2070588 - Executive Review - How to Enable and Use - Calibration

SAP Knowledge Base Article - Public

2070588 - Executive Review - How to Enable and Use - Calibration

Symptom

  • The Calibration Executive Review feature enables HR Executives to analyze aggregate data across all sessions for a given Calibration template.
  • This feature is designed to resolve what some customers call “the roll-up” where actual calibration is necessary at the small groups and lower levels, but middle and upper management mostly need visibility across sessions to analyze.
  • Executive Review enables the handling of large data sets (something Calibration sessions are not designed for) and enabling analysis for upper level management.
  • Permissions can be granted as needed for the company, but the tool is specifically designed for HR to run the Executive Review

Environment

  • Calibration

Resolution

Steps to Enable

Four Steps:

  • Enable Executive Review in Provisioning > Company Settings > Enable Calibration Executive Review (this needs to be done by partners or support)
  • Configure Executive Review template: A simple extension of your existing Calibration templates
  • Set Calibration Role permissions for Executive Reviewer
  • Grant permission to specific users

 

Typical Roles in a Calibration Session to Permission

  • Facilitator: Read/Write/Finalize
  • Owner: Read/Write
  • Executive Reviewer: Read/Write/Finalize

 

Executive Review allows you to enable or disable standard Calibration graphs for the Executive Review page.

CALIBRATION-5.png

 

Filter to analyze graphs

CALIBRATION-5-1.png

 

 

Sensitive Data Options

  • Unique to Executive Review, you have the option to also enable “Sensitive Data” fields. We support:
  • Risk of Loss
  • Impact of Loss
  • Gender

These are available for all Executive Review users to see. HR Executives can hide it during a review session, but anyone with full access to the page will see these fields plotted against rating data.

 

For Sensitive Data, select the rating scale you want to analyze

CALIBRATION-5-2.png

 

 

End User View (Executive Reviewer)

  • If I am an Executive Reviewer for a template, I will now see that role named in my session list
  • If permissioned, Executive Review will have an extra link within Calibration tab to access Executive Review page.
  • Features both Standard and Sensitive graphs to show or hide

CALIBRATION-5-3.png

 

 

Granting Access to Executive Reviewer - Setting Permissions

  • Detailed instructions on setting up permissions can be found at: Calibration: Executive Review - Setting Permissions
  • First for Non-RBP clients go to Admin Tools > Administrative Privileges > Manage Moderation > Manage Permission for Executive Review
  • For RBP Clients go to Admin Tools > Role Based Permission Settings
  • Then Grant Executive Reviewer Permissions. Under Admin Tools > Manage Calibration's & Settings (where role permissions are typically set) you grant the level of access the Executive Reviewer role will have for Calibration sessions.
  • Manage Executive Review Permissions  . A new admin tool set will be available when Executive Review is enabled > “Manage Executive Review Permissions”. This is where you grant specific users access to specific templates. You can also revoke permissions here.

Keywords

KBA , LOD-SF-PM-CAL , PM-Calibration Issues Specific to PM Forms , How To

Product

SAP SuccessFactors HCM Core all versions

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