Streamline your performance management with the SuccessFactors Performance Management Template workflow designed for defining KPIs, structuring forms, and setting goals.
1
Define Performance Management Template
2
Identify Key Performance Indicators
3
Draft Performance Rating Scale
4
Structuring of the form
5
Approval: Form Structure
6
Determine Sections and Goals
7
Approval: Sections and Goals
8
Prepare Role-Specific Competencies
9
Plan Feedback Standards
10
Approval: Feedback Standards
11
Define Route Map
12
Establish Notification Settings
13
Approval: Notification Settings
14
Set up Round Confidentiality Rules
15
Enable Print Options
16
Test Performance Management Form
17
Approval: Test Outcome
18
Finalize Performance Management Template
19
Launch Performance Management Process
20
Approval: Launch Process
Define Performance Management Template
In this task, you will create a performance management template that will serve as the foundation for evaluating employee performance. The template will outline the criteria and guidelines for assessing performance and provide a structured framework for the performance management process. The desired result is to have a clear and comprehensive performance management template that aligns with the company's goals and values.
Identify Key Performance Indicators
In this task, you will identify the key performance indicators (KPIs) that will be used to evaluate employee performance. KPIs are measurable indicators that reflect the success and progress of an employee in their role. The task's role is to identify the most relevant KPIs for the performance management process, ensuring that they are aligned with the company's goals and objectives. The desired result is to have a list of KPIs that will be used to assess employee performance.
1
Sales performance
2
Productivity
3
Customer satisfaction
4
Quality of work
5
Team collaboration
Draft Performance Rating Scale
In this task, you will create a performance rating scale that will be used to assign ratings to employee performance. The rating scale will provide a standardized method for evaluating performance and ensure consistency across assessments. The task's role is to draft a performance rating scale that accurately reflects the different levels of performance and provides clear descriptions for each rating. The desired result is to have a comprehensive performance rating scale.
In this task, you will structure the form that will be used for the performance management process. The form will provide a format for collecting and storing the necessary information for evaluating performance. The task's role is to determine the organization and layout of the form, ensuring that it captures all the essential details required for accurate assessments. The desired result is to have a well-structured form that facilitates the performance management process.
Approval: Form Structure
Will be submitted for approval:
Structuring of the form
Will be submitted
Determine Sections and Goals
In this task, you will determine the sections and goals that should be included in the performance management form. Sections help organize the form and group related goals together. Goals define the specific areas of performance that will be evaluated. The task's role is to identify the sections and goals that align with the company's requirements and capture the essential aspects of employee performance. The desired result is to have a clear structure for the form that reflects the company's priorities.
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Goal 1
2
Goal 2
3
Goal 3
4
Goal 4
5
Goal 5
Approval: Sections and Goals
Will be submitted for approval:
Determine Sections and Goals
Will be submitted
Prepare Role-Specific Competencies
In this task, you will prepare role-specific competencies that will be used to evaluate employee performance. Competencies are the skills, knowledge, and behaviors required for successful job performance. The task's role is to identify the competencies that are relevant to each role and ensure that they are aligned with the company's expectations. The desired result is to have a list of role-specific competencies that will be used to assess employee performance.
1
Communication skills
2
Leadership qualities
3
Problem-solving abilities
4
Technical expertise
5
Adaptability
Plan Feedback Standards
In this task, you will plan the feedback standards that will guide the performance management process. Feedback standards define the expectations for delivering feedback to employees and provide guidelines for conducting effective performance discussions. The task's role is to determine the feedback standards that align with the company's culture and values, ensuring that they promote open communication and constructive feedback. The desired result is to have clear feedback standards that enhance the performance management process.
Approval: Feedback Standards
Will be submitted for approval:
Prepare Role-Specific Competencies
Will be submitted
Define Route Map
In this task, you will define the route map for the performance management process. The route map outlines the steps and stages that the performance management form will go through, from initiation to completion. The task's role is to establish a clear and logical route map that ensures a smooth and efficient flow of the performance management process. The desired result is to have a well-defined route map that minimizes delays and confusion.
Establish Notification Settings
In this task, you will establish notification settings for the performance management process. Notification settings determine who receives notifications at each stage of the process, ensuring that all stakeholders are kept informed. The task's role is to identify the individuals or groups that should receive notifications and define the specific triggers and content of the notifications. The desired result is to have effective notification settings that facilitate communication throughout the performance management process.
1
Form submission
2
Approval request
3
Assessment completion
4
Deadline reminder
5
Performance improvement plan initiated
Approval: Notification Settings
Will be submitted for approval:
Establish Notification Settings
Will be submitted
Set up Round Confidentiality Rules
In this task, you will set up round confidentiality rules for the performance management process. Round confidentiality rules determine who can access and view the performance assessment information during each round of the process. The task's role is to define the confidentiality rules that align with the company's privacy policies and ensure the appropriate level of confidentiality for the performance data. The desired result is to have clear and consistent round confidentiality rules.
Enable Print Options
In this task, you will enable print options for the performance management form. Print options allow users to generate printable versions of the performance assessment for record-keeping or review purposes. The task's role is to enable the necessary print options and ensure that the printed version captures all the relevant information from the form. The desired result is to have a printable version of the performance assessment that is accurate and complete.
Test Performance Management Form
In this task, you will test the performance management form to ensure its functionality and usability. The test will involve filling out the form with sample data and verifying that all form fields work correctly. The task's role is to identify any issues or bugs in the form and make the necessary adjustments for optimal performance. The desired result is to have a fully functional and user-friendly performance management form.
Approval: Test Outcome
Will be submitted for approval:
Test Performance Management Form
Will be submitted
Finalize Performance Management Template
In this task, you will finalize the performance management template based on the feedback and adjustments made during the testing phase. The task's role is to review and incorporate the necessary changes to ensure that the template is comprehensive, clear, and aligned with the company's requirements. The desired result is to have a finalized performance management template that is ready for implementation.
Launch Performance Management Process
In this task, you will launch the performance management process, making the performance management template and form available to the relevant stakeholders. The task's role is to communicate the launch of the performance management process, provide instructions for accessing the template and form, and ensure that all stakeholders are aware and prepared for the process. The desired result is to have a successful launch of the performance management process.
