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Fundamentals
Unleash the power of SuccessFactors Performance Management
system
Table of Contents
About this Guide ............................................................................................................................................................. 1
Document Conventions.......................................................................................................................................................... 1
Enter Ratings..................................................................................................................................................................... 6
Add Comments ............................................................................................................................................................... 7
Writing Assistant ....................................................................................................................................................................... 8
Spell Check .............................................................................................................................................................................. 9
Legal Scan ............................................................................................................................................................................... 9
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
Document Conventions
Text Element
Meaning
Bold text
Bold text is used to call out user interface elements on the screen when taking
action on them, such as clicking a button or tab.
Italic text
Italic text is used to emphasize important information, such as a key term used
for the first time.
Note/Tip
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
Forms are organized by folder. Forms in your Inbox require your input and show as hyperlinks.
Click on a form name to display it.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
A
B
C
D
E
A. All Forms shows all of your forms (in all stages).
B. Inbox manages all the forms requiring your input. Forms remain in this folder until you send
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
B
E
C
A. The employees overall cumulative score. Click to view a list of individual ratings.
B. The number of incomplete items on this evaluation form. Click to view a list of incomplete
items.
C. (Managers only) The employee ratings comparison for the managers team. Click to view
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
Description
(First section)
Introduction
Goals
Core Values
Competencies
Job-specific skills, abilities and behaviors that measure success in the current
role
Performance
Summary
Signatures
Enter Ratings
Managers and employees provide a star rating to evaluate each performance goal, core
value, and job specific competency listed on the form. Click the rightmost star that represents
your assessments.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
Add Comments
Managers and employees use the Comments field listed for each item on the form to provide
text evaluating progress, demonstration of performance, and/or examples to support the ratings
you have chosen. Comments also facilitate a dialogue between the employee and manager.
Steps: Add Comments
1. Click in the Comment area to add or edit comments.
2. The Comments become editable and commenting tools display.
Note: Since the Administrator can disable various commenting tools, some of these options may
not be available in your environment.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
Writing Assistant
The Writing Assistant provides suggested text to quickly build review commentary for each
competency evaluated. Use the Writing Assistant to review sample descriptions of behaviors and
performance levels.
To access the Writing Assistant, click
field.
A
C
B
E
A. Select the phrase from one of the three columns that best describes performance.
B. Change the Narrative voice of the text, if necessary.
C. Review the quotes on both the Describe Behavior and Give Advice tabs and decide
Note: The Writing Assistant creates suggested text, however, it needs to be customized for the
individual and the situation in which it is used.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
Spell Check
The Spell Check reviews the text you enter in a Comment field for misspelled words. Run Spell
Check directly from a form where you create the Comment.
Steps: Spell Check a Comment Field
1. Click in the Comment area for a goal, core value, or competency. This displays the editable
Comment box and commenting tools.
2. Click
Legal Scan
The Legal Scan reviews the text you enter in a Comment field for potentially inappropriate
words. Run Legal Scan directly from a form where you create the Comment.
Steps: Legal Scan a Comment Field
1. Click in the Comment area for a goal, core value, or competency. This displays the editable
Comment box and commenting tools.
2. Click
3. If the scan finds inappropriate words, a window displays the problematic word.
4. Click the highlighted problem words under Your Text to view recommendations in the
Suggestions box.
5. Close the window when you are finished.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
in the
When you are finished making updates, scroll to the bottom of the form and choose Finalize
Form.
Complete/Sign a Form
When you reach the final step of the performance review process, the form is finalized and
completed by clicking the Sign button at the bottom of the form. This confirms that the review is
complete and all parties have reviewed the information.
To view completed performance forms, choose the Completed folder on the Performance
page.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
10
View where you stand in the performance review process for each employee
Take action on any step in the process
Ask for feedback for any member of your team
Calibrate as you go
To access the Team Overview page, choose Performance from the navigation menu, then click
the Team Overview link.
any cell in a column to see where you are in the performance review process with the
employee.
C. Click Stack Ranker to compare and adjust your teams competency ratings.
D. Ask for Feedback allows you to obtain feedback for a given employee via email.
E. Buttons on the Team Overview page let you take action on any step of the process. For
example, if it is time for you to review Marcus, a Review Marcus button displays.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
11
4
5
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
12
To view feedback, click Supporting Information at the top of the employees performance form.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
13
F
A. The Stack Ranker table lists all direct reports and their competency ratings. Click a value
B.
C.
D.
E.
F.
Developed by Aasonn LLC for internal use by Aasonn customers and licensed SuccessFactors customers only.
All rights reserved. SuccessFactors and the SuccessFactors logo are registered trademarks of SuccessFactors Inc.
Rev 6.16.14
14