What’s New in Calibration?
As of April 9, 2021, SAP has released their documentation for the H1 2021 release. You can view the full set of documentation in the What’s New Viewer here. As a reminder, preview release will be April 16 and production will be released May 21st. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. For tips on how to manage a release, check out our blog here.
For your convenience, we’ve summarized the highlights of the 7 new universal features for 2021 Calibration along with the an admin opt-in. Let’s start with the universal features.
Distribution Range and Group of Ratings in Guidelines
When defining your Calibration template and Performance was selected as the data source on the Data tab, previously an individual percentage could be set for each rating with one rating in a guideline.
It is now possible to create a distribution range for ratings including a group of ratings in a guideline.
In addition to an individual rating, a group of ratings can be used when creating a guideline. As an added bonus, more operators besides “=” can be used:
- is between
This allows you to set a distribution range for ratings and also include a group of ratings in a guideline with different operators.
Group Ratings and Distribution Ranges in Bin View
Here is a feature that works with the new distribution ranges and groups of ratings in guidelines. When a guideline includes an individual rating with a distribution range, in Bin View, you can see the number of subjects in a range that can be added or removed from the bin to meet the guidelines. A warning message will display above the bins if a guideline includes a group of ratings.
You may modify the total number of subjects for groups of ratings to meet the guidelines. You may also adjust the number of subjects displayed as a range within a bin.
Dashboard and Executive Review Bar Charts
Working in tandem with the new distribution range and groups of ratings that can be configured in guidelines, there is a new UI for bar charts for the Dashboard view and the Executive Review view. The bar charts identify actual distribution for each rating from the rating scale. Blue and orange bars are used to identify the distribution that matches or does not match the guideline.
Hover over the chart to see target vs. actual distribution if any of these conditions are met:
- A rating appears more than once in multiple guidelines.
- Not all ratings are configured in all guidelines.
- There is more than one rating in a guideline.
- There is more than “equal” configured in a guideline.
When none of these conditions are met, the bar charts will still display the actual distribution and the guideline.
Filters in Manage Calibration Settings
Within Manage Calibration Settings, the “Search Results Fields” tab has been relabeled as “Search and Filter Fields”.
On this tab, the existing columns has been relabeled:
- “Include Field” is now “Include Search Results Fields”
- “Make Default” is now “Default Search Results Fields”
There is a new column, “Filter Fields”, applies to all views of a calibration session and allows you to identify the default filters.
There are also new filter fields: Name, First Name, Middle Name, Last Name, Title, Username, Email, Gender, Level, and Status.
Manager Created Calibration Sessions
It is now easier for a manager to create his team calibration session. Previously a manager could identify the template, session name and number of reporting levels when creating the session. Now the manager has more options. Session co-facilitators may be chosen, the default co-facilitators changed and the direct reports may also be participants rather than just subjects. The default co-facilitators option will only appear if the admin opt-in on Manage Calibration Settings is used. It will be explained in the admin opt-in section at the end of this blog.
Deep Links to Performance Management
Within a calibration session view, it is now possible to use a deep link to view a performance form:
Also to use a deep link to edit a performance form:
Appending the deep link to the application server address will go to a Performance Management form in calibration views as well.
My Jobs Downloads
Previously Calibration reports could be downloaded from the Scheduled Reports page in Classic View. Reports may now be downloaded from My Jobs page within Report Center. This eliminates the need to switch to Classic View prior to downloading.
A report with multiple files can be downloaded in a compressed .zip file or downloaded individually.
There is one admin opt-in for Calibration which we touched upon when looking at manager created calibration sessions.
Specify Default Facilitators for Manager-Initiated Calibration Sessions
A manager initiated calibration session can now have default facilitators. To set this up, a user who has access to Manage Calibration Settings would go to the Global tab and use the setting: Choose one or more users as default facilitators for a new manager calibration session to identify active users to default as facilitators.
This can be useful to specify an HR manager to act as a co-facilitator in order to access a manager initiated session.
When creating a session, the New Session dialog window will display the default facilitators but can be edited by the manager.
We have now reviewed what is coming soon for Calibration.