Normalization and Acknowledgement - Zoho People
During an appraisal cycle, ratings assigned by appraisers (managers) can be centrally normalized based on the rating distribution configured for the appraisal cycle. This helps eliminate rating bias and ensure consistent evaluations across teams.
To configure the appraisal with normalization process, refer to Create Appraisal Cycle With Normalization.
Who can Normalize Ratings?
Appraisers and administrators can normalize the appraisal ratings.
How to Normalize Ratings (Administrators)
Normalization can be performed only after all appraisers have submitted ratings for all their appraisees and only during the normalization period configured for the appraisal cycle.
If you are an administrator:
- Navigate to Operations > Performance > Appraisal > Normalization.
- Select the Appraisal cycle.
- Normalization can be done in two ways:
- Administrators can normalize the ratings and send the revised ratings to the respective appraisers for acknowledgment.
- Administrators can request appraisers to normalize ratings according to the rating guidelines.
Normalize Ratings and Request Acknowledgement from Appraisers
- From the Normalization tab, admin can select the required appraisal cycle and click on view graph to view the rating deviation and ideal rating distribution as per normalization guideline.
- Admin can click on the appraiser to view their appraisal review sheet.
- Admin can change the final rating of each appraisees to meet the normalization rating distribution.
- Admin can either directly Mark as acknowledged or Send for acknowledgement to send the updated rating information to the appraiser for review.
Acknowledge Normalization
Appraisers can acknowledge the normalized ratings
To acknowledge the normalization:
To acknowledge the normalization:
- Appraisers must go to Performance (left side tab) > Appraisal > Appraisee View > Open Review.
- Click on Normalization Acknowledgement.
- Review the proposed rating, and click Accept or Cancel.
- Admin can view the Acknowledgement Accepted form the Operations > Performance > Appraisal > Normalization tab.
Request Appraisers to Normalize
Alternatively, instead of revising the ratings themselves, administrators can request the respective appraisers to normalize the ratings for their appraisees.
To request appraisers to normalize:
From the normalization tab, select the Appraisers and click Request Normalization.
Administrators also have the option to cancel the normalization request and perform the normalization themselves at any time.
How to Normalize the Ratings (Appraisers)
Once the administrators have requested appraisers to normalize:
- Appraisers can normalize the rating from Performance (left side tab) > Appraisal > Appraisee View > Open Review.
- Click on the Normalization.
- In the normalization window, do the rating changes as per normalization guideline. Click on View Graph to view the ideal and actual rating distribution.
- Once the rating is finalized, click Save and Submit the normalized rating.
- Administrators can navigate to Operations > Performance > Appraisal > Normalization tab, review the rating submissions and mark the normalization as acknowledged.
Lock or Unlock Reviews
Administrators can lock the reviewed ratings using the Lock Review option to mark them as final and publish them during the review publishing period.
Go to Operations > Performance > Appraisal > Normalization, select the appraisers, and click Lock Review.
The ratings of selected appraiser's appraisees will be locked and cannot be modified.
Administrators can also Unlock Review to do the rating changes during the normalization window.