Applicable Product:

• TM Succession, TM Performance

Applicable Release:

• V21+

Summary:


  Calibration Session Wizard Step 1:
Users will select the template they wish to launch

Calibration Session Wizard Step 2:
Users will add descriptive text and dates for future reference

Calibration Session Wizard Step 3:
Users will select a population for the calibration session.

Click Finish:

Add Population Action

• The Add Population action button allows you to add employees to the population of a calibration session.
• When you click this button, you are presented with a list of all the employees in your hierarchy or area of responsibility (as defined by the security rules set up in the system) that are not already part of the calibration session population.
• This option is only available until the calibration session has been published to the Talent Profile. The population cannot be changed after the session has been published.

Calibration Session Features

• Managers can drag and drop employees to calibrate previous evaluations or to establish initial ratings for employees.
• The rank of each employee is captured behind the scenes based on the managers' placement of each employee within the box.
• Managers can click the mini-profile next to each employee’s name to jump to other areas of the application.
• Managers can add comments about the employee to capture thoughts or plans re: this calibration session.
• When you hover over an employee in the calibration matrix, a red X icon appears, which allows you to remove the employee from the calibration
  session.

Calibration Session Features

A bulk actions link appears at the bottom left corner of each calibration box with employees in it.

Clicking this link opens a dialog box that allows you to select one or more employees in the box and take the following actions on the selected employees:

• Add Development Activity
• Add to Position Slate
• Add to Position Pool
• Add to Job Pool
• Mark for Performance Improvement
• Unmark for Performance Improvement

Make Visible Action

• The Make Visible action button allows you to make the data from a calibration session available on the Calibration Ranking grid. You can do this at any time during the calibration session, but once you do, the Make Visible button is removed from the page. This is because it is no longer necessary—from that point forward, the Calibration Ranking data will be updated automatically every time the session is saved. 
• This action cannot be undone. If the entire session is deleted, calibration session data will be removed from the Calibration Ranking grid, but that may not be desirable in some circumstances and should be used with extreme caution.
• Making calibration session data visible on the calibration ranking grid does not make it available on the Talent Profile.  To do that, click Publish to Talent Profile.

Keywords: Create Calibration Session,Calibration Session,New Calibration

Created: Erik Zilli