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Slide 1 FastFacts Feature Presentation December 22, 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 December 22, 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 December 22, 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… SuccessFactors Tips & Tricks for JHHS Employees & Managers

3 Slide 3 Today’s Presenter Ingrid Jackson HR Systems Administrator

4 Slide 4 Session Segments Presentation Ingrid will address SuccessFactors Tips & Tricks with a focus on myPerformance modules. During Ingrid’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. Ingrid will answer as many of your 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 Tips & Tricks for JHHS Employees & Managers

9 Slide 9 Agenda General SuccessFactors Navigation Tips & Tricks Assigning and Deleting Proxy Using Notes Goals Tips & Tricks Performance Form Tips & Tricks

10 Slide 10 General Navigation Logging In Understanding the Homepage Understanding the Homepage Menu Understanding the Name Menu Using Company Information and Employee Files Module

11 Slide 11 How to Access SuccessFactors SuccessFactors is a web-based system. Log in from myJohnsHopkins portal. Click the HR icon. Select SuccessFactors. SuccessFactors utilizes single sign- on.

12 Slide 12 Understanding the Homepage

13 Slide 13 Understanding the Homepage (cont.) The SuccessFactors homepage provides access to everything you need to do in myPerformance. Starting from the top of the screen…  Home Menu: provides access to the various modules the end-user is permitted to use. This includes Goals, Performance Forms, Recruiting, Careers, Company Info, Analytics, and Employee File.  Actions/People Search Bar: provides quick navigation to employee public profiles, org chart, and goal and form transactions.  Name Menu: provides access to use proxy and assign proxy.

14 Slide 14 My Info Tile: is where your personal information is stored. It contains links to you Public Profile, Personal Profile, Notes, Goal Plan, and Performance Forms that are currently in your inbox. To access these links click on the pin wheel icon. Welcome Tile: provides basic information on myPerformance, mainly how to navigate the modules. Help and Resources Tile: provides links to various myPerformance resources including job aid/quick reference guides and online courses. myRecruiting Resources: provides hiring manager resources and job aids. This tile is only available to JHHS managers. Tile Browser: Allows you to add and remove any of the default tiles from your homepage. Understanding the Homepage (cont.)

15 Slide 15 My Team Tile: provides managers and Evaluation Support a snapshot of their team – as it is listed in SAP. You can click on an employee to go their public an personal profile, notes, performance form, and goal plan To Do Tile: tracks actions that are coming due, past due, or completed. It provides direct access to performance forms, if the form is in your inbox. My Goals Tile: highlights the latest changes that have been made to your goals. Careers Tile: provides a running total of open positions throughout the enterprise. It also tallies the number of jobs you applied to or saved. Understanding the Homepage (cont.)

16 Slide 16 Homepage Dashboards: provides myPerformance related metrics to all managers. See the Homepage Dashboards quick reference guide for more details. Understanding the Homepage (cont.)

17 Slide 17 Using Company Info: Org Chart The Company Info module allow you to visually see yourself in organizational charts and view and search for others throughout the enterprise. This information is driven by SAP employee records.  Using the Main Menu go to Company Info.  Your organization chart will automatically appear.  Click Up One Level to view your manager.  Use the search box to search for people.

18 Slide 18 The directory provides general information on employees throughout the enterprise. Tags: Employee may add tags that are specific to their role. Clicking a tag will allow you to view all employees with that tag.  To view the directory select DIRECTORY beneath Company Info tab. Using Company Info: Directory

19 Slide 19 The My Employee File (Employee Files for managers) tab stores information about you. There are two profiles in the system:  Public Profile contains information that can be seen by others.  Personal Profile contains information about you that is imported from SAP. This information can only be viewed by you, your manager, and HR. Employee File(s) Public Profile Personal Profile

20 Slide 20 LIVE DEMO Proxy: Assigning, deleting, and using Goals: Viewing goal audit history Notes: Creating and viewing Performance Forms: Inbox folders, adding attachment, writing assistant, and out of turn access There are job aids for each topic covered in this live demo. The job aids can be found in your Help & Resources tile.

21 Slide 21 Conclusion The homepage tiles provide access to various SuccessFactors modules, resources, and shortcuts. The “Help and Resources” tile is your first stop for SuccessFactors help. It contains job aids and links to policies and procedures. Proxy is a tool available to all users to help manage the myPerformance process. It is not required. All forms and goals have an audit trail that is accessible by both employee and manager. The Add Attachment feature allows manager and employees to attach a document to the performance form. Out of Turn Access, is a manager only tool that allow early access to the performance form, while the form is still with the employee.

22 Slide 22 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

23 Slide 23 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

24 Slide 24 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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