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Performance evaluation

  1. #1
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    Performance evaluation

    How would you set up a formula in excel for an evaluation. For example your rated on 6+1 different things each are weighted differently according to importance in the job. Quality is 35%, FA is 5%, tests 5%, HT is 30%, AC is 5%, Attendance 20%, extra credit +5%. Rating scale is from 0-6. Any help would be appreciated.
    Last edited by Confused One; 12-01-2008 at 08:59 PM.

  2. #2
    Forum Expert JBeaucaire's Avatar
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    That's a lot of variables. You should post a sample workbook showing what you would like this to look like, we'll work on the formulas. Just work out a few examples by hand.
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    Forum Expert darkyam's Avatar
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    Easy way is to put the names in A1:G1, importance in A2:G2 (i.e., 35%, 5%, etc.), and the scores in A3:G3. The formula for overall score (as a percentage) could be =SUMPRODUCT($A$2:$G$2,A3:G3)/6. You could drag this down as many rows as needed.

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    Forum Expert JBeaucaire's Avatar
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    Since you never posted an example, here is a cursory layout of your parameters. You can change the percentages at the top and the grading scale on the right.
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    Sample

    Sorry I wasn't able to upload it yesterday. But here is an example. I am trying to figure out how they came up with their scores. I added in red the rate the company displayed.
    Last edited by Confused One; 11-13-2008 at 09:59 PM. Reason: Removing file because it is incorrect.

  6. #6
    Forum Expert JBeaucaire's Avatar
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    Well, you didn't include an example of what you manually calculated the total to be, so I had to guess.

    For OVERALL, I just summed the scores above, divided by the number of actual entries above, then multiplied the percentage factor as stated at the top of each column.

    You can just type in the cells above the number 35 and the word "Quality" appears on its own. This allows the use of that cell in the calculation, meaning it would be easy to change those percentages across the top.

    Also, you didn't explain how to factor in the Bonus 5%, so for now it is simply not included.

    Is this closer to what you had in mind? I calculate a score just over 3 for this sample student.
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    Updates

    Thanks for the help by the way. I updated the example a little. What I am trying to do is figure out how my company came up with the scores that they did. I added in red the rate the company displayed. I posted on the updated file the figures that they arrived at. As far as the bonus it states that you will get +5% bonus points for extra work. There was only 1 in week 6. I am not even completely sure they added it in. I just want to make sure that they are grading fairly and I have no clue how they came up with their figures. The concerns section does not really say how much weight that is figured at.

    Other than the updated file this is the only other info that they gave me to explain how the rating is done.
    Quality-6 93.18%,5-89%,4-85%,3-80%,2-75.29%,1-70.86%,0->70.86%
    Tests-6 93.18%,5-89%,4-85%,3-80%,2-75.29%,1-70.86%,0->70.86%
    Attendance-6 91%,5-88%,4-85%,3-82%,2-79.10%,1-76.31%,0->70.86%
    FA-6 98.66%,5-94.23%,4-90%,3-84.70%,2-79.72%,1-75.03%,0->75.03%

    Thanks so much for your help on this!
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    Last edited by Confused One; 11-13-2008 at 10:05 PM. Reason: Added the underlined part.

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    Question Thanks

    Thanks everyone for all your help with this. Does anyone have any ideas how they came up with those numbers? I completely understand how JBeaucaire came up with your figures but they don't match the companies.

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    Forum Expert martindwilson's Avatar
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    i cant see where they get those figures but who knows? really the only thing is to go to your manager or whoever and ask them how they came to those figures it will be a lot quicker than us trying to guess

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    Thanks

    Thanks for all the help guys.

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