Steps: Set Up Calibration

Make sure there's an employee assigned to every role on all organizations participating in calibration, such as:

Managers as calibration participants.

HR Partners as calibration facilitators.

HR Administrators as calibration controllers.

You can set up calibration to enable managers, HR partners, and talent administrators to evaluate your workers' performance and assess their growth potential within your organization. You can launch a calibration event by supervisory or custom organization.

(Optional) Determine if your calibration event is large enough that you need to work with the Workday Production Readiness team.

See Workday Community: Production Readiness: Large Volume Events Best Practices for guidelines about opening a Production Readiness case.

Set Up Assignable Roles.

Create assignable roles for:

Managers who use the

Calibrate Team

task in their

My Tasks

to calibrate their team members.

HR Partners who use the

Facilitate Calibration

task to calibrate workers.

Talent Administrators who use the

Manage Calibration

task to oversee the entire calibration process and complete the final calibration submission.

(Optional) Create Role-Based Security Groups.

As you complete this task, create:

A security group hierarchy that is similar to your company's management chain to calibrate using a custom organization.

A role-based security group for managers so they can view employees in levels below their direct reports.

Role-based security groups for HR Partners and Talent Administrators.

(Optional) Configure Custom Organizations for Calibration.

Edit Business Process Security Policies for these business processes:

Business Process	Recommendations
Launch Calibration	Configure the initiating action on the Launch Calibration business process to include security groups that you intend to delegate any steps to. Select the Security Group that you want to act as the calibration facilitator in the View All action under the Who Can Do Actions on Entire Business Process section. Add users in the HR Administrator role to these security groups.
Worker Calibration	Add security groups to actions in the Who Can Do Actions on Entire Business Process section. Select the Security Group for the Rescind action. Add users in the HR Partner role to these security groups.

Activate Pending Security Policy Changes.

From the related actions menu of the Launch Calibration
business process, select

Business Process > Edit Definition

Add Shared Participation
as the

Type

and

Specify

the Calibration Participation Details
step. You can only have 1 shared participation step in your business process definition.

Select Configure Participation
in the

Calibration Participation Details

step.

You can create custom Launch Calibration
business process definitions for supervisory organizations and assign specific groups such as HR Administrators and HR Partners. You can create separate business process definitions for each organization type.

Select Supervisory
or Custom
from the

Organization Type to Use

prompt and specify 1 security group as the participant in the

Group

prompt. Participants in these security groups receive inbox notifications for the calibration events that they manage.

The

Group

prompt displays the role-based security groups with permission on the Worker Data: Calibration
security domain.

(Optional) Add an approval step after the Launch Calibration
initiation step to approve the process initiation before starting calibration. Assign this step to someone with access to all employees in the calibration, such as an HR Administrator.

Create Calibration nBox Reports.

Set Up Calibration nBox Reports.

(Optional) Define Calibration Program Rules.

Set Up Calibration Programs.

Select a calibration nBox report and configure the calibration program.

(Optional) Access the

Maintain Calibration Flags

task.

Define the Calibration Flags that display in the calibration list view in the

Calibrate Team

task in your

My Tasks

(Optional) Set up an activity stream to support calibration.

Access the

Edit Tenant Setup - System

task and select the Activity Stream for Calibration
option in the

Activity Stream Settings

field. This setting enables calibration participants to enter and view comments on the worker for in-progress calibration events in the activity stream. Workday recommends that if you enable activity streams in calibration, you instruct managers to frequently refresh their Workday

My Tasks

See Steps: Enable Activity Stream.

Users in this security group receive the

Calibrate Team

tasks in their

My Tasks

to calibrate workers in their organization when you launch the calibration. Managers who manage multiple organizations receive:

1 instance of the

Calibrate Team

task, if the organizations have a hierarchical relationship where 1 is the parent and the other is subordinate.

Individual instances of the

Calibrate Team