Use calibration views

Every calibration includes People, Table, and Insights for different parts of the process. Grid appears when the calibration has at least two eligible current-question, stat, or supplemental-data axes. Participants can move between available views without losing comments or proposed changes.

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People view

Use People to review one employee’s complete packet at a time. The reviewee list stays on the left, and the selected packet appears beside it. Depending on the cycle, a packet can include Manager, Self, Peer, Upward, and Supplemental Data tabs. Proposed changes and comments apply to visible manager-review questions; the other tabs provide supporting context. People view is best for:

• Reviewing the evidence behind a rating
• Moving through the roster packet by packet
• Commenting on a specific question or passage
• Changing a supported structured answer as a facilitator
• Preparing for a detailed discussion about one person

Open comments appear with the relevant reviewee so participants can quickly find unresolved discussions. Example: A manager selected Exceeds expectations, but the committee wants to understand the supporting evidence. Open the reviewee in People view, read the written answers and other packet context, then comment or propose a new rating.

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Grid view

Use Grid to compare the calibration group across two dimensions. Axes can come from current manager-review questions, past-cycle questions, connected stats, or supplemental data. A traditional 9-box uses three options on each axis; a five-option rating scale creates a 25-box grid. Grid view is best for:

• Comparing two ratings, such as performance and potential
• Comparing one rating with a stat
• Adding past review or supplemental context to a comparison
• Seeing clusters and outliers
• Reviewing how the distribution changes during calibration
• Running a live, screen-shared calibration

Choose a horizontal and vertical axis, swap their orientation when helpful, and switch between the initial and current views to compare original and proposed answers. Facilitators can move a reviewee along an editable current-question axis. Past-cycle questions, stats, and supplemental data are read-only, so a reviewee stays fixed along those axes. Committee members have a view-only grid.

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Table view

Use Table for a compact, sortable list of reviewees. Add supported current or past review questions, stats, and supplemental data as columns to compare more information without opening every packet. Table view is best for:

• Scanning a large calibration roster
• Sorting by manager or supported answer columns
• Filtering by manager, employee attributes, or review lock state
• Comparing several review answers, stats, and supplemental fields at once
• Commenting or changing supported answers inline

Use the column picker to keep the table focused on the information your committee needs. Click a reviewee when you need the full packet and discussion. Example: Before a session, filter Table to one department or manager, then add Overall performance, a past-cycle rating, and Quota attainment as columns to prepare the review order.

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Time live reviews with the stopwatch

Use the shared stopwatch to set a time limit for each review during a live calibration. Every participant sees the same countdown and can control it. Starting a new duration restarts the shared stopwatch. The timer does not lock the packet or force the committee to move on.

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Insights view

Use Insights to understand the calibration’s overall effect. It summarizes the session and compares rating distributions before and after proposed changes. Insights includes high-level measures such as:

• Number of reviewees
• Number of ratings changed
• Average rating shift
• Number of comments and contributors
• Before-and-after distributions for each rating question

Insights makes rating shifts easy to spot. Use the before-and-after distributions to identify decisions the committee may want to revisit before submission. Use the filters in Insights to examine a meaningful group, such as one department, level, manager, or location. You can also add a visual target to column charts and graphs. See target distributions in Insights for the supported presets.

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Search and filter the roster

Grid and Table support search and filters so the committee can focus on a relevant comparison group. For example, filter to one level, department, manager, location, or lock state before reviewing a distribution. Keep the comparison meaningful. Comparing people in unrelated roles can create a misleading impression even when the grid or table is technically correct.

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Review Discussion and History

The side panel keeps collaboration available from every view:

• Discussion groups proposed answer changes and comment threads so participants can follow unresolved decisions.
• History records calibration activity, including roster, settings, comment, and rating-change events.

Use History to understand what changed during the session. Reviewees cannot see this activity.

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FAQs