Configuring the Calibration Template

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Configure the Calibration template

Calibration Template Logic

It is important to understand which rating records are pulled and used in calibration.  An employee may have one or more rating records. Only the rating records that fall within the Calibration Template Review Period will be used in calibration sessions. Any rating record that falls outside the period, either before the start date, after the end date or both, will not be used.  

If an employee has two rating records from two identical forms, the system will choose the form which was launched last, which is the form with the highest document ID number. 

To Configure the Calibration Template


  1. Log into the Instance as an admin user.

  2. Navigate to Manage Calibration Templates from the Action Search bar.

  3. Create a new calibration template.

  4. On the Basic Info tab of the calibration template, select the review period.

Basic Info Tab Configuration

On the Basic Info tab, you can define the template name and the review period. Use a template name that is easily understood and makes it easy for other users of the template to recognize the purpose of the template. The review period refers to the performance evaluation period to be calibrated. This date range controls the data that is pulled into the calibration session.

The Data Tab

When selecting Performance as the data source and the form template to be used in calibration, the Data tab will display the available performance form elements to calibrate.

Select the Start button to be able to select the tabs/buttons to learn about the data source and the elements to Calibrate.

This course deals with Performance Management templates. However, there are also elements you can calibrate for SAP SuccessFactors Compensation, Employee Profile, and Talent Flags, as long as the customer has purchased and enabled them.

To Configure the Data Tab


  1. Select the data source for the elements you want to calibrate.

  2. Select the form template or templates that contain the elements you want to calibrate.


    The route map automatically populates.
  3. Choose the correct step under At which routing step can the data be used?

    The route map only shows non-iterative. It is best practice for the route map to have a calibration step in the modify stage.

  4. Select at least one element for calibration.

  5. As an optional step, you can enter the calibration guidelines for each element selected, and set a distribution range for ratings or include a group of ratings in a guideline.

  6. Select Save, and move on to the next tab.


The Views Tab

The Views Tab allows users to create different views for the Calibration tool. By default, the system starts out with three views; The Dashboard View, the List View, and an additional view that can be configured as a Bin or Matrix View. Views can be one or two-dimensional. If only the X-axis is defined the view is a one-dimensional bin view. If both the X-axis and Y-axis are defined the view is a two-dimensional matrix view. There can be multiple bin and matrix views configured depending on customer requirements. 

Watch this series of videos to learn how to configure four different views in the calibration template

The Advanced Tab

Several features are available for each Calibration template. These options will apply to all sessions created with the same template. Selections can vary by template and should be configured appropriately for the purpose of the template and sessions.

In the Advanced Tab of the Calibration Template configuration, we can find several options, within four different categories:

  • General
  • Restrict Calibration Role Access by Target Population 
  • Comment on Change of Ratings
  • Calibration History Portlet

Watch this video to learn about the General Options in the Advanced Tab in the Calibration Template.  

Select the buttons to continue learning about the Advanced Tab features: General (Thresholds), Restrict Calibration Role Access by Target Population, Comment on Change of Ratings, Calibration History Portlet options

Calibration History Block

The Calibration History Block is an optional feature that can be configured to display on the profile. This block will display up to five rating types and up to three matrix grid views from Calibration sessions. The items that display are configured within the Calibration template.

Adding the Calibration History Block

  1. Go to the Succession Data Model and verify that the background element

    Code snippet
    is present.
    Code snippet
    <background-element id="calibrationHistoryPortlet" type-id="138"> <label>Calibration History</label> </background-element>Expand

    Alternatively, you can perform the step in the instance, navigating to Manage Business Configuration using Action Search.
  2. Navigate to Configure People Profile from the Action Search bar and drag and drop the Calibration block from the available blocks on the right hand side to where it should be placed for the end users on the left hand side.

    There are several configuration options. You can define a block title, a block description, reorder fields, and add the Facilitator and Discussed column. Save your changes with the Save button at the bottom of the Configure People Profile page.

  3. Navigate to Manage Permission Roles, and select the role(s) that should be able to see the block in People Profile. Select Permissions under Employee Data, and select Calibration History. Then select Done, and save the changes.

  4. Navigate to Manage Calibration Templates. Make sure the Used in Talent Profile check mark is enabled for the calibration template that has to send the ratings in the Calibration History Block.

    While still in Manage Calibration Templates, go to the Advanced tab and make sure that the necessary options for the Calibration History Block are selected.

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