SAP SuccessFactors Usage Team Members

SAP SuccessFactors Usage

Team Members

August 2021

Index

Performance Evaluation

Associate Acknowledgement

Self Evaluation

1.

2.

3.

TopicsS.No

About Mid and Final Year Evaluation

Evaluation is an important tool for an organization, that provides an opportunity for both Evaluators and

Reviewers to assess and discuss associate’s performance and progress against goals, proactively discuss any

concerns and/or challenges, and collaboratively develop action plans.

➢ Objective is to measure and improve the performance of our associates and increase their future potential

while adding value to HMSI.

➢ Helps in providing feedback, improving communication, understanding training needs and clarifying roles

and responsibilities in addition to determining how to allocate rewards

Self EvaluationEvaluation by

EvaluatorEvaluation by

ReviewerAssociate

Acknowledgment

Performance Evaluation

Performance Evaluation System

Process Flow for Goal Evaluation on SuccessFactors

• For Goals Evaluation, an associate has to enter actuals and achievements against the set goals and do

Self-Appraisal for each half (H1/ H2) of the current financial year and forward the same to the Evaluator

• For scoring above or below 3, it is mandatory to attach documents substantiating high/low level of

performance evaluation.

• Rating Scale for Goals/ KRAs (Part A) Evaluation:

• For Competencies, please mention “critical incidents” substantiating the scores given

• Rating Scale for Behavioral Competencies (Part B) Evaluation:

Rating Terminology

1 Stands for “Needs Improvement”

2 Stands for “Strives to Meets Expectations”

3 Stands for “Meets Expectations”

4 Stands for “Exceeds Expectations”

5 Stands for “Far Exceeds Expectations”

Rating Terminology for DVH & Below

1 Stands for “Far Below Standard”

2 Stands for “Below Standard”

3 Stands for “Meets Standard”

4 Stands for “Above Standard”

5 Stands for “Far Above Standard”

Goals Setting Evaluation - Guidelines

Once the First Half / Second Half Review Form is launched by HR, the form reaches to the Associate’s

Performance inbox for Self Evaluation.

• At this stage, associate enters rating and comment against each goal and competency

• Rating and Comment (minimum 40 characters) against each goal and competency is mandatory

• Continuous Performance Management information, if provided during the year, will be visible against each

goal.

• A Guideline document of role - based competencies (Rating Definition etc.) is provided through link.

• Writing Assistant option will be available for entering comments against each competency

Self Evaluation - Process

Self Evaluation Evaluation by Evaluator Evaluation by ReviewerAssociate

Acknowledgment

Guidelines

➢ Login to SuccessFactors

➢ Click on Review Performance ➔ Self-Evaluation & access “First Half Review Form”



Acknowledgment

Steps

OR

➢ Click on Home ➔Performance ➔ Click on the form “First Half Review Form”



Acknowledgment

<Asso. Name>

<Associate Review form >

➢ Once the form opens, you will see the First Half Review Form with sections like Route Map, General

Guidelines, H1 Goals, Competencies. This is the main form that will be evaluated for Performance

Management System.



Acknowledgment

<Asso. Name>

<Asso. Name>

➢ Go To “H1 Goals” Section to give the following:

i. Status for Milestone

ii. Comments for Milestones

iii. Comment for Goal

This can be done by clicking on the pencil icon button



Acknowledgment

<Asso. Name>

<Asso. Name>



Acknowledgment

After clicking on the pencil icon button, this window will open against each goal

• Associate to give Rating (1-5) and Comments against each Goal.

• Associate can view the Goal Details and Milestones



Acknowledgment

<Asso. Name>

<Asso. Name>

Go to “Competencies” Section and give Rating and Comments against each Competency.



Acknowledgment



Acknowledgment

Give Comments (minimum 40 characters)

Click here to view proficiency level

Give Rating and Comments against each Competency.

Use writing assistant to give comments against each competency.



Acknowledgment

Click on the rating statements

Select the Narrative preference <Asso. Name>

Use writing assistant to give comments against each competency.



Acknowledgment

<Asso. Name>

Comment for the competency will appear

Select the Narrative preference

Click here to place the comment & then click close

Comments will appear against competency.



Acknowledgment

Comment for the competency will appear

<Asso. Name>

➢ Associate to give Overall Comments and can view Overall Comments by Reviewer when the form is sent back

by the Reviewer



Acknowledgment

➢ Click Save and Close, the form will get save and closed. Click Submit to send the form to next step i.e.,

Evaluation by Evaluator



Acknowledgment

➢ Associate may enter a Comments (optional) that will go along with the email notification.



Acknowledgment

<Evaluator. Name>

➢ The Form will be Sent to Evaluator by Evaluation.

Form status can be checked by clicking on ‘Enroute’ icon in his performance inbox.



Acknowledgment

<Asso . Name> <Evaluator. Name>

➢ New feature has been made available, to add any attachments with regards to self performance on main

page in the Supporting Pod



Acknowledgment

<Associate. Name>

<Associate. Name>

➢ Click on the supporting tab; then click on the + Sign to add file.



Acknowledgment

Click here to add

attachments

➢ Choose the file and click on the upload button to upload the file.

Click here to upload

After evaluation by Evaluator and Reviewer, the form gets routed to Associate for his/her Acknowledgement.

1. In 2-way Feedback Questionnaire, associate enters “Yes/No” against each item

2. The Associate can view comments against each Goal and competencies given by evaluator and shares his/her feedback & declaration

Associate Acknowledgment- Process


Acknowledgment

Steps:


➢ Click on Review Performance ➔ Associate Acknowledgement & access First Half Review Form



Acknowledgment

Steps:


➢ Click on Review Performance ➔ Associate Acknowledgement & access First Half Review Form

<Associate Name>

OR

➢ Click on Home ➔Performance tab ➔ Click on the form name First Half Review Form


Acknowledgment


<Associate Name>


Acknowledgment

➢ Once the form is opened, Associate can view the Route Map, H1 Goals, Competencies, Two Way

Feedback by Evaluator, Two Way Feedback by Associate, Declaration by Associate and Declaration by

Reviewer.


<Associate Name>

<Associate Name>

➢ In H1 Goals Section, Associate can view the Self Rating and Comments that was given at the time of Self-

Assessment against each goal.

Also, Comments given by Evaluator will be visible to the Associate against each goal.


Acknowledgment


<Associate Name>

<Evaluator Name>

Others

<Associate Name>

<Associate Name>

<Associate Name>

<Eval. Name>

<Other Associate Name>

<Associate Name>

<Associate Name>

<Associate Name>

➢ In Competencies Section, Associate can view the Self Rating and Comments that was given at the time of Self-

Assessment against each competency.

Also, Comments given by Evaluator will be visible to the Associate against each Competency.


Acknowledgment


<Associate Name><Asso. Name>

<Associate Name>

<Evaluator>

➢ Associate can view the Overall Comments given by the Evaluator and Reviewer.


Acknowledgment


TO BE UPDATED

<Associate Name>

<Associate Name>

➢ Associate can view the Two – Way Feedback given by the Evaluator


Acknowledgment


<Associate Name>

<Associate Name>

➢ Associate to give Yes/No and Comments(optional) in Two-Way Questionnaires.


Acknowledgment


You can add Comments (optional) by clicking on the

“>” arrow

<Associate Name>

<Associate Name>

➢ Associate to give Declaration and Click on Submit to send the form to next step i.e. Rating approval


Acknowledgment


<Associate Name>

<Associate Name>

➢ Associate to give Declaration and Click on Submit to send the form to next step i.e. Rating approval


Acknowledgment


<Associate Name>

Appraisal Letter (H1/ H2)

➢ Once the rating is approved by Directors, the Appraisal Letter is generated through system

➢ Associates will be able to view First Half Rating in their Performance Inbox folder on completion of the entire

process

➢ Completed Copy of the Goal Setting and Evaluation Form will be available in the Performance Inbox folder of

Associate, Evaluator as well as the Reviewer

Same process will be followed during Second Half Review process

Thank You !

SAP SuccessFactors Usage Team Members

Documents

Transcript of SAP SuccessFactors Usage Team Members