Case Study 2: Employee Performance Evaluation

Scenario:

You are managing a team of employees and need to evaluate their performance based on various criteria. The evaluation cr
and completion of training programs. You need to determine their overall performance ratin

Dataset:

EmployeeID Name SalesAmount Attendance CustomerFeedback

1 Alice 2000 95% 4.8
2 Bob 1700 85% 4.5
3 Carol 1500 92% 4.2
4 David 2100 88% 4.7
5 Eve 1900 90% 4.4
6 Frank 1600 87% 4
7 Grace 2200 93% 4.9
8 Henry 1800 85% 4.6
9 Irene 1750 90% 4.3
10 Jack 1400 80% 4.1
11 Kate 1600 85% 4
12 Leo 2300 95% 4.9
13 Mia 1750 90% 4.5
14 Noah 1800 87% 4.6
15 Olivia 1500 88% 4.3
16 Paul 2000 92% 4.7
17 Quinn 1600 90% 4.2
18 Rose 1400 85% 4
19 Sam 2100 93% 4.8
20 Tom 1750 88% 4.3

Questions and Tasks:

1. Performance Rating: If SalesAmount is greater than Target and Attendance is greater than or equal to 90%, then the P
"Excellent". If SalesAmount is greater than Target but Attendance is less than 90%, the PerformanceRating is "Good
PerformanceRating is "Needs Improvement".
 2. Bonus Eligibility: If PerformanceRating is "Excellent" and CustomerFeedback is greater than or equal to 4.5, then Bon
PerformanceRating is "Good" and CustomerFeedback is greater than or equal to 4.5 and TrainingCompleted is "Yes", t
"Yes". Otherwise, BonusEligible is "No".

3. Customer Satisfaction: If CustomerFeedback is 4.8 or higher, return "Outstanding", if between 4.5 and 4.7 (inclusive), ret
otherwise return "Average".

4. Attendance Flag: If Attendance is below 85%, return "Warning", otherwise return "Satisfactory".

5. High Achievers: Identify employees with SalesAmount greater than 2000 and CustomerFeedback greater than 4.5.

6. Training Compliance: Identify employees who have not completed training but have PerformanceRating as "Excellent".

7. Sales Growth Potential: If SalesAmount is within 10% of Target, return "Potential", otherwise return "Low".
8. Target Achievement: If SalesAmount exceeds Target by more than 20%, return "Exceeded Expectations", otherwise retur

9. Improvement Needed: If PerformanceRating is "Needs Improvement" and CustomerFeedback is less than 4.0, return "

10. Bonus Calculation: Calculate the bonus as 10% of SalesAmount if BonusEligible is "Yes", otherwise return 0.

11. Training Impact: If TrainingCompleted is "Yes" and PerformanceRating is "Excellent", return "Positive", if "No" and "Ne
return "Neutral".

12. Customer Feedback Impact: If CustomerFeedback is 4.8 or higher, add 0.2 to PerformanceRating, if 4.5 or higher, add

13. Promotion Eligibility: If PerformanceRating is "Excellent" and Attendance is greater than 95%, return "Eligible", otherw
14. Sales Target Adjustment: If SalesAmount is greater than 2000, increase Target by 10%, otherwise leave it unchanged.

15. Attendance Performance: If Attendance is greater than 95%, return "Excellent", if greater than 90%, return "Good", othe

16. Year-End Review: If SalesAmount is greater than 2000 and CustomerFeedback is 4.8 or higher, return "Outstanding", o

17. Training Impact on Performance: If TrainingCompleted is "Yes" and CustomerFeedback is greater than 4.5, return "Im

18. Sales Milestone: Identify employees who have achieved a SalesAmount of 2000 or more.

19. Attendance Reward: If Attendance is greater than 90% and SalesAmount is greater than 1800, return "Reward", otherw
20. Performance Summary: Combine PerformanceRating and CustomerFeedback into a summary statement.
ormance Evaluation

criteria. The evaluation criteria include sales targets, attendance, customer feedback,
overall performance rating and eligibility for a bonus.

Custo
mer
BonusElig
TrainingCompleted Target PerformanceRating Satisf
ible
action Attendance Flag
Yes 1800 Excellent bonus Outsta
: satisfactory
Yes 1800 need improvement no bonus very G satisfactory
No 1800 need improvement no bonus Averagsatisfactory
Yes 1800 good bonus very G satisfactory
Yes 1800 Excellent no bonus Averagsatisfactory
No 1800 need improvement no bonus Averagsatisfactory
Yes 1800 Excellent bonus Outsta satisfactory
No 1800 need improvement no bonus very G satisfactory
Yes 1800 need improvement no bonus Averagsatisfactory
No 1800 need improvement no bonus AveragWarning
Yes 1800 need improvement no bonus Averagsatisfactory
Yes 1800 Excellent bonus Outsta satisfactory
Yes 1800 need improvement no bonus very G satisfactory
Yes 1800 need improvement no bonus very G satisfactory
No 1800 need improvement no bonus Averagsatisfactory
Yes 1800 Excellent bonus very G satisfactory
Yes 1800 need improvement no bonus Averagsatisfactory
No 1800 need improvement no bonus Averagsatisfactory
Yes 1800 Excellent bonus Outsta satisfactory
Yes 1800 need improvement no bonus Averagsatisfactory

equal to 90%, then the PerformanceRating is

ormanceRating is "Good". Otherwise, the
or equal to 4.5, then BonusEligible is "Yes". If
ingCompleted is "Yes", then BonusEligible is

4.5 and 4.7 (inclusive), return "Very Good",

ack greater than 4.5.

eRating as "Excellent".

eturn "Low".
ctations", otherwise return "Met Expectations".

k is less than 4.0, return "Urgent", otherwise return "Monitor".

wise return 0.

"Positive", if "No" and "Needs Improvement", return "Negative", otherwise

ting, if 4.5 or higher, add 0.1, otherwise add 0.

, return "Eligible", otherwise return "Not Eligible".

ise leave it unchanged.

90%, return "Good", otherwise return "Poor".

r, return "Outstanding", otherwise return "Regular".

reater than 4.5, return "Improved", otherwise return "Needs Improvement".

, return "Reward", otherwise return "No Reward".

ry statement.
High Achievers: Training Compliance:
NA Followed Compliance
NA Followed Compliance
NA Followed Compliance
High Achievers Followed Compliance
NA Followed Compliance
NA Followed Compliance
High Achievers Followed Compliance
NA Followed Compliance
NA Followed Compliance
NA Followed Compliance
NA Followed Compliance
High Achievers Followed Compliance
NA Followed Compliance
NA Followed Compliance
NA Followed Compliance
NA Followed Compliance
NA Followed Compliance
NA Followed Compliance
High Achievers Followed Compliance
NA Followed Compliance