FLEX 711f PerformanceMGTIntro Presentation

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

Introduction
2
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.
2015 The Ultimate Software Group, Inc.
Schedule a Review
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 vendors 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.
3
Performance
Management Overview
4
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
Performance Management Process Flow
Review Configuration
Goal Management Distribute/Schedule
Competency
1. Add Review Ratings Management Reviews
2. Add Rating Scales 1. Review Talent
3. Add Review Types Management Settings
1. Add Competency Types
4. Configure Reviews 2. Add Goal Types
2. Add Competencies
2. Add Rating Scales 3. Add Corporate Goals
3. Assign Competencies
3. Add Review Types 4. Add Goals
4. Configure Reviews 5. Assign/Recommend
Goals Types
3. Add Corporate Goals
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
6
Review - Employees View and Process
Requests > Inbox
Myself > Jobs > Reviews
7
Review Summary
8
Review - Goals
9
Review Goals Completed
10
Review - Competencies
11
Review Developmental Comments
12
Review Personal Development Plan
13
Review Overall Comments Section
14
Review Completed
15
Review Send Section
16
Review Ratings
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
17
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 system-

delivered review ratings.
18
Review Ratings
19
Review Ratings Page
System Configuration > Business Rules > Review Ratings
20
Add a Review Rating
21
Rating Scales
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
22
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
Review Rating Scales
24
Demonstration
Add a Rating Scale
25
Add a Rating Scale
26
Add a Rating Scale
27
Add a Rating Scale
28
Talent Management Settings
29
Demonstration
Update Talent
Management Settings
30
Talent Management Settings - Configuration
31 31
32
33 33
34 34
Goal Types
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
35
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
Goal Type Page
Talent Management > Configuration > Goal Type
37
Add a Goal Type
38
Goal Type Alignment
39
Corporate Goals
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
40
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
Corporate Goal Alignment
42
Demonstration
Add a Corporate Goal
43
Add Corporate Goals
44 44
Add Corporate Goals
Talent Management > Configuration > Corporate Goals
45
Add a Corporate Goal
Talent Management > Configuration > Corporate Goals > Add
46
Recommended and Assignable Goals
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
47
Recommended vs Assignable Goals
48
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
Recommended Goals
50
Recommended Goals
51
Demonstration
Add and Assign a
Recommended Goal
52
Add and Assign a Recommended Goal
53
54
55
56
Assignable Goals
Assignable Goals are goals that can be assigned to an

individual employee or a group of employees.
These goals are a managers 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
Demonstration
Add an Assignable Goal
58
Add Assignable Goals
59
60
61
62
Assign an Assignable Goals
63
64 64
65 65
66
67
Competency Types
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
68
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
Review Competency Types
70
Competency Type Page
Talent Management > Configuration > Competency Type
71
Add a Competency Type
72
Add and Assign Competencies
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
73
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
Demonstration
Add and Assign a
Competency
75
76
77
78
79
80
81
Review Types
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
82
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
Review Template Review Type
Talent Management > Performance Management > Review Templates
84
Review Types Page
System Configuration > Business Rules > Review Types
85
Add a Review Type
86
Review Templates
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
87
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
Demonstration
Add a Review Template
89
90
91
92
93
94
95
96
97
Review Templates
Competency
2. Add Competencies
Goals Types
4. Add Goals
5. Assign/Recommend
Goals
4. Add Goals
5. Assign/Recommend
Goals
98
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 e-mail 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 employees Reviews page.
99
Demonstration
Distribute a Review
100
Distribute a Review
101
Distribute a Review
102
Distribute a Review
103
Distribute a Review
104
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
Schedule a Review
Goals and competencies do not need to be assigned

before scheduling a review.
Administrator receives an email 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
Demonstration
Schedule a Review
107
Schedule a Review
108
Schedule a Review
109
Schedule a Review
110
Schedule a Review
111
Schedule a Review
112
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
Additional Resources
Performance Management Administrator and

Talent Management Administrator Learning
Paths
UltiEasy QuickTips
Quick Tours
Quick Casts
114
Thanks
for participating in todays class!
115

FLEX 711f PerformanceMGTIntro Presentation

Hochgeladen von

Dokumentinformationen

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

FLEX 711f PerformanceMGTIntro Presentation

Hochgeladen von

Copyright:

Verfügbare Formate

Presenters

711f Introduction to Performance Management

Review the Performance

Review the Talent

Create a Review Template

2015 The Ultimate Software Group, Inc.

Performance Management helps organizations assess

System-delivered elements include review ratings, rating

Human Resources administrators are responsible for the

Myself > Jobs > Reviews

Performance Management allows you to assess an

The following are examples of review rating levels:

Performance Management provides several system-

System Configuration > Business Rules > Review Ratings

Rating scales are used in assessing employee goals

Performance Management provides the following two

Review rating maximum and minimum ranges can be

Goal types are broad categories that group similar goals.

Goal types must be configured before goals can be

Performance Management provides the following four

Talent Management > Configuration > Goal Type

Corporate goals direct employees in accomplishing

When configuration is complete, corporate goals can be

Corporate goals are unique for each company;

Talent Management > Configuration > Corporate Goals

Talent Management > Configuration > Corporate Goals > Add

Recommended goals are goals developed by a Human

During configuration, recommended goals can be:

Once defined, these goals are then recommended for

Assignable Goals are goals that can be assigned to an

These goals are a managers desired end result for his/her

These goals can be aligned with corporate goals and can

Once the goals are assigned to an employee, the goal

A competency is a term used to describe a behavior that

Competency types are broad categories used to group

Competency types must be configured before

Performance Management provides the following five

Talent Management > Configuration > Competency Type

Competency is a term used to describe a behavior that

Human Resources administrators define competencies on

Performance Management is delivered with a

A review is a method by which the job performance of an

Review types are broad categories that group similar

Review types must be set up before reviews can be

Performance Management is delivered with four review

Talent Management > Performance Management > Review Templates

System Configuration > Business Rules > Review Types

Review templates contain general information, review

Human Resources administrators create review templates

Active templates can be distributed to employees.

If an employee associated with the distribution does not

Once distributed, an e-mail notification with instructions is

Once completed, the review displays in the History

Enables managers and administrators to automatically

Talent Management > Review Schedules OR

Goals and competencies do not need to be assigned

Administrator receives an email if any of the selected

Reviewed the Performance Management process flow.

Reviewed the Talent Management settings.

Configured review components (review ratings, rating

Created a review template.

Performance Management Administrator and

Das könnte Ihnen auch gefallen