--- title: Calibrate performance review description: Calibration in performance reviews allows managers and leaders to collaborate to achieve consistent performance ratings across the organization. --- [Skip to content](https://help.engagedly.com/calibration-in-performance-review#main-content) English Show submenu for translations [Contact us](https://help.engagedly.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.engagedly.com/tickets?hsLang=en) ![Engagedly dark.png\]](https://help.engagedly.com/hs-fs/hubfs/Engagedly%20dark.png?height=31&name=Engagedly%20dark.png) - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) Open main navigation Close main navigation - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) - English Show submenu for translations - [Contact us](https://help.engagedly.com/kb-tickets/new) - [Customer portal](https://help.engagedly.com/tickets) - [Our Website](https://engagedly.com/) [Our Website](https://engagedly.com/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.engagedly.com/?hsLang=en) 2. [Performance](https://help.engagedly.com/performance?hsLang=en) 3. [Admin (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#admin-tangerine-v2) # Calibrate performance review ### Table of contents 1. [Introduction](https://help.engagedly.com/calibration-in-performance-review#intro) 2. [Calibrate performance ratings for individual employees](https://help.engagedly.com/calibration-in-performance-review#calibrate-perf-individual) 3. [Calibrate leadership potential ratings for individual employees](https://help.engagedly.com/calibration-in-performance-review#calibrate-lp-indi) 4. [Calibrate ratings for multiple employees](https://help.engagedly.com/calibration-in-performance-review#Calibrate-rating-multiple) 5. [Publish ratings](https://help.engagedly.com/calibration-in-performance-review#publish-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 on the 9-box rating scale, where the performance ratings are on the X-axis and the leadership potential ratings are on the Y-axis. Learn more in [Glossary in Performance](https://help.engagedly.com/glossary-of-terms-in-performance?hsLang=en). You can calibrate the performance and leadership potential ratings (if enabled in the performance cycle settings) for individual and multiple employees. The calibrated rating and calibrated LP rating columns are highlighted in red, indicating they are editable columns in the grid view. ### 2. Calibrate performance ratings for individual employees You can calibrate the performance ratings for individual employees in multiple ways. ***Note:*** *Calibration ratings are visible only after the managerial review is completed, even if employees do not submit their self-review.* Navigate to **Performance \> Manage**. 1. In the *Process* tab, click **CALIBRATION** at the top right. ***Note:*** *You can view the employees on the calibration page only after the managers submit their ratings.* On the calibration page, you can view performance ratings, leadership ratings, and the 9-box distribution. Hover over the performance and leadership rating graphs to view the percentage and total number of employees in each bar. Below the graphs, beside *MANAGE CALIBRATION*, you can view the percentage and the number of employees (in brackets) for calibrated ratings, categorized as published, not published, and unchanged. Click an individual cell within a 9-box, which updates the information in the grid view based on the value associated with the clicked box. Click the **Refresh ![Reset in Performance](https://help.engagedly.com/hs-fs/hubfs/Reset%20in%20Performance.png?width=20&height=20&name=Reset%20in%20Performance.png) Icon** to refresh the grid. **Option 1:**   2.   On the left top, click the drop-down, and 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 **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** for any employee. You can access the review form of an employee to view the employee's and manager's ratings and comments before you calibrate.   4.   Click the **View Form ![View Form](https://help.engagedly.com/hs-fs/hubfs/View%20Form.png?width=20&height=20&name=View%20Form.png) Icon** in the *RATING CALIBRATION* pop-up.   5.   Enter the rating, type the note if required, and click **CALIBRATE**. ![Calibration1-2](https://help.engagedly.com/hs-fs/hubfs/Calibration1-2.jpg?width=670&height=324&name=Calibration1-2.jpg) ***Note:*** *The Calibrated Rating is the Final Rating. However, if you agree with the manager’s rating* - *The manager’s rating is the Final Rating.* - *You can view the status as NOT CHANGED in the Calibration Status column.* **Option 2:**   3.   Follow steps [1](https://help.engagedly.com/calibration-in-performance-review#one-two) and [2](https://help.engagedly.com/calibration-in-performance-review#Two).   4.   Click the **Overflow ![Overflow Menu-Oct-11-2023-07-43-45-1628-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png?width=20&height=20&name=Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png) Menu** for any employee and select **Calibrate Rating**.   5.   Enter the rating, type the note if required, and click **CALIBRATE**. **Option 3:**     3.    Follow steps [1](https://help.engagedly.com/calibration-in-performance-review#one-two) and [2](https://help.engagedly.com/calibration-in-performance-review#Two).     4.    Click the **View Form ![View Form](https://help.engagedly.com/hs-fs/hubfs/View%20Form.png?width=20&height=20&name=View%20Form.png) Icon** and click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** at the top right beside the *Reviewer Rating*. ![Calibration1.1.2](https://help.engagedly.com/hs-fs/hubfs/Calibration1.1.2.jpg?width=670&height=317&name=Calibration1.1.2.jpg)   5.   Change the rating and click **SAVE**. ### **3. Calibrate leadership potential ratings for individual employees** You can calibrate the leadership potential ratings for individual employees in multiple ways. **Option 1:**   3.   Follow steps [1](https://help.engagedly.com/calibration-in-performance-review#one-two) and [2](https://help.engagedly.com/calibration-in-performance-review#Two).   4.   Scroll right, and in the *Calibrated LP Rating* column, click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** for any employee. You can access the review form of an employee to view the employee's and manager's ratings and comments before you calibrate.   5.   Click the **View Form ![View Form](https://help.engagedly.com/hs-fs/hubfs/View%20Form.png?width=20&height=20&name=View%20Form.png) Icon** in the *POTENTIAL CALIBRATION* pop-up.   6.   Click the drop-down to select the potential calibration and type the note if required.   7.   Click **CALIBRATE**. ![Calibration3-2](https://help.engagedly.com/hs-fs/hubfs/Calibration3-2.jpg?width=670&height=324&name=Calibration3-2.jpg) ***Note:*** *The Calibrated LP Rating is the Final LP Rating. However, if you agree with the manager’s LP rating* - *The manager’s LP rating is the Final LP Rating.* - *You can view the status as NOT CHANGED in the Calibration Status column.* **Option 2:**   3.   Follow steps [1](https://help.engagedly.com/calibration-in-performance-review#one-two) and [2](https://help.engagedly.com/calibration-in-performance-review#Two).   4.   Click the **Overflow ![Overflow Menu-Oct-11-2023-07-43-45-1628-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png?width=20&height=20&name=Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png) Menu** for any employee and select **Calibrate Potential**.   5.   Select the rating, type the note if required, and click **CALIBRATE**. ### **4. Calibrate ratings for multiple employees** You can calibrate the performance and leadership potential ratings and import the employees in bulk.   3.   Follow steps [1](https://help.engagedly.com/calibration-in-performance-review#one-two) and [2](https://help.engagedly.com/calibration-in-performance-review#Two).   4.   Click **IMPORT** and click the **Download ![Download Grey-1](https://help.engagedly.com/hs-fs/hubfs/Download%20Grey-1.png?width=20&height=20&name=Download%20Grey-1.png) Icon**.   5.   Open the downloaded file on your computer, type the ratings in their respective columns, and save the file. ***Note:*** *If you manually make any changes in ratings 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:*** *Refresh the page after you import employees in bulk.* Click the **Reset ![Reset in Performance](https://help.engagedly.com/hs-fs/hubfs/Reset%20in%20Performance.png?width=20&height=20&name=Reset%20in%20Performance.png) Icon** beside *IMPORT to refresh the page*. ### **5. Publish 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](https://help.engagedly.com/calibration-in-performance-review#publish-individual) and [multiple](https://help.engagedly.com/calibration-in-performance-review#publish-multiple) employees. #### **Publish ratings for individual employees**   3.   Follow steps [1](https://help.engagedly.com/calibration-in-performance-review#one) and [2](https://help.engagedly.com/calibration-in-performance-review#Two).   4.   Click the **Overflow ![Overflow Menu-Oct-11-2023-07-43-45-1628-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png?width=20&height=20&name=Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png) Menu** for any employee, select **Publish Calibration**, and click **PUBLISH**. ![Calibration4-2](https://help.engagedly.com/hs-fs/hubfs/Calibration4-2.jpg?width=670&height=324&name=Calibration4-2.jpg) #### **Publish ratings for multiple employees**   3.   Follow steps [1](https://help.engagedly.com/calibration-in-performance-review#one) and [2](https://help.engagedly.com/calibration-in-performance-review#Two).   4.   Click the **Overflow ![Overflow Menu-Oct-11-2023-07-43-45-1628-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png?width=20&height=20&name=Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png) Menu** at the top right and select **Bulk Publish**. ![Calibration5-1](https://help.engagedly.com/hs-fs/hubfs/Calibration5-1.jpg?width=670&height=324&name=Calibration5-1.jpg)   5.   Select the employees manually or in bulk, and click **PUBLISH**. After you publish, you can view the status as *PUBLISHED* in the *Calibration Status* column.  You cannot edit the published ratings, as the employees can view them 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.* After you publish, [view and download the calibrated ratings](https://help.engagedly.com/view-and-download-calibration-history?hsLang=en).   - [Getting Started](https://help.engagedly.com/getting-started?hsLang=en#main-content) - [Overview (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#overview-indigo-v3) - [Admin Settings (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-indigo-v3) - [Overview (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#overview-tangerine-v2) - [Admin Settings (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-tangerine-v2) - [Homepage (Pre-Tangerine: V1)](https://help.engagedly.com/getting-started?hsLang=en#homepage-pre-tangerine-v1) - 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