Select and Manage Calibration Group Participants

As an admin, once you have created and added reviewees to your group, you can assign calibration session participants to help manage calibration for their given group.

Calibration participants 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. 

Note: For Talent Reviews, learn how to Manage Talent Review Calibration Group Participants and Facilitators.

Before you start

• Adding participants to a group will give them view-only access to reviewee data. If you wish to allow them to adjust ratings, create and assign them to a calibration custom role.
• Group Participants will have admin access to the review packets of their group and will therefore, have visibility into anonymous peer reviews and hidden questions.
• Once the review cycle is ended, participants will be notified that they have been added to a group. Therefore, it is essential to have reviewees assigned to the calibration group before adding participants. 

This article covers the following:

• Select calibration group participants
• Specify participant access settings and share

Select calibration group participants

1. Within the review cycle, navigate to Calibrate Ratings > Calibrate groups.
2. Select and enter the calibration group you would like to add participants to.
3. Select ellipsis menu (...) > Manage participant access.
4. Under Manage access, select the employees you would like to participate during the calibration session. 

Specify participant access settings and share

Admins can specify the visibility calibration group participants will have to their group's reviewee review packets. These settings will also apply to both participants and facilitators. 

To specify or edit access settings: 

1. Within the review cycle, navigate to Calibrate Ratings > Calibrate groups.
2. Select and enter the calibration group. 
3. Select ellipsis menu (...) > Manage participant access.
4. Under Manage access, choose from the below options: 
   • Review packets:
     • Group participants can access current packets
     • Group participants can access past packets
   • Promotion Nominations (if included): 
     • Group participants can access current nomination packets
   • Notes:
     • Only admins can view and edit notes
     • Group participants can view notes
     • Group participants can view and edit notes
   • Tags:
     • Only admins can view, add, remove, and manage tags
     • Group participants can view tags
     • Group participants can view, add, and remove tags
     • Group participants can view, add, remove, and manage tags
5. Once the settings have been chosen, select Save changes.  

Next, begin the calibration process and learn the calibration group participant's process.