Creating Manager Calibration Sessions

Managers can create team-specific sessions that align with their business cycle and organizational development needs for their direct reports or lower-level reports. Matrix managers can also create sessions directly by selecting their matrix reports as session participants and choosing their matrix or lower-level employees as session subjects. The settings described below can be used for managers and matrix managers.

• The option Enable Session Creation for Direct and Matrix Managers should be enabled in Manage Calibration Settings→Global Settings.
• Managers using the Manager Calibration Sessions function should have at least one level of direct reports.
• Managers should have access to at least one calibration template. This access can be controlled from a permission available in Role-Based Permission. Navigate to User Permissions→Calibration→Enable Session Creation for Direct and Matrix Managers to control which templates are available.

Managers can access Calibration menu from the Home page or from Team Overview, and see a Create New button next to the Export icon, where they can initiate a session on their own.

The following information can be filled for the session creation:

Template: Select a calibration template for the new session. Only those templates that the manager has access from RBP will display.

Session Name: Enter a name for the new session.

Session Facilitators: The manager creating the session will be the facilitator. Additionally, the default facilitators configured in Manage Calibration Settings→Global Settings will be displayed in the field in addition to the session creator. Managers can remove the facilitators and add others, if needed.

Session Participants: Select direct reports as session participants.

Session Subjects: Select levels of reports as session subjects.

Calibration sessions let you choose which attributes you want to display and the icons used to represent those attributes. This additional information can help tie together Performance Management, Succession, and other data points in concise views that can help participants with their calibration decisions.

While you work on the Calibration Session, to clear the selection of multiple subjects in all views, choose Actions→Deselect All from any of the available views.

Calibration Session Filter Options

To help participants focus on particular subjects, a wide range of filters can be used. For example, participants may want to look at calibration sessions based on their status. Or they may wish to filter for calibration sessions based on the number of participants within a specific range.

Calibration Session Talent Card Display

When used in conjunction with Succession, Calibration sessions can display Succession Nominations as well as Talent Pool Nominations and allow permissioned users the ability to create, edit, or delete those nominations. This provides a tighter integration between Succession and Calibration and makes Calibration Sessions even more useful. Talent cards can be displayed side-by-side to compare subjects in the session.

Calibration Session Analyze Display

The Action button allows participants to mark subjects as discussed (or unmark them as discussed) and to analyze subjects by comparing and changing their ratings as well as other talent flags (for example, risk of loss).

A maximum of 10 subjects can be selected at a time to Analyze. Stack Ranker in Calibration needs to be enabled.

Calibration Finalize Multiple Sessions Option

Large companies often run dozens or hundreds of Calibration Sessions simultaneously. Finalizing or ending these sessions individually can be a very time-intensive process. The option to mass finalize sessions can significantly improve this process. The recommended threshold is 25 sessions, but the number can be increased if needed from Manage Calibration Settings→Global Settings tab. If the number of sessions to finalize exceeds the threshold set, the mass finalization will run an offline job.

The views of the calibration template are very flexible. They allow data to populate from any field on a form that is manually rated. This allows the ability to create custom manual rating fields for compensation or succession.

To calibrate pay x performance, move an employee into the appropriate 9-box quadrant and click into that user’s individual performance from.

After linking to a user’s performance form, click into the compensation section of the form. This section of the form has been configured in the back-end by a consultant.

This will link to a user’s compensation worksheet where you can adjust merit and grant a pay increase.

• Managers can create team-specific calibration sessions for their direct reports or lower-level reports, with the appropriate prerequisite settings and permissions.
• In Calibration sessions, you can choose which attributes to display, and the icons used to represent those attributes. This additional information can help tie together Performance Management, Succession, and other data points in concise views that can help participants with their calibration decisions.
• The Action button allows participants to mark subjects as discussed (or unmark them as discussed) and to analyze subjects by comparing and changing their ratings as well as other talent flags (for example, risk of loss).