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Administrator Guide
Last Updated: 2024-08-09
Steps: Calibrate Talent and Performance Ratings

Steps: Calibrate Talent and Performance Ratings

Configure the
Competencies
 section in the employee review template if you want to use a rating scale, not a proficiency scale.
You can set up and manage calibration to compare and adjust employee talent and performance ratings. You can perform these types of calibration:
  • Talent calibration places employees in a 2-rating matrix, for succession planning and employee development.
  • Performance calibration distributes employees across a rating scale based on a single rating value from performance reviews.
  1. Access the
    Launch Calibration
     task.
    Workers can only be part of 1 calibration event at a time. If your tenant has fewer than 10,000 workers (active or otherwise), you can see how many are eligible or ineligible for the calibration program in the selected organizations. You can also include subordinate organizations below the top level you select and your calibration program.
  2. (Managers) Access the
    Calibrate Team
     task in their
    My Tasks
    .
    Managers receive an individual
    Calibrate Team
     task in their
    My Tasks
     for each organization they manage, unless an organization is a subordinate of another. As they work with this task, they can:
    • Drag and drop workers into boxes.
    • Select search facets to filter workers.
    • Zoom in or out of boxes.
    • Collapse or expand the side panels.
    • Hover over target icons in boxes to view target percentages, if available.
    • Toggle between the nBox view and the list view.
    • View worker preview cards and access-related actions.
    • View and manage the status of subordinate organizations that they can complete calibration on behalf of or send back inbox events.
  4. Access the
    Facilitate Calibration
     report.
    HR Partners can view in-progress calibration events and calibrate employees. They can also manually advance tasks or send them back in the calibration process.
    Security:
    Facilitate Calibration
     domain in the Performance Enablement and Talent Pipeline functional areas.
  5. Access the
    Manage Calibration
     report.
    HR or Talent Administrators can adjust for organizational, worker, and role changes that occur after launching calibration, and view the status of all tasks.
    Security:
    Set Up: Calibration
     domain in the Performance Enablement and Talent Pipeline functional areas.
  6. Access the
    My Tasks
     item to submit the calibration.
    The HR Administrator submits the final calibration from My Tasks, after all managers submit their
    My Tasks
     items, or when the event is manually advanced.
View the final calibration values for employees using the
Worker Calibration History
 and
My Team's Calibration History
 reports.
Create custom reports to analyze in-progress calibration data.