ADMIN GUIDE. Calibration. Deltas in Release b1210. V 0.0 Last Modified 12/20/12

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1 ADMIN GUIDE Calibration Deltas in Release b1210 V 0.0 Last Modified 12/20/12

2 CONTRIBUTORS Annamarie Pluhar AEPerform Instructional Designer SuccessFactors, Inc. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, without the express written permission of SuccessFactors. This software is commercial computer software developed exclusively at private expense. The software and documentation are provided with RESTRICTED RIGHTS. Use, duplication or disclosure by the U.S. Government is subject to restrictions as set forth in DFARS or FAR , as applicable. Developer is SuccessFactors Inc., 1500 Fashion Island Blvd, Suite 300, San Mateo, CA "Rwiz" is a trademark of Enterprise Information Resources, Inc. The product described herein includes software developed by the Apache Software Foundation ( All other brand and product names that are mentioned herein are the trademarks or registered trademarks of their respective holders. All examples, including the names of people in the examples or screen shots are fictitious. No association with any real person (living or deceased), company (existing currently or in the past), or events should be inferred from any example whatsoever. Information in this document is subject to change without notice and does not represent a commitment on the part of SuccessFactors. SuccessFactors, Inc., an SAP Company 1500 Fashion Island Blvd, Suite 300 San Mateo, CA USA SuccessFactors, an SAP Company. Confidential. All rights reserved.

3 Table of Contents Using This Guide 1 Enhancements to Calibration in Release b Administrator Enhancements 5 Create Multiple Calibration Sessions at Once... 5 Export Calibration Session to.csv File... 8 Include Inactive Users in Sessions Launch Sessions in Batches Add Column in Bin View Warning When Updating Calibration Template User Changes 15 Launch Calibration Session from Team Overview page SuccessFactors, an SAP Company. Confidential. All rights reserved. i

4 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. ii

5 Using This Guide This guide introduces and helps customers understand the features and functions introduced with the b1210 release of SuccessFactors Calibration. The discussion includes changes to user and admin interaction with the Calibration product, including configuration changes. The guide assumes you have basic SuccessFactors Calibration experience and knowledge. Throughout the guide, you will encounter icons that call out various types of information. The following table illustrates how this guide uses icons to indicate different types of comments that support the text. Activity: Indicates an activity for you to complete that helps reinforce the information you just learned. Note: Indicates additional information that is related to the information presented. Best Practice: Indicates helpful hints and tips or other guidance that further explains the information it accompanies SuccessFactors, an SAP Company. Confidential. All rights reserved. 1

6 Notes 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 2

7 Enhancements to Calibration in Release b1210 Highlights This release introduces significant enhancements to SuccessFactors Calibration extending the core strengths and making administrator tasks easier and more efficient. Key enhancements for the administrator include: Create multiple Calibration sessions at once Export Calibration session to Microsoft Excel file Include inactive users in sessions Launch sessions in batches Add column in custom bins Display initial ratings and changed ratings in Calibration report Displays a warning when a template change impacts an active calibration form and session For user, they can now launch Calibration sessions from Team Overview page SuccessFactors, an SAP Company. Confidential. All rights reserved. 3

8 Notes 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 4

9 Administrator Enhancements Create Multiple Calibration Sessions at Once Many administrators will find that this new feature is a time saver. Prior to the b1210 release, admins could only create individual calibration sessions. In order to mass create sessions, admins must have permission. A.csv file can be downloaded to provide the data structure that SF Calibration expects in the uploaded file. Admins will create the sessions in the.csv file and then upload. Once the file is uploaded, there are two steps: Step 1, Validate the import file Step 2, Create Sessions Once the sessions are created, notification is sent SuccessFactors, an SAP Company. Confidential. All rights reserved. 5

10 Job Aid: Mass Create Calibration Sessions Step Action Visual 1 From the Home page, click the Admin User menu at the top of the screen and select Admin Tools. 2 Navigate to Administration Tools > Company Processes & Cycles > Calibration > Mass Create Calibration Sessions. 3 Download file template SuccessFactors, an SAP Company. Confidential. All rights reserved. 6

11 Step Action Visual 4 5 Open the downloaded file Populate file with session information, as required. Click Choose File. 6 Click Validate Import File. A system message appears, telling the user to check for status. 7 Click Create Sessions. A system message appears, telling the user to check for status 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 7

12 Export Calibration Session to.csv File Admins can now export a calibration session to a.csv (Excel) file. This allows them to view calibration session results on their computers and share the file with other people as necessary. Figure 1. Export Calibration Session The resulting file opens up in Excel. Figure 2. Exported Calibration Session 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 8

13 Job Aid: Export Calibration Sessions to.csv File Step Action Visual 1 From the Home page, click the Admin User menu at the top of the screen and select Admin Tools. 2 Navigate to Administration Tools > Company Processes & Cycles > Calibration > Mass Create Calibration Sessions SuccessFactors, an SAP Company. Confidential. All rights reserved. 9

14 Step Action Visual 3 Select Session. 4 Click Export SuccessFactors, an SAP Company. Confidential. All rights reserved. 10

15 Include Inactive Users in Sessions The b1210 release adds an option for admins to include inactive users in sessions. This is done in the template for calibration sessions. It is an advanced option and can be found Admin Tools > Manage Calibration Templates > [Template Name] > Advance Options. Figure 3. Include Inactive Users in Sessions Launch Sessions in Batches In the past if too many forms were routed into the Calibration process the process could time out and stall. To fix this it is possible for the administrator to set a threshold level where if the number of forms being routed is larger than the threshold, the system will send the forms asynchronously, in batches. The threshold is set in Calibration > Manage Calibration Templates > Advanced. Figure 4. Batch Processing of Forms 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 11

16 Add Column in Bin View A feature of Calibration is the Bin View where managers are able to adjust performance ratings according to parameters set in the template. In the b1210 release, there is a new option to add an additional column for either overall competency rating or overall objective rating. Note: You can show either the overall competency rating or the overall objective rating, but not both. Access this feature in Admin Tools > Calibration > Manage Calibration Templates > View > Options. Figure 5. Show Extra Column in Bin View 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 12

17 Warning When Updating Calibration Template The b1210 release now has a specific warning for administrators when a calibration template is modified. When the admin clicks Save Changes, the warning will list the specific sessions that will be impacted. Figure 6. Calibration Template Change Warning 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 13

18 Notes 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 14

19 User Changes Launch Calibration Session from Team Overview page Note: This feature is only available in PM v12 when combined with Calibration. Contact Customer Success to have your account updated. Currently, to launch a Calibration session the manager must go into the Calibration module. In release b1210, this feature allows the manager to launch directly from the Team View. Figure 7. Launch Calibration from Team View 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 15

20 Once in a Calibration session, a link allows the user to go back to the Team Overview page. Once a session is created, the Calibration button in Team Overview will bring the user back to the session. Figure 8. Return to Team View 2012 SuccessFactors, an SAP Company. Confidential. All rights reserved. 16

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