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Add and Manage Calibration Notes

Dianmarie
  • Updated

Calibration notes allow you to document reasoning for calibration decisions and recording critical information during the calibration session of a review cycle. Calibration often involves multiple people interacting with lots of moving parts. The ability to leave notes when making a change or follow-up will allow your calibration session to ensure a fair process by maintaining Lattice as your source of truth.

This article covers the following topics:

Add a note to a reviewee

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 Comment  icon > Create new note. 
  4. Enter the text and click Done.

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 Comment  icon > Create new note. 
  3. Enter the text and click Done.

View a reviewee's note

Once notes have been added to a reviewee, you will be able to view any notes within the same context panel if given visibility. 

  1. Navigate to a reviewee within the calibration table.
  2. Select the note icon within the table to open the reviewee's context panel and view the calibration participant's or admin's note. 

Visibility and managing permissions for notes

Admins can specify the calibration participants' access to notes for their assigned group. The available options are: 

  • Only admins can view and edit notes
  • Notes are visible to all system admins (org chart only)
  • Group participants can view notes
  • Group participants can view, create, and edit notes (org chart only)
  • Group participants can view and edit notes (talent review only)

Note: Reviewees will not have visibility to calibration notes or tags associated with them.

For more information on calibration participants and their role during a session, see Select and Manage Calibration Group Participants.

Next, learn how tagging can help organize your calibration process.

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