711f Introduction to Performance Management

Transcription

1 Presenter s Photo Placeholder To play the recording for this presentation, click here. 711f Introduction to Performance Management

2 2 Introduction

3 Agenda Review the Performance Management Process Flow Review the Talent Management Settings Configure Review Components Create a Review Template Distribute a Review This presentation and content are for Ultimate Software use only. No part of this presentation or content may be reproduced in any form or by any means or stored in a database or retrieval system without the prior written authorization of The Ultimate Software Group, Inc. Information in this presentation and content are subject to change without notice. The presentation and content are confidential information of The Ultimate Software Group, Inc The Ultimate Software Group, Inc. UltiPro is a registered trademark of The Ultimate Software Group, Inc. All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders. Liability/Disclaimer The Ultimate Software Group, Inc. makes no representation or warranties with respect to the accuracy or completeness of the presentation or content and specifically disclaims any responsibility or representation for other vendor s software. The terms and conditions of the license, Intersourcing, SaaS, or other agreement regarding the software or services provided by Ultimate Software, which is the subject of the documentation contained herein, govern this presentation or content. All company, organization, person, and event references are fictional. Any resemblance to actual companies, organizations, persons, and events is entirely coincidental. Schedule a Review 3

4 4 Performance Management Overview

5 Performance Management Overview Performance Management helps organizations assess employee performance through the use of a performance review. System-delivered elements include review ratings, rating scales, review types, goal types, competency types, and a competency library. Human Resources administrators are responsible for the configuration and maintenance of the options available in creating a review, as well as distributing and/or scheduling a review. 5

6 Performance Management Process Flow Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 6

7 Review - Employee s View and Process Requests > Inbox Myself > Jobs > Reviews 7

8 8 Review Summary

9 9 Review - Goals

10 10 Review Goals Completed

11 11 Review - Competencies

12 12 Review Developmental Comments

13 13 Review Personal Development Plan

14 14 Review Overall Comments Section

15 15 Review Completed

16 16 Review Send Section

17 Review Ratings Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 17

18 Review Ratings Performance Management allows you to assess an employee's performance using rating scales. Rating scales are composed of various review rating levels. The following are examples of review rating levels: Below Expectations Meets Expectations Exceeds Expectations Needs Improvement Outstanding Performance Management provides several systemdelivered review ratings. 18

19 19 Review Ratings

20 Review Ratings Page System Configuration > Business Rules > Review Ratings 20

21 21 Add a Review Rating

22 Rating Scales Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 22

23 Rating Scales Rating scales are used in assessing employee goals and/or competencies during the performance review process. Rating scales must be configured before they can be applied to a review template. Performance Management provides the following two system-delivered rating scales: Three Point and Five Point. Human Resources Administrators can add user-defined rating scales. Review rating maximum and minimum ranges can be established to accurately calculate rating ranges for an employee's performance review. 23

24 24 Review Rating Scales

25 25 Demonstration Add a Rating Scale

26 26 Add a Rating Scale

27 27 Add a Rating Scale

28 28 Add a Rating Scale

29 29 Talent Management Settings

30 30 Demonstration Update Talent Management Settings

31 31 31 Talent Management Settings - Configuration

32 32 Talent Management Settings - Configuration

33 3333 Talent Management Settings - Configuration

34 3434 Talent Management Settings - Configuration

35 Goal Types Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 35

36 Goal Types Goal types are broad categories that group similar goals. Goal types must be configured before goals can be associated with them. Performance Management provides the following four goal types: Customer, Financial, Internal Business Processes, and Learning and Growth. 36

37 Goal Type Page Talent Management > Configuration > Goal Type 37

38 38 Add a Goal Type

39 39 Goal Type Alignment

40 Corporate Goals Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 40

41 Corporate Goals Corporate goals direct employees in accomplishing specific tasks within a given time frame toward an organizations desired results. When configuration is complete, corporate goals can be aligned with individual employee goals and goals the administrator or manager may have assigned to the employee. Corporate goals are unique for each company; therefore, they must be established by you, the customer, and are not provided by Performance Management. 41

42 42 Corporate Goal Alignment

43 43 Demonstration Add a Corporate Goal

44 4444 Add Corporate Goals

45 Add Corporate Goals Talent Management > Configuration > Corporate Goals 45

46 Add a Corporate Goal Talent Management > Configuration > Corporate Goals > Add 46

47 Recommended and Assignable Goals Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 47

48 48 Recommended vs Assignable Goals

49 Recommended Goals Recommended goals are goals developed by a Human Resources administrator or Manager and are recommended to an employee or group of employees to adopt. During configuration, recommended goals can be: Aligned with corporate goals Identified as a stretch goal Assigned a goal weight Once defined, these goals are then recommended for individual employees, all employees, or groups of employees by selecting qualifiers. 49

50 50 Recommended Goals

51 51 Recommended Goals

52 52 Demonstration Add and Assign a Recommended Goal

53 53 Add and Assign a Recommended Goal

54 54 Add and Assign a Recommended Goal

55 55

56 56 Add and Assign a Recommended Goal

57 Assignable Goals Assignable Goals are goals that can be assigned to an individual employee or a group of employees. These goals are a manager s desired end result for his/her team and are usually established upfront to direct employees in accomplishing specific tasks within a given time frame. These goals can be aligned with corporate goals and can be designated as editable, if desired. Once the goals are assigned to an employee, the goal becomes part of the employee's assigned goal plan on the employee's Goals page. 57

58 58 Demonstration Add an Assignable Goal

59 59 Add Assignable Goals

60 60 Add Assignable Goals

61 61 Add Assignable Goals

62 62 Add Assignable Goals

63 63 Assign an Assignable Goals

64 6464 Assign an Assignable Goals

65 6565 Assign an Assignable Goals

66 66 Assign an Assignable Goals

67 67 Assign an Assignable Goals

68 Competency Types Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 68

69 Competency Types A competency is a term used to describe a behavior that demonstrates sufficient skill, knowledge, or experience when performing a job successfully. Competency types are broad categories used to group together similar competencies. Competency types must be configured before competencies can be associated with them. Performance Management provides the following five system-delivered competency types: Business and Organization, Company, Functional, Interpersonal, and Intrapersonal. 69

70 70 Review Competency Types

71 Competency Type Page Talent Management > Configuration > Competency Type 71

72 72 Add a Competency Type

73 Add and Assign Competencies Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 73

74 Competencies Competency is a term used to describe a behavior that demonstrates sufficient skill, knowledge, or experience when performing a job successfully. Human Resources administrators define competencies on the Competencies page. Performance Management is delivered with a competency library, which includes approximately 38 competencies. 74

75 75 Demonstration Add and Assign a Competency

76 76 Add and Assign Competencies

77 77 Add and Assign Competencies

78 78 Add and Assign Competencies

79 79 Add and Assign Competencies

80 80 Add and Assign Competencies

81 81 Add and Assign Competencies

82 Review Types Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 82

83 Review Types A review is a method by which the job performance of an employee is evaluated. Review types are broad categories that group similar reviews. Review types must be set up before reviews can be associated with them. Performance Management is delivered with four review types. 83

84 Review Template Review Type Talent Management > Performance Management > Review Templates 84

85 Review Types Page System Configuration > Business Rules > Review Types 85

86 86 Add a Review Type

87 Review Templates Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 87

88 Review Templates Review templates contain general information, review sections, scoring and rating scales, and contributors for a review. Human Resources administrators create review templates based on the needs of your organization. Active templates can be distributed to employees. 88

89 89 Demonstration Add a Review Template

90 90 Add a Review Template

91 91 Add a Review Template

92 92 Add a Review Template

93 93 Add a Review Template

94 94 Add a Review Template

95 95 Add a Review Template

96 96 Add a Review Template

97 97 Add a Review Template

98 Review Templates Review Configuration 1. Add Review Ratings 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews 2. Add Rating Scales 3. Add Review Types 4. Configure Reviews Goal Management 1. Review Talent Management Settings 2. Add Goal Types 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals Types Competency Management 1. Add Competency Types 2. Add Competencies 3. Assign Competencies Distribute/Schedule Reviews 3. Add Corporate Goals 4. Add Goals 5. Assign/Recommend Goals 4. Add Goals 5. Assign/Recommend Goals 98

99 Distribute a Review If an employee associated with the distribution does not have active goals/competencies the distributor will be notified and the employee will not be part of the distribution. Once distributed, an notification with instructions is sent to the first contributor identified in the contributor path. Once completed, the review displays in the History section of the employee s Reviews page. 99

100 100 Demonstration Distribute a Review

101 101 Distribute a Review

102 102 Distribute a Review

103 103 Distribute a Review

104 104 Distribute a Review

105 Schedule a Review Enables managers and administrators to automatically distribute reviews to a select group of employees. Talent Management > Review Schedules OR Talent Management > Review Templates 105

106 Schedule a Review Goals and competencies do not need to be assigned before scheduling a review. Administrator receives an if any of the selected employees do not receive a review for any reason (for example, missing goals and/or competencies or a missing supervisor). 106

107 107 Demonstration Schedule a Review

108 108 Schedule a Review

109 109 Schedule a Review

110 110 Schedule a Review

111 111 Schedule a Review

112 112 Schedule a Review

113 Key Concepts - Recap Reviewed the Performance Management process flow. Reviewed the Talent Management settings. Configured review components (review ratings, rating scales, goal types, corporate goals, recommended goals, assignable goals, competency types, competencies, review types). Created a review template. Distributed a review. Scheduled a review. 113

114 Additional Resources Performance Management Administrator and Talent Management Administrator Learning Paths UltiEasy QuickTips Quick Tours Quick Casts 114

115 Thanks for participating in today s class! 115