STARS! Training for Employees: Using the Strategic Talent Assessment and Reporting System

1. STARS! Training for Employees: Using the Strategic Talent Assessment and Reporting System Kristan Williams Soave HR Dept

2. Before We Begin… • To minimize the web meeting dashboard • Remember to mute your lines when possible. • Please do not put your phone on hold during the session • Engage and ask questions as often as necessary Click the arrow to minimize or maximize as necessary Confidential

3. Agenda • STARS! Concepts • Introduction to the STARS! Software • Setting and Managing Goals • Understanding Roles in Goal Management • Goal Plan Basics • Creating SMART Goals • Creating Business and Developmental Goals • Performance Appraisal Process • Performance Appraisal Steps • Performance Form Basics • Tools to Assist in Writing Self-Reviews (if applicable) • Support and Resources • Q&A (throughout) Confidential

4. STARS! Process Confidential

5. Setting and Managing Goals

6. Goal Types Confidential

7. Writing SMART Goals A SMART Goal is: Confidential

8. Exercise: Writing SMART Goals Is this Goal SMART? “Try to improve customer retention as quickly as possible.” Confidential

9. Exercise: Writing SMART Goals Modified using the SMART methodology: “Implement a customer retention program to increase retention rates by 10% by year end.” Confidential

10. Creating SMART Goals in SuccessFactors Implementation of a SMARTGoal: Confidential

11. Creating Development Goals • The employee and manager mutually agree upon 1 – 3 development goals to sharpen the employee’s strengths and develop areas that would benefit from improvement. To create a new development goal: • Click on the Development tab • Click the Create a New Development Goalbutton 1 2 Confidential

12. Performance Appraisal Process

13. Performance Appraisal Steps Employee Self Review* Manager Review Discussion and Signature HR Review Email notification to HR Email notification to employee Email notification to manager Email notification to manager Manager signs form, holds discussion with employee then sends the form to the employee for signature HR reviews appraisal and may enter comments then sends the form back to the manager for additional review or signature Manager enters employee rating and comments on performance then sends the form to HR for review prior to holding discussion with employee Employee enters self rating and comments on performance then sends the form back to the manager for review Email notification to employee Employee signs Email notification to HR HR signs and completes the process *This step may be optional for some business units Confidential

14. Rating Scale Confidential

15. Performance Form Basics View Options allow you to change how you view the form on the page. View the full form, one section at a time, or one item at a time Allows you to download an offline copy of the form Allows you to search and open a previously completed form for this individual Full form spell check and full form legal scan Allows you to open any notes you have received or created for this individual. The multiple pages indicate there are notes, the single page indicates there aren’t Print Preview Print set up allows you to see what the form will look like when printed and choose which format, HTML or PDF, you will print your form in Allows you to view more details and an audit history of this form Opens up a meeting request in Microsoft Outlook Allows you to save your work Confidential

16. Demo: Performance Evaluation Form

17. Tools to Assist in Writing Reviews:Writing Assistant • Provides suggested text, modifiers, and categories of competencies to quickly build review commentary. • Click the icon from the form • Select a phrase • Change the narrative to I • Make the text more or less positive • Click the Place Text button to paste into the form and modify as desired 2 4 3 5 Confidential

18. Support and Resources • eLearning Tutorial • Housed on the www.soave.com website on the STARS! log-in page.  • For questions regarding your business unit's performance management process: • Please contact your Human Resources Manager or Human Resources Representative.  • For technical questions regarding the STARS! website: • Please contact Kristan Williams at 313-567-7000 ext. 472 or STARS@soave.com. Confidential

19. Thank You!