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Bulk Calibrate Ratings via CSV Upload

Calibration in a review cycle can occur at any time after the launch of the review cycle. Admins can adjust scores directly in Lattice or ...

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Written by Adam Kroboth

Calibration in a review cycle can occur at any time after the launch of the review cycle. Admins can adjust scores directly in Lattice or bulk update using a CSV.

Before you start

  • CSV files must be UTF-8 encoded to be uploaded successfully.

  • The Excel CSV import does not support double quotes (") surrounding linebreaks. If responses include double quotes ("), ensure the full response is in one cell.

  • All scores will need to be entered using their numerical value.

Bulk calibrate

  1. Navigate to Admin > Performance > Reviews.

  2. Select the review cycle.

  3. Within the review, navigate to Calibrate Ratings > Calibrate groups.

  4. Select desired calibration group.

  5. Click on ellipsis menu (...) and select Upload ratings.

  6. Select Template from the pop-up context panel to receive all manager ratings in a CSV.

  7. Enter each reviewee's new ratings within the Calibrated columns.

    • Note: Within the calibrated columns, the CSV will indicate when a reviewer has multiple downward reviewers with the string DO NOT USE, as only one score can be submitted.

      Screen_Shot_2021-10-09_at_2.44.47_PM.png
  8. Upload your CSV by clicking on Upload scores via CSV.

  9. Select your CSV. The table will update with the calibrated ratings added in the file.

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