ObjectivesSection/ SectionSummaryResult/ |
- NumericAndStringScoreType - S (0/1) |
Contains the rating for the particular item. A score can be a numeric or a string value. |
|
/ ObjectivesSection/ SectionSummaryResult/ |
- xsd:string - S (0/1) |
A name assigned to a place on a distribution curve of results. |
|
/ ObjectivesSection/ SectionSummaryResult/ |
- EPMCommentsType - S (0/*) |
The comment of a rater or participant in a performance management process. Describes the contextual information relating to a group of elements. |
4.2.1.4 EPMObjectivesResult /ObjectivesSection / ObjectiveGroupResult
|
/ ObjectivesSection/ |
- EPMObjectiveGroupResultType - S (0/*) |
Contains results for an objective with multiple components or subordinate goals. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- EntityIdType - S (0/1) |
An identifier for the objective group. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- xsd:string - S (0/1) |
A name or label for the objective group (e.g., "Third Quarter Sales") |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- xsd:string - S (0/1) |
A brief explanation of the group of objectives. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- NumericValueType - S (0/1) |
A numeric value expressing the relative importance of the EPM result item. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- xsd:date - S (0/1) |
A projected or requested date associated with a goal or requirement. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- EPMMetricType - S (0/1) |
The standard or "metric" against which the achievement of the objective is measured. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveMetric/ |
- xsd:string - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveMetric/ |
- NumericAndStringScoreType - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- EPMStatusEnumType - S (0/1) |
Describes the status of the group of objectives by either using a standard set of enumerations ("in progress", "complete", "canceled", "not known", and "not applicable") or a custom value. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- xsd:date - S (0/1) |
A date associated with an objective group status. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- EPMMetricType - S (0/1) |
Contains a result against a particular metric. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveResultAgainstMetric/ |
- xsd:string - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveResultAgainstMetric/ |
- NumericAndStringScoreType - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- NumericAndStringScoreType - S (0/1) |
Contains the rating for the particular item. A score can be a numeric or a string value. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- xsd:string - S (0/1) |
A name assigned to a place on a distribution curve of results. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- MultiRaterIndividualScoresType - S (0/*) |
A score given by a single rater on a multi-rater panel. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
IndividualRaterScore/ |
- EntityIdType - S (0/1) |
An identifier for a rater. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
IndividualRaterScore/ |
- NumericAndStringScoreType - S (0/1) |
Contains the rating for the particular item. A score can be a numeric or a string value. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
IndividualRaterScore/ |
- EPMCommentsType - S (0/*) |
The comment of a rater or participant in a performance management process. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- EPMMultiraterSummaryType - S (0/1) |
A container with summary data for scores by a multi-rater panel. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterScoreSummary/ |
- xsd:string - S (0/1) |
The lowest rating given by a rater on a multi-rater panel. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterScoreSummary/ |
- xsd:string - S (0/1) |
The highest score among the multiple raters. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterScoreSummary/ |
- xsd:double - S (0/1) |
The mean rating given by a multi-rater panel. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterScoreSummary/ |
- xsd:decimal - S (0/1) |
A score's percentile rank. The percentile rank of a score is the percentage of scores within a distribution which are lower. For example, a test score which is greater than 90 percent of the scores is said to be at the 90th percentile. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- MultiRaterGroupScoresType - S (0/*) |
A container for information summarizing multi-rater scores by "rater group." For example, customers, peers, etc. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterGroupScore / |
- EPMRaterRelationshipGroupType - S (1/1) |
Classifies the group for which ratings are reported. Allows the choice of standard values or custom values describing the relationship of the rater to the appraisal subject. Enumerated values are: customer, peer, supervisor, direct report, and self. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterGroupScore/ RaterGroup/ |
- EPMRelationshipGroupEnumType - C (0/1) |
Enumerated values are: customer, peer, supervisor, direct report, and self. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterGroupScore/ RaterGroup/ |
- xsd:string - C (0/1) |
A string used to extend a list of non-standard values. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterGroupScore/ |
- NumericAndStringScoreType - S (1/1) |
Contains the rating for the particular item. A score can be a numeric or a string value. |
|
/
ObjectivesSection/ ObjectiveGroupResult/ MultiRaterGroupScore/ |
- EPMMultiraterSummaryType - S (0/1) |
Provides a more detailed breakdown of scores for the multi-rater group. Includes lowest rating, highest rating, mean rating and percentile rating for the group. |
|
/ ObjectivesSection/
ObjectiveGroupResult/ MultiRaterGroupScore/ ScoreDetail/ |
- xsd:string - S (0/1) |
The lowest rating given by a rater on a multi-rater panel. |
|
/ ObjectivesSection/
ObjectiveGroupResult/ MultiRaterGroupScore/ ScoreDetail/ |
- xsd:string - S (0/1) |
The highest rating among a set. |
|
/ ObjectivesSection/
ObjectiveGroupResult/ MultiRaterGroupScore/ ScoreDetail/ |
- xsd:double - S (0/1) |
The mean rating given by a multi-rater panel. |
|
/ ObjectivesSection/
ObjectiveGroupResult/ MultiRaterGroupScore/ ScoreDetail/ |
- xsd:decimal - S (0/1) |
A score's percentile rank. The percentile rank of a score is the percentage of scores in its frequency distribution which are lower. For example, a test score which is greater than 90 percent of the scores of people taking the test is said to be at the 90th percentile. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterGroupScore/ |
- EPMCommentsType - S (0/*) |
The comment of a rater or participant in a performance management process. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- EPMCommentsType - S (0/*) |
The comment of a rater or participant in a performance management process. |
4.2.1.5 EPMObjectivesResult / ObjectivesSection / ObjectiveSingleResult
|
/ ObjectivesSection/ ObjectiveGroupResult/ |
- EPMObjectiveResultType - S (0/*) |
A result for a single objective. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- EntityIdType - S (0/1) |
An identifier for an objective. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- xsd:string - S (0/1) |
A name or label for an objective. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- xsd:string - S (0/1) |
A description of a business goal or objective. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- NumericValueType - S (0/1) |
A numeric value expressing the relative importance of the EPM result item. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- LocalDateType - S (0/1) |
A projected or requested date associated with a goal or requirement. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- EPMMetricType - S (0/1) |
The standard or "metric" against which the achievement of an objective is measured. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ ObjectiveMetric/ |
- xsd:string - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ ObjectiveMetric/ |
- NumericAndStringScoreType - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- EPMStatusType - S (0/1) |
A status associated with an objective. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ ObjectiveStatus/ |
- EPMStatusEnumType - C (1/1) |
A standard set of enumerated values. A list of standard values. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ ObjectiveStatus/ |
- xsd:string - C (1/1) |
A string used to extend a list of non-standard values. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- LocalDateType - S (0/1) |
A date associated with an objective status. |
|
/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ |
- EPMMetricType - S (0/1) |
Contains a result against a particular metric. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ ObjectiveResultAgainstMetric/ |
- xsd:string - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ ObjectiveResultAgainstMetric/ |
- NumericAndStringScoreType - S (0/1) |
Part of a pair of components for describing a type of measure (MeasureName and MeasureValue). |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- NumericAndStringScoreType - S (0/1) |
Contains the rating for the particular item. A score can be a numeric or a string value. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- xsd:string - S (0/1) |
A name assigned to a place on a distribution curve of results. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- MultiRaterIndividualScoresType - S (0/*) |
A score for one rater on a multi-rater panel. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ IndividualRaterScore/ |
- EntityIdType - S (0/1) |
An identifier for a rater. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ IndividualRaterScore/ |
- NumericAndStringScoreType - S (0/1) |
Contains the rating for the particular item. A score can be a numeric or a string value. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ IndividualRaterScore/ |
- EPMCommentsType - S (0/*) |
The comment of a rater or participant in a performance management process. Describes the contextual information relating to a group of elements. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- EPMMultiraterSummaryType - S (0/1) |
A container with summary data for scores by a multi-rater panel. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterScoreSummary/ |
- xsd:string - S (0/1) |
The lowest rating given by a rater on a multi-rater panel. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterScoreSummary/ |
- xsd:string - S (0/1) |
The highest rating among a set. Used in the context of multi-rater scoring. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterScoreSummary/ |
- xsd:double - S (0/1) |
The mean rating given by a multi-rater panel. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterScoreSummary/ |
- xsd:decimal - S (0/1) |
A score's percentile rank. The percentile rank of a score is the percentage of scores in its frequency distribution which are lower. For example, a test score which is greater than 90 percent of the scores of people taking the test is said to be at the 90th percentile. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- MultiRaterGroupScoresType - S (0/*) |
A container for information summarizing multi-rater scores by "rater group." For example, customers, peers, etc. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterGroupScores/ |
- EPMRaterRelationshipGroupType - S (1/1) |
Classifies the group for which ratings are reported. Allows the choice of standard values or custom values describing the relationship of the rater to the appraisal subject. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterGroupScores/ RaterGroup/ |
- EPMRelationshipGroupEnumType - C (0/1) |
Enumerated values are: customer, peer, supervisor, direct report, and self. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterGroupScores/ RaterGroup/ |
- xsd:string - C (0/1) |
A non-enumerated custom value. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterGroupScores/ |
- NumericAndStringScoreType - S (1/1) |
Contains the rating for the particular item. A score can be a numeric or a string value. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ MultiRaterGroupScores/ |
- EPMCommentsType - S (0/*) |
The comment of a rater or participant in a performance management process. |
|
/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult/ |
- EPMCommentsType - S (0/*) |
The comment of a rater or participant in a performance management process. Describes the contextual information relating to a group of elements. |
|
/ ObjectivesSection/ |
- EPMObjectiveResultType - S (0/*) |
A result for a single objective (NOTE: ObjectiveSingleResult appears within ObjectiveGroupResult and is documented above in that context). |
4.2.1.6 EPMObjectivesResult / RaterPanelInfo
|
/ RaterPanelInfo |
- EPMRaterPanelInfoType - (0/1) |
A collection of information about a panel of people participating in a performance management process. |
|
/ EPMRaterPanelInfo/ |
RaterId - EntityIdType - S (0/1) |
A collection of information about an individual participant in a multi-rater panel. |
|
/ EPMRaterPanelInfo/ Rater/ |
- EntityIdType - S (0/1) |
An identifier for a rater. |
|
/ EPMRaterPanelInfo/ Rater/ |
- EntityIdType - S (0/1) |
A unique identifier for an employee. Not all raters are employees. |
|
/ EPMRaterPanelInfo/ Rater/ |
- EPMRaterRelationshipGroupType - S (0/1) |
Classifies the group for which ratings are reported. Allows the choice of standard values or custom values describing the relationship of the rater to the appraisal subject. Enumerated values are: customer, peer, supervisor, direct report, and self. |
|
/ EPMRaterPanelInfo/ Rater/ |
- xsd:string - S (0/1) |
The name of the organization with which the rater is affiliated. |
|
/ EPMRaterPanelInfo/ Rater/ |
Telephone - [see
include/import] - S (0/1) |
Contains information to contact the rater. |
|
/ EPMRaterPanelInfo/ Rater/ |
- xsd:boolean - S (0/1) |
A Boolean to indicate whether or not the rater’s information and participation in the review process is confidential or whether it can be disclosed to the appraisal subject. |
4.3 EPMRemunerationResult
Note that the EPMRemunerationResult schema is identical to the EPMObjectivesResult schema, with the addition of a repeatable “RemunerationRecommendationDetail” component. The RemunerationRecommendationDetail component is detailed below. See Section 4.2, EPMObjectivesResult for descriptions of the other components.
4.3.1 RemunerationRecommendationDetail
|
/RemunerationRecommendationDetail |
- EPMRemuneration- RecommendationType - (0/*) |
Contains a recommendation for a pay increase or change in remuneration based on the result of a performance management process. NOTE: RemunerationRecommendation is optional and repeatable. It would be repeated for each type of remuneration component. |
|
/ RemunerationRecommendationDetail / |
- EntityIdType - S (0/1) |
Used to link recommendation to a particular objective or competency result in an objectives or developmental plan. |
|
/ RemunerationRecommendationDetail / |
- xsd:string - S (0/1) |
A description of the proposed remuneration change. |
|
/ RemunerationRecommendationDetail / |
- LocalDateType - S (0/1) |
The proposed effective date for the recommended change in pay. |
|
/ RemunerationRecommendationDetail / |
xsd:extension base: xsd:decimal |
Contains the amount of the employee's current base pay. Expressed as an annualized figure or period set by trading partner agreement. |
|
/ RemunerationRecommendationDetail / |
- EPMRecommendedAmountType - C (0/1) |
Contains the amount of the employee's adjusted or new base pay. Expressed as an annualized figure or the period set by trading partner agreement. |
|
/ RemunerationRecommendationDetail / NewBasePay/ |
xsd:extension base: xsd:decimal |
The new base amount. Describes a "fixed" or set amount versus an amount that is calculated (e.g., a percentage).
|
|
/ RemunerationRecommendationDetail / NewBasePay/ |
- xsd:decimal - C (1/1) |
A recommended percentage increase in base pay. |
|
/ RemunerationRecommendationDetail / |
- EPMRecommendedAmountType - C (0/1) |
An incentive payment outside of base pay. |
|
/ RemunerationRecommendationDetail / Bonus/ |
xsd:extension base: xsd:decimal |
Describes a "fixed" or set amount versus an amount that is calculated (e.g., a percentage). |
|
/ RemunerationRecommendationDetail /Bonus/ |
- xsd:decimal - C (1/1) |
A recommended percentage increase. |
|
/ RemunerationRecommendationDetail / |
- EPMIncentiveType - C (0/1) |
Describes a remuneration component designed to motivate performance. |
|
/ RemunerationRecommendationDetail / Incentive/ |
- xsd:string - S (1/1) |
The name of an incentive type. Part of the pair of components for describing a type of incentive (IncentiveName and IncentiveValue). |
|
/ RemunerationRecommendationDetail / Incentive/ |
- EPMRecommendedAmountType - S (1/1) |
Part of the pair of components for describing a type of incentive (IncentiveName and IncentiveValue). |
|
/ RemunerationRecommendationDetail / / EPMRemunerationRecommendation/ Incentive/
IncentiveValue/ |
xsd:extension base: xsd:decimal |
Describes a "fixed" or set amount versus an amount that is calculated (e.g., a percentage). |
|
/ RemunerationRecommendationDetail / / EPMRemunerationRecommendation/ Incentive/
IncentiveValue/ |
- xsd:decimal - C (1/1) |
A recommended percentage increase. |
5 Appendix A - Document Version History
|
Date |
Description |
|
2007-Jan-22 |
First Draft |
|
2007-Feb-11 |
Revision |
|
2007-Feb-20 |
Updated to put in 2_5 release |
|
2007-Feb-27 |
Put in edits in from review |
|
2007-April-15 |
Approved by Consortium |
6 Appendix B – Related Documents