SAP SuccessFactors Calibration for Performance

Read about the most important technical considerations for implementing SAP SuccessFactors Calibration in your company’s performance processes.

1. Introduction to SAP SuccessFactors Calibration

SAP SuccessFactors Calibration makes it easy to objectively compare teams and find, reward, and develop your true top performers.

Calibration can be a step in a Performance Management Review or a Compensation Review. Still, it can also calibrate Employee Profile data or Talent Flag data related to Succession. Accordingly, this blog post will focus on Performance Calibration.

SAP SuccessFactors Calibration data source

2. Technical Considerations for Performance Calibration

In the following, I will address the most relevant technical considerations you have to consider before implementing calibration in your SuccessFactors performance processes.

2.1. Performance Form Ratings

Performance forms must have manual ratings configured as to be able to modify the ratings during the calibration session. However, system-calculated ratings on a performance form cannot be calibrated.

The sections allowing manual rating include:

  • Summary section
  • Objective/Competency Summary section
  • Performance/Potential section
  • Customized Weighted Rating section

2.2. Calibration Route Map

Calibration takes place when all employee performance forms are in the same route map step with the rating of record completed. We’d recommend having a route step specifically for Calibration to eliminate confusion about when performance form ratings will be calibrated.

In the following screenshots you can see the setup for the HR Review step for calibration:

SAP SuccessFactors Calibration route map
SAP SuccessFactors Calibration route map

Important: The step to calibrate ratings must be a single role or a collaborative route step.

2.3. Calibration Template

The specifications for calibration sessions in an organization are configured in the calibration template to create a “shell” that collects data needed to calibrate ratings.

Also, calibration sessions need to extract ratings from the performance forms correctly. Therefore, the review period dates configured in the calibration template must match those set for the performance form.

SAP SuccessFactors Calibration template configuration

3. SAP SuccessFactors Calibration Implementation

Do you require support setting up or implementing Calibration?
Don’t hesitate to contact us!

Also, if you want to read more content like this, please have a look at our other similar blog posts here.

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