<Customer>Calibration Kickoff

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Business Executionin the Cloud

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What is “Calibration”?

•Calibration is the process by which managers compare and potentially adjust the Performance Ratings of their respective staff members to ensure sufficient differentiation in employee performance levels across the enterprise

•Calibration is a fundamental component for “Focal” processes

•Calibration requires managers to be knowledgeable about their employee contributions and use them as the basis for their proposed performance ratings, while remaining open-minded to the views and inputs of others

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SuccessFactors Calibration

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Transform calibration into a simple & streamlined process

•Calibrate ratings and payacross the organization•View, compare and adjust all ratings and pay

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PM form Ratings

Overall performance, Goals, Competency, and Potential ratings can be calibrated

Compensation

Compa Ratio and Range Penetration

A combination of the above types can be included in a given Calibration session

Types of Calibration

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Calibration – Bin View

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• Calibrate any rating from SF• Drag-Drop support• Edit the source form (for eg: PM Form)

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Calibration - Grid View

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• Easily view any two data elements from SF• Drag-Drop support• Edit the source forms (for eg: PM or Comp Form)

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Calibration: Compensation Grid

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Organization View

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• Validations performed in real-time• Notify Participants who need to take action• Force-Route Forms

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Managers CompleteTheir work

Calibration Module

Calibration Session Activated; Data Request Made

Forms in the right routemap step are Locked

Forms in the right routemap step are Locked

Data available to the Calibration Module

Data available to the source forms(Performance and Potential Ratings,

Compensation)

Forms Moved to the Feedback

Step

Forms Moved to the Feedback

Step

CalibrationComplete

Calibration Data Flow: Behind the Scenes

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Roles/Responsibilities

Owners: Decision makers Typically 2nd line managers or above

Facilitators: Setup the sessions; Complete editing permissions Typically HR Coordinators or anyone with a Calibration Admin role

Participants Typically 1st line managers who are responsible for employee evaluations Read-only access to the solution

Subjects Their contributions, ratings, and compensation are discussed in the Calibration

session No access to the solution

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Configuration Decisions

•Employee can only be selected for one calibration session?

•Role based permission or administrative domain permission?

•At what step in PM workflow will calibration occur?

•Who is the step owner – EH?

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Manage Calibration Templates

•Templates created by System Administrator to make creating Calibration sessions easy & avoid repetitive work

•Calibration Template configures:-

• Basic Info – name, review period

• Data Source:

– PM Ratings• Overall Goal, Competency, Performance, Potential• Allow multiple PM templates

– Compensation• Compa Ratio or Range Penetration

• View

– Bin View – one dimension of data– Bin View – combination of 2 types of rating/ratio data to calibrate

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Data Sources

•Performance only? or

•Compensation & Performance?

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Ratings

•Select ratings• Overall Rating?• Compa Ratio?

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Distribution Guideline

•Set distribution guideline• Not Achieved• Generally Achieved• Achieved All• Exceed• Outstanding

•Grid View:-• Axes labels – X= Y=• Cell labels

Questions?