Calibration in reviews

When using performance ratings for employees, it's important to apply consistent standards across the organization. A common practice to achieve this is to calibrate and adjust ratings based on conversations between different managers and HR. Small Improvements gives you a few ways to handle this process. 

Restricting the review sharing dates

Normally managers can decide when they want to share their assessment with their employees, and the entire review has a single deadline. 

With Calibration enabled, there are 3 separate deadlines for the reviewer:

  • Reviewers can edit rating until: the last day a reviewer can change the employee's overall rating. This allows HR Admins to review the ratings across the cycle and make adjustments where necessary
  • Deadline for reviewers to write: the last day a reviewer can edit the rest of the review. This includes the free text and other qualitative questions that require more thought and effort to complete.
  • Reviewers can share from: The first day a reviewer can share their reviews. If this is after the deadline to write, HR Admins can review the content of the entire review before it is shared with the employee.

Turn on Calibrarion in your review cycle timeline: 

Bulk updates of reviewer ratings

Next, an admin can easily export, change, and import ratings, allowing for maximum flexibility in your calibration process.

Click the Admin menu in your review cycle to find the "Import Reviewer Ratings" option.


You'll see a pop-up menu. Drag your import file to upload. The file you import has to include the columns "Reviewer LoginID" (users' email addresses) and "Overall Reviewer Rating" (new ratings).

Review the information on the confirmation screen before clicking the "Change Ratings" button. The confirmation screen tells you how many ratings will change, how many will remain the same, and whether there are any issues with the imported ratings. Confirm twice to complete the import.

Template

To bulk update ratings, you can import an Excel or CSV file from a previous Review Cycle export or use one of the following templates:

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