Calibrate performance review

Table of contents

1. Introduction
2. Calibrate performance ratings for individual employees
3. Calibrate leadership potential ratings for individual employees
4. Calibrate ratings for multiple employees

5. 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.

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.

Navigate to Performance > Manage.

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

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 Icon to revert the action in the grid view.

  2.   On the left top, click the drop-down, and select the group, specific group, and employee level as required.

  3.   In the Calibrated Rating column, click the Edit 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 Icon in the RATING CALIBRATION pop-up.

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

Or

  3.   Follow steps 1 and 2.

  4.   Click the Overflow Menu for any employee and select Calibrate Rating.

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

Or

    3.    Follow steps 1 and 2.

    4.    Click the View Form Icon and click the Edit Icon at the top right beside the Reviewer Rating.

  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.

  3.   Follow steps 1 and 2.

  4.   Scroll right, and in the Calibrated LP Rating column, click the Edit 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 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.

Or

  3.   Follow steps 1 and 2.

  4.   Click the Overflow 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 and 2.

  4.   Click IMPORT and click the Download Icon.

  5.   Open the downloaded file on your computer, type the ratings in their respective columns, and save the file.

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

Click the Refresh Icon beside IMPORT.

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 and multiple employees.

Publish ratings for individual employees

  3.   Follow steps 1 and 2.

  4.   Click the Overflow Menu for any employee, select Publish Calibration, and click PUBLISH.

Publish ratings for multiple employees

  3.   Follow steps 1 and 2.

  4.   Click the Overflow Menu at the top right and select Bulk Publish.

  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.

After you publish, you can view and download the calibrated ratings.