Skip to main content

Create and Assign a Tag to a Reviewee During Calibration

Dianmarie
  • Updated

Often in calibration, reviewees may fall between groups or need particular attention. Adding a tag to these reviewees allows calibration participants to sort and filter by these tags during the calibration process. 

Some common tags include: 

  • High performer
  • Follow up
  • Promotion
  • Retention risk

Before you start

Only admins can create and assign tags for reviewees. Admins can customize the visibility each calibration group has into tags within each group's settings. Learn more in Select and Manage Calibration Group Participants. 

Assign a tag

Performance org chart reviews

  1. Within the review cycle, navigate to Calibrate Ratings > Calibrate groups.
  2. Navigate to the reviewee using one of the following options:
    • Click View all employees for a list of all reviewees
    • Click into the calibration group and enter the Table View
    • Click into the calibration group and enter the Box View
  3. Hover over the reviewee name and click on the Tag icon > Add tags. 
  4. [Optional] To bulk assign tags, check multiple reviewees and select Assign tags.
  5. Select tag

Add a tag from the reviewee context panel

If you want to add a tag to an individual reviewee, you can do so from the reviewee context panel within the table. 

  1. Click on a reviewee's name to open the context panel. 
  2. Click Add tags. 

Once a tag has been added, you will see the assigned tags under the Tags column within the calibration table.

Talent reviews

  1. Within the talent review, navigate to the reviewee using one of the following options:
    • Click View all employees for a list of all reviewees
    • Click into the calibration group and enter the Table View
    • Click into the calibration group and enter the Box View
  2. Hover over the reviewee name and click on the Tag icon > Add tags. 
  3. [Optional] To bulk assign tags, check multiple reviewees and select Assign tags.
  4. Select tag

Filter by reviewee tag

Once tags have been assigned, you will have the opportunity to filter based on tags to drill down your data. For example, you may want to view all reviewees that need following up before ending calibration.

Within the filter bar, select the filter icon > Tag > select one or more tags.

Next, learn how to add notes to each reviewee during calibration.

Related articles