Performing Calibration with SAP SuccessFactors Performance Management

Objective

After completing this lesson, you will be able to Describe the different calibration views.

Calibration

At a basic level, SAP SuccessFactors Calibration is a tool that helps managers across an organization to learn to use the same language for comparing and sharing an understanding of the competencies and expectations of employee behavior. Calibration is the process that organizations use to compare and potentially adjust the ratings of their team members to ensure that performance levels are standardized across the organizations. Depending on company process or strategy, calibration can be part of a performance review process, a talent review process, or a compensation review process.

Calibration Session Process

The source of calibration data could come from the Performance Management, Employee Profile, Compensation, or Succession components. Through discussions between managers who discuss selected groups of employees, calibration ratings are adjusted, and when the talent cycle is completed, the updated information is published back to the original sources.

The calibration process starts from getting data from the source and ends with publishing the calibrated data after the session.

Calibration Views

Calibration provides different user interface views for users to visualize and interact with sessions: Dashboard, List View, Bin View, Matrix Grid View, and Executive Review.

  • The Dashboard view provides users with an aggregated view of data in a particular session. The Calibration dashboard is automatically created to summarize the current state of the calibration process.
    The dashboard view is the default view when a session is opened.
  • The List View enables users to see a tabular view of subjects in a calibration session and quickly select check boxes to mark off items or to access forms, development plans, or personal information.
    Navigate to the calibration list of sessions to open the list view.
  • The Bin View enables users to calibrate any ratings from SAP SuccessFactors, drag and drop in the user interface, and edit a source form (for example, the Performance Management form).
    Navigate to the bin view from the calibration session list.
  • Matrix Grid View enables users to easily view any two data elements from supported sources, drag and drop in the user interface, and edit a source form (for example, the Performance Management form).
    Navigate to the matrix view from the calibration session list.
  • Executive Review enables HR and business executives to easily view aggregated graphs and session details for a given calibration template used in a talent management cycle. It also allows to drill down to a Subjects List page and have a close look at details of employees with the same data, such as ratings.

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