SuccessFactors Performance Management Training

Training for administration in SuccessFactors Performance Managment

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Introduction

Over the course of one day attendees will be introduced to the terminology and concepts relating to the SuccessFactors Performance Management module, in order to develop comprehensive knowledge of how to implement a performance strategy. Ideally suited for the system administrators, this training will equip you with basic skills for managing performance within your organisation. SuccessFactors Performance Management will allow you to develop goals using the goal library, give managers more control over their execution and continuously update employee effort.

Please note you need to have completed the SuccesFactors foundation course, or have equivalent experience of the system, before attending this course.

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Performance Management Content:

Duration: 1 day

Getting Started

  • What is Performance Management?
  • Performance Cycle Steps
  • Creating Competencies
  • Creating Job Families and Roles
  • Workshop – Creating Competencies
  • Workshop – Creating a Job Role

Form Template Set-up

  • Creating Rating Scales
  • Adding and Modifying Route Maps
  • Workshop – Creating a Rating Scales
  • Workshop – Adding a Route Map

Performance Form Templates

  • Adding Templates from the Success Store
  • Workshop – Working with Performance Form Templates

Form Template Configuration

  • Configuring General Settings
  • Editing Fields and Sections
  • Modifying Form Template Settings
  • Workshop – Editing General Settings

Performance Cycle Management

  • Creating a Launch Form Schedule
  • Managing the Performance Cycle Process
  • Workshop – Creating a Launch Form Schedule

Ad-Hoc Reports

  • Creating Ad Hoc Reports
  • Workshop – Creating and Ad-Hoc Report

Dashboards and YouCalc Tiles

  • Adding a Dashboard and YouCalc Tiles from the Success Store
  • Workshop – Adding a Dashboard and YouCalc Tiles from the Success Store

Performance Management Goals:

By the end of the day delegates should be able to:

  • Describe the tools and concepts used in SuccessFactors Performance Management.
  • Conduct a typical performance cycle with classic performance management forms.
  • Create a rating scale and route map.
  • Modify form template settings.
  • Launch and test forms.
  • Add competencies to a form.
  • Create job roles, job families and map competencies to job roles.
  • Run basic ad-hoc reports with Performance Management data.
  • Determine which changes will require the assistance of a SuccessFactors Consultant.

Performance Management Prerequisites:

Please ensure you have completed the SuccessFactors foundation course before progressing onto this one.

Performance Management Audience:

This performance management course is aimed at SuccessFactors system administrators.

Related offerings:

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