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Administrator Guide
Last Updated: 2026-06-26
Steps: Set Up Calibration

Steps: Set Up Calibration

Confirm there's an employee assigned to every role on all organizations participating in calibration, such as:
  • Managers as calibration participants.
  • HR Partners as calibration facilitators.
  • HR Administrators as calibration controllers.
You can set up calibration to enable managers, HR partners, and talent administrators to evaluate your workers' performance and assess their growth potential within your organization. You can launch a calibration event by supervisory or custom organization. A worker can only be included in 1 in-progress calibration event.
  1. (Optional) Engage the Production Readiness team if your calibration event has more than 50,000 employees or 5,000 managers.
    See Workday Community: Production Readiness: Large Volume Events Best Practices for guidelines about opening a Production Readiness case.
  2. Set Up Assignable Roles.
    Create assignable roles for:
    • Managers who use the
      Calibrate Team
       task in their
      My Tasks
       to calibrate their team members.
    • HR Partners who use the
      Facilitate Calibration
       task to calibrate workers.
    • Talent Administrators who use the
      Manage Calibration
       task to oversee the entire calibration process and complete the final calibration submission.
  3. Create:
    • A security group hierarchy that is similar to your company's management chain to calibrate using a custom organization.
    • A role-based security group for managers so they can view employees in levels below their direct reports.
    • Role-based security groups for HR Partners and Talent Administrators.
  5. Edit Business Process Security Policies for these business processes:
    Business Process
    Recommendations
    Launch Calibration
    • Configure the initiating action on the
      Launch Calibration
       business process to include security groups that you intend to delegate any steps to.
    • On the
      Who Can Do Actions on Entire Business Process
       select the security group that you want to act as the calibration facilitator.
    • Add users in the HR Administrator role to these security groups.
    Calibrate Team
    • Add security groups to actions in the
      Who Can Do Actions on Entire Business Process
       section.
    • Select security groups for the
      Rescind
       action.
    • Add users in the HR Partner role to these security groups.
  6. Activate Pending Security Policy Changes.
  7. From the related actions menu of the
    Launch Calibration
     business process, select
    Business Process
    Edit Definition
    .
    You can create custom
    Launch Calibration
     business process definitions for supervisory organizations and assign specific groups such as HR Administrators and HR Partners. You can create separate business process definitions for each organization type.
    1. Add a row with these values:
      Option
      Description
      Type
      Shared Participation
      Specify
      Calibration Participation Details
    2. Click
      Configure Participation
      .
      Option
      Description
      Organization Type to Use
      Select
      Supervisory
       or
      Custom
      .
      Group
      Specify 1 security group to receive inbox notifications for the calibration events that they manage.
      This prompt displays the role-based security groups with modify permission enabled on the
      Worker Data: Calibration
       security domain.
    3. (Optional) Add an approval step after the
      Launch Calibration
       initiation step to approve the process initiation before starting calibration. Assign this step to someone with access to all employees in the calibration, such as an HR Administrator.
  11. Select a calibration nBox report and configure the calibration program.
  12. (Optional) Access the
    Maintain Calibration Flags
     task.
    Define the Calibration Flags that display in the calibration list view in the
    Calibrate Team
     task in your
    My Tasks
    .
  13. (Optional) Set up an activity stream to support calibration.
    1. Access the
      Edit Tenant Setup - System
       task.
    2. On the
      Activity Stream Settings
       section, select A
      ctivity Stream for Calibration
       in the
      Selected Objects for Activity Stream
       prompt.
      This setting enables calibration participants to enter and view comments on the worker for in-progress calibration events in the activity stream. Workday recommends that if you enable activity streams in calibration, you instruct managers to frequently refresh their Workday
      My Tasks
      .