The document describes the features and functionality of the TrueMBO performance management software. It allows administrators to set up templates and eligibility criteria. Managers can create, assign, and score team objectives. They can also view individual participant details and metrics. Participants can access and request changes to their assigned objectives. The software facilitates objective setting, performance reviews, and pay for performance compensation through an integrated workflow that is configurable by administrators.

1. TrueMBO Click Through Demo
ADMIN
MANAGER
PARTICIPANT
Setup
Manage, templates, de
create and fine eligibility
score team’s View and
and
objectives approve my
configure
objectives
workflow
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2009 Callidus Software Inc. – – Proprietary Confidential 1

2. Manager – Log in to Self Service to Manage
Team Objectives
Review and publish team
objectives
Evaluate performance
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

3. Manager – Enters Team View
Evaluate team
performance and high level
view of pay for
performance / leverage
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

4. Manager – Access Participant Detail to See
Assigned Objectives
Review Individual metrics
for each participant,
assign/change weighting
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

5. Manager – Create New Objectives and
Assign Goals
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2009 Callidus Software Inc. – – Proprietary Confidential

6. Participant– Access Detail to See Assigned
Objectives
Participant can request
change or accept the
objectives
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

7. Plan Administrator - Set up Templates and
Eligibility
Key Takeaways
Define Objective Template • Set up MBO Templates
• Set up Eligibility
• Set up Bonus Eligibility
and criteria
• Objectives are effective
dated
Define eligibility
formula
Define Bonus
Criteria
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

8. Plan Administrator - Associate eligible
participants to the Program
Key Takeaways
• Assign participants based on
Eligibility
• Robust eligibility definition
Associate objectives to
eligible participants
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

9. Administrator - Set up and Group
Objectives, Distribute to Team
Key Takeaways
• Administrator can specify
multiple measures for an
objective
• Or hand off objective setting
to the manager for a
distributed approach
• All the measures must add
Associate various measures to an up to 100%
objective .
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

10. Administrator View – Configure Workflow
Key Takeaways
• Administrator can specify
Integrated Flexible
approval process
Workflow • Administrator can define due
dates for each task.
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

11. Manager’s Report – Direct Reports Bonus
payout
Direct Reports
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential

12. Manger’s Report – Performance by
Objectives
© © 2005 Callidus Software Inc. Proprietary & & Confidential
2009 Callidus Software Inc. – – Proprietary Confidential