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Create a Calibration Group

Adam
  • Updated

Calibration groups allow admins to manage who is included in calibration sessions and what those participants can see during the calibration process within an Org Chart review. 

As an admin, you can create as many calibration groups as necessary to complete the process. Department, manager, or role commonly separates these groups. 

Once you have created your group, you can assign reviewees and participants to each group.

Note: Learn how to create a group for Talent Reviews in Manually Create a Talent Review Calibration Group.

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.
  • 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 Group

  1. Within your review cycle, navigate to Calibrate Ratings > Calibrate groups.
  2. Select Create group > Create manually. 
  3. Give the group a name and click Create Group.

Create Groups in Bulk via CSV

  1. Within your review cycle, navigate to Calibrate Ratings > Calibrate groups.
  2. Select Create group > Upload CSV.
  3. Download the groups CSV template. (Available below)
  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. 

Create Groups Automatically 

Admins can auto-create groups based on the org hierarchy using an employee's department, manager or custom field.  

  1. Within your review cycle, navigate to Calibrate Ratings > Calibrate groups.
  2. Select Create group > From org hierarchy. 
  3. Choose from: 
    • By department: (Optional) Select the specific departments and choose a field to spilt the groups.
    • By manager: Choose a reporting level (direct only, indirect only, direct and indirect) and optionally select specific managers or a field to split the groups. 
    • By custom criteria: Create groups by any field, including custom attributes. 
  4. Select Preview Groups to view the groups and employee count per group.
  5. Select Create (x) groups. 

Next, add reviewees to the group.  

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