Outlining Calibration in Performance Management

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Describe Calibration in performance management, including tools and roles

Calibration in Performance Management

Calibration is the process organizations use to compare and adjust the ratings of their team to ensure performance levels are standardized across the organization. By using the calibration tool, managers can discuss how to apply similar performance standards for all employees and help eliminate any potential manager bias.

Benefits of Calibration

Calibration offers several benefits to organizations.

Select each card to learn more.  

Supported Calibration Elements in SAP SuccessFactors

The following elements can be calibrated in SAP SuccessFactors if the customer purchased the corresponding module:

Supported Calibration Elements

SolutionSupported Calibration Elements
SAP SuccessFactors Performance ManagementOverall Ratings from Performance forms, including:
  • Overall Objective (Goal) Rating
  • Overall Competency Rating
  • Overall Performance Rating
  • Overall Potential Rating
  • Customized Weighted Rating
SAP SuccessFactors Succession ManagementSuccession Talent Flags, including:
  • Risk of Loss
  • Impact of Loss
  • Reason for Leaving
SAP SuccessFactors CompensationSeveral ratings, including:
  • Compa-ratio
  • Range penetration
Employee Profile (SAP SuccessFactors Platform)Overall Ratings from trend elements, including:
  • Potential
  • Performance
  • Competency
  • Objective
  • Custom01
  • Custom02
This course only covers the SAP SuccessFactors Calibration tool from an SAP SuccessFactors Performance Management perspective.

Calibration Concepts

Calibration is a step within the performance review process. There are some adjustments you might need to make to the performance review template and the route map before you launch the review process. To make these adjustments, it is important to have an understanding of the basic calibration concepts.

Roles and Responsibilities

The Calibration tool uses different roles to determine responsibilities in the overall process.

Select the icons to learn about the different roles and responsibilities in Calibration

Calibration Template

A calibration template defines the dates, roles, and forms for a calibration session. The same calibration template can be applied to multiple sessions. Customers can choose to have just one calibration template for the entire process, or they can choose to create multiple calibration templates.

Calibration Session

A calibration session is created based on a Calibration template. It defines the applicable timeline, as well as the owners, participants, and subjects of the session. SAP SuccessFactors supports multiple active sessions.

Clients can also edit sessions they have already created. If they have already activated the session, however, they need to deactivate it to make the changes. After the changes have been made, the client can then reactivate the session.

It is possible to export sessions with more than 1,000 subjects.

Watch this video for a brief overview of the calibration module from an end user perspective

Calibration Tools

End Users with permissions to see the calibration tab will be able to access a calibration session. The administrator must make the necessary configurations in order for the end users to use calibration. After the appropriate Role based permissions are granted, the administrator will access the following tools:

Manage Calibration Settings

In this tool the administrator

  • Enables Global Calibration Settings.
  • Defines Permission for the Calibration Roles.
  • Defines filter fields for the Calibration Sessions.

Manage Calibration Templates

The Calibration template defines the layout for the Calibration session. In this tool the administrator:

Creates and manages Calibration Templates.

Manage Calibration Sessions

A Calibration session is created based on a pre-configured calibration template. In this tool the administrator:

Creates a new Calibration session.

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