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Administrator Guide
Last Updated: 2023-06-23
Configure Custom Organizations for Calibration

Configure Custom Organizations for Calibration

Create assignable roles and security groups for the facilitator and the participants.
Custom organizations enable you to calibrate talent and performance ratings for a group of workers when there isn't a supervisory organization that captures the desired employee structure.
  1. Access the
    Maintain Organization Types
     report.
  2. Click the
    Custom
     tab.
    Create custom organizations with multiple levels for calibration using a custom hierarchy that:
    • Is similar to a supervisory hierarchy where all organizations are of the same custom organization type.
    • Is similar to a cost center hierarchy where the organization hierarchy has a parent organization type that contains no workers and a child organization type that contains workers.
  3. As you create the custom organization, consider:
    Option Description
    Allows Hierarchy
    Select if you want to conduct reorganizations and include them on the
    Manage Calibration
     report after launching calibration.
    Allow Reorganization Tasks (like Move Workers, Assign Workers)
    Select if you want to conduct worker changes and include them on the
    Manage Calibration
     report after launching calibration.
    Show in Change Organization Assignments and Job Requisition
    Select if you want to be able to conduct worker assignment changes and include them in the
    Manage Calibration
     report after launching calibration.
    Position Assignment Unique
    (Required for custom organizations for calibration.) Select to limit workers to 1 custom organization in the hierarchy for calibration. Select this value for custom organization types that can contain workers.
    Workday requires this option because calibration needs custom organizations to have workers belong to a singular organization to properly execute the calibration.
    Rolls Up Organization Type
    (Optional) Enter the rollup organization type if your custom organization hierarchy contains 2 organization types.
    You can't change these settings if there's an in-progress Calibration event on the custom organization type. You can't configure membership rules for custom organizations if you plan to perform calibration on the members of the organization.
Create a
Launch Calibration
 business process definition that uses this custom organization.