Success factors user training

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Success Factors Express


Welcome to Success Factors

This email will arrive from the administrator’s email address


Your Home Page


The Appraisal


The “front page” of your performance appraisal includes instructions


Select the skill you would like to rate. You can do them consecutively or in any order.


Complete you star rating on the 5 point scale. The label for each star level will appear when you hover over or select it (e.g. Meets

Expectations, above)


You can use the writing assistant to speed up the process and help you determine what to write.


Select the heading, (e.g. generally good communicator). The full text will appear in the grey

box at the bottom of the screen.


Make the text more or less positive and control what person it is written as


Select the Notebook to view the notes you made throughout the year (instructions on this to follow)


Section 2 of your appraisal provides instructions on completing goals


You can review your ratings in summary form before sending to your manager


You have the option to return to your appraisal to re-read your ratings and comments at a later time or date if you do

not want to send them to your manager immediately.


This email arrives with your Manager once you have completed and sent your self evaluation


This is what your manager can see when they log-in to complete your appraisal.


When the Manager views their summary it includes your ratings and comments as well as theirs.


Manager will send you the appraisal so you can review their comments before the meeting.


This email will come from your manager’s email address


You will complete this step after the meeting with your Manager


It is possible to decline this if you have agreed that changes need to be made however this adds

additional steps to the process.


Email your Manager will receive following a rejection.


What happens if I reject?

• This takes the manager back to the full review – the manager can make any changes you discussed and prompt the performance review to come back to you again.


When you log in after your Manager has updated your review you will see this screen again – you will have the opportunity to read updated review before signing.


Manager receives this email


Manager’s signature completes the review


The system tells you the review is complete and where to find the archived review


You can access complete appraisal forms (to review and prepare for your next appraisal) in “My

Files”, on the history tab.


Adding Goals

Click the add goal button


Goal screen pops up


Creating Notes


Any Questions?

Success factors user training

Documents

Transcript of Success factors user training