Print this page Getting Started With Calibration

Knowledge Article Number 000198706
Description Getting Started With Calibration

With Calibration, you can easily visualize and change performance summary cycle data. It is designed for managers, executives, and human resources business partners to review overall performance in their teams or organizations.

You can quickly and easily identify high and low performers, and depending on your user permissions, you can make adjustments to individual performance ratings directly in the calibration report.

Note: Many Calibration features require answers to be shared up the management hierarchy tree. The “Manager Groups” permission must be enabled to share this information. For more information about manager visibility, see the Manager Group Visibility guide.



1.1 View Rations Across a Performance Cycle

Quickly visualize the distribution of ratings in multiple choice questions for a performance summary cycle.

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You can also view individual performance summaries by clicking on the “View” column. The link will open a new tab with the full performance summary.

1.2 Change Ratings

Make edits to ratings inline without leaving the Calibration tab. The fields that are editable are the multiple choice questions answered by a user’s manager (not peer, self, or skip-level summaries).

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A user might try to change a rating in calibration and get the following error. This may occur for the following reasons :

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  • The person who is assigned the performance summary has not saved the draft at least once.

  • The person trying to save the change has only read access to this particular piece of feedback and not edit access.

  • The performance summary is finalized and shared with the user and thus, answers are no longer editable.

1.3 Filter, Sort, and Customize Content

Filter and sort content to slice and dice data for visualization and calibration.

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Many organizations have custom objects stored as fields in the User object, such as level or pay grade. These custom fields can be displayed in Calibration so that users can filter and sort by custom fields that are meaningful to the organization. However, custom fields can’t be edited in Calibration.

To save any of the filters, you can do this in the underlying Calibration report.  Filtering on the Calibration view is used for ad-hoc views in a Calibration and cannot override the filters in the supporting report.

1.4 Export Calibration Data

The Calibration view can’t be exported, but you can export the underlying report. For more information about exporting calibration report details, see the Salesforce help.


1. Enable permissions/profiles to view Calibration and edit performance ratings (see Required User Permissions below).
2. Set up calibration reports. A calibration report is a Salesforce report with data from a performance summary cycle. This report must have specific grouping and column information and be categorized as a “ Calibration” report.

  • The simplest way to do this is to download the Calibration Reports Package.

  • You can also define your own calibration report (see below)

3. Create and deploy a performance summary cycle.

4. Edit the Calibration report and enter the performance summary cycle name.

Note: If filtering by performance summary cycle name, the name must be unique. Otherwise, filter by another unique attribute such as the cycle ID.

5. After performance summaries have been submitted by individual managers, click on the Calibration tab and load the Calibration report to visualize and change performance summary ratings.

The following user permissions are required for Calibration:

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To give someone access to Calibration, the following things must be done:

  • “Calibration” org preference enabled

  • “Calibration” user permissions enabled on the specific user

    • In Professional Edition, all users have access to Calibration. The Calibration tab is hidden by default and can be enabled on a per user basis. However, the feature is not available for the following profiles: Contract Manager, Marketing User, Read Only, and Solution Manager.

  • In the app (tab set view), add the “Calibration” tab to the tab set.

    • In order to view the Calibration graphs, there needs to be at least one Calibration Report built. Otherwise you will see an error message.

 Please see the Admin Guide for further instructions about setting up proper permissions.


1. Click the Calibration tab.
2. Select a report from the drop-down list.

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Note: Rather than define your own calibration report, it is often easier to download a sample calibration report with the Calibration Reports Package.

For a report to surface on the Calibration drop-down, it needs to meet specific criteria. Once it meets this criteria, it will automatically appear in the Calibration drop-down.

  • The report must be a “ Calibration” report type

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  • The report must be in a “Summary Format.”

    • The columns that need to be grouped are “Question Name” first and “Feedback” second.

  • The following columns need to be on the report in the following order: WorkPerformanceCycle.Id, WorkFeedbackRequest.Id, WorkFeedback.Id, WorkFeedbackRequest.Subject.Id, First Name, Last Name

  • The report needs to be filtered to view only one performance summary cycle.



If the report is saved to a public folder, anyone with permission to view this folder will see this report as an option in Calibration.  However, each user will only see records they have visibility into. If the report is saved to “My Personal Custom Reports” only you will see the Calibration report.



  • A maximum of 30,000 user-question rows is supported. An error message will be displayed if there are more than 30,000 rows. We recommend that larger organizations keep this in mind while creating performance summary cycles.

    • For example, an organization with 5000 users should not have more than 6 multiple choice questions in each performance summary.

  • Internet Explorer 8 is not supported.

  • Filtering and loading is supported via reporting only. This means that it’s not possible to select a specific manager and load their organization unless the criteria is specified as a column on the user object (such as cost center or organization owner).

  • Columns and filtering specified in the report also apply in Calibration, but the sort order in reports will not apply in Calibration.

  • Only a single performance cycle can be loaded at a time.

  • Exporting to CSV is supported via reports only.

  • Auditing of rating changes is not supported. Thus, auditing on answer changes for calibration is not currently available.


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