Transition from Project Pinnacle to Human Resources<br />UltiPro Performance Management:<br />
Development to Date<br />Drafted a new LECG core competency model and behavioral indicator framework<br />Designed a singl...
Outstanding Questions/Considerations<br />Resource responsible for initiating/batching the annual reviews<br />Best practi...
UPM Annual review process flow<br /><ul><li>UPM Annual Review</li></ul>UPM Administrator Batches the Annual Review to Supe...
UPM engagement review process flow<br /><ul><li>UPM Engagement Review</li></ul>UPM Administrator Batches the Review to the...
Alternative engagement review process<br /><ul><li>Electronic Signatures
Vast Applicability
UPM Document Library
Option:  Typed Name as Electronic Signature
Process Flow:</li></ul>Evaluator completes and electronically signs the engagement review<br />The employee acknowledges a...
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UPM Transition Presentation

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This is a transition presentation. The Project Pinnacle team transferring ownership of UltiPro Performance Management to the LECG Human Resource and Talent Development departments.

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UPM Transition Presentation

  1. 1. Transition from Project Pinnacle to Human Resources<br />UltiPro Performance Management:<br />
  2. 2. Development to Date<br />Drafted a new LECG core competency model and behavioral indicator framework<br />Designed a single annual review process, timeline and on-line review tool<br />Built the proposed competency model in UltiPro Performance Management (UPM)<br />Created training materials for the Competency Model and UPM functionality <br />Led the 2010 Annual Review Pilot Group<br />Built a UPM Engagement Review<br />
  3. 3. Outstanding Questions/Considerations<br />Resource responsible for initiating/batching the annual reviews<br />Best practice for leveraging the manager review and self review during the annual review meeting<br />Identification of who should generally perform the following roles in the annual review process:<br />Reviewer<br />Contributor<br />Approver<br />Best Practice UPM Engagement Review Process Flow<br />Incorporating Technical Career Track into UPM<br />
  4. 4. UPM Annual review process flow<br /><ul><li>UPM Annual Review</li></ul>UPM Administrator Batches the Annual Review to Supervisors and related Employees<br />Employees and Managers are notified<br />Employee Completes the Review<br />Manager Completes the Review<br />The Employee and the Manager Meet to Discuss Review Details<br />The Employee Acknowledges the Review<br />
  5. 5. UPM engagement review process flow<br /><ul><li>UPM Engagement Review</li></ul>UPM Administrator Batches the Review to the Employee’s UltiPro Supervisor<br />The Supervisor signs into UltiPro and Delegates the Engagement Review to the Appropriate Engagement Manager<br />The Employee will complete the Engagement Review<br />The Engagement Manager will Complete the Review<br />The Employee and the Manager will Meet to Discuss Review Details<br />The Employee will Acknowledge the Review<br />
  6. 6. Alternative engagement review process<br /><ul><li>Electronic Signatures
  7. 7. Vast Applicability
  8. 8. UPM Document Library
  9. 9. Option: Typed Name as Electronic Signature
  10. 10. Process Flow:</li></ul>Evaluator completes and electronically signs the engagement review<br />The employee acknowledges and electronically signs the engagement review<br />The Engagement Managing Director approves the Engagement Review by electronically signing the document sending it to HR for records<br />
  11. 11. Key Objectives & Status<br />
  12. 12. Features Recommended/Review<br />Objectives<br />Attachments<br />Approvers<br />Contributors<br />Save<br />Rating Scales & Competencies<br />
  13. 13. 2011 Roadmap<br />Finalize Competency Framework for the 2011 Annual Review Process<br />Pilot the LECG UPM Engagement Review<br />Finalize process flow and approach<br />Distribute UPM Annual Review Company-wide in Q3<br />
  14. 14. Roadmap Considerations<br />Conduct an Office and Engagement Manager survey to prescribe the most convenient format and process for the Engagement Review<br />Revise the UPM Annual Review form based on feedback from the pilot group, as needed<br />Continue to update the 2010 PMP Work Plan<br />Go-live of all UltiPro Reviews will need change management and SOP<br />

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