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Create a Talent Review Calibration Group

Dianmarie
  • Updated

Calibration groups allow admins to manage who is included in calibration sessions and what those participants can see during the calibration process. Super admins and talent review admins can create as many calibration groups as necessary to complete the process. Department, manager, or role commonly separates these groups.

After creating a group, you can assign reviewees to the group. Both facilitators and participants within the group can access pre-calibrated and calibrated scores for the assigned reviewees.

Before you start

  • To create calibration groups, you must either be a super admin or have the correct permissions enabled for a custom role. Contact your admin for administering calibration custom role permissions.
  • Calibration groups are not required to calibrate. Super admins can calibrate ratings from the View all employees page.
  • Admins can create multiple calibration groups within one CSV file. 
  • Employees can be added to multiple calibration groups.
  • Reviewees must be active in Lattice in order to be uploaded to a group via a CSV. 

Manually Create a Calibration Group

  1. Navigate to Admin > Performance > Reviews > select the review cycle.
  2. Navigate to Calibration > Create group.
  3. Enter a Group name.
  4. (Optional) Check Create another to create additional groups once after submitting.
  5. Select Create group.

Create Groups in Bulk via CSV

  1. Navigate to Admin > Performance > Reviews > select the review cycle.
  2. navigate to the ellipsis menu (...) > Upload groups via CSV. 
  3. Download groups CSV template. 
  4. Input the following required information within the CSV:
    • Group name
    • Reviewee email address
  5. Save and upload the CSV to Lattice.
  6. Select Update groups. 

Add reviewees to a group

  1. Select the new group.
  2. Select Add employees. 
  3. Select reviewees by checking the box. 
    • Note: Add a filter to narrow down the reviewee options. 
  4. Select Add to group.

Avoiding Calibration Role Conflicts

When adding reviewees to a Calibration Group, admins will be warned if that employee is already a participant or a faciliator for that group. 

In the warning pop-up, admins can view which employees are causing the conflict and choose to add or not add them to the group. 

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