Frequently Asked Questions: Performance Management v12 (PM v12)

Q: Is there a cost to implement PM v12?

A: There is no licensing cost, but depending on the complexity of your process, there may be some professional services
charges for configuration of your new forms.

Q: Is data migration required for existing customers?

A: No migration is needed for existing customers, as both PM v11 (classic Performance Management) and PM v12 forms
will co-exist in an instance. When you’re ready to implement PM v12, you’ll create a new form in the PM v12 format and
use that form for the next review cycle.

Q: Can the PM v12 form be configured in SuccessFactory?

A: No. There are two options for configuration: either use a template from the SuccessStore and customize it in the
OneAdmin Manage Templates tool, or for more complex processes, work with Professional Services.

Q: Are there any prerequisites for PM v12?

A: Yes, the v12 (Revolution) User Interface must be enabled in order to user PM v12. Enabling PM v12 will automatically
enable the v12 UI.

Q: What are the exciting new features of PM v12?

A: There are many! Team Overview offers a simple, effective at-a-glance view of the review process for managers. Out of
Turn Access means you don’t have to wait to start your work on a form. Ask for Feedback makes it simple to get input
from stakeholders in the system or at external addresses—and for their answers to flow right from email into the review
form. The Writing Assistant/Coaching Advisor is new and improved in PM v12, and Stack Ranker (Team Rater) is built
right in.

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Q: What PM v11 options are not supported in PM v12?
A: While many best-practice processes are supported by PM v12, there are features we’re still working on. Some, but
not all are included below. Please review with your PS or CS representative if PM v12 is right for you and your
requirements

• Iterative Steps—Try “Send Back a Step” feature! • Rich Text Editing (RTE) Formatting of
• Collaborative Steps—Try “Out of Turn Access” Introduction Section and Competency
Feature! Names/Descriptions
• Rating of Record by Role Other than EM • Reverse Rating Scale
• Objective-Competency or Performance- • Custom Fields in Objective, Competency or
Potential Sections Summary section
• Userinfo Section • 360 Form History Access
• Reviewinfo Section • PM Form History Access
• Some Admin Tools not yet supported

Q: Are EMM, EX, or EH Steps supported in PM v12?

A: Yes, these roles can all be owners of steps on a PM v12 route map. The only limitation is that none of these roles can
currently be the rater of record.

Q: I hear you can only have 3 modify steps in a PM v12 Route Map. Is that true?
A: No, there’s no limit to the number of modify steps you can have in PM v12. However, currently you can only display 3
in the Team Overview interface. This is meant to support a longer overall performance management process, but
provide laser-focus to managers as they shepherd the final focal review process.

Q: Can I format the Ask for Feedback email?

A: Yes, an admin can edit the company-wide template for Ask for Feedback emails and users can edit each individual
email before it’s sent out.

Q: Will the review subject ever see an Ask for Feedback email response?
A: No, the employee does not currently have access to the Ask for Feedback responses, either in the form, in a print out,
or in reports. We are considering expanding this feature in the future.

Q: What are the printing options for a PM v12 form?

A: Currently you can print the form from HTML or save it as a PDF document. Detailed options, such as choosing which
sections to print, are future road map considerations.

Q: Does PM v12 support label-only ratings? Do I have to use stars for ratings?
A: Yes, PM v12 supports label-only ratings. And if you don’t like stars, now we have an option for using circles instead!

Q: Can a manager see both direct and indirect reports in Team Overview and Team Rater?
A: Yes, a manager will see all reports on the Team Overview and Team Rater interfaces, if they are on the form route
map as wither EM or EX.

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