Power Of Performance:

1. Power OfPerformance: HR/Benefits Solution

2. 1 Overview of Workflow Rights 2 Walkthrough of the Performance Review Process • Scheduling • Performing • Approval • Releasing • Signoff 3 Email Notifications and Reminders 4 Tips on Performance Management

3. Advantages of Performance Management • Enabling creation, customization and management of Performance Reviews • Assigning contributors • Setting up review form templates (Optional) • Assigning competencies to jobs • Creating questions and rating scales • Paperless review process and leverages the use of Employee and Manager Self Service • Reduces the risks and disadvantages of tracking paper forms • Access, update, and submit performance review forms online • Tracking the status of reviews in process • Automated reminders alert managers of upcoming reviews • Reporting on overdue and upcoming reviews

4. HR/Benefits Solution - Workflow Overview of Workflow Rights

5. Overview of Workflow Rights The performance review process can take several different paths depending on how your company utilizes Employee Self Service, Manager Self Service, the access rights you grant, and the approval workflows you define. Review contribution options: Employee, Manager, and HR Practitioner Manager and HR Practitioner only HR Practitioner exclusively

6. Overview of Workflow Rights In the HR Practitioner Role, go to the: HR Tab> Performance Tab> Add or Edit a Review Policy

7. Manager Workflow Rights • The Manager Workflow Rights you apply here determine: • Number of Managers involved in the approval process • Included steps for compensation and job title changes • Setup exceptions in the approval process

8. HR/Benefits Solution – Scheduling - HR Walkthrough of the Performance Review Process Step 1: Scheduling Reviews HR Practitioner Step 1: Scheduling Reviews HR Practitioner

9. Scheduling New Review - HR Practitioner When the practitioner logs in, they will pull up the employees record and go to the Performance Edit tab. The following screen will display:

10. Scheduling New Review – HR Practitioner

11. HR/Benefits Solution – Performing - Employee Walkthrough of the Performance Review Process Step 2: Performing Reviews Employee

12. Performing Scheduled Review – Employee Steps Once Employees log into Employee Self Service, they will access the Performance page that the HR Practitioner has setup.

13. Performing Scheduled Review–Employee Steps

14. Performing Scheduled Review–Employee Steps

15. HR/Benefits Solution Walkthrough of the Performance Review Process Step 2: Performing Reviews Manager

16. Performing Scheduled Review – Manager Steps

17. Performing Scheduled Review – Manager Steps

18. Reviewing Employee Template – Manager Role

19. Performing Scheduled Review – Manager Steps

20. Performing Scheduled Review – Manager Steps

21. Performing Scheduled Review – Manager Steps Remember: After hitting finish the review goes to the HR practitioner for approval.

22. HR/Benefits Solution Walkthrough of the Performance Review Process Step 3: Approval Process HR Practitioner

23. Approval Process – HR Practitioner IMPORTANT: Rejecting a scheduled review will NOT delete the entire review. The form will be sent back to the manager to make any necessary adjustments. If the employees form needs to be adjusted, HR needs to send the form back to the employee. CAUTION: Rejecting a NEW review that was performed by the manager (NOT A SCHEDULED REVIEW) will delete the entire review.

24. Approval Process – HR Practitioner • The Edit Review Form button allows the HR Practitioner to make any necessary adjustments to the managers form on the managers behalf • The Send Back button is used to send the Employees form back to the Employee

25. Approval Process – HR Practitioner • Sending the Review back to the Manager and/or Employee places it back into the Performance section • Once the Review is Submitted the forms go back to the HR Practitioner for approval

26. HR/Benefits Solution Walkthrough of the Performance Review Process Step 4: Releasing Review Manager

27. Releasing Review to Employee - Manager Steps

28. HR/Benefits Solution Walkthrough of the Performance Review Process Step 5: Employee Acknowledgement Employee

29. Employee Sign Off /Acknowledgement

30. HR/Benefits Solution – Workflow Review Overview of Workflow Rights

31. HR/Benefits Solution Email Notifications and Review Reminders

32. Email Notifications Workflow HR Practitioner approves the review = Email = Action Manager receives notification to release the review to Employee HR or Manager schedules review Manager completes review in Manager Access Manager releases review to Employee Employee and Manager receives Notification HR Practitioner receives notification pending their approval Employee completes review in EE Self Service Employee receives notification to sign off on review Manager receives Email of review completed by Employee Employeesigns off on review

33. Set up Performance Review Reminders • Send performance review reminders to managers • Define how many days in advance of a scheduled review date a reminder should be sent • Send a secondary reminder

34. HR/Benefits Solution Helpful Tips on Performance Management Let’s Make it Successful for You!!!

35. Helpful Tips – Contributor Settings If you enable: Employee and Managers to contribute to reviews • The employee reviews and updates the form via Employee Self Service. • The Manager reviews the employee responses and completes their form via Manager Self Service. • The HR Administrator reviews the forms, makes any necessary updates, and then approves the review. Neither Employees nor Managers to contribute to reviews • The HR Practitioner enters all the review information in HR & Benefits

36. Helpful Tips - Performance Reviews • If the policy is set for manager contribution, then the Employees need to have a Manager assigned. • The Employee’s Manager needs to have His/Her Manager Self Service account enabled. • HR or Manager may schedule and/or release reviews to employees. • If an employee is being transferred to another manager, all scheduled or pending reviews must be completed by the initial manager prior to doing the transfer. • Please ensure that the setup of the performance module is accurate prior to scheduling reviews. • For Single Sign On Users, please remember that after 20 minutes of inactivity, you will be logged off. Typing in a text field does not count as activity.