Calibrations
This feature adds a new Admin-facing tab to Performance Reviews that allows you to conduct a calibration. This tab is visible to anyone who has access to the review.
A typical calibration workflow involves meeting with various subsets of the organization, for example the "Sales Department", to compare and calibrate ratings accross managers.
We recommend that you use the table in the calibrations tab as your primary view when running your calibrations meetings. Commonly, this will be screenshared in a video call or shared on a common display during the calibration meeting.
We recommend that the admin who is running the calibration to set up the table before the meeting. Add any needed data to the sheet by adding or removing and applying filtered views for each calibration meeting.
The data that is displayed is a mix of ChartHop fields and data from forms submitted as part of this Review. Unlike the data sheet, this view will pull data from the review in that has not yet been released, allowing you to run a calibration before you release the ratings and reviews.
Only people who have had a form completed about them as part of this review will be displayed in this list. If you do not see a person listed, than double check that you see a response about them in the Form responses sheet. If their review form has not been submitted then it will not be on the list.
Default Data Columns
- Person
- Title
- Department
- Comp band
- All single select, multi-select or numeric scale questions or fields from the forms used in a Review.
- For example, if there is a "Self Rating" question from a self review form and a "Manager Review" question from a downward review form both of those will automatically be added with a column for each of those.
- If there is an instance, like a peer review, where multiple people fill out the same form and questions about one person, like a "Peer Rating" then all of the values will appear in the same cell.
- Any smart calculations or smart bucket fields that utilize fields that we updated as part of the review will utilize the new data from the review.
Additional Data Columns
- Any additional fields from ChartHop can be added such as Manager, Tenure or Last Promotion Date.
Use the filter to create the correct subset of data for each view or meeting.
You can save the view by bookmarking it in your browser or copying the URL. The filter is stored within the URL (ex. /calibration?filter=department%3A"Sales") so whenever you visit that bookmark the filter will be automatically applied.
We recommend creating all of your bookmarks or links before you meeting. Then you can simply click to load the view.
In the future, we will support the ability to save the views within ChartHop.
During your calibration meeting, as and admin you should pull up the previously bookmarked view that aligns to the people in that meeting and share your screen.
As you discuss, you may way to drill down to look at the specific responses that were submittted as part of the review. In order to do this, you can clikc on the "expand" icon within a person's row.
The responses will also show if they have been approved or released. If you have access you can also approve or release directly from this view.
One of the primary tasks during a calibration is the updating of a rating. In order to do this, you will need to click the "expand" icon then find the form where the rating was set.
Edit the form and update the rating or any other realted data.
Note that any edits to a form will display that the form was edited by the person. If you are sensistive to this display, then please have the original submitter make the change.
