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2011 goal setting live demo

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Transcript

  • 1. 2011 Goal Setting System Training
    May 2011
  • 2. We have introduced three modules for our new
    Performance Management Process
    • Goal Management
    • 3. Individual Development Planning
    • 4. Year-End Performance Review
    System available on external website, VPN not needed to login
    Single sign-on not yet available but will be in time for 2011 Year-End process
    MDCO Performance Management Process
    2
  • 5. Getting Started
    You will be notified via the welcome announcement from Success Factors when you can access the system
  • 6. Hierarchy for Training Purposes
    • Alex Anderson Executive
    • 7. Walter WatsonManager
    • 8. Xenon XandruskiAssociate
  • Getting Started - Home Page
    To-Dos list centralizes all tasks to be completed. Tasks are organized by performance review process and date.
    Menu tabs list all resources available to manager and employee.
    Portlets display information on the Home tab for immediate reference to users
    Goals tab stores Goals information.
    Performance tab will contain all performance review forms.
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  • 9. Getting Started- Goals Form
    6
    The Goal Setting Form is like an online worksheet that records goals in one central place and tracks them throughout the year
    Employee Hierarchy provides an organizational view of individual and team
    goals
    With the Goal Plan you can:
    • Create and edit goals
    • 10. Cascade goals
    • 11. View modification history
    Forms can be edited by associate (self), immediate manager or HRBP
  • 12. Getting Started- Display Options
    7
    Display Options provides the ability to select which fields you want to display in the goal plan.
    With Display Options you can:
    • Select the fields to display
    • 13. Show which goals are aligned up and/or down
    • 14. Display alerts
  • Getting Started- Goal Categories
    8
    Goal Categories offer a way to assign goals to a pre-defined category.
    Goal Categories available are MDCO’s 2011 Corporate Goals
    With Goal Categories you can:
    • Better track progress of goals
    • 15. Create goals aligned to business objectives
    The individual goal will display under the appropriate
    corporate goal it aligns to
  • 16. Creating Goals with the Goal Wizard
    9
    New goals can be created with:
    • Goal Wizard button and/or
    • 17. Create a New Goal button
    With the Goal Wizard you can:
    • Access a step-by-step tool for setting SMART goals
    • 18. Leverage tips and hints to write effective goals
  • Creating Personal Goals
    10
    With the Create a New Goal button you can select:
    • Personal Goal
    • 19. Goal Library
    With the Personal Goal option you can:
    • Add a goal by filling out the required fields
    • 20. Assign goal categories
    • 21. Specify start and due dates
    • 22. Specify a metric value
    • 23. Make a goal Private or Public (goals default to Private)
  • Entering a Personal Goal
    11
    Goals can be set to public or private
    Select corporate goal in drop-down that individual goal aligns to
    Enter SMART goal
    Determine metric- how you’ll measure success
    Indicate weight of goal (percentage of 100%)
    Choose start and end dates
    Select status
    Indicate % complete
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  • 24. Creating Goals with the Goal Library
    12
    With the pre-defined goal library, goals can easily be created and made more specific.
    With the Goal Library option you can:
    • Leverage best practice goals organized by category
    • 25. Modify the goal to make it more personal or specific
  • Entering a Library Goal
    13
    Goals can be set to public or private
    Select corporate goal in drop-down that individual goal aligns to
    Edit SMART library goal with your specifics
    Verify metric is correct
    Indicate weight of goal (percentage of 100%)
    Choose start and end dates
    Select status
    Indicate % complete
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  • 26. Cascading Goals
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    With Goal Cascading goals can easily be copied to other individuals.
    With Goal Cascading you can:
    • Cascade goals from a manager to their employees and at each cascade, the manager can add specific activities they would like to cascade to their employees
    • 27. Managers can make notes in the comments text box in the cascaded goal
  • Updating Goal Status and Progress
    15
    Goals can be updated to communicate status on performance
    The status field is used to document status
    Select the “edit” icon under the Action column to update an existing goal
  • 28. System training is available throughout the month of June
    For additional support, please contact:
    Alison Brunger:
    alison.brunger@themedco.com
    973-290-6226
    Manuel Przywozny:
    manuel.przywozny@themedco.com
    +49 (0)89 2441 808 69, x5869
    Questions?
    16