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Supplemental data is employee data that you add to a review cycle separately from review answers. Examples include job level, time in role, previous ratings, and sales results. Calibration participants can use this data to compare employees and understand their reviews. Each cycle has its own fields and employee values. Data added to one cycle does not appear in another cycle.

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Before you start

You must be a cycle admin to add or change supplemental data. Use an API key that belongs to an admin of the cycle.
Add supplemental data through the Windmill API. There is no upload form or CSV import in the Windmill Dashboard.
Prepare the fields you need and the values for each employee. For example, define a Job level field and give each employee a value such as L3 or L4.

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Add fields and employee values

1

Define the fields

Use the API to set the complete list of supplemental fields for the cycle. Give each field a label and a type. Save the field IDs returned by the API.
2

Add employee values

Use the API to send values for each employee. Identify each employee by their primary email address or Windmill employee ID. Use the field IDs from the first step to identify each value.
3

Check the data

Read the fields and values back through the API. Check that the employees, field types, and values are correct. Then open a calibration that includes those employees to check the available data.
The Supplemental cycle data API reference contains the endpoints, request formats, and examples.

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Supported field types

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Use the data in calibration

Supplemental data is read-only in calibration. A cycle admin must use the API to change it.

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Grid and table

In the calibration axis picker, select a field from Supplemental data. A field appears only when a reviewee in the calibration has a value for it. Grid compares two different dimensions. For example, compare a manager rating with job level. Supplemental values cannot be changed in the grid. You can also add supplemental fields as table columns. You can sort these columns, except for multi-select fields. See Review and compare for the available views.

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Reviewee packets

The calibration packet’s Supplemental Data tab shows the fields and the reviewee’s values. A missing value appears as No response provided. This is the packet inside calibration. Supplemental data is not included in the review results shared with employees.

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Pre-read report

Windy uses available supplemental values in the calibration pre-read report. If you change the fields or values, the report becomes out of date. A facilitator can select Regenerate to update it. See Pre-read for instructions to update and send the report.

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Access and visibility

A cycle admin must be added to a calibration separately to open its details. See Calibration roles and access.

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Updating data mid-cycle

Cycle admins can update supplemental data after calibration starts. Check the complete request before you send it:
  • Field updates replace the field list. Include every field you want to keep. If you omit a field, the API removes that field and archives its values.
  • Keep existing field IDs. Use an existing field’s ID to update it. A label change keeps the values. Changes to the type, options, or limits archive values that the new field definition does not accept.
  • Value updates replace each listed employee’s data. Include every value you want to keep for that employee. If you omit a value, the API archives it.
  • Other employees keep their values. An update does not change values for employees omitted from the request.
  • Update the pre-read report. Ask a facilitator to regenerate the report after the data changes.

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FAQs

There is no CSV import for supplemental data. Use the API reference to prepare and send fields and employee values.
Check that at least one reviewee in the calibration has a value for the field. Also check that a later update did not omit the field or the employee’s value.
No. Supplemental values are read-only in calibration. A cycle admin must update them through the API.