Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and...

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Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651- 5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2015 The Johns Hopkins University. All rights reserved.

Transcript of Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and...

Page 1: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 1

FastFactsFeature Presentation

November 18, 2015

To dial in, use this phone number and participant code…

Phone number: 888-651-5908 Participant code: 182500

To participate via VoIP…

You must have a sound card

You must have headphones or computer speakers

© 2015 The Johns Hopkins University. All rights reserved.

Page 2: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 2

Today’s TopicWe’ll be taking a look at…

The Evaluation Support Role (formerly 2nd Manager) in

SuccessFactors

Page 3: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 3

Today’s PresenterDavid LevyHR Decision Support Manager

Place picture of Presenter Name here

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Slide 4

Session Segments

PresentationDave will address the SuccessFactors Evaluation Support role.During Dave’s presentation, your phone will be muted.

Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Dave will answer as many of your SuccessFactors Evaluation Support questions as time allows.

Page 5: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 5

Contact Us

If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected]

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Slide 6

Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

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Slide 7

How To View Full Screen

Click Here

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Slide 8

SuccessFactors Evaluation Support Role

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Slide 9

Agenda

Overview of Evaluation Support roleHow to assign the Evaluation Support roleViewing the Evaluation Support roleManaging goals for Evaluation SupportCompleting performance evaluations with the Evaluation Support role

Page 10: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 10

Overview of the Evaluation Support Role

What is the Evaluation Support role? The Evaluation Support role (formerly known as 2nd Manager) is a custom SuccessFactors role that was created as a tool available to managers who have 25, 50, or even more direct reports. This role is intended to alleviate the stress of completing a large number of performance evaluations during the time limitations of our new common review period.

Page 11: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 11

Overview of the Evaluation Support Role (cont.)

What is the Evaluation Support role? The Evaluation Support role allows managers to identify an alternate to manage myPerformance for one or more employees. These individuals are responsible for completing the Mid-Year and Annual evaluations in SuccessFactors; they also have the ability to manage those employees’ goals. The direct manager has ongoing access to the goals during the full year, and is responsible for the final sign-off of the performance evaluation.

Page 12: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 12

Overview of the Evaluation Support Role (cont.)Requirements:

The individual identified as the Evaluation Support person must be an acknowledged Team Lead or above.

Example: Nursing NCIIM or aboveAn employee can only have one Evaluation Support person assigned.The Evaluation Support person can be assigned to multiple employees.

BEFORE AFTER

Page 13: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 13

How to Assign Evaluation Support

Currently, departments can assign Evaluation Support by submitting a request in Excel format to the SuccessFactors system administration team by emailing [email protected]. The spreadsheet must list the position number of the person in the Evaluation Support role and the position number of the employee(s) they will be supporting. No other information is required.

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Slide 14

How to Assign Evaluation Support (cont.)

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Slide 15

How to Assign Evaluation Support (cont.)

In the future, this will be handled through a transaction in SAP. Once that functionality is fully implemented, more details will be made available.

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Slide 16

FY16 Deadlines for Evaluation Support Assignments

For Employees Hired/Promoted/Transferred PRIOR to Nov. 1, 20151. An Evaluation Support request is due no later than November

16, 2015.

2. Employees hired/promoted/transferred prior to November 1 will receive their performance forms on December 1, 2015. All employees will receive the standard performance form – with the direct manager responsible for all review steps – except those who have had an Evaluation Support person assigned prior to November 16, 2015.

3. Employees who have had an Evaluation Support person assigned prior to the deadline will instead receive an Evaluation Support form, which will route to the Evaluation Support person for the Mid-year and Annual Review steps.

Page 17: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 17

FY16 Deadlines for Evaluation Support Assignments

For Employees Hired/Promoted/Transferred on or AFTER Nov. 1, 20151. An Evaluation Support request is due no later than March 15,

2016.

2. Employees hired/promoted/transferred on or after November 1 will receive their performance forms on April 4, 2016. All employees will receive the standard performance form – with the direct manager responsible for all review steps – except those who have had an Evaluation Support person assigned prior to March 15, 2016.

3. Employees who have had an Evaluation Support person assigned prior to the deadline will instead receive an Evaluation Support form, which will route to the Evaluation Support person for the Mid-year and Annual Review steps.

Page 18: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 18

Viewing the Evaluation Support Role

Direct Manager View As the direct manager, you can view which employees have an

Evaluation Support person assigned to them. This is done using the Organizational Chart.

Once in the Org Chart, employees who have an Evaluation Support person assigned to them will have the link below their names.

You can click this link to view the Evaluation Support person assigned.

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Slide 19

Viewing the Evaluation Support Role (cont.)

Direct Manager View (cont.)You can also click on the individual in the Evaluation Support role to view a list of employees they are responsible for.

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Slide 20

Viewing the Evaluation Support Role (cont.)

Evaluation Support (2nd Manager) ViewIndividuals in the Evaluation Support role can view their

reports in their “My Team” tile on their homepage and from their Organization Chart.

Page 21: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 21

Viewing the Evaluation Support Role (cont.)

Employee View Individual employees can view the Evaluation Support

person assigned to them from their Organization Chart by clicking the link.

Page 22: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 22

Managing Goals for Evaluation Support

Individuals in the Evaluation Support role have the ability to manage goals for the employees who report to them. This is done by going to your goal plan and clicking the downwards arrow next to your name.

The employees will be listed under Matrix Reports. For step-by-step instruction on entering goals as a manager, see the “Establishing Goals for Managers” quick reference guide.

 

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Slide 23

Managing Goals for Evaluation Support (cont.)

 

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Slide 24

Completing Performance Evaluations for Evaluation Support

The standard performance evaluation form in SuccessFactors routes to the employee’s direct manager for the Assessment stages of the review. When using Evaluation Support, the performance evaluation form will route to the person identified in the Evaluation Support role for the assessment steps.

Page 25: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 25

Completing Performance Evaluations for Evaluation Support

 

Standard Evaluation Form

Evaluation Form Using Evaluation Support

The images below are taken directly from performance forms in SuccessFactors. They depict how each form routes throughout the performance evaluation process.

Page 26: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 26

Evaluation Support

LIVE DEMO

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Slide 27

Conclusion

Evaluation Support is an effective way for managers with a large number of employees reporting to them to distribute the reviews to accommodate a common review date.

The Evaluation Support role allows an employee in a Team Lead or above position to manage another employee’s performance management process in place of the manager.

The deadline for assigning an Evaluation Support person for any employee who started before November 1, 2015 was November 16, 2015. However, the Evaluation Support person for an employee can be updated as often as needed.

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Slide 28

We’re going to open the phone lines now!

There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.

We’ll be answering questions in the order that we receive them.

We’ll also be answering the questions that were emailed to us during the presentation.

If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

Page 29: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 29

Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]

Page 30: Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 30

Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!


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Slide 1 FastFacts Feature Presentation November 17, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 1 FastFacts Feature Presentation November 17, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

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Slide 1 FastFacts Feature Presentation September 18, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

Slide 1 FastFacts Feature Presentation September 18, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

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Slide 1 FastFacts Feature Presentation January 21, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

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Slide 1 FastFacts Feature Presentation January 22, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

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Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.