Concept: Manage Calibration

Use the

Manage Calibration

report to account for changes in the organization hierarchy, workers, and role changes during the calibration process. Run this report as often as needed to capture the changes as they occur. If a change occurs that you don't want to account for in calibration, don't process the changes. You can submit calibration without processing the changes in the

Manage Calibration

report.

Workday runs the scheduled background job that updates the data for the

Manage Calibration

report 3 times a week early morning PST on Mondays, Wednesdays, and Fridays.

Organization and Worker Calibration

The

Manage Calibration

report 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. Click

Process Organizations

Process Workers

, or

Role Change

to process the changes to reflect them in calibration. If you don't process the changes, calibration continues as if they didn't occur.

Calibration supports these worker changes with effective dates that occur on or after the date the calibration launched:

Worker Changes	Supported Organization Types
Hire an employee.	Supervisory.
Terminate an employee.	Supervisory and Custom.
Change an employee's job.	Supervisory.
Move an employee to a different organization.	Supervisory and Custom.
Assign an employee to an organization.	Custom organizations where Show Change in Organization Assignment is Yes on the Maintain Organization Types task.

Calibration supports these organization changes with effective dates that occur on or after the date the calibration launched:

Organization Changes	Supported Organization Types
Assign superior organization.	Supervisory and Custom where Allows Hierarchy is Yes on the Maintain Organization Types task.
Create subordinate organization.	Supervisory and Custom where Allows Hierarchy is Yes on the Maintain Organization Types task.
Divide organization.	Supervisory and Custom where Allows Hierarchy is Yes on the Maintain Organization Types task.
Inactivate organization.	Supervisory and Custom.
Activate organization.	Supervisory and Custom where Allows Hierarchy is Yes on the Maintain Organization Types task.
Assign included organization.	Custom organizations that are container organizations without workers.

Worker and organization changes that happen through events not listed are ineligible for processing in the

Manage Calibration

report. The

Manage Calibration

report doesn't account for rescinded worker or organization events after processing them.

When you process organization changes for a worker, Workday:

Updates the

Calibrate Team

task.

Creates, removes, or changes the task as required depending on whether the manager is already participating in calibration.

When you process worker changes in an organization, Workday:

Adds or removes workers from their manager's

Calibrate Team

task as appropriate.

Unprocessed workers remain in their previous manager's nBox.

Workday recommends you process organization and worker changes 1 step at a time. Example: Add an organization and then process the change, and then move workers into a new organization and process those changes. Performing multiple events first and then processing them can cause unexpected results.

If you launch calibration and an event occurs after launch and is later rescinded, the

Manage Calibration

report doesn't display the event. Example: If you launch calibration for Organization A, and you later move Worker1 to Organization C, but you later rescind the move, Workday doesn't account for the change in the

Manage Calibration

report. But if Worker2 is moved after you launch calibration, Workday will display the move when you later run the

Manage Calibration

report.

Reassign Calibration

If there's a role change with an effective date on or after launching calibration, you can reassign the

Calibrate Team

task to the new manager. In the

Manage Calibration

report, click

Reassign Tasks

to change the employee roles for calibration using the

Manage Role changes under Calibration

task. To manage role changes, you must be included in the
Business Process Administration
domain. You can only reassign

My Tasks

tasks to workers in the same security group that have a role on the organizations. This ensures that they calibrate the same workers.

Ad hoc Calibration

Workday recommends using the

Process Workers

button on the

Manage Calibration

report to add or remove workers ad hoc from in-progress calibration events. You can also use the report to override Calibration Program rules and Employee Review Template rules when adding or removing workers. To add workers ad hoc, they must be a part of the supervisory organization that's included in the calibration hierarchy.

When you add a worker ad hoc to an in-progress calibration event launched with a performance or talent review, Workday automatically creates a corresponding review for the worker. When workers are automatically added to a calibration event as a result of a job change or organization change, Workday doesn't automatically create a review for the workers. You can only add or remove workers who belong to the supervisory organization included in the calibration event.

If you remove a worker ad hoc from a calibration event with an in-progress performance or talent review, you must cancel their review.

You can't ad hoc add terminated workers back into an in-progress calibration event.

Workers terminated after calibration launches continue to display in the calibration event, enabling you to calibrate them.

Use the

Manage Calibration

report to remove terminated workers from appearing in all nBox reports.

Workday recommends running the

Manage Calibration

report frequently to prevent an accumulation of worker, organization, and role changes. Don't process the changes if you don't want the change reflected in the calibration event. Example: if a new hire is too new to calibrate.