Setup Considerations: Calibration nBox Reports
You can use this topic to help make decisions when planning your configuration and use of the nBox report feature for calibration. It explains:
- Why to set it up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What It Is
An nBox report is a 2-dimensional grid where administrators can adjust the placement of workers, based on predetermined ratings. When used in Calibration to evaluate talent and performance ratings, nBox reports enable managers to view, share, and adjust the ratings of their workers.
When you create an nBox report, link it to a calibration program, and launch calibration, Workday enables you to update the data in that calibration program until your calibration event is complete.
Business Benefits
When you use nBox reports in calibration, you can:
- Design and deploy performance reviews for your employees that best fit the needs of your organization, including a calibration process to ensure fair ratings for all workers across your organization.
- Identify candidates for succession planning.
- Perform talent or performance calibrations using real-time reports for informed decision-making across your organizational hierarchy.
Use Cases
- Managers can assess their workers' performance and potential to determine their placement in organizational succession planning.
- HR Partners and managers can share the calibration assessment of workers.
Questions to Consider
Questions | Considerations |
|---|---|
What attributes can I customize in an nBox report? |
You can customize these aspects of the nBox report:
|
What types of users can assist managers with their Calibrate Team tasks in My Tasks ? | Users such as Talent Administrators, HR Partners, or Talent Partners can assist managers when you add them to user-based or role-based security groups on the Facilitate Calibration domain security policy. These users can access the Facilitate Calibration task to assist managers with their Calibrate Team task in My Tasks . |
What's the difference between talent and performance reviews? |
Talent reviews are forward-looking and take into account the worker's potential, career trajectory, and placement in succession planning. Performance reviews evaluate the worker's past performance over a specific period of time. |
What's the difference between an in-progress calibration nBox report and a post-calibration nBox report? |
Workday treats calibration events as in-progress events until they're complete. In-progress calibration events use a dynamic nBox report, which enables you to update the report's contents. When a calibration event is complete, you can use a
talent matrix nBox report to view the calibration results using the most recent data available within a static report.
You can use the Rating - Current report field on the Talent Matrix Placement nBox report to view most recent calibration data. |
Recommendations
- Design your nBox reports using the Workday-delivered Talent Matrix reports available in your tenant.
- Determine the drillable fields and detail data you would like to include in your nBox reports to display additional details about workers.
- Determine the facets you'd like to configure on your nBox reports. The facets you select impact the analysis you can perform on calibration results. You can't include additional facets on a completed calibration event.
- For large-scale calibration events, Workday recommends running routine performance tests on nBox report definitions. Consider the performance impact of using calculated fields as you run performance tests.
Requirements
Don’t copy or import nBox reports into a tenant. You can corrupt the report, making it unusable in calibration. Instead, create a new calibration program and link it to an nBox report.
Limitations
- You can configure only 1 value to each axis of an nBox report for calibration.
- You can't copy or import nBox reports into a tenant.
Tenant Setup
You can disable calibration quick tips information for your tenant on the
Edit Tenant Setup - System
task.Security
Configure these domains in the System functional area:
- Custom Report Administration
- Custom Report Creation
Business Processes
No impact.
Reporting
Reports or Dashboards | Considerations |
|---|---|
Calibration Dashboard
| Configure this dashboard to enable:
|
Manage Calibration
| Displays the count of events in each calibration status and the changes made to the organization, workers, and roles. Drill into the counts to view more details for each status during calibration. |
Consider setting up:
- TheIndexed In Progress Worker Calibration Placementsreport data source to enable users to access the calibrated values of a worker who is part of an in-progress calibration event.
- TheIndexed In Progress Worker Calibration Eventsreport data source to enable users to view updated calibration values on nBox reports in real-time. All nBox reports use this report data source to launch calibration events.
Integrations
No impact.
Connections and Touchpoints
Features | Considerations |
|---|---|
Employee Reviews | Set up to enable performance reviews as an employee review type within calibration to review, compare, adjust, and plot worker placements in the calibration nBox report. |
Talent Reviews | Set up to include talent review criteria, based on employee eligibility rules and dates defined in the talent review template, into the calibration program to display updated employee potential assessment ratings post calibration. |
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.