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Administrator Guide
Last Updated: 2023-06-23
Create Calibration nBox Reports

Create Calibration nBox Reports

Security:
  • Custom Report Creation
     domain in the System functional area.
  • Worker Data: Calibration
     domain in the Performance Enablement and Talent Pipeline functional areas.
Create the framework for talent and performance calibration by customizing these features in a calibration nBox report:
  • Rating values to calibrate.
  • Worker display options.
  • Fields for the list view.
  • Search facets to filter workers.
Facet values are based on worker attributes when calibration launches.
  1. Create or copy a calibration nBox report using the
    Indexed In Progress Worker Calibration Placements
     data source with 1 of these tasks:
    • Create Custom Report
    • Copy Custom Report
    • Copy Standard Report to Custom Report
    Workday recommends using the
    Create Custom Report
     task when building your nBox reports. You can use the same calibration nBox report for multiple calibration programs if you don't change the calibration values of the nBox report.
    Workday recommends against importing nBox reports for use in calibration.
  2. On the
    Matrix
     tab, select the calibration values and calibration nBox report layout.
    1. In the
      Row Grouping
       section, select a calibration field as a
      Group by Field
      .
      For performance calibration, you must select
      Calibration: Default Performance Axis
      .
    2. In the
      Column Grouping
       section, select another calibration field as a
      Group by Field
      .
      For performance calibration, this field typically is
      Calibration: Overall Performance Rating
      .
    3. In the
      nBox Display
       section, specify whether to display an
      Image only
       or
      Image and text
       for workers in the nBox view.
      Workday displays a:
      • Generic image for workers who don't have photos.
      • Crowd icon when a box has too many workers to display individual images.
      Each box displays up to 2,000 images.
  3. On the
    Drill Down
     tab, configure the drill-down fields to display in the calibration list view.
    Detail Data
     fields define the columns in the list view. These fields display additional information about workers. Your nBox report must include the
    Worker
     field. Other useful fields include:
    • Photo
      .
    • Organization
      .
    • Worker's Manager
      .
    • Time in Position
      .
    • Retention
      .
    • Succession Plans
      .
  4. On the
    Prompts
     tab, add:
    Field
    Default Type
    Required
    Calibration Node for nBox
    No default value
    Yes
  5. On the
    Share
     tab, select 1 of these options to share the report with calibration participants:
    • Share with all authorized users
       provides access based on the security groups defined on the
      Worker Data: Calibration
       domain.
    • Share with specific authorized groups and users
       limits access to selected
      Authorized Groups
       or
      Authorized Users
      . The groups and users should match the security groups that have permission in the Shared Participation step on the
      Launch Calibration
       business process.
  6. On the
    Advanced
     tab, configure search facets for the calibration activity.
    Facet Filters
     enable participants to navigate the target population and filter workers on criteria such as:
    • Supervisory organization.
    • Management chain.
    • Talent pool.
You can update the nBox report definition after launching calibration, so you can adjust it to improve performance as you conduct calibration. To improve the performance of the
Calibrate Team
 and
Facilitate Calibration
 tasks:
  • Define your nBox report so it only includes fields in
    Detail Data
     and necessary facets for the calibration decision process.
  • Minimize the use of calculated fields in your nBox report definition.
  • Limit the number of organization levels in the
    Restrict Organization Level View
     prompt to the fewest levels you require.
  • Configure mappings and labels with the
    Set Up nBox Report
     task.
  • To modify the calibration nBox report definition, use the
    Edit Custom Report
     task.