Calibration in Performance review

Table of Contents

  1. Introduction
  2. Calibrate the Performance Ratings for Individual Employees
  3. Calibrate the Leadership Potential Ratings for Individual Employees
  4. Calibrate the Ratings for Multiple Employees
  5. Publish the Ratings 

1. Introduction


Calibration in performance reviews allows managers and leaders to collaborate to achieve consistent performance ratings across the organization. It aims to align interpretations of performance standards and ratings, ensuring fair, accurate, and bias-free evaluations. It provides valuable insights into employees' strengths and areas for improvement, which are crucial for shaping effective development plans. It aligns individual performance evaluations with broader organizational goals and strategies.

The HR/admins collaborate with the managers to calibrate the Performance and leadership potential ratings after the managers submit reviews for their direct reports. The Performance and leadership potential ratings are available in the 9-box rating scale where the Performance ratings are on the X–axis, and leadership potential ratings are on the Y–axis. Learn more in Glossary of terms in Performance.

You can calibrate the Performance and leadership potential ratings (if enabled in the Performance cycle settings) for individual and multiple employees.

2. Calibrate the Performance Ratings for Individual Employees

You can calibrate the performance ratings for individual employees in multiple ways.

Navigate to Performance > Manage.

  1. In the Process tab, click CALIBRATION at the top right.

Note: You can view the employees on the calibration grid-view page only after the managers submit their ratings.

    2.    In the respective drop-down menus, select the group, specific group, and employee level as required.

Note: You can select the Smart Groups and filter the specific group to keep the ratings confidential from others during discussion.

    3.    In the Calibrated Rating column, click the rating for any employee.

    4.    Enter the rating, note, and click CALIBRATE.

Calibration1

Note: The Calibrated Rating will be the Final Rating. However, if you agree with the manager’s rating

  • The manager’s rating will be the Final Rating.
  • You can view the status as NOT CHANGED in the Calibration Status column.

OR

    3.    Follow steps 1 and 2.

    4.    Click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu for any employee and select Calibrate Rating.

    5.    Enter the rating, note, and click CALIBRATE.

OR

    3.    Follow steps 1 and 2.

    4.    Click the View Form View Form Icon and click the Edit edit grey-3 Icon at the top right of the review form.

Calibration1.1.2

    5.    Change the rating and click SAVE.

3. Calibrate the Leadership Potential Ratings for Individual Employees

You can calibrate the leadership potential ratings for individual employees in multiple ways.

    3.    Follow steps 1 and 2.

    4.    Scroll right, and in the Calibrated LP Rating column, click the LP rating for any employee.

    5.    In the drop-down menu, select the potential calibration and type the note if required.

    6.    Click CALIBRATE.

Calibration2

Note: The Calibrated LP Rating will be the Final LP Rating. However, if you agree with the manager’s LP rating

  • The manager’s LP rating will be the Final LP Rating.
  • You can view the status as NOT CHANGED in the Calibration Status column.

OR

    3.    Follow steps 1 and 2.

    4.    Click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu for any employee and select Calibrate Potential.

    5.    Select the rating, type the note if required, and click CALIBRATE.

4. Calibrate the Ratings for Multiple Employees

You can calibrate the Performance and leadership potential ratings and import the employees in bulk.

    3.    Follow steps 1 and 2.

    4.    Click IMPORT and click the Download Download Grey-1 Icon.

    5.    Open the downloaded file on your computer, type the ratings, and save the file.

Note: If you make any changes in the ratings manually after uploading the file, those changes are not reflected in the file.

    6.    Click UPLOAD on the Engagedly platform, browse the file, and click IMPORT.

Note: It is recommended to refresh the page after you import the employees in bulk.

    • Click the Refresh Icon beside IMPORT.

5. Publish the Ratings

After calibrating the Performance and leadership potential ratings, you have to publish them to make them visible to the employees. You can publish the ratings for individual and multiple employees.

  • Publish the Ratings for Individual Employees

    • Click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu for any employee, select Publish Calibration, and click PUBLISH.

Calibration3

  • Publish the Ratings for Multiple Employees

  1. Click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu at the top right and select Bulk Publish.

Calibration4

    2.    Select the employee(s) as required and click PUBLISH.

After you publish, you can view the status as PUBLISHED in the Calibration Status column. The employees can view the ratings on their review form.

Note: If you enable calibration, it is recommended to disable the manager’s review visibility to the employees immediately upon submission.

You can view and download the calibrated ratings.