EPM Results: Full Result Scenarios

Recommendation, 2007April 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

HR-XML’s EPM Results Specification provides a data model and a number of XML schemas intended to match the type of information and level of granularity required by specific interactions with EPM systems. 

This document describes an XML schema for a “full result.” The other XML schemas defined by the specification are a subset of the full result.  While scenarios requiring the full result vary considerably, a common reason for returning complete performance data is for validation of related talent management services or content (for example, returning post-hire performance data to an assessment provider so that the efficacy of pre-hire testing can be analyzed and validated).

 

1     Overview.. 3

1.1      Use Cases. 3

2     Scenarios. 3

2.1      Scenario Description: Competency Management System.. 3

2.1.1        Preconditions / Trigger 4

2.1.2        Scenario Sequence. 4

2.1.3        Scenario Alternatives. 4

2.2      Supporting WSDL Templates. 4

2.2.1        EPMFullResult.wsdl 4

2.3      Related XML Schema. 4

2.4      Related XML Example Instances. 5

3     Schema Design. 5

3.1      EPMResult.xsd. 5

3.1.1        OverallRating. 8

3.1.2        ObjectivesSection. 9

3.1.2.1     ObjectivesSection / SectionSummaryResult 10

3.1.2.2     ObjectivesSection / ObjectiveGroupResult 11

3.1.2.3     ObjectivesSection / ObjectiveSingleResult 15

3.1.3        CompetencySection. 18

3.1.3.1     CompetencySection / SectionSummaryResult 19

3.1.3.2     CompetencySection / CompetencyGroupResult 20

3.1.4        CompetencySection / CompetencySingleResult 23

3.1.4.1     CompetencySection / CompetencySingleResult / BehavioralIndicatorScoringInfo. 28

3.1.4.2     CompetencySection / CompetencySingleResult / DevelopmentItem.. 32

3.1.5        OtherRatingSection. 34

3.1.5.1     OtherRatingSection / SectionGroupResult 36

3.1.5.2     OtherRatingSection / SectionSingleResult 38

3.1.6        RaterPanelInfo. 38

3.1.7        RemunerationRecommendationDetail 40

4     Appendix A - Document Version History. 41

5     Appendix B – Related Documents. 41

 


 

1         Overview

1.1        Use Cases

There are a variety of use cases that might require the complete and detailed information available within the “full result” schema (EPMResult.xsd) defined by HR-XML EPM Results specification.  A common use case for a “full result” is to return performance data to a system for purposes of validating services (assessment services) or content (competency definitions) for a mutual client of a performance management solution and assessment or other talent management system. Possible use cases and target systems are identified in the table below.

Actor

Assumed Role in EPM Result Process

Competency Management System

  • Receives data necessary to validate/refine competency definitions.

Assessment Provider

  • Receives data necessary to validate/refine test instruments and to monitor possible disparate impact.
  • Receives post-hire performance data to validate pre-hire assessments.

Learning Management System

  • Receives data that may be used to analyze/refine library of development tools.

2         Scenarios

The scenario described below involves integration between best-of-breed EPM and competency management systems. 

As noted in the previous section, the “full result” schema enables integrations with a variety of target systems. While the systems and reasons for integration may vary, some of the basic preconditions and process flow are similar to the competency management system scenario described below.

2.1        Scenario Description: Competency Management System

This scenario focuses on the transfer of results from an EPM system to a Competency Management System (CMS).

2.1.1          Preconditions / Trigger

Preconditions assumed for this scenario are:

  • The EPM and CMS systems are separate “best-of-breed” systems.
  • The employee is enrolled in EPM process (both the CMS and EPM systems may be pre-provisioned with basic employee data).

·         The CMS has previously shared a competency model with the EPM system (the transfer of competency model is outside the scope of this specification).

·         Performance reviews, approvals, and other necessary steps within the performance management process occur within the EPM system.

The trigger for the transfer of the result information usually would be the completion of a performance review for an individual employee or it might be a date or time interval at which a batch of individual employee results are transferred.

2.1.2           Scenario Sequence

1.      At a scheduled date, the employee is reviewed on competencies and behavioral indicators from the competency model provided by the CMS.

2.      The review is completed and the ratings are scored within the EPM system using applicable scoring rules.

3.      The EPM system passes detailed, scored results to the CMS for analysis.

2.1.3          Scenario Alternatives

The EPM system alternatively might transfer “raw” ratings prior to the application of scoring rules. The raw ratings would be transferred to the Competency Management Systems for analysis. These raw ratings would use the “Rater Panel” and “Individual Rater” components of the EPM Full Result schema.

2.2        Supporting WSDL Templates

2.2.1          EPMFullResult.wsdl

This template defines an operation to process a full performance appraisal result.

Documentation

http://ns.hr-xml.org/2_5/HR-XML-2_5/ws/PerformanceManagement/EPMFullResult_wsdl.html

WSDL

http://ns.hr-xml.org/2_5/HR-XML-2_5/ws/PerformanceManagement/EPMFullResult.wsdl

2.3        Related XML Schema

See Section 3.1 for documentation of the XML Schema related to this scenario.

2.4        Related XML Example Instances

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMFullResult_example1.xml

3         Schema Design

 

3.1        EPMResult.xsd

 


 

Elements and Attributes

[Global types listed alphabetically in following table.]

ContentModel*
Data type
Occurrence:
Sequence | Choice | All (minOccurs/maxOccurs)

Attributes

Definition **

/ EPMResult

xml:lang - -
ResultId - EntityIdType - S (0/1)
ResultDate - LocalDateType - S (1/1)
AppraisalPeriod - EPMPeriodType - S (0/1)
ProviderId - EntityIdType - S (0/1)
PreparedBy - EPMPersonType - S (0/1)
AppraisalSubject - EPMPersonType - S (1/1)
ReasonCode - EPMReasonCodeType - S (0/1)
ScheduleType - EPMScheduleType - S (0/1)
OverallRating - EPMOverallRatingType - S (0/1)
ObjectivesSection - EPMObjectivesSectionType - S (0/1)
CompetencySection - EPMCompetencySectionType - S (0/*)
OtherRatingSection - EPMOtherRatingSectionType - S (0/*)
RaterPanelInfo - EPMRaterPanelInfoType - S (0/1)
RemunerationRecommendationDetail - EPMRemunerationRecommendationType - S (0/*)
UserArea - [see include/import] - S (0/1))

Defines a full performance appraisal result such as might be required by a talent management system (e.g., Learning Management System, Competency Management System, etc.). Includes Result Metadata (type of appraisal, dates, prepared by); Overall Performance Rating; Objective Section Results; Competencies Section Results, etc.

/ EPMResult/
ResultId

- EntityIdType - S (0/1)

An identifier for an appraisal or performance management result.

/ EPMResult/
ResultDate

- LocalDateType - S (1/1)

The date of the EPM result. Usually, the date the result received final approval.
[BusinessRule(s): A required element. ]

/ EPMResult/
AppraisalPeriod

- EPMPeriodType - S (0/1)

Contains the begin and end dates of the period for which performance was assessed.
[BusinessRule(s): An appraisal period often is a year, but may be semi-annual, or the duration of a probation period, etc. ]

/ EPMResult/
ProviderId

- EntityIdType - S (0/1)

A unique identifier for the EPM provider.

/ EPMResult/
PreparedBy

- EPMPersonType - S (0/1)

Identifies the person with primary responsibility for preparing the performance appraisal.
[BusinessRule(s): Note that the separate RaterPanelInfo element provides means to capture details about all stakeholders involved in an appraisal process. ]

/ EPMResult/
AppraisalSubject

- EPMPersonType - S (1/1)

Contains information identifying the person who is the subject of the performance management process.

/ EPMResult/
ReasonCode

- EPMReasonCodeType - S (0/1)

A code identifying the reason for the appraisal or performance management review.
[BusinessRule(s): Allows for choice of either standard enumerated values or a non-standard value. Standard values are: promotion; job change; and scheduled. ]

/ EPMResult/
ScheduleType

- EPMScheduleType - S (0/1)

In the case of a scheduled review, this element is used to identify the type of schedule.
[BusinessRule(s): Allows for a choice of either standard enumerated values or a non-standard value. Standard values are: annual, mid-year, and probation. ]

/ EPMResult/
OverallRating

- EPMOverallRatingType - S (0/1)

Provides an overall performance rating. Often this is a “roll-up” of component scores within a performance management process.

/ EPMResult/
ObjectivesSection

- EPMObjectivesSectionType - S (0/1)

The section within a performance appraisal that contains objectives results and ratings. The section may contain a summary result, groups of objectives, as well as individual or single objective ratings.

/ EPMResult/
CompetencySection

- EPMCompetencySectionType - S (0/*)

A section within a performance appraisal that contains competency results and ratings. The section may contain a summary result, groups of competency ratings, as well as individual competency ratings. This section is repeatable so that specialized types of Competency sections -- such as "Core Values" or "Mission" might be accommodated.
[BusinessRule(s): A CompetencySection is repeatable to accomodate specialized types of competency-related rating sections -- such as "Core Values". ]

/ EPMResult/
OtherRatingSection

- EPMOtherRatingSectionType - S (0/*)

A "catch all" section within a performance appraisal for ratings that are not related to objectives or competencies.

/ EPMResult/
RaterPanelInfo

- EPMRaterPanelInfoType - S (0/1)

Identifies individuals who participated in the performance management process and their relationship to the appraisal subject.

/ EPMResult/
Remuneration-RecommendationDetail

- EPMRemuneration-

  RecommendationType - S (0/*)

Contains recommendations for "remuneration" changes/increases associated with a performance management result.
[BusinessRule(s): This element is repeatable so that multiple compensation components can be represented. ]

 

 

 

 

3.1.1          OverallRating

 

/ OverallRating

- EPMOverallRatingType - (0/1)

An overall rating for a performance management process.

/ OverallRating/
ScoreId

- EntityIdType – S (0/1)

A unique identifier of the overall rating score.

/ OverallRating/
Passed

- xsd:boolean - S (0/1)

A Boolean to indicate either a satisfactory or unsatisfactory rating.

/ OverallRating/
Description

- xsd:string - S (0/1)

A description of the overall rating.

/ OverallRating/
Score

- NumericAndStringScoreType - S (0/1)

The score of the overall rating.

/ OverallRating/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ OverallRating/
StackRankInfo

- 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".

/ OverallRating/ StackRankInfo/
StackRankGroupId

- EntityIdType – S (0/1)

An identifier for the organizational unit or comparison group within which the ranking is made.

/ OverallRating/ StackRankInfo/
StackRankGroupName

- xsd:string - S (0/1)

The name of the organizational unit or comparison group within which the ranking is made.

/ OverallRating/ StackRankInfo/
StackRank

- xsd:integer - S (1/1)

A unique cardinal position for each person within the comparison group subject to the ranking process.

/ OverallRating/ StackRankInfo/
StackRankGroupSize

- xsd:integer - S (0/1)

The number of people within the comparison group subject to the ranking process.

/ OverallRating/
Comments

- EPMCommentsType - S (0/*)

A rater’s comments on the overall rating.

 

 

3.1.2          ObjectivesSection

 

/
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/
SectionTitle

- xsd:string – S (0/1)

A label or title for a section.

 

3.1.2.1         ObjectivesSection / SectionSummaryResult

 

/ ObjectivesSection/
SectionSummaryResult

- EPMSectionSummaryResultType - S (0/1)

An overall result for the section. Sometimes a "roll-up" of individual component scores within the section.

/ ObjectivesSection/ SectionSummaryResult/
ScoreId

- EntityIdType - S (0/1)

A unique identifier of the score.

/ ObjectivesSection/ SectionSummaryResult/
Passed

- xsd:boolean - S (0/1)

A Boolean to indicate either a satisfactory or unsatisfactory rating.

/ ObjectivesSection/ SectionSummaryResult/
Description

- xsd:string - S (0/1)

Describes what is being rated – the high-level objective.

/ ObjectivesSection/ SectionSummaryResult/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ ObjectivesSection/ SectionSummaryResult/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ ObjectivesSection/ SectionSummaryResult/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ ObjectivesSection/ SectionSummaryResult/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

3.1.2.2         ObjectivesSection / ObjectiveGroupResult

 

/ ObjectivesSection/
ObjectiveGroupResult

- EPMObjectiveGroupResultType - S (0/*)

Contains results for an objective with multiple components or subordinate goals.

/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveGroupId

- EntityIdType - S (0/1)

An identifier for the objective group.

/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveGroupName

- xsd:string - S (0/1)

A name or label for the objective group (e.g., "Third Quarter Sales")

/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveGroupDescription

- xsd:string - S (0/1)

A brief explanation of the group of objectives.

/ ObjectivesSection/ ObjectiveGroupResult/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ ObjectivesSection/ ObjectiveGroupResult/
TargetDate

- xsd:date - S (0/1)

A projected or requested date associated with a goal or requirement.

/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveMetric

- EPMMetricType - S (0/1)

The standard or "metric" against which the achievement of the objective is measured.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveMetric/
MeasureName

- xsd:string - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveMetric/
MeasureValue

- NumericAndStringScoreType - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveGroupStatus

- 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/
ObjectiveGroupStatusDate

- xsd:date - S (0/1)

A date associated with an objective group status.

/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveResultAgainstMetric

- EPMMetricType - S (0/1)

Contains a result against a particular metric.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveResultAgainstMetric/
MeasureName

- xsd:string - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveResultAgainstMetric/
MeasureValue

- NumericAndStringScoreType - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ ObjectivesSection/ ObjectiveGroupResult/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ ObjectivesSection/ ObjectiveGroupResult/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ ObjectivesSection/ ObjectiveGroupResult/
IndividualRaterScore

- MultiRaterIndividualScoresType - S (0/*)

A score given by a single rater on a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ IndividualRaterScore/
RaterId

- EntityIdType - S (0/1)

An identifier for a rater.

/ ObjectivesSection/ ObjectiveGroupResult/ IndividualRaterScore/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ ObjectivesSection/ ObjectiveGroupResult/ IndividualRaterScore/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ ObjectivesSection/ ObjectiveGroupResult/
MultiRaterScoreSummary

- EPMMultiraterSummaryType - S (0/1)

A container with summary data for scores by a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterScoreSummary/
LowestRating

- xsd:string - S (0/1)

The lowest rating given by a rater on a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterScoreSummary/
HighestRating

- xsd:string - S (0/1)

The highest score among the multiple raters.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterScoreSummary/
MeanRating

- xsd:double - S (0/1)

The mean rating given by a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterScoreSummary/
PercentileRating

- 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/
MultiRaterGroupScore

- MultiRaterGroupScoresType - S (0/*)

A container for information summarizing multi-rater scores by "rater group." For example, customers, peers, etc.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterGroupScore /
RaterGroup

- 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/
StandardValue

- EPMRelationshipGroupEnumType - C (0/1)

Enumerated values are: customer, peer, supervisor, direct report, and self.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterGroupScore/ RaterGroup/
NonStandardValue

- xsd:string - C (0/1)

A string used to extend a list of non-standard values.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterGroupScore/
Score

- NumericAndStringScoreType - S (1/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterGroupScore/
ScoreDetail

- 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/
LowestRating

- xsd:string - S (0/1)

The lowest rating given by a rater on a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterGroupScore/ ScoreDetail/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterGroupScore/ ScoreDetail/
MeanRating

- xsd:double - S (0/1)

The mean rating given by a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ MultiRaterGroupScore/ ScoreDetail/
PercentileRating

- 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/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ ObjectivesSection/ ObjectiveGroupResult/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

 


 

3.1.2.3         ObjectivesSection / ObjectiveSingleResult

 

 

/ ObjectivesSection/ ObjectiveGroupResult/
ObjectiveSingleResult

- EPMObjectiveResultType - S (0/*)

A result for a single objective.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
ObjectiveId

- EntityIdType - S (0/1)

An identifier for an objective.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
ObjectiveName

- xsd:string - S (0/1)

A name or label for an objective.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
ObjectiveDescription

- xsd:string - S (0/1)

A description of a business goal or objective.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
TargetDate

- LocalDateType - S (0/1)

A projected or requested date associated with a goal or requirement.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
ObjectiveMetric

- EPMMetricType - S (0/1)

The standard or "metric" against which the achievement of an objective is measured.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ ObjectiveMetric/
MeasureName

- xsd:string - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ ObjectiveMetric/
MeasureValue

- NumericAndStringScoreType - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
ObjectiveStatus

- EPMStatusType - S (0/1)

A status associated with an objective.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ ObjectiveStatus/
StandardValue

- EPMStatusEnumType - C (1/1)

A standard set of enumerated values. A list of standard values.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ ObjectiveStatus/
NonStandardValue

- xsd:string - C (1/1)

A string used to extend a list of non-standard values.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
ObjectiveStatusDate

- LocalDateType - S (0/1)

A date associated with an objective status.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
ObjectiveResultAgainstMetric

- EPMMetricType - S (0/1)

Contains a result against a particular metric.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ ObjectiveResultAgainstMetric/
MeasureName

- xsd:string - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ ObjectiveResultAgainstMetric/
MeasureValue

- NumericAndStringScoreType - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
IndividualRaterScore

- MultiRaterIndividualScoresType - S (0/*)

A score for one rater on a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ IndividualRaterScore/
RaterId

- EntityIdType - S (0/1)

An identifier for a rater.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ IndividualRaterScore/
Score

- 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/
Comments

- 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/
MultiRaterScoreSummary

- EPMMultiraterSummaryType - S (0/1)

A container with summary data for scores by a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ MultiRaterScoreSummary/
LowestRating

- xsd:string - S (0/1)

The lowest rating given by a rater on a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ MultiRaterScoreSummary/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.  Used in the context of multi-rater scoring.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ MultiRaterScoreSummary/
MeanRating

- xsd:double - S (0/1)

The mean rating given by a multi-rater panel.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ MultiRaterScoreSummary/
PercentileRating

- 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/
MultiRaterGroupScore

- MultiRaterGroupScoresType - S (0/*)

A container for information summarizing multi-rater scores by "rater group." For example, customers, peers, etc.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ MultiRaterGroupScores/
RaterGroup

- 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/
StandardValue

- EPMRelationshipGroupEnumType - C (0/1)

Enumerated values are: customer, peer, supervisor, direct report, and self.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ MultiRaterGroupScores/ RaterGroup/
NonStandardValue

- xsd:string - C (0/1)

A non-enumerated custom value.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/ MultiRaterGroupScores/
Score

- 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/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ ObjectivesSection/ ObjectiveGroupResult/ ObjectiveSingleResult/
Comments

- 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/
ObjectiveSingleResult

- EPMObjectiveResultType - S (0/*)

A result for a single objective (NOTE: ObjectiveSingleResult appears within ObjectiveGroupResult and is documented above in that context).

 

 

 

3.1.3          CompetencySection

 

/
CompetencySection

- EPMCompetencySectionType - (0/*)

A section within a performance appraisal that contains competency results and ratings. The section may contain a summary result, groups of competency ratings, as well as individual competency ratings. [ BusinessRule(s): A CompetencySection is repeatable to accommodate specialized types of competency-related rating sections -- such as "Core Values". ]

/ CompetencySection/
SectionTitle

- xsd:string - S (0/1)

A label or title for a section.

3.1.3.1         CompetencySection / SectionSummaryResult

 

/ CompetencySection/
SectionSummaryResult

- EPMSectionSummaryResultType - S (0/1)

The summary result for a section of ratings.

/ CompetencySection/ SectionSummaryResult/
ScoreId

- EntityIdType - S (0/1)

An identifier for a score. A unique identifier of the score. A unique identifier of the score.

/ CompetencySection/ SectionSummaryResult/
Passed

- xsd:boolean - S (0/1)

A boolean to indicate either a satisfactory or unsatisfactory rating.

/ CompetencySection/ SectionSummaryResult/
Description

- xsd:string - S (0/1)

Describes the contextual information relating to a specific element.

/ CompetencySection/ SectionSummaryResult/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ CompetencySection/ SectionSummaryResult/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/ SectionSummaryResult/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ CompetencySection/ SectionSummaryResult/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or of participant in a performance management process.

3.1.3.2         CompetencySection / CompetencyGroupResult

/ CompetencySection/
CompetencyGroupResult

ScoreId - EntityIdType - S (0/1)
Passed - xsd:boolean - S (0/1)
Description - xsd:string - S (0/1)
Weight - NumericValueType - S (0/1)
Score - NumericAndStringScoreType - S (0/1)
Band - xsd:string - S (0/1)
IndividualRaterScore - MultiRaterIndividualScoresType - S (0/*)
MultiRaterScoreSummary - EPMMultiraterSummaryType - S (0/1)
MultiRaterGroupScores - MultiRaterGroupScoresType - S (0/*)
Comments - EPMCommentsType - S (0/*)

Contains ratings for a group or cluster of related competencies.

/ CompetencySection/
CompetencyGroupResult/
ScoreId

- EntityIdType - S (0/1)

A unique identifier of the score.

/ CompetencySection/
CompetencyGroupResult/
Passed

- xsd:boolean - S (0/1)

A boolean to indicate either a satisfactory or unsatisfactory rating.

/ CompetencySection/
CompetencyGroupResult/
Description

- xsd:string - S (0/1)

Describes the contextual information relating to a specific element.

/ CompetencySection/
CompetencyGroupResult/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ CompetencySection/
CompetencyGroupResult/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/
CompetencyGroupResult/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ CompetencySection/
CompetencyGroupResult/
IndividualRaterScore

- MultiRaterIndividualScoresType - S (0/*)

A score for one rater on a multi-rater panel.

/ CompetencySection/
CompetencyGroupResult/ IndividualRaterScore/
RaterId

- EntityIdType - S (0/1)

An identifier for a rater.

/ CompetencySection/
CompetencyGroupResult/ IndividualRaterScore/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/
CompetencyGroupResult/ IndividualRaterScore/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ CompetencySection/
CompetencyGroupResult/
MultiRaterScoreSummary

- EPMMultiraterSummaryType - S (0/1)

Contains additional detail on the multi-rater group score (lowest rating, highest rating, mean rating, and percentile rating).

/ CompetencySection/
CompetencyGroupResult/ MultiRaterScoreSummary/
LowestRating

- xsd:string - S (0/1)

The lowest rating among a set.  

/ CompetencySection/
CompetencyGroupResult/ MultiRaterScoreSummary/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterScoreSummary/
MeanRating

- xsd:double - S (0/1)

The mean rating among a set.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterScoreSummary/
PercentileRating

- 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.

/ CompetencySection/
CompetencyGroupResult/
MultiRaterGroupScore

- MultiRaterGroupScoresType - S (0/*)

A container for information summarizing multi-rater scores by "rater group." For example, the score for customers, peers, etc.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/
RaterGroup

- 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.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/ RaterGroup/
StandardValue

- EPMRelationshipGroupEnumType - C (0/1)

Enumerated values are: customer, peer, supervisor, direct report, and self.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/ RaterGroup/
NonStandardValue

- xsd:string - C (0/1)

A string used to extend a list of non-standard values.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/
Score

- NumericAndStringScoreType - S (1/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/
ScoreDetail

- EPMMultiraterSummaryType - S (0/1)

Contains additional detail on the multi-rater group score (lowest rating, highest rating, mean rating, and percentile rating).

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/ ScoreDetail/
LowestRating

- xsd:string - S (0/1)

The lowest rating among a set.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/ ScoreDetail/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/ ScoreDetail/
MeanRating

- xsd:double - S (0/1)

The mean rating of the multi-rater panel.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/ ScoreDetail/
PercentileRating

- 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.

/ CompetencySection/
CompetencyGroupResult/ MultiRaterGroupScore/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ CompetencySection/
CompetencyGroupResult/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

3.1.4          CompetencySection / CompetencySingleResult

 

 

 

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult

ScoreId - EntityIdType - S (0/1)
Passed - xsd:boolean - S (0/1)
Description - xsd:string - S (0/1)
Weight - NumericValueType - S (0/1)
Score - NumericAndStringScoreType - S (0/1)
Band - xsd:string - S (0/1)
IndividualRaterScore - MultiRaterIndividualScoresType - S (0/*)
MultiRaterScoreSummary - EPMMultiraterSummaryType - S (0/1)
MultiRaterGroupScore - MultiRaterGroupScoresType - S (0/*)
Comments - EPMCommentsType - S (0/*)

A rating for a single competency (as opposed to a group or cluster).

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
ScoreId

- EntityIdType - S (0/1)

A unique identifier of the score.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
Passed

- xsd:boolean - S (0/1)

A boolean to indicate either a satisfactory or unsatisfactory rating.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
Description

- xsd:string - S (0/1)

Descriptive information about the result.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
IndividualRaterScore

- MultiRaterIndividualScoresType - S (0/*)

A score for one rater on a multi-rater panel.  This is repeatable so scores for multiple raters may be recorded.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ IndividualRaterScore/
RaterId

- EntityIdType - S (0/1)

An identifier for a rater.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ IndividualRaterScore/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ IndividualRaterScore/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
MultiRaterScoreSummary

- EPMMultiraterSummaryType - S (0/1)

Contains additional detail on the multi-rater group score (lowest rating, highest rating, mean rating, and percentile rating).

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterScoreSummary/
LowestRating

- xsd:string - S (0/1)

The lowest rating among a set.
 

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterScoreSummary/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterScoreSummary/
MeanRating

- xsd:double - S (0/1)

The mean rating among a set.
 

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterScoreSummary/
PercentileRating

- 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.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
MultiRaterGroupScore

- MultiRaterGroupScoresType - S (0/*)

A container for information summarizing multi-rater scores by "rater group." For example, the score for customers, peers, etc.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/
RaterGroup

- 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.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/ RaterGroup/
StandardValue

- EPMRelationshipGroupEnumType - C (0/1)

Enumerated values are: customer, peer, supervisor, direct report, and self.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/ RaterGroup/
NonStandardValue

- xsd:string - C (0/1)

A string used to extend a list of non-standard values.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/
Score

- NumericAndStringScoreType - S (1/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/
ScoreDetail

- EPMMultiraterSummaryType - S (0/1)

Contains additional detail on the multi-rater group score (lowest rating, highest rating, mean rating, and percentile rating).

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/ ScoreDetail/
LowestRating

- xsd:string - S (0/1)

The lowest rating among a set.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/ ScoreDetail/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/ ScoreDetail/
MeanRating

- xsd:double - S (0/1)

The mean rating among a set.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/ ScoreDetail/
PercentileRating

- 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.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/ MultiRaterGroupScore/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ CompetencySection/ CompetencyGroupResult/
CompetencySingleResult/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
CompetencyAssessed

- EPMCompetencyReferenceType - S (0/1)

A reference to the particular competency that was rated or assessed.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ CompetencyAssessed/
CompetencyId

- EntityIdType - S (1/1)

An identification code assigned to identify or classify the Competency.
[BusinessRule(s): A taxonomy might include an identification code for each Competency or identification codes might be agreed upon by trading partners. ]

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ CompetencyAssessed/
ProficencyLevel

- xsd:string - S (0/1)

“Proficency level” is an expressed level of competence.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ CompetencyAssessed/
CompetencyName

- xsd:string - S (0/1)

The name or descriptive label for the competency being rated or assessed.

 

3.1.4.1         CompetencySection / CompetencySingleResult / BehavioralIndicatorScoringInfo

 

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo

ScoreId - EntityIdType - S (0/1)
Passed - xsd:boolean - S (0/1)
Description - xsd:string - S (0/1)
Weight - NumericValueType - S (0/1)
Score - NumericAndStringScoreType - S (0/1)
Band - xsd:string - S (0/1)
IndividualRaterScore - MultiRaterIndividualScoresType - S (0/*)
MultiRaterScoreSummary - EPMMultiraterSummaryType - S (0/1)
MultiRaterGroupScores - MultiRaterGroupScoresType - S (0/*)
Comments - EPMCommentsType - S (0/*)

BehavioralIndicatorId - EntityIdType - S (0/1)
BehavioralIndicatorName - xsd:string - S (0/1)
UserArea - [see include/import] - S (0/1)

Contains a score and related metadata with respect to a single behavioral indicator. A behavioral indicator is an observable behavior that helps substantiate that a person possesses a given competency.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
ScoreId

- EntityIdType - S (0/1)

A unique identifier of the score.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Passed

- xsd:boolean - S (0/1)

A boolean to indicate either a satisfactory or unsatisfactory rating.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Description

- xsd:string - S (0/1)

Describes the contextual information relating to a specific element.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
IndividualRaterScore

- MultiRaterIndividualScoresType - S (0/*)

A score for one rater on a multi-rater panel.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
RaterId

- EntityIdType - S (0/1)

An identifier for a rater.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
MultiRaterScoreSummary

- EPMMultiraterSummaryType - S (0/1)

Contains additional detail on the multi-rater group score (lowest rating, highest rating, mean rating, and percentile rating).

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
LowestRating

- xsd:string - S (0/1)

The lowest rating among a set. 

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
MeanRating

- xsd:double - S (0/1)

The mean rating among a set.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
PercentileRating

- 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.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
MultiRaterGroupScore

- MultiRaterGroupScoresType - S (0/*)

A container for information summarizing multi-rater scores by "rater group." For example, the score for customers, peers, etc.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
RaterGroup

- 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.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
StandardValue

- EPMRelationshipGroupEnumType - C (0/1)

Enumerated values are: customer, peer, supervisor, direct report, and self.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
NonStandardValue

- xsd:string - C (0/1)

A string used to extend a list of non-standard values.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Score

- NumericAndStringScoreType - S (1/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
ScoreDetail

- EPMMultiraterSummaryType - S (0/1)

Contains additional detail on the multi-rater group score (lowest rating, highest rating, mean rating, and percentile rating).

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
LowestRating

- xsd:string - S (0/1)

The lowest rating among a set.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
MeanRating

- xsd:double - S (0/1)

The mean rating of the multi-rater panel.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
PercentileRating

- 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.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
BehavioralIndicatorScoringInfo/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ BehavioralIndicatorScoringInfo/
BehavioralIndicatorId

- EntityIdType - S (0/1)

An identifier for the behavioral indicator.

/ CompetencyGroupResult/ CompetencySingleResult/ BehavioralIndicatorScoringInfo/
BehavioralIndicatorName

- xsd:string - S (0/1)

An name for the behavioral indicator.

3.1.4.2         CompetencySection / CompetencySingleResult / DevelopmentItem

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/
DevelopmentItem

- EPMDevelopmentPlanItemType - S (0/1)

An instruction or requirement for training; An item within a development or training plan.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/
DevelopmentItemId

- EntityIdType - S (0/1)

An identifier for a developmental requirement or instruction.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/
DevelopmentItemName

- xsd:string - S (0/1)

A name for a development item.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/
DevelopmentItemDescription

- xsd:string - S (0/1)

A description of a training or development requirement.

/ DevelopmentItem/
LearningObjectReference

- LearningObjectReferenceType - S (0/*)

A reference to a course or development tool related to fulfilling the development item.

/ DevelopmentItem/ LearningObjectReference/
LearningObjectId

- EntityIdType - S (0/1)

An identifier for the learning object.

/ DevelopmentItem/ LearningObjectReference/
LearningObjectName

- xsd:string - S (0/1)

A name for the learning object.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/
DevelopmentItemStatus

- EPMStatusType - S (0/1)

Values describing status of a performance management process component (e.g., an Objective, a development item, etc.). Enumerated values are: "in progress", "complete", "canceled", "not known", and "not applicable".

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/ DevelopmentItemStatus/
StandardValue

- EPMStatusEnumType - C (1/1)

A standard set of enumerated values. A list of standard values.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/ DevelopmentItemStatus/
NonStandardValue

- xsd:string - C (1/1)

A string used to extend a list of non-standard values.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/
DevelopmentItemStatusDate

- LocalDateType - S (0/1)

A date for a reported status (e.g., "in progress", "complete", "canceled", "not known", and "not applicable").

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/
TargetDate

- LocalDateType - S (0/1)

A projected or requested date associated with a goal or requirement.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/
DevelopmentItemMetric

- EPMMetricType - S (0/*)

A metric by which a development item result will be measured -- for example, a minimum score on a test or assessment.

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/ DevelopmentItemMetric/
MeasureName

- xsd:string - S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/ DevelopmentItemMetric/
MeasureValue

- NumericAndStringScoreType – S (0/1)

Part of a pair of components for describing a type of measure (MeasureName and MeasureValue).

/ CompetencySection/ CompetencyGroupResult/ CompetencySingleResult/ DevelopmentItem/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or of participant in a performance management process.

/ CompetencySection/
CompetencySingleResult

- EPMCompetencySingleResultType - S (0/*)

A rating for a single competency (as opposed to a group or cluster).  NOTE: CompetencySingleResult appears within CompetencyGroupResult and is documented above in that context).

 

 

3.1.5          OtherRatingSection

 

 

/
OtherRatingSection

- EPMOtherRatingSectionType - (0/*)

A "catch-all" section for ratings that fall neither within a competency or objectives section.

/ OtherRatingSection/
SectionTitle

- xsd:string - S (0/1)

A label or title for the section.

/ OtherRatingSection/
SectionSummaryResult

- EPMSectionSummaryResultType - S (0/1)

An overall result for the section. Sometimes a "roll-up" of individual component scores within the section.

/ OtherRatingSection/ SectionSummaryResult/
ScoreId

- EntityIdType - S (0/1)

A unique identifier of the score.

/ OtherRatingSection/ SectionSummaryResult/
Passed

- xsd:boolean - S (0/1)

A Boolean to indicate either a satisfactory or unsatisfactory rating.

/ OtherRatingSection/ SectionSummaryResult/
Description

- xsd:string - S (0/1)

A description of what is being rated by the section.

/ OtherRatingSection/ SectionSummaryResult/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ OtherRatingSection/ SectionSummaryResult/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ OtherRatingSection/ SectionSummaryResult/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ OtherRatingSection/ SectionSummaryResult/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

 

3.1.5.1         OtherRatingSection / SectionGroupResult

/ OtherRatingSection/
SectionGroupResult

- EPMResultGroupBaseType - S (0/*)

A grouped section result. This is used within a "catch-all" section for ratings not reported in the competencies or objectives sections.

/ OtherRatingSection/ SectionGroupResult/
ScoreId

- EntityIdType - S (0/1)

An identifier for a score.

/ OtherRatingSection/ SectionGroupResult/
Passed

- xsd:boolean - S (0/1)

A Boolean to indicate either a satisfactory or unsatisfactory rating.

/ OtherRatingSection/ SectionGroupResult/
Description

- xsd:string - S (0/1)

A description of what is being rated by the section group.

/ OtherRatingSection/ SectionGroupResult/
Weight

- NumericValueType - S (0/1)

A numeric value expressing the relative importance of the EPM result item.

/ OtherRatingSection/ SectionGroupResult/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ OtherRatingSection/ SectionGroupResult/
Band

- xsd:string - S (0/1)

A name assigned to a place on a distribution curve of results.

/ OtherRatingSection/ SectionGroupResult/
IndividualRaterScore

- MultiRaterIndividualScoresType - S (0/*)

A score for one rater on a multi-rater panel.

/ OtherRatingSection/ SectionGroupResult/ IndividualRaterScore/
RaterId

- EntityIdType - S (0/1)

An identifier for a rater.

/ OtherRatingSection/ SectionGroupResult/ IndividualRaterScore/
Score

- NumericAndStringScoreType - S (0/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ OtherRatingSection/ SectionGroupResult/ IndividualRaterScore/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ OtherRatingSection/ SectionGroupResult/
MultiRaterScoreSummary

- EPMMultiraterSummaryType - S (0/1)

A container with summary data for scores by a multi-rater panel.

/ OtherRatingSection/ SectionGroupResult/ MultiRaterScoreSummary/
LowestRating

- xsd:string - S (0/1)

The lowest rating given by a rater on a multi-rater panel.

/ OtherRatingSection/ SectionGroupResult/ MultiRaterScoreSummary/
HighestRating

- xsd:string - S (0/1)

The highest rating among a set.

/ OtherRatingSection/ SectionGroupResult/ MultiRaterScoreSummary/
MeanRating

- xsd:double - S (0/1)

The mean rating given by a multi-rater panel.

/ OtherRatingSection/ SectionGroupResult/ MultiRaterScoreSummary/
PercentileRating

- 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.

/ OtherRatingSection/ SectionGroupResult/
MultiRaterGroupScores

- MultiRaterGroupScoresType - S (0/*)

A container for information summarizing multi-rater scores by "rater group." For example, customers, peers, etc.

/ OtherRatingSection/ SectionGroupResult/ MultiRaterGroupScores/
RaterGroup

- 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.

/ OtherRatingSection/ SectionGroupResult/ MultiRaterGroupScores/ RaterGroup/
StandardValue

- EPMRelationshipGroupEnumType - C (0/1)

Enumerated values are: customer, peer, supervisor, direct report, and self.  

/ OtherRatingSection/ SectionGroupResult/ MultiRaterGroupScores/ RaterGroup/
NonStandardValue

- xsd:string - C (0/1)

A string used to extend a list of non-standard values.

/ OtherRatingSection/ SectionGroupResult/ MultiRaterGroupScores/
Score

- NumericAndStringScoreType - S (1/1)

Contains the rating for the particular item. A score can be a numeric or a string value.

/ OtherRatingSection/ SectionGroupResult/ MultiRaterGroupScores/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

/ OtherRatingSection/ SectionGroupResult/
Comments

- EPMCommentsType - S (0/*)

The comment of a rater or participant in a performance management process.

3.1.5.2         OtherRatingSection / SectionSingleResult

 

/ OtherRatingSection/
SectionSingleResult

- EPMOtherRatingSectionSingleResult - S (0/*)

A single result.  NOTE: The content model is explained within the SectionGroupResult, above.

3.1.6          RaterPanelInfo

 

/ RaterPanelInfo

- EPMRaterPanelInfoType - (0/1)

A collection of information about a panel of people participating in a performance management process.

/ EPMRaterPanelInfo/
Rater

RaterId - EntityIdType - S (0/1)
EmployeeId - EntityIdType - S (0/1)
RelationshipGroup - EPMRaterRelationshipGroupType - S (0/1)
PersonName - [see include/import] - S (0/1)
OrganizationName - xsd:string - S (0/1)
ContactInfo - [complexType] - S (0/1)
IsConfidential - xsd:boolean - S (0/1)
UserArea - [see include/import] - S (0/1)

A collection of information about an individual participant in a multi-rater panel.

/ EPMRaterPanelInfo/ Rater/
RaterId

- EntityIdType - S (0/1)

An identifier for a rater.

/ EPMRaterPanelInfo/ Rater/
EmployeeId

- EntityIdType - S (0/1)

A unique identifier for an employee. Not all raters are employees.

/ EPMRaterPanelInfo/ Rater/
RelationshipGroup

- 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/
OrganizationName

- xsd:string - S (0/1)

The name of the organization with which the rater is affiliated.

/ EPMRaterPanelInfo/ Rater/
ContactInfo

Telephone - [see include/import] - S (0/1)
InternetEmailAddress - [see include/import] - S (0/1)
UserArea - [see include/import] - S (0/1)

Contains information to contact the rater.

/ EPMRaterPanelInfo/ Rater/
IsConfidential

- 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.

 

 

3.1.7          RemunerationRecommendationDetail

 

/RemunerationRecommendation

- 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.

/ EPMRemunerationRecommendation/
ReferenceId

- EntityIdType - S (0/1)

Used to link recommendation to a particular objective or competency result in an objectives or developmental plan.

/ EPMRemunerationRecommendation/
Description

- xsd:string - S (0/1)

A description of the proposed remuneration change.

/ EPMRemunerationRecommendation/
StartDate

- LocalDateType - S (0/1)

The proposed effective date for the recommended change in pay.

/ EPMRemunerationRecommendation/
CurrentBasePay

xsd:extension base: xsd:decimal
currencyCode - CurrencyCodeType - optional

Contains the amount of the employee's current base pay. Expressed as an annualized figure or period set by trading partner agreement.

/ EPMRemunerationRecommendation/
NewBasePay

- 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.

/ EPMRemunerationRecommendation/ NewBasePay/
Fixed

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).

/ EPMRemunerationRecommendation/ NewBasePay/
PercentageIncrease

- xsd:decimal - C (1/1)

A recommended percentage increase in base pay.

/ EPMRemunerationRecommendation/
Bonus

- EPMRecommendedAmountType - C (0/1)

An incentive payment outside of base pay.

/ EPMRemunerationRecommendation/ Bonus/
Fixed

xsd:extension base: xsd:decimal

Describes a "fixed" or set amount versus an amount that is calculated (e.g., a percentage).

/ EPMRemunerationRecommendation/ Bonus/
PercentageIncrease

- xsd:decimal - C (1/1)

A recommended percentage increase.

/ EPMRemunerationRecommendation/
Incentive

- EPMIncentiveType - C (0/1)

Describes a remuneration component designed to motivate performance.

/ EPMRemunerationRecommendation/ Incentive/
IncentiveName

- 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).

/ EPMRemunerationRecommendation/ Incentive/
IncentiveValue

- EPMRecommendedAmountType - S (1/1)

Part of the pair of components for describing a type of incentive (IncentiveName and IncentiveValue).

/ EPMRemunerationRecommendation/ Incentive/ IncentiveValue/
Fixed

xsd:extension base: xsd:decimal

Describes a "fixed" or set amount versus an amount that is calculated (e.g., a percentage).

/ EPMRemunerationRecommendation/ Incentive/ IncentiveValue/
PercentageIncrease

- xsd:decimal - C (1/1)

A recommended percentage increase.

4         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 from review.

2007-April-15

Approved by Consortium.

5         Appendix B – Related Documents

Reference

Link

Employee Performance Management Results: Overview

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMResultsOverview.html

EPM Results: HRIS Scenarios

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMSummaryResult.html

EPM Results: Compensation System Scenarios

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMCompensationSystemScenarios.html

EPM Results: Full Result Scenarios

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMFullResultScenarios.html

EPM Developmental Plans: LMS Scenarios

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMLMSScenarios.html

EPM Reusable Types Schema

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMTypes.xsd

Full Result Schema

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMResult.xsd

Objectives Plan Schema

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMObjectivesPlan.xsd

Objectives Plan Result Schema

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMObjectivesResult.xsd

Remuneration Result Schema

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMRemunerationResult.xsd

Summary Result (HRIS) Schema

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMSummaryResult.xsd

Development Plan Schema

http://ns.hr-xml.org/2_5/HR-XML-2_5/PerformanceManagement/EPMDevelopmentPlan.xsd