Create Calibration nBox Reports
Security:
- Custom Report Creationdomain in the System functional area.
- Worker Data: Calibrationdomain in the Performance Enablement and Talent Pipeline functional areas.
You can create the framework for talent and performance calibration by customizing these features in a calibration nBox report:
- Rating values to calibrate.
- Worker display options.
- Fields for the list view.
- Search facets to filter workers.
Workday bases facet values on worker attributes when calibration launches.
Only include necessary facet fields in the
Detail Data
grid on the Drill Down
tab, and minimize the use of calculated fields in your nBox report definition. - Access theCreate Custom Reporttask to build your calibration nBox report using theIndexed In Progress Worker Calibration Placementsdata source.TheIndexed In Progress Worker Calibration Placementdata source has built in filters. Adding fields to theFiltertab may cause performance issues. Workday recommends using theCreate Custom Reporttask when building your nBox reports. You can use the same calibration nBox report for multiple calibration programs if you don't change the calibration values of the nBox report. Don't import nBox reports for Calibration events.
- On theMatrixtab, select the calibration values and calibration nBox report layout.
- In theRow Groupingsection, select a calibration field as aGroup by Field.For performance calibration, you must selectCalibration: Default Performance Axis.
- In theColumn Groupingsection, select another calibration field as aGroup by Field.For performance calibration, you must selectCalibration: Overall Performance Rating.
- In thenBox Displaysection, specify whether to display an Image only or Image and text for workers in the nBox view. Workday displays a generic image for workers who don't have photos or a crowd icon when a box has too many workers to display individual images. Each box displays up to 2,000 images.
- On theDrill Downtab, configure the drillable fields to display in the calibration list view.The fields you add in theDetail Datasection define the columns in the list view. These fields display additional information about workers. Your nBox report must include theWorkerfield. Other useful fields include:
- Photo.
- Organization.
- Worker's Manager.
- Time in Position.
- Retention.
- Succession Plans.
- On thePromptstab, add a row to thePrompt Defaultsgrid with these values:FieldDefault TypeRequiredCalibration Node for nBoxNo default valueYes
- On theSharetab, select 1 of these options to share the report with calibration participants:
- Share with all authorized usersprovides access based on the security groups defined on theWorker Data: Calibrationdomain.
- Share with specific authorized groups and userslimits access to selected authorized groups or users. The groups and users should match the security groups that have permission in theShared Participationstep on theLaunch Calibrationbusiness process.
- On theAdvancedtab, configure search facets for the calibration activity.The fields that you add in theFacet Filtersgrid enable participants to navigate the target population and filter workers on criteria such as:
- Supervisory organization.
- Management chain.
- Talent pool.
- ClickOK.
You can update the nBox report definition after launching calibration to adjust it to improve performance as you conduct calibration.
- Configure mappings and labels with theSet Up nBox Reporttask.
- Modify the calibration nBox report definition on theEdit Custom Reporttask.