Calibration

Helps standardize the process of all the functions undertaken in the org.

Calibration is the process that helps standardize the process across all the functions taking place in the org for a consistent performance appraisal cycle. To enable a fair and consistent review, the calibration process helps identify the elements or factors causing inaccuracy or gaps in the review rating procedure.

Note: Calibration process is only enabled until the manager sign-off date.

Why is performance calibration important in a review cycle?

The calibration process is crucial for performance review journey because:

1. Helps eliminate bias: Calibration is crucial to eliminate any bias influencing a manager's decision and review ratings.

2. Boost credibility of the review cycle: Performance calibration ensures employees' trust in the fairness and impartiality in the review process, thereby upholding credibility of the appraisal cycle.

Calibration for Managers in the org

The process of calibration differs according to the manager's role and hierarchy in the org:

1. Calibration for line managers

2. Calibration for skip managers

3. Calibration for managers

Calibration for Line Managers

Line Manager is an employee whom other employees may report directly or indirectly in an org. They are usually the higher-ranking managers in the org hierarchy who often determine the promotion trajectory for the employees. Therefore, it is crucial for a line manager to have a visibility of the entire org operations or functions, e.g. performance rating process.

Components of performance analytics

There are several elements in performance analytics accessible to the line manager:

1. Graphs
2. Employee Details

3. Talent Card

Calibration for Skip Manager

If the performance administrator selects the secondary sign-off settings while creating the review cycle, second-level approval or the skip manager's approval becomes mandatory in the calibration process.The primary role of a skip manager is to calibrate the ratings the manager gives. Therefore, a skip manager can:

1. Approve/Disapprove the rating given by the manager
2. View performance analytics graph
3. View employee details
4. Talent card
5. Calibration Notes

6. Calibration Sets

7. Manage Columns

To approve the ratings:

Step 1: Go to the Reviews section and click on the Ongoing review cycle. Select the Calibration tab in the dashboard to view the ratings. Click on the 'green tick box' option against the employee's name and rating summary to approve.

Select the 'green tick box' option to approve the rating.

Step 2: Even after accepting the rating, you can change your response by clicking on the Undo button that pops up after submitting the response.

Click on Undo button to reverse your action.

Reject the rating given by the manager

Step 1: Click on the 'red cross box' against the employee's name and rating summary to reject the rating given by the manager.

Click the 'red cross' box option to reject manager's ratings.

Step 2: Skip managers must provide an explanation for declining the manager's rating. Type your response in the Decline Rating pop-up box and click on Decline button to continue.

Provide an explanation for declining manager's rating to continue.

Skip managers can access the Rating Discussion window to calibrate an employee's rating with their direct managers.

Calibration for Manager

A manager in an org has the same view access as a performance administrator, which includes:

1. Rating approval status

2. Viewing performance analysis graphs for their team
3. Accessing details of the employees in their team
4. Viewing the talent cards for the employees in their team.

However, a manager's calibration journey in the review cycle begins with the skip manager's rating approval status:

Step 1: In the Calibration & Analytics tab, click on Rating Approval Status to view the status of ratings approved by the skip manager.

Step 2: In case a given rating is declined, click on 'dialog' icon under the Actions column to view the Rating Discussion window.

Click on the dialog icon to view the Rating Discussion window.

Step 3: You can read the skip manager's comments on the rating and reply with your justification for the action in the Rating Discussion window. Type your reply in the section given below in the window and click on the Send button to continue.

Managers can justify their previously given rating or discuss updated rating with skip-managers here.

Step 4: To revise the given rating for an employee, click on the View Form option under the Actions column to update. Once revised, the updated rating will be notified to the skip manager for their approval.

Click on the View Form option to revise an employee's rating.