<Customer> Calibration Kickoff <PSC> <Date>

Business Execution in the Cloud

What is “Calibration”? Calibration is the process by which managers compare and potentially adjust the Performance Ratings of their respective staff members to ensure sufficient differentiation in employee performance levels across the enterprise Calibration is a fundamental component for “Focal” processes Calibration requires managers to be knowledgeable about their employee contributions and use them as the basis for their proposed performance ratings, while remaining open-minded to the views and inputs of others

SuccessFactors Calibration Transform calibration into a simple & streamlined process Calibrate ratings and pay across the organization View, compare and adjust all ratings and pay

Types of Calibration PM form Ratings Overall performance, Goals, Competency, and Potential ratings can be calibrated Compensation Compa Ratio and Range Penetration A combination of the above types can be included in a given Calibration session 5

Calibration – Bin View Calibrate any rating from SF Drag-Drop support Edit the source form (for eg: PM Form)

Calibration - Grid View Easily view any two data elements from SF Drag-Drop support Edit the source forms (for eg: PM or Comp Form)

Calibration: Compensation Grid

Organization View Validations performed in real-time Notify Participants who need to take action Force-Route Forms

Calibration Data Flow: Behind the Scenes Data available to the source forms (Performance and Potential Ratings, Compensation) Forms Moved to the Feedback Step Forms in the right routemap step are Locked Managers Complete Their work Calibration Module Calibration Complete Data available to the Calibration Module Calibration Session Activated; Data Request Made 10

Roles/Responsibilities Owners: Decision makers Typically 2nd line managers or above Facilitators: Setup the sessions; Complete editing permissions Typically HR Coordinators or anyone with a Calibration Admin role Participants Typically 1st line managers who are responsible for employee evaluations Read-only access to the solution Subjects Their contributions, ratings, and compensation are discussed in the Calibration session No access to the solution

Configuration Decisions Employee can only be selected for one calibration session? Role based permission or administrative domain permission? At what step in PM workflow will calibration occur? Who is the step owner – EH?

Manage Calibration Templates Templates created by System Administrator to make creating Calibration sessions easy & avoid repetitive work Calibration Template configures:- Basic Info – name, review period Data Source: PM Ratings Overall Goal, Competency, Performance, Potential Allow multiple PM templates Compensation Compa Ratio or Range Penetration View Bin View – one dimension of data Bin View – combination of 2 types of rating/ratio data to calibrate

Data Sources Performance only? or Compensation & Performance?

Ratings Select ratings Overall Rating? Compa Ratio?

Distribution Guideline Set distribution guideline Not Achieved Generally Achieved Achieved All Exceed Outstanding Grid View:- Axes labels – X= Y= Cell labels

Questions?