1. FastFacts Feature Presentation
February 23, 2017
To dial in, use this phone number and participant code…
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Participant code:
To participate via VoIP…
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© 2017 The Johns Hopkins University. All rights reserved. 1

2. SuccessFactors Mid-Year Review
Today’s Topic
We’ll be taking a look at…
SuccessFactors Mid-Year Review 2

3. Today’s Presenter
Kyle DeHaven HR Systems Administrator 3

4. Session Segments Presentation
Kyle will provide an overview of the Mid-Year review process in SuccessFactors for employees and managers.
During Kyle’s presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask questions.
Kyle will answer as many of your questions as time allows. 4

5. Contact Us
If you would like to submit a question during the presentation or if you’re having technical difficulties, you can us at:
As noted earlier, we will be watching out for your questions and concerns through our account:
We will also be monitoring three instant message services during the presentation. So you can communicate with us on GoogleTalk, AOL Instant Messenger, and Microsoft’s MSN product.
For GoogleTalk, the screen name is
On AOL Instant Messenger, the screen name is HopkinsFastFacts
On MSN, use
Remember, you can use these services for your questions and to report any difficulties you might be having with the system. 5

6. Survey
Survey
At the end of this FastFacts session, we’ll ask you to complete a short survey.
Your honest comments will help us to enhance and improve future FastFacts sessions. 6

7. How To View Full Screen
Click Here
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8. SuccessFactors Mid-Year Review

9. Agenda How to access performance forms in SuccessFactors
How to complete and route the performance form
Review tips and common issues

10. How to Access Performance Forms
SuccessFactors is a web-based system.
Log in from myJohnsHopkins portal
Click the HR icon
Select SuccessFactors
SuccessFactors utilizes single sign-on.

11. Accessing Performance Forms
Once logged in, select Home in the upper left of the screen and select Performance Forms.
The Performance Forms tab shows all forms an employee has access to. The Inbox shows active forms currently with the employee. En Route box shows active forms currently with the manager. The Completed box shows forms that have been completed.

12. Completing the Mid-Year (Employee)
Click the form title to open the performance evaluation.
Enter comments for Goals, Major Job Responsibilities, and Core Values. Once you have finished entering comments and acknowledging the Job Description, click Send to Manager.
Confirm Send to Manager in the next screen.

13. Completing Mid-Year (Manager)
Click the form title to open the performance evaluation.
Enter comments for Goals, Major Job Responsibilities, and Core Values. Once you have finished entering comments, enter Mid-Year Meeting Date. Click Complete Mid-Year Review.
Confirm Complete Mid-Year Review in the next screen.

14. Tip: Out of Turn Access
Managers can access and comment on their employees’ forms before they have received them. Click on the Home drop down and select Performance Forms.
Select Team Overview.
Select Review next to the employee’s name who you are reviewing. A draft copy of the employee’s form will show allowing you to enter comments.

15. Conclusion
You can access SuccessFactors myPerformance from the myJohnsHopkins portal.
You can access performance evaluation forms through the Performance Forms Module.
The employee completes their self-evaluation first. The form then routes to the manager to complete the mid-year review.

16. Q&A We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were ed to us during the presentation.
If there’s a question that we can’t answer, we’ll do some research after this session, and then the answer to all participants. 16

17. Thank You! Thank you for participating!
We would love to hear from you.
Are there certain topics that you would like us to cover in future FastFacts sessions?
Would you like to be a FastFacts presenter?
Please us at: 17

18. Survey
Before we close, please take the time to complete a short survey.
Your feedback will help us as we plan future FastFacts sessions.
Click this link to access the survey…
Thanks again! 18