2070030 - Manage Templates - Configuring Calibration Templates

This KB article reviews the options available under Manage Calibration Templates

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

• SAP SuccessFactors Calibration
• SAP SuccessFactors Performance Management

Go to Admin Center > Calibration > Manage Calibration Templates 

• From here notice information about templates as well as clone existing templates
• Template Name, Sessions using this template, Status, Date range, Last Modified
• Click on the Template name to open the subtabs: Basic Info - Views - Data - Advanced

In Basic Info Tab

Define the Template details:

• Template Name
• Review Period

In Data tab

Select the data source for the elements you want to calibrate

Performance

Performance Calibration includes the evaluation of performance, goals, potential, or other customer-defined elements

1. Select the form template(s) that contains the elements you want to calibrate and at which routing step can the data be used.

Note: Don’t calibrate multiple Performance form templates, with different route maps or rating scales, within a Calibration template. Use of multiple Performance form templates within a Calibration template can cause issues while finalizing the calibration sessions.

2. Select at least one element for calibration
3. Then define its distribution guideline: 

• Calculated Overall Objective Rating
• Calculated Overall Competency Rating
• Overall Form Rating

Note: It is by design that the system displays only 2 decimal places of the data source in the calibration session.
For example, "Overall Form Rating" from a Performance form is selected for calibration. The calculated rating of this Overall Form Rating has three decimal places. However, when it is displayed in the calibration session, the rating is rounded to 2 decimal places.

Requirements for Performance Management Configuration:

• Route map must have at least one single user or collaborative modify step. Iterative and signature steps are not supported.
• PM form must have manual ratings configured for the Performance, Potential, OverallObjective, and Overall Competency fields for Calibration to be able to use them
• Manual ratings will allow you to drag and drop users in the session. If the form is configured with only calculated ratings, drag and drop functionality will be disabled.
• If you need to edit the form directly from the Calibration session, permissions may need to be adjusted. If the Calibration session users are not directly involved in the route map, they may not have permission to view or edit all the necessary elements.

Performance Form Template must have one of the following ratings enabled:

• Overall performance rating in summary-sect
• Overall objective rating in objcomp-summary-sect
• Overall competency rating in objcomp-summary-sect
• Overall performance rating in perfpot-summary-sect
• Overall potential rating in perfpot-summary-sect

Set distribution guideline (optional)

Total guideline should add up to 100%

Compensation

Compensation calibration allows you to calibrate employee's compensation ratios

Employee Profile

Allow access and modification to subject's Employee Profile and/or custom ratings (if any) during the session

Talent Flag

Allow access and modification to subject's Talent Flag during the session

Others

• Specify if you want to make data from certain modules available in Calibration sessions
• The data can be used for reference only, and can’t be a calibration factor
• You can also specify if you want additional indicators to display

Allow access to Development 

• Show Succession status icons from the Succession Matrix Report 
• Display QuickCards

In Views Tab

Dashboard

Enable dashboard

List View

For more information on List views please see 2070830 - All about List View - Calibration

• Enable List View  
• Show Rating of Data Element in List View  
• Show Grid Cell Label in List View  
• Select User Fields to Display

Add View

• Set your Calibration element(s): Overall Form Rating vs (Select Y axis) Overall Form Rating.
• Show calculated rating in addition to manual rating (only applicable to Bin view)
  
• Enable Drag and Drop 
• Show an extra column for bin view
• Select language: From available packs you may have installed. Deutsch (German) English UK (English UK)English US... etc
• View Name: Specify different grid box label names in different languages:
  
  
1. Go to Admin Center> Calibration > Manage Calibration Templates
2. Select the template you want to work with
3. Click Views from the menu
4. Click the Add View link
5. Select a language from the Select Language dropdown menu
6. Enter the label names you want to use in View Name

In Advanced Tab

General

• Automatically route forms on session finalization  
• Enable force route button in validation step  
• Enable rank column in bin view  
• Enable stack ranker within Calibration  
• Enable comment  
• Quick card display on hover in list view  
• Include inactive users  
• Manager notification with rating changes on session finalization  
• Enable Guidelines Enforcement  
• Enable Multi-Select Drag and Drop  
• Enable Photoless Calibration  

Thresholds

• The auto route form during finalization and force routing will be a background process when the session goes beyond this specified number of subjects
• The maximum number of viewable subjects without filtering: Set a value between 1 and 2000
• Be advised of performance issues when using higher values (see KB article 2070695 - Maximum Number of Subjects Allowed in a Calibration Session - Calibration)

Restrict Moderation Role Access by Target Population

Roles are by Facilitatior, Co-facilitator, Owner, Participant, Executive Reviewer

Calibration History Portlet

Select the rating type to display in History Portlet

In Executive Review tab

More information on how to enable and use executive review within calibration can be found at: 2070588 - Executive Review in SuccessFactors Calibration

 Setting Up Calibration Templates

Calibration, Calibration Template, Calibration configuration, Calibration settings, Data Source Calibration, Calibration Data, Performance Calibration, Calibration Date Range , KBA , csg_q , LOD-SF-CAL-ADM , Admin Tools, Permissions, Settings , How To