SuccessFactors On-Line Performance Evaluation System

1. SuccessFactors On-Line Performance Evaluation System

2. Job Description Mgr What is SuccessFactors? A new online performance management system that automates the performance evaluation and goal management process and gets people more connected. It supports our organization’s shift to a common review date. Performance Management Learning and Development

3. What is it? • A system for managers to record evaluation information that will “populate” the Planning Stage document and the Evaluation document • A system that calculates evaluation scores!!!

4. Why are we doing this? • We heard you! In response to the feedback received from you in the employee satisfaction surveys, we have revamped the Performance Management Process and are implementing a new online performance management system, SuccessFactors. • SuccessFactors will: • Increase fairness and consistency of reviews – everyone will be reviewed at the same time, using the same format, in one system • Create a strong connection between MUSC goals – leader goals – and employee goals, so that we are all working to achieve the same outcomes • Give MUSC the ability to clearly differentiate between high and low performers, so that high-performing employees can be rewarded • Reinforce the importance of our Standards of Behavior – all employees will be evaluated on the same standards

5. Updates to Evaluations • Leader Eval: • Pillar Goals: 50% • Job Duties: 35% • Standards of Behavior: 15% • Employee Eval: • Pillar Goals: 30% • Job Duties: 55% • Standards of Behavior: 15% Standards of Behavior statement updated.

6. Current process – New process Manual paper process Automated process Scores manually calculated Scores automatically calculated Performance forms manually Performance forms routed routed for signatures electronically Multiple printed copies of forms Forms stored electronically Data entry required by HR Eliminates data entry by HR Review dates throughout year Universal review date

7. SuccessFactors On-Line Performance Evaluation System 2010 Planning Stage Acknowledgement Forms

8. Planning Stage Acknowledgement Form • Planning Stage Acknowledgement forms are presently with each manager • To access forms, the manager will log into SuccessFactors with their Net ID and password

9. How do I access SuccessFactors? Log into SuccessFactors from MyRecords or from the HR home page. Login with NetID and password.

10. Accessing Planning Stage and Review Forms • Click the “Performance” tab • Review each form • Please be sure the pillar goals, position description, and job responsibilities with measurable success criteria are entered on the form prior to sending the Planning Stage document to the employee.

11. Planning Stage Acknowledgement Workflow Manager Verification: Manager receives form, confirms all content is present: Position Description, Pillar goals, Job Responsibilities, and confirms section weights equate to 100% as appropriate. Signature Step: Employee Signs. Complete: Copy of completed form filed in the completed folder of both employee and manager.

12. Signing the Planning Stage Acknowledgement Form 1. On the Home Page, click Employee Signature. 2. Read through the Planning Stage, and click Sign at the end of the form. 3. Click Sign again to confirm your signature.

13. WorkflowAnnual Performance Review Planning Stage August – December 2009 Evaluation Stage May- August 2010 Signature Stage July – August 2010

14. Patti Kelly, Project Manager for SuccessFactors VeLonda Dantzler, Staff Development and Training Thanks and have a great day!