2723567 - Exclude Rating Types for Employee Profile Data Source - Calibration

How to exclude other ratings source and pulls the ratings from the source (PM, Live Profile or Calibration) in the Calibration Session?

SAP SuccessFactors Calibration

Overview

If the data source of a Calibration Template is EP (Employee Profile) then there can be Rating types like Performance, Potential, Overall Competency, Overall Objective. The Rating Sources can be Performance Management, 360 Reviews, Live Profile, and Calibration. As of now the latest rating present during the Calibration template period is chosen during session activation. However now it is possible to choose which Rating Sources should be considered during session activation.

Why is it important?

There was no way to choose the Rating Source and so many customers employed the round about way of importing the required ratings in the EP live profile. However, this manual inefficient workaround will be no longer required now.

Prerequisites and Configurations

Data source = EP (Employee Profile) in Calibration Templates.

The configuration can be found at Admin Center > Manage Calibration Settings > Global Settings > Exclude Rating Source from Employee Profile Data

In the Manage Calibration Settings, these options were added to exclude the rating source from the EP Data. 
In this example, all other options are selected to exclude the data. So only the data from live profile will appear in the session.

After saving the settings, when a new session is created, we can see the source rating information.

In this example, the rating source included in the calibration session is 'Live Profile'. So the rating from the live profile will only be pulled in the session.

SuccessFactors, Calibration, Rating Source, Exclude Rating Types for Employee Profile, Calibration, latest rating, EP Data, rating, ratings, source , KBA , LOD-SF-CAL-ADM , Admin Tools, Permissions, Settings , How To

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