Clone, edit, or delete a calibration session

Calibrations help HR leaders and managers make more fair, objective, and transparent assessments of performance and talent decisions. As you create calibration sessions for a review cycle, you can clone an existing session to copy and modify its settings, rather than creating a new session from scratch. You also have the option to edit or delete created sessions.

In this article, you will learn...

• How to clone, edit, or delete a calibration session

Clone, edit, or delete a calibration session

1. Click on Review in the left-hand navigation.
   
2. Click on the name of the active review cycle you want to create a calibration session in.
   
3. Open the "Calibrations" tab using the top navigation.
   

4. Follow the steps below to either clone, edit, or delete a calibration session:

   Clone a calibration session

   Cloning a session is helpful when you want to copy and modify the settings of an existing calibration session, rather than creating a new session from scratch.

   • Click ... to the right of the calibration session and select "Clone calibration session" from the dropdown menu.
     
   • The "Create calibration session" wizard will open with the settings of the session you cloned auto-populated. Make any desired changes, then click Create session. 
   • A real-time participant counter appears alongside the audience selection, showing exactly how many people will be included in the session based on the current configuration
     
   • The "View participants" button opens a searchable drawer showing all participants with their names and titles, making it easy to verify the session audience before creating
     
   • When selecting groups or individuals for a session, options are organized by type (e.g., "By People", "By Teams"), making it faster to find the right selection in large organizations
     

   Edit a calibration session

   • Click ... to the right of the calibration session and select "Edit calibration session" from the dropdown menu.
     
   • The "Create calibration session" wizard will open, where you'll see the option to edit Session name, Review sections, Contributors, and Participants. Make any desired changes, then click Save session.
     

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   Note

   Review sections, Contributors, and Participants can only be edited before an answer has been calibrated in a session. If you need to make changes to these settings after an answer has been calibrated, please delete this session and create a new one.

   Delete a calibration session

   Deleting a calibration session means that it will no longer be visible and no edits from the session will be reflected in manager reviews. This action cannot be undone.

   • Click on the name of the calibration session you want to delete.
     
   • Click ... in the top, right-hand corner of the page and select "Delete session" from the dropdown menu.
     
   • A warning box will appear. If you agree with the listed implications, click Delete session.