At Lattice, we realize that not all managers score their employees during review cycles in the same way. In order to help the Admin make sure that all employees are rated in a consistent manner, we have built a tool for scoring calibration.
What is calibration?
Calibration helps ensure that employees being reviewed are all evaluated together, on the same scale.
How do I turn it on in Lattice?
When enabling scored attributes you have the ability to enable calibration for the review cycle. While creating a review cycle:
Click on the tab labeled "Scores" and check the box under "Calibration"
How do I calibrate scores in Lattice?
Step 1: Close the review cycle to kick off the calibration process
To do this, navigate to the "Admin" panel, click on "Reviews," and then "End review and calibrate."
Step 2: Within the "Scores and Calibration" Section, click on "Go to Calibration"
Step 3: Within the Calibration window, view the employee's pre-calibrated score and add your calibrated score. Continue to scroll to the right until all calibrated scores have been entered.
Calibration via CSV
Steps 1 & 2: Same as above.
Step 3: Click the "CSV" button and select "Download scores".
Step 4: Download the template from the pop-up that opens.
Step 5: Fill out the "Calibrated ..." columns of the CSV with the adjusted values for your reviewees' scored attributes.
Note: calibrated scores have to be whole numbers. They cannot be decimals.
Step 6: Upload your CSV by clicking on the "CSV" button, followed by "Upload scores" in the drop-down menu.
Selecting and Sharing Calibration Filters
If you are looking to utilize the calibration step for a specific target group, you are able to create a group to bucket these calibrated scores into.
Step 1: Use the filter icon under "All Reviewees" to filter out your target group
Step 2: Once you have created the appropriate filter, check the employees that you would like to include in this view
Step 3: Click "Add to Group"
Step 4: You can either add this filter to an existing group by checking off one of your existing groups, or you can create a new one.
Helpful tip: If you create a new group, give it a specific name to refer back to later.
Step 5: If you want to share this filter with an employee, click into the group on within the panel on the left hand side
Step 6: Once within the filter, click into "Share With" in the top right corner
Step 6: Type in the name of the employee you want to share this view with and select their level of visibility. Lattice will offer visibility suggestions based off of the filtered employee's frontline managers. This shared view will live within employee's "Your Team" tab.
Note that employees with this shared view can only have visibility into these scores. They are not able to add any additional calibration. To see what it looks like once a calibration view has been shared with a manager, check out this help center article here!
You are also able to filter out your columns within your calibrated scores to filter out any additional views. To do this, click into the three bars in the top right corner.
From here, you can filter out your specific views to see your precalibrated scores, calibrated scores, or specific scored attributes. Once this filter looks good, click "Confirm".
Ending the Scoring Phase
Once your scoring phase has been complete, click into "End Scoring" in the top right corner.
From here, you have three options for ending the scoring phase.
- Reopen manager reviews for all reviewees: This gives the managers the ability to add any additional context to their downward reviews in relation to the calibrated scores.
- Reopen manager reviews for reviewees where there are changes in calibrated scores: This would reopen manager reviews for managers with direct reports whose calibrated scores differ from their pre-calibrated scores.
- Continue without reopening manager reviews
Once you select one of these three options, choose whether to send a notification, and go ahead and click "End Scoring"
Admins now have the ability to write different notifications to these groups of managers who do and do not have the manger reviews reopened, giving them more control over what instructions they give their managers.
Note: You can go back and restart calibration after ending the scoring phase if additional changes are needed.
Viewing Calibrated Scores in Lattice
Once calibrated scores have been uploaded, under the manager and department scores you will be able see the changes vs. the company average.