Manage Talent Review Calibration Group Participants and Facilitators

Calibration participants and facilitators tend to include employees like front-line managers and VPs of departments. To calibrate effectively, they often need access to employee data outside their standard visibility permissions. Super admins and talent review admins can assign facilitators and participants to each group.

Facilitators and participants receive temporary, elevated access when they are added to calibration groups for a talent review. During calibration, participants are given view-only access while facilitators can edit calibrated answers and box labels. View permissions by navigating to People > Permissions > Custom roles. 

Add participants and facilitators

1. Navigate to Admin > Reviews > Talent Reviews > Click to enter the review.
2. Select and enter the calibration group you would like to add participants to.
3. Navigate to the ellipsis menu (...) > Manage group settings. 
4. Under Manage access, select the employees you would like to participate in the calibration session. 
5. Next to each employee's name select whether you want them to be a Participant or Facilitator.

Add participants and facilitators in bulk

1. Navigate to Admin > Reviews > Talent Reviews > Click to enter the review.
2. Multi-select the groups with common participants and facilitators.
3. Click Update participants and facilitators. 
4. Select the employees you would like to participate in the calibration session. 
5. Next to each employee's name select whether you want them to be a Participant or Facilitator.
6. Click + Add. 

Specify participant access settings and share

Admins can specify the visibility calibration group participants will have to their group's reviewee review packets.

Under Notes, select whether:

• Only admins can view and edit notes
• Group participants can view notes
• Group participants can view and edit notes

Under Tags, select whether:

• Only admins can view, add, remove, and manage tags
• Group participants can view tags
• Group participants can view, add, and remove tags

Customize the calibration table for participants

Admins can customize what fields are shown to the calibration group session participants.

Note: Admin-only field custom field visibility will be overridden to allow non-admin participants to view during calibration.

1. Navigate to Admin > Reviews > Talent Reviews > Click to enter the review.
2. Select and enter the calibration group you would like to add participants to.
3. Navigate to the ellipsis menu (...) > Manage group settings. 
4. Under Fields, customize the table further by selecting the fields that should appear within the table for participants and clicking Add selected. These will also appear as filter options for calibration participants. 
5. Click Save changes.