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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Reviews with Calibration

Steps: Set Up Reviews with Calibration

  • Configure:
    • The
      Start Performance Review
       business process and security policy in the Performance Enablement functional area.
    • The
      Launch Calibration
       business process and security policy in the Performance Enablement or Talent Pipeline functional areas.
  • Security:
    Set Up: Calibration
     domain in the Performance Enablement and Talent Pipeline functional areas.
Set up performance reviews with calibration to support calibrated performance ratings across your organization as part of your performance review business process.
  1. From the related actions menu of the
    Complete Manager Evaluation for Performance Review
     business process:
    1. Select
      Business Process
      Edit Definition
      .
    2. (Optional) Add the
      Await Calibration Completion
       service step after the
      Initiation
       step to pause the business process when the calibration program is launched and automatically resume the business process when the calibration program is submitted.
      Workday executes this service step only if the review includes calibration.
    3. Add the
      Update Performance Review Ratings for Manager Evaluation
       action step directly after the
      Await Calibration Completion
       service step and assign it to a manager group.
  2. From the related actions menu of the
    Launch Calibration
     business process:
    1. Select
      Business Process
      Edit Definition
      .
    2. Create a new
      To Do
       step before the shared participation step and
      Specify
       as
      Hold for Review
      .
      This step halts calibration and ensures that manager evaluations are complete before calibration launches. See Concept: To Do Step.
    3. Assign the
      To Do
       step to a security group with access to all employees in the calibration program. Workday recommends only adding Talent Administrators to this security group.
    4. Verify that this security group can access the
      Rating – Most Recent
       report field, secured to the Worker business object.
  3. Set up a calibration program with the default rating fields applicable to reviews with calibration.
    1. Access the
      Create Calibration Program
       task.
      Specify the program name, nBox report, and other applicable information.
    2. Select the
      Calibration Default Values
       tab.
      From the
      Default value to choose
       prompt, select
      Rating - Overall for Reviews with Calibration
       and
      Potential - Performance Review with Calibration
      .
  4. (Optional) If you want to include the Assess Potential step in calibration, select
    Potential - Performance Review with Calibration
     as a default value in the calibration program.
    1. From the related actions menu of the
      Start Performance Review
       business process, select
      Business Process
      Edit Definition
      .
    2. Add the
      Assess Potential
       action step before the
      Complete Manager Evaluation
       To Do step and assign it to a manager security group.
Access the
Start Performance Review for Organization
 task (secured to the
Process: Employee Reviews
 domain in the Performance Enablement functional area) to begin reviews with Calibration.
(Optional) Verify the
Await Calibration Completion
step of the business process by confirming that Workday hasn't generated any tasks in My Tasks for managers and that the step is in progress. Submit the entire calibration event, not just the manager portion. Confirm that the business process has moved past the
Await Calibration Completion
 step and onto the next step.