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Administrator Guide
Last Updated: 2024-03-08
Concept: Calibration Facilitation

Concept: Calibration Facilitation

Managers receive
Calibrate Team
 tasks in their
My Tasks
 and complete the calibration for their team members. Workday doesn't support managers delegating
Calibrate Team
 tasks. HR Partners or other users can assist managers with in-progress calibration events by using the
Facilitate Calibration
 task to:
  • Plot employees in the nBox.
  • Save faceted searches within the nBox.
  • Complete calibration events on behalf of a manager.
  • Send back an
    My Tasks
     item after pulling it forward.
Users can access the
Facilitate Calibration
 task when they have:
  • View All permission on the
    Launch Calibration
     business process security policy.
  • View and Modify permission on the
    Facilitate Calibration
     security domain.
You can use role-based security groups (unconstrained) and role-based custom security groups in this domain.
When you access the
Facilitate Calibration
 task:
  • Only in-progress calibration events that contain at least 1 organization where you have a role display in the
    Calibration Event
     prompt.
  • The organizations prompt displays the organizations that you have a role on for the selected calibration event.
  • If the selected organization isn’t on the hierarchy's lowest level, you can calibrate workers in the selected organization and its subordinates.
  • The facilitator sees the nBox view for the selected organizations and has the ability to move employees' calibration placements.
Depending on the manager and hierarchy configuration, facilitators might see more organizations than they selected. If multiple organizations have the same manager where an organization is subordinate to the other, the facilitator always sees the employees for all organizations. This facilitator's nBox matches the manager's nBox. Create a facet to filter the workers on the nBox.
Example: To give Shelly, an HR Partner, facilitator access to her organization's calibration event, add her security group to:
  • The
    View All
     action of the
    Launch Calibration
     business process security policy.
  • The
    Facilitate Calibration
     security domain.

Calibrate Team Members

Use the
Facilitate Calibration
 task to calibrate workers for an in-progress calibration in the selected organization.
You can drag and drop workers into the nBox view to calibrate them the same way managers would from the
Calibrate Team
 task in their
My Tasks
. You can hide selected workers in calibration to prevent them from seeing their placement or their peers' placement during a calibration session.

Complete on Behalf of

Use the
Facilitate Calibration
 task to pull forward individual calibration events for a subordinate organization 1 level below the selected organization, including the organization itself and its subordinates. Optionally, you can complete on behalf of all organizations, and their subordinate organizations, shown in the Calibration Status grid.
  • Select the organization and click
    Complete on Behalf Of
     to complete on behalf of an individual organization.
  • Select
    Complete on Behalf of All
     to complete all calibration events for the organizations listed, including subordinate events.
Pulling forward enables the facilitator to have full control over the calibration event and takes the
Calibrate Team
 task out of the manager's
My Tasks
.

Send Back

You can use the
Facilitate Calibration
 task to send calibration back to the supervisory organization 1 level below the current organization after pulling it forward. Sending the organization back includes the selected organization itself. You can only send back the selected calibration event, not including its subordinates. Facilitators can edit employee calibrations at any point before the controller submits the final calibration, including after the manager submits the calibration. You can't use the
Facilitate Calibration
 task to submit calibration. The controller must submit from their calibration
My Tasks
 item.