Please note: This article walks through calibration if calibrated rating questions has been included in your account by Lattice. For the steps for Calibration V1, check out How to Share a Calibration Group's Review Data.
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.
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.
Participants will be notified once 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
- Customize the calibration table
Select calibration group participants
Step 1: Within the review cycle, navigate to Admin > Scores > Calibration groups.
Step 2: Select the calibration group you would like to add participants to.
Step 3: Click Group settings.
Step 4: Under Manage participants, select the employees you would like to participate during the calibration session.
Specify participant access settings
Admins can specify the visibility calibration group participants will have to their group's reviewee review packets.
Step 1: Under Specify access settings, select whether participants can access current or past packets during the calibration session.
Customize the calibration table
Admins can customize what the calibration table will look like for the calibration group session participants.
Step 1: Under Customize table, toggle whether participants can view the group's reviewees Pre-calibrated and Calibrated scores.
Step 2: Customize the table further by selecting the custom attributes that should appear within the table for participants and clicking Add selected.
Please note: If selected, admin-only attribute visibility will be overridden to allow non-admin participants to view during calibration.
Step 3: Click Save.