Skip to main content

Monitor the calibration inquiry

Quick answer

  • In D365, open the calibration inquiry to see every review submitted for calibration in one list.
  • A blank calibrated rating means the employee has not been calibrated yet.
  • The release flags show whether ratings have been released to the manager and on to the employee.

When managers submit end-of-year reviews for calibration, each record lands in the calibration inquiry. It is the central list HR uses to see how many records are waiting, what ratings they came in with, and how far along each one is in the release process.

This form reports on calibration — the calibration itself is done from the HR view in ESS.

  1. Open the calibration inquiry

    In D365, open the calibration inquiry under Human Resources ▸ Performance ▸ Calibration inquiry.

    The calibration inquiry in D365 listing records submitted for calibration

  2. Filter to the performance year

    Filter by performance year. Years accumulate as you use the system, so filtering keeps the list to the cycle you are working on.

  3. Read the columns

    Each line is one review submitted for calibration:

    ColumnWhat it tells you
    Review IDThe review the record came from
    Employee IDThe employee being calibrated
    Final employee ratingThe rating the manager gave at the point of submission
    Calibrated ratingThe rating after calibration — blank until the employee has been calibrated
    ManagerThe manager who submitted the review
    Released to managerWhether HR has released the calibrated ratings back to the manager
    Released to direct reportsWhether the manager has published the ratings to their employees
  4. Identify who still needs calibrating

    A blank calibrated rating means that employee has not been calibrated yet. Filtering on blanks gives you the outstanding list.

    Calibration inquiry records showing blank calibrated ratings against uncalibrated employees

HR carries out calibration in ESS, HR view, where ratings are shown against the expected curve and can be adjusted — see Calibrate performance ratings in the ESS guide.