Objective
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.
Calibration offers the following benefits to organizations:
It allows managers to view data for various teams and discuss selected ratings.
It offers managers the opportunity to bring "hard" and "easy" graders in line with their peers to improve the consistency and overall fairness of performance reviews.
It teaches managers to use the same language as one another, and to share understanding of competencies and expectations of employee behavior.
It allows facilitators to make changes to ratings based on the outcome of the calibration session.
It establishes a common and well understood definition of performance across the company.
The following elements can be calibrated in SAP SuccessFactors if the customer purchased the corresponding module:
| Solution | Supported Calibration Elements |
|---|---|
| SAP SuccessFactors Performance Management | Overall Ratings from Performance forms, including:
|
| SAP SuccessFactors Succession Management | Succession Talent Flags, including:
|
| SAP SuccessFactors Compensation | Several ratings, including:
|
| Employee Profile (SAP SuccessFactors Platform) | Overall Ratings from trend elements, including:
|
Note
This course only covers the SAP SuccessFactors Calibration tool from an SAP SuccessFactors Performance Management perspective.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.
The Calibration tool uses different roles to determine responsibilities in the overall process.
| Role | Responsibility |
|---|---|
| Facilitator | Facilitates the session. This is typically an HR representative. The facilitator is a neutral person responsible for managing the session and ensuring that the information required to calibrate employee ratings is available. They have access to read and edit the session, but do not necessarily have subjects in the session. |
| Subject | The subject is the employee whose ratings are being calibrated. |
| Participant | The participant is the manager of the subjects being calibrated (EM). Participants other than the owner’s direct reports can also be selected to participate in the session. |
| Owner | The owner is the manager of the participant (EMM). The owner’s direct reports are automatically made participants in the session, and the direct reports of the participants are automatically made subjects. The owner ensures that all managers reporting to them use the same metrics for rating their team members. This ensures that ratings and compensation decisions (where applicable) are fair, consistent, and match company standards. |
| Executive Reviewer | A business or HR executive who does not necessarily have to be present for each Calibration session, but rather needs blanket access to the data across all sessions for a given Calibration template used in a talent management cycle. Users who are assigned this role get direct access to the sessions as well as the Executive Review summary page. |
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.
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.
Watch this video for a brief overview of the calibration module from an end user perspective.
Calibration views provide users an at-a-glance overview of relevant performance management information. This information is sorted into the following categories:
Dashboard view provides a high-level overview of the calibration session
List view lists all the employees in the calibration session
Calibration view provides users an at-a-glance overview of the following information:
Bin views display employees by ratings distribution. You must enable Manual Overall Rating for this to work.
Matrix view graphically displays employees on a matrix grid report, based on data selections made during calibration setup.
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:
In this tool the administrator
The Calibration template defines the layout for the Calibration session. In this tool the administrator:
Creates and manages Calibration Templates.
A Calibration session is created based on a pre-configured calibration template. In this tool the administrator:
Creates a new Calibration session.
Log into your SAP SuccessFactors account.
To see which calibration sessions you are a participant in, select the calibration tool.
To begin a calibration session, select the session name.
To access the bin view, select the Overall Rating tab.
If the manual overall rating is enabled, drag and drop subjects between the bins. If only the calculated overall rating is enabled, move subjects between bins by selecting the button to the right of the subject’s name to open their performance review, and changing the relevant setting there.
To analyze subject ratings, choose the subject, and select the Analyze button.
If the manual overall rating is enabled, select the appropriate number on the Analyze screen to edit the ratings. If only the calculated overall rating is enabled, edit the ratings by opening the relevant performance forms.
When the analysis is complete, select Save to close the tool.
Select Finalize to complete the calibration.
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