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Calibration: How to Manage the Team Dashboard During Cycles

This article describes how to use Confirm for calibration

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Written by Allison Norman
Updated yesterday

Once your managers have given their ratings, the process of aligning expectations across departments, normalizing ratings, and (if necessary) adjusting them begins: Calibration!

In Confirm, Calibration is its own phase of the performance cycle. If toggled on in the cycle’s settings in Cycle administration, the cycle will have a Calibration phase:

During the dates it is active, a column in the Surveys & performance dashboard called “Calibration” will appear, which flags ratings that meet the Needs attention criteria and ratings that have been Calibrated:

Use this Team Dashboard view during Calibration to support Calibration conversations and make adjustments to final ratings as necessary. Note that once the Calibration phase ends, it will no longer be possible to edit final ratings.

How does Confirm decide whether a rating needs attention?

We offer both default settings and customizable settings for your organization that define the criteria that will lead to a rating being flagged by the system. These rules are not visible in the UI, but here is a brief description of both:

Default Calibration Rules

By default, Confirm will flag a rating as needing attention that has:

  • Dropped or increased 2 or more rating levels since the last cycle

  • Positive rating with less than 1 year of tenure in the organization

  • Positive rating after a role transfer

  • Positive rating after a promotion

  • Positive rating and received a heads-up

  • Negative rating and received 2 or more gold stars

  • Negative ratings across 2 or more cycles

Custom Calibration Rules

If the rules above do not match your internal calibration process and criteria well, please let your Customer Success Manager know! We can adjust defaults as well as define new custom rules for your organization according to your needs.

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