2070779 - Restrict Moderation Role Access by Target Population - Calibration

How to limit who can see what data during a calibration session?

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SAP SuccessFactors Calibration

Calibration offers flexibility for companies to enable target population permission restrictions in calibration sessions by both calibration template and for each calibration role individually. For companies with a culture that limits who can see what data during a calibration session, this set of configuration options offers flexibility in controlling this.

This is a valuable feature to make sure the right person is seeing the right data and applies to:

• All Calibration roles
• Per template [and Executive Review feature]

Note: you do not have to have RBP configured for your instance. Calibration has a mini version of RBP built in so that all clients, even those without full RBP can enable and use the following capabilities.

This is available from Admin > Calibration > Manage Calibration Templates > Advanced > Restrict Moderation Role Access by Target Population.

Then select the roles that your permissions will apply to.

When the session is launched, individuals will only see what they have permission for in their target population.

If you your instance has RBP, this is controled by the option "Detailed Calibration Permission" and the target population of the role. With this option enabled, the user will be able to see only the Calibration session subjects that are included in the target population of the permission role. If this option is disabled, the user will not be able to see anyone in the session.

As you can see below, different roles have a different level of domain access to different user data within the same calibration sessions.

Calibration by Role Based Permission

• You do not need to have full RBP to be able to use this functionality. Think of this as mini-RBP for calibration.
• Built to allow more flexibility in defining role based permissions specifically for Calibration for customers who cannot afford or are not ready to completely move all permissions to RBP.
• Not as flexible as full RBP but has more than legacy permission model (not compatible with default calibration permissions or Platform RBP).
• Capability: You can define by these targets: My team, Matrix Reports, HR Reports, Custom Reports, Include Self
• Admin Session Creation: System looks at this setting to control who you can select for Owner/Participant and Subjects when creating sessions.
• Roles: Looks at template flag then looks at permissions defined, and shows data accordingly

SuccessFactors, SF, Calibration, Restrict, Moderation, Role, Access, Target, Population, Participant, Subject, Owner, Facilitator, Co-facilitator, Executive Reviewer, Role Based Permission, RBP, Manage Moderation Templates, Advanced, Settings , KBA , LOD-SF-CAL-ADM , Admin Tools, Permissions, Settings , How To

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