Admins can create custom formulas to define how the score is calculated based on the level of achievement for each objective. This way, the final score won't depend solely on the progress percentage, but on the formula associated with the range in which that progress falls.
To set up these formulas, follow the steps below:
1. Log in to Humand Admin.
2. Go to the Objectives section, then click on the Settings tab.
3. From here, you can enable the "Custom formulas" option. Then, click on "Go to settings" to set up the formulas.
4. Once inside the settings, you'll find a formula configuration bank where you can create, edit, or delete different formula setups. To create a new formula, click on "+ Create formulas".
5. When you start creating a new formula from the formula bank, you'll see a panel with 3 sections:
1. Formula Name
This lets you set the name that will identify the formula within the formula bank.
2. Range and Formula Settings
In this section, you can add new ranges. Within each range field, you can define the specific formula to use if the user's progress falls within that range. To help you build formulas, you'll have access to a panel of functions and variables:
If |
Conditional function that lets you set a condition and two results, depending on whether the condition is met or not. Format: if(condition, value if true, value if false) |
|---|---|
Current |
Refers to the value reached by the employee |
Initial |
Refers to the initial value entered by the user when creating the goal |
Minimum |
Refers to the Minimum value entered by the user when creating the goal (Only appears if a minimum range is created) |
Goal |
Refers to the Goal value entered by the user when creating the goal |
Maximum |
Refers to the Maximum value entered by the user when creating the goal (Only appears if a maximum range is created) |
3. Simulator
Because formula configuration can be complex, this section includes a small simulator that lets you create test cases by setting values for each parameter involved in the formula.
- The Current value simulates the progress reached by the employee.
The Initial, Minimum, Goal, and Maximum values are linked to the limits of the defined ranges (these are the same values requested when creating a new goal from the user's side).
- The Initial, Goal, and Current values are fixed, since they exist in every goal configuration.
The Minimum and Maximum values will appear or not depending on how many ranges are defined.
After entering the values and clicking "Simulate", the field below (Result) will show the simulation result, meaning the score the employee would get for the simulated goal using the formula.
Once the formulas are set up, during the process of creating an Objectives cycle you can select the custom formula configuration you want to use for your objectives cycle.