Applicable Product:

• Talent Management: Performance

Applicable Release:

• ALL

Summary:

This article provide examples on how to create a Performance Plan alert for a scenario where an alert is triggered when the total weight of the Goals is not 100%

Details:

In Performance Review, sometimes employees enter multiple goals but the total weight does not equal to 100%.  An alert can be created to check whether the total weight will equal to 100%

To create this alert, navigate to the Performance Plan

"Alerts" -> View Alerts By Type "Goal Rating"

Add the following alert

The example above check for all goals that have a weight entered, and the criteria can be modified as needed to include only certain goal types, or certain specific goal as well.

Alert actual formula:

// Calculate total weight of goal type
def totalWeight= Participant.getGoals().findAll{(it.goalType == "Individual Goal(s)" && it.weight != null) }.collect{it.weight}.sum();

return (totalWeight < 100 || totalWeight > 100) ? true : false;

In this alert, we check for specific goal type - "Individual Goal(s)" and we will sum the weight as long as a weight was given for the goal.

Click "Save" after creating the formula and the alert text.