SuccessFactors Admin: Calibration

Transcription

1 SuccessFactors Admin: Calibration Admin Guide v12 (One Admin)

2 For SuccessFactors b1204 v12 (OneAdmin) Last Modified 7/15/ SuccessFactors, an SAP Company. All rights reserved. Execution is the Difference All brand and product names are trademarks or registered trademarks of their respective holders. Printed in the USA SuccessFactors Global Headquarters 1500 Fashion Island Blvd. Suite 300 San Mateo, CA USA Information in this document is subject to change without notice and does not represent a commitment on the part of SuccessFactors, an SAP Company. The software described in this document is furnished under a license agreement. The software may be used only in accordance with the terms of the agreement. No part of this training may be reproduced or transmitted in any form or by any means, electronic or mechanical, without the express written permission of SuccessFactors, an SAP Company.

3 Table of Contents Course Introduction... 5 Calibration Admin Tasks... 5 Objectives... 6 Course Structure... 7 Target Audience... 7 Training Environment... 8 Using this Guide... 9 Additional Resources Module 1: Managing Calibration Templates Objectives Lesson 1: Introduction to Calibration Templates Objectives Calibration Template Main Concepts Creating a New Template Conclusion Exercise Lesson 2: Selecting Data Objectives Calibration Data Main Concepts Performance Compensation Employee Profile Talent Flag Others 23 Conclusion Exercise Success Factors Calibration - i SuccessFactors, Inc.

4 Lesson 3: Designing Views Objectives Calibration View Main Concepts Selecting Calibration elements Options Creating Views Selecting Labels and Colors Conclusion Exercise Lesson 4: Adding Advanced Options Objectives Advanced Options Main Concepts Selecting General Options Selecting List Options Conclusion Exercise Module 2: Managing Calibration Sessions Objectives Lesson 1: Creating the Session Objectives Calibration Session Main Concepts Key Information Conclusion Exercise Lesson 2: Selecting People Objectives Selecting People Main Concepts Understanding the People Interface Conclusion Exercise Success Factors Calibration - ii SuccessFactors, Inc.

5 Lesson 3: Validating and Activating the Session Objectives Validating the Session Main Concepts Validation Failure Conclusion Exercise Module 3: Other Calibration Functions Objectives Lesson 1: Managing Calibration Permissions Objectives Calibration Permissions Main Concepts Conclusion Exercise Lesson 2: Managing Calibration Settings Objectives Calibration Settings Main Concepts Calibration Session Permissions Conclusion Lesson 3: Cloning Calibration Templates and Sessions Objectives Calibration Cloning Main Concepts Cloning Calibration Sessions Conclusion Course Summary Success Factors Calibration - iii SuccessFactors, Inc.

6 Job Aid Reference List Job Aid: Creating a New Calibration Template Job Aid: Select Data Sources for the Calibration Template Job Aid: Select Views for the Calibration Template Job Aid: Select Advanced Options for the Calibration Template Job Aid: Creating a New Calibration Session Job Aid: Use Advance Filter Function to Select People Job Aid: Use Org Chart Function to Select People Job Aid: Validate Calibration Session Job Aid: Provide Calibration Permission to An Individual Job Aid: Manage Calibration Settings Job Aid: Cloning a New Calibration Template Job Aid: Cloning a New Calibration Session Success Factors Calibration SuccessFactors, Inc.

7 Course Introduction Through discussion, demonstration, and hands-on computer exercises this course uses the concepts and terminology associated with SuccessFactors Calibration Admin functionality, and helps you develop a working knowledge of this module for use in implementing your calibration management strategy. You will gain basic skills in how to use the SuccessFactors Calibration Admin functionality. In this course you will create and modify calibration templates, sessions and permissions using the step-by-step, hands-on exercises. CALIBRATION ADMIN TASKS Generally, calibration is part of a performance review process or part of a talent review process. How calibration is used depends on your organization. Before administrators can configure calibration settings in OneAdmin they must know the organization s strategy and process for using Calibration. For example: When calibration is part of the performance review process, will there be a single calibration session by department? Or will there be several levels (roll up) such as department, organization, and company? Answers to these questions allow the administrator to set up the calibration templates appropriately. Calibration is the process organizations use to compare and potentially adjust ratings of their team to ensure Success Factors Calibration SuccessFactors, Inc.

8 performance levels are standardized across the organization. It is a system where employees are compared with one another so that there is an assurance that one supervisor s A isn t another supervisor s C. The calibration process provides an opportunity for managers to learn to use the same language and share an understanding of the competencies and expectations of employee behavior. Using performance calibration, managers can discuss how to apply similar standards for all employees. The Calibration Admin Module supports the calibration function by providing the appropriate people with the right data according to decisions made in your organization about how calibration is to be conducted. OBJECTIVES Upon completion of this course, you will be able to: Create a new calibration template Manage calibration templates Provide and revoke permissions to write and read calibration forms. Manage calibration settings Success Factors Calibration SuccessFactors, Inc.

9 COURSE STRUCTURE The Calibration Course is divided into Modules and Lessons. Module 1: Managing Calibration Templates Lesson 1: Introduction to Calibration Templates Lesson 2: Selecting Data Lesson 3: Designing Views Lesson 4: Adding Advanced Options Module 2: Managing Calibration Sessions Lesson 1: Creating the Session Lesson 2: Selecting People Lesson 3: Validating and Activating the Session Module 3: Other Calibration Functions Lesson 1: Managing Calibration Permissions Lesson 2: Managing Calibration Settings Lesson 3: Cloning Calibration Templates and Sessions TARGET AUDIENCE SuccessFactors administrators (admins) responsible for: Managing Calibration templates Managing Calibration sessions Modifying Calibration permissions Modify visibility of Calibration module Success Factors Calibration SuccessFactors, Inc.

10 TRAINING ENVIRONMENT The SuccessFactors system is highly configurable. During this training, you will be working in a representative environment. It may not match your own SuccessFactors configuration at your company. To expand the browser window in Internet Explorer or Mozilla Firefox, use the F11 key. Success Factors Calibration SuccessFactors, Inc.

11 USING THIS GUIDE This Admin guide is designed to be used virtually or in a classroom in conjunction with an instructor. The guide provides general information that will be elaborated upon by the instructor. For additional information, refer to the online help and job aids. Throughout the guide, you encounter icons that call out various types of information. The following table illustrates how this guide uses icons to indicate different types of comments, activities, labs, etc. that support the text. Icon Definition 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. Exercise: Indicates a hands-on computer lab. Follow the step-by-step process outlined to perform specific tasks in the system. Warning: Warns against particular actions, or that a particular condition might indicate a problem. Success Factors Calibration SuccessFactors, Inc.

12 ADDITIONAL RESOURCES There are a number of additional resources that can provide you more information about SuccessFactors Calibration. These resources include: SuccessFactors, an SAP Company. website: Online system help Task-specific job aids SuccessFactors, an SAP Company. monthly newsletter Success Factors Customer Community: go to the link for the Welcome Kit For more information about other courses and registration, contact Success Academy at training@successfactors.com. Success Factors Calibration SuccessFactors, Inc.

13 Module 1: Managing Calibration Templates Module 1 introduces the first steps necessary to employing your company s calibration model including how to create a new calibration template, selecting data to calibrate, designing the review template, and configuring other advanced settings. This module contains four lessons. Lesson 1: Introduction to Calibration Templates Lesson 2: Selecting Data Lesson 3: Designing Views Lesson 4: Adding Advanced Options OBJECTIVES Upon completion of this module, you will be able to: Create a new calibration template Select employee data to calibrate Design the calibration template view Select advanced options to include in the calibration template Success Factors Calibration SuccessFactors, Inc.

14 Lesson 1: Introduction to Calibration Templates The goal for this lesson is to provide detailed information about initiating or cloning a calibration template in SuccessFactors OneAdmin. OBJECTIVES Upon completion of this lesson, you will be able to: Initiate the creation of a new template Name the template Define the date range of the template CALIBRATION TEMPLATE MAIN CONCEPTS This lesson focuses on the Calibration template. Typically in a company only one person, a Super Administrator will have the responsibility for creating the template for calibration sessions. The calibration template defines: the type of data used in the calibration session, and how the calibration session looks on the computer. There are also several miscellaneous options. Success Factors Calibration SuccessFactors, Inc.

15 CREATING A NEW TEMPLATE Calibration is a step in the Performance Management/Review and/or Talent Review process(s). It is a tool for HR Business Partners/Reps, managers, and organizations to review and ensure equitable ratings across teams, units, and the organization. Your organization s strategy and process for using Calibration determines whether you create one template or several templates. Administrators should know the specifications for calibration sessions in their organization before initiating the creation of a template. Two steps are included in this lesson: naming the calibration template and setting the time period of the data to be used. Naming the Template Use a name that is easily understood. For instance, Compensation Calibration 2011 or Calibration Performance and Compensation Make it easy for other users of the template to recognize the purpose of the template from the name. Setting the Date Range The date range you set for the template controls the data that is pulled into the calibration sessions. Success Factors Calibration SuccessFactors, Inc.

16 Figure 1.Basic Information for Calibration Templates Job Aid: Creating a New Calibration Template 1 From the Home page, click the Welcome, Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools > Company Processes & Cycles >Calibration. 3 Select Manage Calibration Templates. Success Factors Calibration SuccessFactors, Inc.

17 4 Click Create New. 5 Type in Template Name. 6 Enter Review Period. 7 Click Save. END Success Factors Calibration SuccessFactors, Inc.

18 CONCLUSION In Lesson 1, you were introduced to the first steps in creating a calibration template. You should now be able to: Initiate the creation of a new template Name the template Define the date range of the template EXERCISE As a super administrator you have the following task: Create a new calibration template. Name the session [Today s Date]_Calibration_[Your Initials] Using the information from this lesson and SuccessFactors online help, perform the task. Success Factors Calibration SuccessFactors, Inc.

19 Notes Success Factors Calibration SuccessFactors, Inc.

20 Lesson 2: Selecting Data The goal for this lesson is to provide information about selecting the data for the calibration template. OBJECTIVES Upon completion of this lesson, you will be able to: Select the data sources for the elements to be calibrated Define distribution guidelines CALIBRATION DATA MAIN CONCEPTS This lesson focuses on the second step necessary to build the calibration template. This step determines what data will be used in each calibration session. There are many options for displaying compensation, performance, and talent data as well as options for allowing access to other information about employees contained in the database. Performance This section includes the evaluation of performance, goals, potential, or other elements defined by your organization. Compensation This section allows for the calibration of employee compensation ratios. Success Factors Calibration SuccessFactors, Inc.

21 Employee Profile This section allows access to and modification of the subjects employee profile for talent review and succession calibration. Talent Flag This section allows for calibration sessions that account for talent. Others This section offers the option to make additional data available during calibration sessions. This is for reference only. The data is not included in the calibration sessions. Figure 2: Possible Data Sources for a Calibration Template PERFORMANCE The Performance option allows admins to select the form template that contains the performance data. Selection of the routing step at which the data can be used ensures that Success Factors Calibration SuccessFactors, Inc.

22 the data is pulled into a calibration session only when it is ready. Admins may select one or more of the following elements depending on your organization s specifications: Calculated Overall Objective Rating, Calculated Overall Competency Rating and Overall Form Rating. Selecting all three allows the comparison of objective scores to competency scores. Note: It is highly recommended that your route map for Performance Management should have a calibration step in it. The Calibration step needs to be an editable non-iterative, noncollaborative step. Figure 3: Elements for Performance Calibration Once the element is selected, the distribution guideline can be set. This sets the bell curve of the calibration. For example in a five-point scale: 5%, 20%, 50%, 20% and 5%. Success Factors Calibration SuccessFactors, Inc.

23 Figure 4: Distribution Guidelines for Performance Calibrations COMPENSATION The Admin selects the compensation template to be used and the routing step. During compensation calibration managers typically review salary versus performance to ensure that salary increases are being distributed fairly. Figure 5: Distribution Guidelines for Performance Calibrations Once the compensation template to be calibrated is selected, further options are displayed. The Admin selects the ratio type to be used and the number of range groups for the display. This is a decision made when selecting specifications. Success Factors Calibration SuccessFactors, Inc.

24 Figure 6: Distribution Ratios for Performance Calibrations Figure 7: Distribution Guidelines for Performance Calibrations EMPLOYEE PROFILE Specific employee profile information can be a part of the calibration session. Figure 8: Employee Profile Options for Calibration Template Success Factors Calibration SuccessFactors, Inc.

25 TALENT FLAG The employee s Talent Flag can be included for a calibration session. Two options are available: Risk of Loss and Impact of Loss. Figure 9: Talent Flag Options for Calibration Template OTHERS Additional information that would help a facilitator during a calibration session can be made available for use during the calibration sessions. Allow access to Development allows access to an individual s Development Plan. Allow access to Learning Activity allows access to an individual s Learning page. Show Succession status icons from the Succession Matrix Report allows access to succession status. Display Quick Cards allows access to the Quick Card data. Success Factors Calibration SuccessFactors, Inc.

26 Figure 10: Other Options for Calibration Template Success Factors Calibration SuccessFactors, Inc.

27 Job Aid: Select Data Sources for the Calibration Template (Continues from previous lesson) 1 Click Data. 3 Select a Template from drop down list. 4 Select the Routing Step from dropdown list. Note: Only routing steps that are non-iterative, noncollaborative, and editable display. Success Factors Calibration SuccessFactors, Inc.

28 5 Select element(s) for calibration. 6 Type in Distribution Guidelines. 7 Select Compensation. Select a compensation plan from the Template dropdown list. 7 Select a routing step from the At which routing step can the data be used? dropdown list. Success Factors Calibration SuccessFactors, Inc.

29 8 Select a ratio from drop down list. 9 Select Number of range groups: from drop down list. 10 Type in distribution percentages. 11 Select Employee Profile. 12 Select rating(s) as desired. (Complete decimal ratings, if your organization uses them.) Success Factors Calibration SuccessFactors, Inc.

30 13 Select Talent Flag. 14 Select Risk of Loss and/or Impact of Loss, as desired. 15 Select Others. 16 Select Allow access to Development, Allow access to Learning Activity, Show Succession status icons from the Succession Matrix module and/or Display QuickCards, as desired. 17 Click on Save. END Success Factors Calibration SuccessFactors, Inc.

31 CONCLUSION In Lesson 2, you were introduced to the data options for the Calibration template. Calibration can be conducted on Performance, Compensation, Talent Flags and other optional data as desired. In addition, access to read and modify employee data is an option. You should now be able to: Select the data sources for the elements to be calibrated Define distribution guidelines EXERCISE As a super administrator you have the following task: Select a performance management data source for your calibration template. (Do not select Compensation) Using the template you started in Lesson One, add data sources it, using the information from this lesson and SuccessFactors online help. Success Factors Calibration SuccessFactors, Inc.

32 Notes Success Factors Calibration SuccessFactors, Inc.

33 Lesson 3: Designing Views The goal for this lesson is to provide information about designing views for the calibration template. OBJECTIVES Upon completion of this lesson, you will be able to: Create a calibration view Select calibration elements Name the view Enable drag and drop Select and modify labels and colors CALIBRATION VIEW MAIN CONCEPTS This lesson focuses on how the calibration information will display on the computer screen to the participants of the calibration session. The View tab offers a range of options. The admin may modify and create matrices that plot two dimensions of calibration data. The admin can name matrix labels and select the background color of each cell in the matrix. There is an option to determine the language of the view and to enable drag and drop. Any number of Calibration Views can be created. Success Factors Calibration SuccessFactors, Inc.

34 Figure 11: Sample Calibration Matrix SELECTING CALIBRATION ELEMENTS Every data element selected in the Data section is available for one or more views. OPTIONS Show calculated rating in addition to manual ratings The Show calculated rating in addition to manual ratings can be selected depending on the configuration and your organization s specifications. It will be greyed out if there is no calculated performance rating in the Performance form. Enable Drag and Drop When Drag and Drop is enabled, the session facilitator can move a participant to a different category during the Success Factors Calibration SuccessFactors, Inc.

35 calibration session. One feature of the calibration session is the ability to change the performance rating of an individual during the session. Note: The Drag and Drop function is not available when the performance review form automatically calculates the Overall Form Rating in the Summary Section. In this case, access to the original performance review data is allowed and changes can be made there. CREATING VIEWS The view is how the calibration data will display in the calibration session. OneAdmin allows the administrator to select the data to display in both the x-axis and y-axis of a matrix. If there is no y-axis data then the software produces a calibration session in the bin view only. Figure 12: Bin View The admin names the view and selects options. There is an amazing amount of flexibility in the tool. If the database has the information, it can be displayed in the calibration session. Success Factors Calibration SuccessFactors, Inc.

36 SELECTING LABELS AND COLORS The Admin may select the labels and the colors of each cell. The matrix is displayed with options for labels and color in each cell. Labels are simply typed into a box. Colors may be typed in as hexadecimal or a swatch panel opens allowing RGB, hexadecimal or selecting from a color wheel. Changes take place immediately. Job Aid: Select Views for the Calibration Template (Continues from previous lesson) 1 Click on View. 2 Select Calibration elements (Select X axis) drop down list. 3 Select Calibration element (Select X axis). Success Factors Calibration SuccessFactors, Inc.

37 4 Select Calibration element (Select Y axis). 5 Type in View Name. Select Options as desired. 7 Type into the Label the name of the cell. 8 Type in Background color in Hexadecimal code. OR Open swatch picker. Success Factors Calibration SuccessFactors, Inc.

38 9 Select Color. Note: Use color wheel, RGB values or Hexadecimal values. 10 Select Done. Success Factors Calibration SuccessFactors, Inc.

39 CONCLUSION In Lesson 3, you were introduced to the view options for the Calibration template. Admins can create views that compare specific data elements and can design how each view looks with both labels and colors. You should now be able to: Create a calibration view Select calibration elements Name the view Enable drag and drop Select and modify labels and colors EXERCISE As a super administrator you have the following task: Create two views for your calibration template. Using the template you started in lesson 1, use the data you added in Lesson 2 to create two different views. Use the information from this lesson and SuccessFactors online help. Success Factors Calibration SuccessFactors, Inc.

40 Notes Success Factors Calibration SuccessFactors, Inc.

41 Lesson 4: Adding Advanced Options The goal for this lesson is to provide information about using the advanced options for the calibration template. OBJECTIVES Upon completion of this lesson, you will be able to: Select advanced general options for the calibration template Select advanced list options for the calibration template ADVANCED OPTIONS MAIN CONCEPTS This lesson focuses on the various options available on the Advanced tab of the Manage Calibration Templates function. SELECTING GENERAL OPTIONS Each of the options listed under General provide additional functionality to the template. Automatically route forms upon session finalization When checked, forms will be routed to the next step of their route map when the session is finalized. Success Factors Calibration SuccessFactors, Inc.

42 Enable stack rank in bin view When checked, participants in the calibration session will be able to view stacked rankings. Enable Dashboard When checked, the calibration dashboard is available during calibration sessions. It is automatically created to summarize the current state of calibration. It is turned off by default. Enable Comment When checked, session participants are able to comment on a subject during a calibration session. Enable Analyzer This function turns on the ability to view subject using the stack ranker feature. (If more than 10 subjects are selected the Analyzer option is greyed out during the calibration session.) Enable auto route option When checked, OneAdmin allows the administrator to route forms to Calibration if the forms are not already at the calibration step. Manager notification with rating changes on session finalization If checked will send message to a subject s manager if a rating is changed in a calibration session. Figure 13: Advanced General Options Success Factors Calibration SuccessFactors, Inc.

43 SELECTING LIST OPTIONS Options offered for the List View are to summarize the data, summarize views and select user fields to display. The list view shows a table of all standard user fields in the data model. The admin can select one or more fields to display in List View. The additional fields below allow the session creator to pull in additional information that might be helpful. Figure 14: Standard User Fields Success Factors Calibration SuccessFactors, Inc.

44 Job Aid: Select Advanced Options for the Calibration Template (Continues from previous lesson) 1 Click on Advanced. 2 Click on General to open list. 3 Select General options as desired. 4 Select List options as desired. Success Factors Calibration SuccessFactors, Inc.

45 5 Select field(s) to be included in the List View. 16 Click on Save. END Success Factors Calibration SuccessFactors, Inc.

46 CONCLUSION In Lesson 4, you were introduced to the advanced options for the Calibration template. These options control various features for the calibration sessions and for automating the results of the sessions. You should now be able to: Select advanced general options for the calibration template Select advanced list options for the calibration template EXERCISE As a super administrator you have the following task: Automatically route forms on succession finalization Enable dashboard Enable comment Enable auto route option Ensure managers are notified of rating changes List all veteran related information in the list view Using the template you have been working with throughout this module add the advanced options. Use the information from this lesson and SuccessFactors online help. Success Factors Calibration SuccessFactors, Inc.

47 Notes Success Factors Calibration SuccessFactors, Inc.

48 Module 2: Managing Calibration Sessions This module contains four lessons. Lesson 1: Creating the Session Lesson 2: Selecting People Lesson 3: Validating the Session OBJECTIVES Upon completion of this module, you will be able to: Initiate a new calibration session Select personnel to be calibrated Validate the calibration session Success Factors Calibration SuccessFactors, Inc.

49 Lesson 1: Creating the Session The goal for this lesson is to provide detailed information about creation a calibration session in SuccessFactors OneAdmin. OBJECTIVES Upon completion of this lesson, you will be able to: Select type(s) of measures to be used in the calibration session Assign the dates and the location of the session Assign session owner and facilitator responsibilities CALIBRATION SESSION MAIN CONCEPTS This lesson focuses on the Calibration session. Admins are responsible for creating each session individually. As an admin, you initiate the session, select the template, determine when the session will be active, and who will be in the session. KEY INFORMATION Before creating calibration sessions in OneAdmin, you should have the required information about the session; Success Factors Calibration SuccessFactors, Inc.

50 who is involved, when and where it will take place, and what template is used. Session Owners - The person(s) whose direct reports are required to participate in the calibration session. Session Facilitators - The users who have access to the session in SuccessFactors and are able to edit. Planned Activation date - The date that the session is planned to be active and visible in the Calibration tab. Note: This date is information only and does not activate anything in OneAdmin. Session date -The date when the Calibration Session will occur. Location - Where the session will take place. Template The group of settings determining the data, guidelines and views of the calibration session. Figure 15: Basic Info for Calibration Sessions Success Factors Calibration SuccessFactors, Inc.

51 Job Aid: Creating a New Calibration Session 1 From the Home page, click the Welcome, Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools > Company Processes & Cycles >Calibratio n. 3 Select Manage Calibration Sessions. 4 Click Create New. 5 Select template from the Template dropdown list. Success Factors Calibration SuccessFactors, Inc.

52 6 Type in Session Name. 7 Type in Planned Activation Date. 8 Type in Session Date. 9 Type in Location 10 Select Session Owners 11 Use the Directory to find the appropriate persons in the drop down list. Success Factors Calibration SuccessFactors, Inc.

53 12 If desired, click Select subjects and participants automatically according to the owners. 13 Type in (or choose from the Directory) Session Facilitators Note: You are automically a facilitator. This field is to add additional facilitators. 14 Click Save. END Success Factors Calibration SuccessFactors, Inc.

54 CONCLUSION In Lesson 1, you were introduced to the first steps for initiating a calibration session. You should now be able to: Select type(s) of measures to be used in the calibration session Assign the dates and the location of the session Assign session owner and facilitator responsibilities EXERCISE As an administrator, you have the following task: Initiate a new calibration session. The Session Owner will be assigned by the instructor. The Session Facilitator is your admin user. Subjects should be selected automatically. Using the information from this lesson and SuccessFactors (online help), perform the task. Success Factors Calibration SuccessFactors, Inc.

55 Notes Success Factors Calibration SuccessFactors, Inc.

56 Lesson 2: Selecting People The goal for this lesson is to provide detailed information about selecting people for a calibration session in SuccessFactors OneAdmin. OBJECTIVES Upon completion of this lesson, you will be able to: Select people for a calibration session using the advanced filters function Select people for a calibration session using the org chart function SELECTING PEOPLE MAIN CONCEPTS This lesson focuses on how to select people, the participants and subjects for a Calibration session. Participants are those who are actually present at the session and are involved in the calibration task. Subjects are the employees whose data will be calibrated. Success Factors Calibration SuccessFactors, Inc.

57 UNDERSTANDING THE PEOPLE INTERFACE Subjects and participants are placed in a calibration session when the Basic Info option: Select subjects and participants automatically according to the owners. is checked. OneAdmin displays the numbers of each above the filter fields. On the far right, a panel can be opened and the names displayed in each category. Figure 16: Participants added automatically As the admin, you have two methods for selecting participants and subjects who will be involved in the calibration session. One method is using the advanced filters function. The other is the organizational chart. The advanced filters options displays by default when the People tab is selected. The Use Org Chart option must be selected to display the org chart. Success Factors Calibration SuccessFactors, Inc.

58 Job Aid: Use Advance Filter Function to Select People 1 Select People. (Continues from previous lesson) 2 Confirm participants and subjects automatically added to the session. 3 Search for people in the filter fields. 4 Click on SEARCH. Success Factors Calibration SuccessFactors, Inc.

59 5 From search results, click on the names of people to include. 6 Open Actions to select choice. 7 Click Save. END Success Factors Calibration SuccessFactors, Inc.

60 Job Aid: Use Org Chart Function to Select People (Continues from previous lesson) 1 Select People. 2 Select Use Org Chart. 3 Select the triangle to the right of the photo. It opens a drop down list. Success Factors Calibration SuccessFactors, Inc.

61 4 Select option from radio button in the window that opens. 5 Changes take place immediately. 7 Click Save. END Success Factors Calibration SuccessFactors, Inc.

62 CONCLUSION In Lesson 2, you were introduced to the steps for managing the participants and subjects for a calibration session. You should now be able to: Select people for a calibration session using the advanced filters function Select people for a calibration session using the org chart function EXERCISE As an administrator, you have the following task: Add participants to the calibration session using the org chart function (Participant names to be identified by your instructor) Using the information from this lesson and SuccessFactors (online help), perform the task. Success Factors Calibration SuccessFactors, Inc.

63 Notes Success Factors Calibration SuccessFactors, Inc.

64 Lesson 3: Validating and Activating the Session The goal for this lesson is to provide detailed information about validating and activating the session in OneAdmin. OBJECTIVES Upon completion of this lesson, you will be able to: Use the validation process to confirm a calibration session Activate a calibration session VALIDATING THE SESSION MAIN CONCEPTS This lesson focuses on the validation procedure for calibration sessions. Validation confirms that subjects are available for calibration; that they have forms, that their forms have been routed to the appropriate route map step, and that they aren t already selected for other sessions. Note: subjects may only be calibrated one time per data point. For Example, Joe Smith may be the subject of two calibration sessions but only one Performance calibration session and/or one Compensation calibration session. Success Factors Calibration SuccessFactors, Inc.

65 VALIDATION FAILURE When the validation fails, OneAdmin displays the reason(s) for the failure. As the admin you can then correct the problem(s). For participants who have been included in the session but who do not have forms or are already in another session, you may go back to the People tab to remove them from the session. Or, you may decide that a form must be created for these subjects and correct the process by launching a form and ensuring it is moved to the correct step. For participants, with forms that aren t routed to Calibration you can either send an to that person s manager to route the form, or you can select the option to automatically route the form. Success Factors Calibration SuccessFactors, Inc.

66 Job Aid: Validate Calibration Session (Continues from previous lesson) 1 Select Validation. 2 Read screen messages about the validation process. 3 To request that a manager routes a form, select Request Routing. 4 Complete form as appropriate. 5 Click Send. 6 To automatically route a form, select Route Forms to Calibration. Success Factors Calibration SuccessFactors, Inc.

67 7 Send automatic to managers. 8 Click OK 9 Click Activate Note: Activate button will remain inaccessible (greyed out) until there are no errors. END Success Factors Calibration SuccessFactors, Inc.

68 CONCLUSION In Lesson 3, you were learned how to validate a calibration session. You should now be able to: Use the validation process to confirm a calibration session Activate a calibration session EXERCISE As an administrator, you have the following task: Validate and activate your calibration session. Using the information from this lesson and SuccessFactors (online help), perform the task. Success Factors Calibration SuccessFactors, Inc.

69 Notes Success Factors Calibration SuccessFactors, Inc.

70 Module 3: Other Calibration Functions This module contains four lessons. Lesson 1: Managing Calibration Permissions Lesson 2: Managing Calibration Settings Lesson 3: Cloning Calibration Templates and Sessions OBJECTIVES Upon completion of this module, you will be able to: Manage who has access to the Calibration tab Provide and/or revoke permissions to manage calibration sessions Clone Calibration templates and sessions Success Factors Calibration SuccessFactors, Inc.

71 Lesson 1: Managing Calibration Permissions The goal for this lesson is to provide detailed information about managing Calibration permissions SuccessFactors OneAdmin. OBJECTIVES Upon completion of this lesson, you will be able to: Grant or revoke access to the Calibration module CALIBRATION PERMISSIONS MAIN CONCEPTS This lesson focuses on how to manage permissions for access to calibration sessions. When permission is granted, the user will be able to see the Calibration module in the drop-down menu. Success Factors Calibration SuccessFactors, Inc.

72 Figure 17: Calibration Module Access Success Factors Calibration SuccessFactors, Inc.

73 Job Aid: Provide Calibration Permission to An Individual 1 From the Home page, click the Welcome, Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools > Company Processes & Cycles >Calibratio n. 3 Select Calibration Management Permission 4 Select Manage permissions through individual users. Success Factors Calibration SuccessFactors, Inc.

74 5 6 Type in characters to find person in Directory. Select to complete field. 7 Click Search Users. 8 Select target person(s). 9 Click Permission. 10 System displays message. END Success Factors Calibration SuccessFactors, Inc.

75 CONCLUSION In Lesson 1, you were introduced to the steps for managing permissions for access to the Calibration module. You should now be able to: Provide or revoke access to the Calibration module EXERCISE As an administrator, you have the following task: Provide calibration permission for a user Using the information from this lesson and SuccessFactors (online help), perform the task. Success Factors Calibration SuccessFactors, Inc.

76 Lesson 2: Managing Calibration Settings The goal for this lesson is to provide detailed information about how set default permissions and search fields for calibration sessions in SuccessFactors OneAdmin. OBJECTIVES Upon completion of this lesson, you will be able to: Modify read and write permission for the different calibration roles Modify search field results CALIBRATION SETTINGS MAIN CONCEPTS Calibration settings allows the admin to set the read and write permissions for Facilitators, Owners and Participants both during the session and after the session has been approved. Another function within calibration settings allows the admin to modify which fields in the database are available in a search. CALIBRATION SESSION PERMISSIONS The calibration session permissions default is for one person, the facilitator, to have permission to make changes to the database. If there is a reason to provide write Success Factors Calibration SuccessFactors, Inc.

77 permissions to other roles in the session, the admin can do it here. Job Aid: Manage Calibration Settings 1 From the Home page, click the Welcome, Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools > Company Processes & Cycles >Calibratio n. 3 Select Manage Calibration Settings. 4 Select permission to change. Success Factors Calibration SuccessFactors, Inc.

78 5 Click Save. 6 Click Search Results Fields 7 8 Select field to change. Click Save. END Success Factors Calibration SuccessFactors, Inc.

79 CONCLUSION In Lesson 2, you learned how to change the read and write permissions for the three roles in a calibration sessions, and to make data base fields searchable. You should now be able to: Modify read and write permission for the different calibration roles Modify search field results Success Factors Calibration SuccessFactors, Inc.

80 Notes Success Factors Calibration SuccessFactors, Inc.

81 Lesson 3: Cloning Calibration Templates and Sessions The goal for this lesson is to provide detailed information about cloning Calibration templates and sessions in SuccessFactors OneAdmin. OBJECTIVES Upon completion of this lesson, you will be able to: Clone a calibration template Clone a calibration session CALIBRATION CLONING MAIN CONCEPTS This lesson focuses on how to clones templates and sessions. In software a clone is an exact copy. The SF OneAdmin interface allows users to clone previously created templates. Selection of the Manage Calibration Templates displays list of current calibration templates. Figure 18: Clone Calibration Templates Success Factors Calibration SuccessFactors, Inc.

82 Admins can clone any of templates listed. Once cloned the admin can edit the cloned template using the same procedure as when creating a new template. Success Factors Calibration SuccessFactors, Inc.

83 Job Aid: Cloning a New Calibration Template 1 From the Home page, click the Welcome, Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools > Company Processes & Cycles > Calibration. 3 Select Manage Calibration Templates. 4 Select icon for cloning template. Success Factors Calibration SuccessFactors, Inc.

84 5 Enter Template Name. 6 Enter Review Period. 7 Click Save. 9 END Success Factors Calibration SuccessFactors, Inc.

85 CLONING CALIBRATION SESSIONS The same procedure applies to Calibration sessions. A particular session may be cloned and then edited for a new session. This may be helpful for admins when many of the same type of sessions need to be created. Success Factors Calibration SuccessFactors, Inc.

86 Job Aid: Cloning a New Calibration Session 1 From the Home page, click the Welcome, Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools > Company Processes & Cycles > Calibration. 3 Select Manage Calibration Sessions. 4 Select icon for cloning template. Success Factors Calibration SuccessFactors, Inc.

87 5 6 Type over Session Name. Change other information as appropriate. (dates, location, session owners and session facilitators) 6 Click Save. END Success Factors Calibration SuccessFactors, Inc.

88 CONCLUSION In Lesson 3, you learned how to clone templates and sessions. You should now be able to: Clone a calibration template Clone a calibration session Success Factors Calibration SuccessFactors, Inc.

89 Notes Success Factors Calibration SuccessFactors, Inc.

90 Course Summary Through lecture, exercises, and hands-on computer lab work, this course taught you the basic OneAdmin functionality of SuccessFactors Calibration Management. You developed a working knowledge of this functionality for use in implementation of your organization s calibration strategy. You should now be able to: Create a new calibration template Manage calibration templates Provide and revoke permissions to write and read calibration forms. Manage calibration settings Success Factors Calibration SuccessFactors, Inc.