1. <Customer> Calibration Kickoff
<PSC>
<Date>

2. Business Execution in the Cloud

3. 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

4. SuccessFactors Calibration
Transform calibration into a simple & streamlined process
Calibrate ratings and pay across the organization
View, compare and adjust all ratings and pay

5. Types of Calibration
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 5

6. Calibration – Bin View Calibrate any rating from SF Drag-Drop support
Edit the source form (for eg: PM Form)

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

8. Calibration: Compensation Grid

9. Organization View Validations performed in real-time
Notify Participants who need to take action
Force-Route Forms

10. Calibration Data Flow: Behind the Scenes
Data available to the source forms
(Performance and Potential Ratings, Compensation)
Forms Moved to the Feedback Step
Forms in the right routemap step are Locked
Managers Complete
Their work
Calibration Module
Calibration
Complete
Data available to the Calibration Module
Calibration Session Activated;
Data Request Made 10

11. 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

12. 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?

13. 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

14. Data Sources
Performance only? or
Compensation & Performance?

15. Ratings
Select ratings
Overall Rating?
Compa Ratio?

16. Distribution Guideline
Set distribution guideline
Not Achieved
Generally Achieved
Achieved All
Exceed
Outstanding
Grid View:-
Axes labels – X= Y=
Cell labels

17. Questions?