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, or assign them as a group facilitator.
• 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 (and facilitators) 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:
     • Adjust the visibility into downward, peer, and self-reviews for the current cycle and previous cycles.
     • Current and past review packet visibility will be turned off across downward, peer, and self-reviews by default.
     • Impact of adjusting review packet visibility
       • If downward, peer or self-review visibility is turned off for current or past reviews, those questions and scores will not appear in the review packet for the employee from the calibration side panel.
       • If downward review visibility is turned off, weighted scores will no longer be visible in the review packet for the employee from the calibration side panel, as weighted scores are only available for downward reviews.
       • If downward, peer, or self-review visibility is turned off for a current or past reviews, the average score will no longer be visible in the review packet for the employee from the calibration side panel, as there will not be access to a complete dataset to display averages.
       • If a calibration table includes downward review questions, ratings, or weighted scores, that data will still show in the table, even if downward review packet visibility settings are turned off. This data is configured in the calibration set-up process.
       • If past ratings are configured to be turned on in the table, that data will still show in the table, even if downward review packet visibility settings are turned off. This is configured in “Edit table settings.”
   • 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.