Beginning in Q3 2026, TriNet Perform provides greater flexibility in how performance review scores are calculated. Administrators can assign different weights to scored review questions and use Performance Allocation to determine how much review questions and employee goals contribute to the overall review score.
These features enable companies to align performance reviews with their performance management priorities while providing greater transparency into how scores are calculated. This article explains how to configure Question Weighting and Performance Allocation, include goals in review scoring, and calculate the overall review score.
Review Question Weighting
Beginning in Q3 2026, administrators can assign percentage-based weights to individual scored questions in a TriNet Perform review template. Question weighting enables a company to assign greater or lesser importance to specific review questions based on its performance management needs.
The weights assigned to all scored questions must total 100%. Each question then contributes to the review question score according to its assigned weight.
Example
A review containing three scored questions could use the following weights:
- Question 1: 50%
- Question 2: 30%
- Question 3: 20%
The combined question weight is 100%. Therefore, the system calculates the review question score using these assigned weights instead of weighting all three questions equally.
Configuring Question Weights
To configure question weights:
- Access TriNet Perform from TriNet (login.TriNet.com). For access instructions, refer to the knowledge article Accessing the Performance Management System.
- Select the Templates tab.
- Create a review template or edit an existing review template.
- Assign a weight to each scored review question based on the importance of the competency, behavior, or objective being evaluated.
- Verify that the weights for all scored questions total 100%.
For additional information about creating review templates, refer to the knowledge article Building a Review Template and Launching a Review in the Performance Management System.
Performance Allocation
Beginning in Q3 2026, administrators can include goal scoring in review templates. The Performance Allocation feature determines how much of the overall review score comes from goals and how much comes from scored review questions.
This functionality enables a company to align its performance evaluation with its performance management strategy by determining the relative contribution of goals and review questions.
Example
A company could configure the following performance allocation:
- Goal Score Contribution: 60%
- Review Question Score Contribution: 40%
In this example, goals contribute 60% of the overall review score, while scored review questions contribute the remaining 40%.
Note: The Goal Allocation and Review Allocation percentages must total 100%.
Benefits of Performance Allocation
- Aligns performance reviews with organizational objectives.
- Provides flexibility to emphasize goals, review questions, or a combination of both.
- Supports a customized employee evaluation process.
- Provides transparency into how the overall review score is calculated.
Including Goals in Review Scoring
Goals must be included in the review activity for goal scores to contribute to the overall review score.
Configure an Effective Period on the Activity tab. The Effective Period determines which employee goals are included in the review and its scoring calculation.
Important: If an Effective Period is not configured, goal scores are not included in the review, even when Goal Allocation is enabled.
Scoring Breakdown
When Question Weighting and Performance Allocation are used together, the overall review score can include two components:
- Review Question Score: Calculated from scored review questions and their assigned question weights.
- Goal Score: Calculated from the employee's goal ratings for goals included in the selected Effective Period.
Question Weighting Formula
When both an Employee Score and Manager Score are included for a question, first calculate the average of the two scores. Then apply the question's assigned weight.
Formula:
Overall Question Score = ((Employee Score + Manager Score) ÷ 2) × Question Weight
For each scored question:
- Add the Employee Score and Manager Score.
- Divide the result by 2 to calculate the average score for the question.
- Multiply the average score by the question's assigned weight.
- Use the result as the Overall Question Score.
After each question is calculated, add the Overall Question Scores to determine the Review Question Score.
Note: Divide by 2 because two ratings, the Employee Score and Manager Score, are being averaged. The divisor does not represent the number of review questions.
Goal Score Formula
The Goal Score is calculated using the weight and star rating assigned to each included goal.
Formula:
Goal Score = Sum of (Goal Weight × Goal Star Rating) ÷ Sum of Goal Weights
To calculate the Goal Score:
- Multiply each goal's weight by its corresponding star rating.
- Add the weighted goal values.
- Add the weights assigned to the included goals.
- Divide the total weighted goal value by the total goal weight.
The result is the Overall Goal Score.
Overall Review Score Formula
After the Review Question Score and Goal Score are calculated, the system applies the configured Performance Allocation percentages.
Formula:
Overall Review Score = (Review Question Score × Review Allocation %) + (Overall Goal Score × Goal Allocation %)
To calculate the Overall Review Score:
- Calculate the Review Question Score using the weighted scored questions.
- Calculate the Overall Goal Score using the weighted goal ratings.
- Multiply the Review Question Score by the Review Allocation percentage.
- Multiply the Overall Goal Score by the Goal Allocation percentage.
- Add the two results to determine the Overall Review Score.
Overall Review Score Example
Assume the weighted scored questions produce the following Overall Question Scores:
- Question 1: 0.88
- Question 2: 0.75
- Question 3: 2.28
The Review Question Score is:
0.88 + 0.75 + 2.28 = 3.91
If the Review Allocation is 40%:
3.91 × 40% = 1.564
If the Overall Goal Score is 2.8 and the Goal Allocation is 60%:
2.8 × 60% = 1.68
Add the allocated review and goal scores:
1.564 + 1.68 = 3.244
The resulting Overall Review Score is 3.2 after rounding.
Additional Assistance
If you have questions or need additional support:
- From the TriNet platform Dashboard, select Contact TriNet on the left pane.
- From the My Recent Cases section, click Create Case.
- Select the request type and categories for the type of support you need.
- Enter a subject and description for your inquiry or request.
- (Optional) Add a case collaborator to include additional contacts from within your company, who can view this case, add attachments and comments, and receive updates.
- (Optional) Upload any supporting documents.
- Click Submit. Your case will be reviewed and responded to as soon as possible.
For detailed instructions, refer to the knowledge article: Creating Cases.