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Purpose

The purpose of this page is to explain the "Matrix Grid Placement History" portlets and help answer frequently asked questions about this feature.

Overview

The Matrix Grid Placement History portlet is used to display the history of placements in the Matrix Grid Reports for each employee and also to report on this data. 

Matrix Grid Placement History portlet

The Matrix Grid Placement History is a background element (portlet) that is used to store historical matrix placement data (history of placements that the employee had in the Matrix Grid Reports). Before this portlet was introduced with the b1302 release, it was only possible to display/use the current Matrix Grid Placement. This new portlet allows our customers to display the historical matrix placement for each employee in the Employee Profile and also to report on this data using Ad Hoc Report Builder.

Does the system support historical placement for both Matrix Grid Reports?

Yes, the system allows you to configure two Matrix Grid Placement History portlets:

    • “matrix1placement” – for Performance-Potential Matrix Grid Report
    • “matrix2placement” – for How vs. What Matrix Grid Report

What data does the portlet show?

The portlet can be configured to display the following fields:

    • Placement start date;
    • Placement End Date;
    • Placement;
    • Matrix Grid Image;
    • X Axis Rating Start Date;
    • X Axis Rating End Date;
    • X Axis Rating Label;
    • Y Axis Rating Start Date;
    • Y Axis Rating End Date;
    • Y Axis Rating Label.

 Typically, our customers choose to configure the portlet in one of the following ways:

  1. Only with the Placement fields:
  2. With the additional X and Y axis rating fields:
  3. With additional X and Y axis rating fields and without the Placement Start and End Date:

Note: The different layouts (shown above) are only supported in the v12 Employee Profile. The layout of this portlet is hardcoded in People Profile and it will always display the Placement Start Date, Placement End Date, Nine Box, and Placement Label. 

What process does this portlet follow? What ratings are considered?

The portlet uses the same data source (process) as the Matrix Grid Report. You can verify which process is used by the Matrix Grid Report by going to Admin Center > Succession > Matrix Grid Reports: Performance-Potential (or How vs. What).

When is the portlet updated? What controls when data is pushed to the portlet?

The portlet is updated with new ratings when a PM Form is completed or when a rating is added/changed through the Employee Profile portlets/Scorecard/Trend Information Import. If the Matrix Grid Report is configured to display in-progress Form Ratings, the portlet will be updated every time there is a change in the ratings from an in-progress form and the form is saved. Please note that the corresponding row on the portlet is updated, but a new row is not created for changes on in-progress forms. 

Rating changes in Calibration sessions do not automatically update the records from this portlet if the setting "Show In-Progress Calibration Ratings In Live Profile" is disabled in Manage Calibration Settings. In this case, a "Regenerate Matrix Placement History" should be configured to run on a regular basis. Please see article 2280520 - Historical Matrix Placement Portlet is not getting updated with the Calibrated ratings for more information. 

Does this background element respect Matrix Grid Custom Weights?

Yes, the portlet respects the custom weights configured for the Matrix Grid Report. It is also important to note that when the custom weights change or the matrix grid rating scales change, the entire history is regenerated.

Is the Matrix Grid Placement History reportable?

Yes, the Matrix Grid Placement History elements are reportable via Succession and Employee Profile Ad-Hoc Reports.
NOTE: It is not currently possible to extract Matrix Grid Placement History data via OData API.

Can we customize what columns will show in the portlet and change their labels?

Yes, this can be done as of b1405 release.

How to configure the Matrix Grid Placement History portlets?

Configuring the Matrix Grid Placement History portlets involves 4 steps: 

  1. Configure the elements in the Succession Data Model. 
  2. Execute a "Regenerate Matrix Placement History" job in the back end.
  3. Grant permissions for the element(s).
  4. Configure the portlet in the Employee Profile. 

As a customer, you do not have access to provisioning (back end) to apply this change. To complete steps 1 and 2 of this change, engage your Implementation Partner or contact Cloud Product Support.

1. Configure the elements in the Succession Data Model

  1. Go to Provisioning (back end) > Import/Export Data Model > export the Succession Data Model.
  2. Include the definition for the background elements (the background elements can be added one at a time): 
    <background-element id="matrix1placement" type-id="133">
    <label>Historical Matrix Grid Placement Portlet</label>
    <data-field id="startDate" field-name="startDate" max-length="999" max-file-size-KB="1000">
    <label>Placement Start Date</label>
    </data-field>
    <data-field id="endDate" field-name="endDate" max-length="999" max-file-size-KB="1000">
    <label>Placement End Date</label>
    </data-field>
    <data-field id="placement" field-name="ifld1" max-length="999" max-file-size-KB="1000">
    <label>Placement</label>
    </data-field>
    <data-field id="xAxisStartDate" field-name="dfld1" max-length="999" max-file-size-KB="1000">
    <label>X Start Date</label>
    </data-field>
    <data-field id="xAxisEndDate" field-name="dfld2" max-length="999" max-file-size-KB="1000">
    <label>X End Date</label>
    </data-field>
    <data-field id="xAxisTrend" field-name="ifld4" max-length="999" max-file-size-KB="1000">
    <label>Performance Label</label>
    </data-field>
    <data-field id="nineBox" field-name="vfld1" max-length="4000" max-file-size-KB="1000">
    <label>Nine Box</label>
    </data-field>
    <data-field id="yAxisStartDate" field-name="dfld3" max-length="999" max-file-size-KB="1000">
    <label>Y Start Date</label>
    </data-field>
    <data-field id="yAxisEndDate" field-name="dfld4" max-length="999" max-file-size-KB="1000">
    <label>Y End Date</label>
    </data-field>
    <data-field id="yAxisTrend" field-name="ifld5" max-length="999" max-file-size-KB="1000">
    <label>Potential Label</label>
    </data-field>
    </background-element>
    <background-element id="matrix2placement" type-id="134">
    <label>Historical How vs. What Placement Portlet</label>
    <data-field id="startDate" field-name="startDate" max-length="999" max-file-size-KB="1000">
    <label>Placement Start Date</label>
    </data-field>
    <data-field id="endDate" field-name="endDate" max-length="999" max-file-size-KB="1000">
    <label>Placement End Date</label>
    </data-field>
    <data-field id="placement" field-name="ifld1" max-length="999" max-file-size-KB="1000">
    <label>Placement</label>
    </data-field>
    <data-field id="xAxisStartDate" field-name="dfld1" max-length="999" max-file-size-KB="1000">
    <label>X Start Date</label>
    </data-field>
    <data-field id="xAxisEndDate" field-name="dfld2" max-length="999" max-file-size-KB="1000">
    <label>X End Date</label>
    </data-field>
    <data-field id="xAxisTrend" field-name="ifld4" max-length="999" max-file-size-KB="1000">
    <label>Competency Label</label>
    </data-field>
    <data-field id="nineBox" field-name="vfld1" max-length="4000" max-file-size-KB="1000">
    <label>Nine Box</label>
    </data-field>
    <data-field id="yAxisStartDate" field-name="dfld3" max-length="999" max-file-size-KB="1000">
    <label>Y Start Date</label>
    </data-field>
    <data-field id="yAxisEndDate" field-name="dfld4" max-length="999" max-file-size-KB="1000">
    <label>Y End Date</label>
    </data-field>
    <data-field id="yAxisTrend" field-name="ifld5" max-length="999" max-file-size-KB="1000">
    <label>Objective Label</label>
    </data-field>
    </background-element>
  3. Save the Succession Data Model and upload it back. 

In the People Profile, only the Placement Start Date, Placement End Date, Nine Box, and Placement Label will be displayed (it is currently hardcoded). But, for v12 Employee Profile, you can customize the layout of the portlet by choosing which fields you include in the definition. You can also customize the labels of the fields when configuring the fields in the Succession Data Model.

2. Execute a "Regenerate Matrix Placement History" job in the back end.

To populate the portlets when adding them for the first time, you need to execute a one-time "Regenerate Matrix Placement History" job from provisioning (back end).

  1. Go to provisioning (back end) > Manage Scheduled Jobs > Create New Job. 
  2. Complete a Job Name and the Job Owner. 
  3. Select "Regenerate Matrix Placement History" for the Job Type.
  4. Enable "Turn Off Optimization" in Job Parameters.
  5. Select "Once" for Occurrence and complete a Start Date within the next minutes.
  6. Click "Create Job" and submit it. 

3. Grant permissions for the element(s).

Once defined in your Succession Data Model, you will need to grant permissions in RBP for the elements.

  1. Go to Admin Center > Update User Permissions > Manage Permission Roles.
  2. Select the desired Permission Role.
  3. Click "Permission..." > select the "Employee Data" section. 
  4. Enable "View" permissions over the "Historical Matrix Grid Placement Portlet" and "Historical How vs. What Placement Portlet" background elements.
  5. Save changes.

4. Configure the portlet in the Employee Profile.

  1. Go to Admin Center > Employee Files > Configure People Profile.
  2. From the list of available blocks, drag a "Performance-Potential Historical Matrix Grid Placement Trend" or a "How vs. What Historical Matrix Grid Placement Trend" and drop it on an available slot. 

How are the Start and End Date for each Historical Placement record calculated?

The start and end date for each record calculated for the Matrix Grid Placement History portlet are the placement effective dates and, therefore, they are not the same as the rating dates.

The start date of the Placement record is equal to the end date of the latest rating that makes up this placement. The end date of the Placement record is equal to the start date of the next placement record, as one placement is effective until a new placement takes place, or blank if the given placement record is the latest placement record.

Therefore, if you have the following ratings:

Rating Type

Start Date

End Date

Rating

Performance

01/01/2016

31/12/2016

3 - High

Potential

01/01/2016

31/12/2016

2 - Solid

 You will have the following placement record:

Start Date

End Date

Placement Label

31/12/2016


Top Performer

Detailed Explanation

As the ratings for each trend information (i.e. Performance, Potential, Competency, Objective) often have different effective dates, there was a need to define a consistent strategy for storing Matrix Grid Placements so that accurate results could be retrieved. The solution to this problem was to make the rating effective date boundary be based on the rating's "End Date".

In order to generate the historical matrix placement for a user, the system loads all of his performance and potential ratings based on the configuration we use in 9-box report. Then we use these ratings to calculate the historical matrix placement based on the rule mentioned above. Let's use a typical sample to show how the system works.

Assume we have following annual review performance ratings and talent review potential ratings.

Performance Rating ID

Start Date

End Date

Performance Rating

Perf1

01/01/2011

31/12/2011

2 – Meets Expectations

Perf2

01/01/2012

31/12/2012

3 – Exceeds Expectations

Potential Rating ID

Start Date

End Date

Potential Rating

Pot1

01/06/2011

01/06/2012

2 – Solid

Pot2

01/06/2012

01/06/2013

3 – High

As we consider the rating’s End Date as the effective date for the rating, each rating can be abstracted as a point at the End Date when we put it on a timeline. For example, the above four ratings can be put on the following timeline:

The system starts from Perf1, and looks for next rating. It finds Pot1. Two different rating types can calculate a matrix placement, therefore, Perf1 - Pot1 is generated. The Start Date of this historical matrix placement is 01/06/2012 and End Date is 31/12/2012. (The implication of the historical placement start_date and end_date will be explained later in this page).

It continues looking for next rating and finds Perf2. As it is the same rating type as Perf1, this means Perf1 is out of date, no need to look for any other Potential ratings. The system then stops, and re-starts from Pot1. It finds Perf2 and calculates Perf2 - Pot1, 12/31/2012 – 01/06/2013. Then it meets Pot2, stops and re-starts from Perf2, repeats the same operation until it has covered all the ratings.

Start Date

End Date

Placement Rating

01/06/2012

31/12/2012

Meets Expectations – Solid

31/12/2012

01/06/2013

Exceeds Expectations – Solid

01/06/2013

-

Exceeds Expectations - High

How to understand the Matrix Placement History’s start and end dates?

Based on the rule mentioned above, we determine the effectiveness for a given period of time by the "End Date" of a rating. Suppose we have a performance rating with End Date 31/12/2012 and a potential rating with End Date 31/06/2013. In order to make both of the ratings effective (so that the matrix placement can be calculated), the placement's start date should be after the bigger date (31/06/2013). Following this logic, we get the start date of this historical matrix placement boundary. The placement's end date, in its turn, will be the next placement's start date, as the placement is effective until a new placement is calculated.

The last historical matrix placement is the most recent placement. Therefore, the end date for this record is empty, which means that the Matrix Grid Placement is still effective to this date.

Related Content

Bridge KBA: 2848608

Related Documents

Matrix Grid Reports - matrix1Label and matrix2Label

Related SAP Notes/KBAs

SAP KBA 2280520: Historical Matrix Placement Portlet is not getting updated with the Calibrated ratings

SAP KBA 2316540: Historical Matrix Grid Placement Portlet displays incorrectly in the Employee Profile

SAP KBA 2470261: Historical Matrix Placement not showing all columns in People Profile