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Run: Performance Calibration Session Form

Document calibration discussions, rating rationale, and final decisions for employee performance reviews in one place. Use it to align managers, flag outlier...

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Employee Review Summary

Employee Name (required)

Employee being calibrated.

Employee ID

Internal employee identifier.

Manager Name (required)

Direct manager submitting the review.

Review Period (required)

Performance cycle being calibrated, such as FY2025 or Q4 2025.

Pre-Calibration Rating (required)

Rating assigned before calibration discussion.

Rating Rationale and Evidence

Goal Performance Summary (required)

Summarize progress against SMART goals, including measurable outcomes and missed or achieved milestones.

Competency Evidence (required)

Provide behavioral examples tied to role competencies. Avoid trait-based language; focus on actions and outcomes.

Rating Rationale (required)

Explain why the proposed rating is appropriate based on evidence, not general impressions.

Supporting Documents

Reference relevant artifacts such as project results, customer feedback, or goal-tracking notes.

Calibration Discussion

Outlier Status (required)

Indicate whether the rating differs materially from comparable employees.

Peer Comparison Notes (required)

Describe how the employee compares to similarly scoped roles using evidence and calibration criteria.

Bias Mitigation Checks (required)

Select the checks completed to reduce bias and improve rating consistency.

Calibration Discussion Notes (required)

Summarize key discussion points, questions raised, and any agreed changes.

Final Decision and Follow-Up

Final Calibrated Rating (required)

Final rating after calibration review.

Decision Rationale (required)

Explain why the final rating was selected and how calibration input influenced the decision.

Follow-Up Actions (required)

Document actions, owners, timelines, and success criteria for communication or development follow-up.

Communication Owner (required)

Person responsible for communicating the final decision to the employee.

Approvals and Sign-Off

HR Approval (required)

HR approval of the calibration outcome.

Manager Acknowledgement (required)

Manager acknowledgement of the final calibrated decision.

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