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Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant.

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Presentation on theme: "Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant."— Presentation transcript:

1 Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2015 The Johns Hopkins University. All rights reserved.

2 Slide 2 Today’s Topic We’ll be taking a look at… The Evaluation Support Role (formerly 2 nd Manager) in SuccessFactors

3 Slide 3 Today’s Presenter David Levy HR Decision Support Manager Place picture of Presenter Name here

4 Slide 4 Session Segments Presentation Dave will address the SuccessFactors Evaluation Support role. During Dave’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. Dave will answer as many of your SuccessFactors Evaluation Support questions as time allows.

5 Slide 5 Contact Us If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: fastfacts@jhu.edu fastfacts@jhu.edu

6 Slide 6 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.

7 Slide 7 How To View Full Screen Click Here

8 Slide 8 SuccessFactors Evaluation Support Role

9 Slide 9 Agenda Overview of Evaluation Support role How to assign the Evaluation Support role Viewing the Evaluation Support role Managing goals for Evaluation Support Completing performance evaluations with the Evaluation Support role

10 Slide 10 Overview of the Evaluation Support Role What is the Evaluation Support role? The Evaluation Support role (formerly known as 2 nd Manager) is a custom SuccessFactors role that was created as a tool available to managers who have 25, 50, or even more direct reports. This role is intended to alleviate the stress of completing a large number of performance evaluations during the time limitations of our new common review period.

11 Slide 11 Overview of the Evaluation Support Role (cont.) What is the Evaluation Support role? The Evaluation Support role allows managers to identify an alternate to manage myPerformance for one or more employees. These individuals are responsible for completing the Mid-Year and Annual evaluations in SuccessFactors; they also have the ability to manage those employees’ goals. The direct manager has ongoing access to the goals during the full year, and is responsible for the final sign-off of the performance evaluation.

12 Slide 12 Overview of the Evaluation Support Role (cont.) Requirements: The individual identified as the Evaluation Support person must be an acknowledged Team Lead or above. Example: Nursing NCIIM or above An employee can only have one Evaluation Support person assigned. The Evaluation Support person can be assigned to multiple employees. BEFORE AFTER

13 Slide 13 How to Assign Evaluation Support Currently, departments can assign Evaluation Support by submitting a request in Excel format to the SuccessFactors system administration team by emailing myPerformance@jhmi.edu.myPerformance@jhmi.edu The spreadsheet must list the position number of the person in the Evaluation Support role and the position number of the employee(s) they will be supporting. No other information is required.

14 Slide 14 How to Assign Evaluation Support (cont.)

15 Slide 15 How to Assign Evaluation Support (cont.) In the future, this will be handled through a transaction in SAP. Once that functionality is fully implemented, more details will be made available.

16 Slide 16 FY16 Deadlines for Evaluation Support Assignments For Employees Hired/Promoted/Transferred PRIOR to Nov. 1, 2015 1.An Evaluation Support request is due no later than November 16, 2015. 2.Employees hired/promoted/transferred prior to November 1 will receive their performance forms on December 1, 2015. All employees will receive the standard performance form – with the direct manager responsible for all review steps – except those who have had an Evaluation Support person assigned prior to November 16, 2015. 3.Employees who have had an Evaluation Support person assigned prior to the deadline will instead receive an Evaluation Support form, which will route to the Evaluation Support person for the Mid-year and Annual Review steps.

17 Slide 17 FY16 Deadlines for Evaluation Support Assignments For Employees Hired/Promoted/Transferred on or AFTER Nov. 1, 2015 1.An Evaluation Support request is due no later than March 15, 2016. 2.Employees hired/promoted/transferred on or after November 1 will receive their performance forms on April 4, 2016. All employees will receive the standard performance form – with the direct manager responsible for all review steps – except those who have had an Evaluation Support person assigned prior to March 15, 2016. 3.Employees who have had an Evaluation Support person assigned prior to the deadline will instead receive an Evaluation Support form, which will route to the Evaluation Support person for the Mid-year and Annual Review steps.

18 Slide 18 Viewing the Evaluation Support Role Direct Manager View As the direct manager, you can view which employees have an Evaluation Support person assigned to them. This is done using the Organizational Chart. Once in the Org Chart, employees who have an Evaluation Support person assigned to them will have the link below their names. You can click this link to view the Evaluation Support person assigned.

19 Slide 19 Viewing the Evaluation Support Role (cont.) Direct Manager View (cont.) You can also click on the individual in the Evaluation Support role to view a list of employees they are responsible for.

20 Slide 20 Viewing the Evaluation Support Role (cont.) Evaluation Support (2 nd Manager) View Individuals in the Evaluation Support role can view their reports in their “My Team” tile on their homepage and from their Organization Chart.

21 Slide 21 Viewing the Evaluation Support Role (cont.) Employee View Individual employees can view the Evaluation Support person assigned to them from their Organization Chart by clicking the link.

22 Slide 22 Managing Goals for Evaluation Support Individuals in the Evaluation Support role have the ability to manage goals for the employees who report to them. This is done by going to your goal plan and clicking the downwards arrow next to your name. The employees will be listed under Matrix Reports. For step- by-step instruction on entering goals as a manager, see the “Establishing Goals for Managers” quick reference guide.

23 Slide 23 Managing Goals for Evaluation Support (cont.)

24 Slide 24 Completing Performance Evaluations for Evaluation Support The standard performance evaluation form in SuccessFactors routes to the employee’s direct manager for the Assessment stages of the review. When using Evaluation Support, the performance evaluation form will route to the person identified in the Evaluation Support role for the assessment steps.

25 Slide 25 Completing Performance Evaluations for Evaluation Support Standard Evaluation Form Evaluation Form Using Evaluation Support The images below are taken directly from performance forms in SuccessFactors. They depict how each form routes throughout the performance evaluation process.

26 Slide 26 Evaluation Support LIVE DEMO

27 Slide 27 Conclusion Evaluation Support is an effective way for managers with a large number of employees reporting to them to distribute the reviews to accommodate a common review date. The Evaluation Support role allows an employee in a Team Lead or above position to manage another employee’s performance management process in place of the manager. The deadline for assigning an Evaluation Support person for any employee who started before November 1, 2015 was November 16, 2015. However, the Evaluation Support person for an employee can be updated as often as needed.

28 Slide 28 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 emailed 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 email the answer to all participants. Q&A

29 Slide 29 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 email us at: fastfacts@jhu.edu

30 Slide 30 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… http://connect.johnshopkins.edu/fastfactssurvey/ http://connect.johnshopkins.edu/fastfactssurvey/ Thanks again!

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