Taleo Performance User Guide - Oracle | Integrated …

1 BP(A|S) Taleo Performance user GuideJanuary 2008 Taleo Performance user Guide iConfidential InformationIt shall be agreed by the recipient of the document (hereafter referred to as "the other party") that confidential information disclosed by Taleo through its documents shall be retained in confidence by the other party, and its respective employees, affiliates and/or subsidiaries, pursuant to the following terms and conditions:For the purpose herein, the term "Confidential Information" shall mean the following:Any information, know-how, data, process, technique, design, drawing, program, formula or test data, work in process, business plan, sales, suppliers, customer, employee, investor or business information contained in a document, whether in written, graphic, or electronic form; orAny document, diagram, or drawing which is either conspicuously marked as "Confidential", known or reasonably known by the other party to be confidential, or is of a proprietary nature, and is learned or disclosed in the course of discussions, demonstrations, or other collaboration undertaken between the parties.

2 2008 Taleo Corporation. Do not reproduce without the written permission of Taleo Performance user Guide iiTable of ContentsConfidential Information .. iGetting StartedWorking with Taleo Performance .. 1-1 Welcome to Taleo Performance .. 1-1 Navigation .. 1-2 Employee Center .. 1-3 Manager Center .. 1-3 Networking .. 1-4 Taleo Performance Home Page .. 1-5 Taleo Performance user Interface Elements .. 1-6 Logging Into Taleo Performance .. 1-9 Taleo Performance Login .. 1-9 Logging With an Employee Record .. 1-9 Logging With an Employee Record and a HR-Admin Role .. 1-10 Logging with no Employee Record but a HR-Admin Role .. 1-10 Goal ManagementGetting started with Goal Management .. 2-1 Goal Management .. 2-1 Removing an Item .. 2-1 Viewing further Details .. 2-2 Displaying the List Mode .. 2-3 Displaying the Card Mode.

3 2-3 Displaying the Timeline Mode .. 2-4 Requesting Approval .. 2-4 Taleo Performance user Guide iii Goal Management Fields and Buttons .. 2-5 Working with Employee Goals .. 2-11 Employee or Individual Goals .. 2-11 Creating an Employee Goal .. 2-11 Creating an Employee Sub-Goal .. 2-12 Editing an Employee Goal or Sub-Goal .. 2-13 Aligning an Employee Goal .. 2-13 Requesting Feedback .. 2-14 Employee Goal Fields and Buttons .. 2-15 Working with Business Goals .. 2-20 Business Goals .. 2-20 Creating a Business Goal .. 2-21 Creating a Business Sub-Goal .. 2-21 Editing a Business Goal or Sub-Goal .. 2-22 Creating a Business Project from the My Projects Page .. 2-23 Creating a Business Project from the Business Goals Page.

4 2-23 Creating a Business Sub-Project .. 2-24 Aligning a Project or Sub-Project .. 2-25 Creating a Milestone .. 2-25 Business Goals Fields and Buttons .. 2-26 Performance Review ManagementGetting Started with Performance Review Management .. 3-1 Performance Review .. 3-1 Rating .. 3-1 Performance Review Page .. 3-2 Opening a Performance Review .. 3-3 Viewing a Performance Review by Item .. 3-4 Viewing a Performance Review by Section .. 3-4 Viewing a Performance Review by Page .. 3-5 Viewing Employee Information Details .. 3-5 Viewing the Detail Rating in Summary .. 3-6 Viewing the Alignment of a Goal in a Performance Review .. 3-6 Performance Review Fields and Buttons .. 3-7 Working with Performance Reviews .. 3-10 Opening a Performance Review as an Employee .. 3-10 Opening a Performance Review as a Manager.

5 3-10 Opening a Performance Review as an Administrator .. 3-11 Completing a Self-Assessment .. 3-11 Completing an Employee s Performance Review .. 3-13 Approving an Employee s Performance Review .. 3-14 Rating an Item of the Performance Review .. 3-15 Entering Comments .. 3-15 Requesting Feedback .. 3-16 Requesting Additional Ratings .. 3-17 Taleo Performance user Guide iv Comparing Review Information .. 3-17 Managing Goals within a Performance Review .. 3-18 Managing Competencies within a Performance Review .. 3-19 Managing Custom Items within a Performance Review .. 3-20 Printing a Performance Review .. 3-21 Succession Plan ManagementWorking with Succession Plans .. 4-1 Succession Plan .. 4-1 Search .. 4-2 Advanced Search - Criteria and Fit Percentage.

6 4-4 Timeline Mode .. 4-6 Viewing a Succession Plan .. 4-7 Searching for a Successor - Search for: .. 4-7 Searching for a Successor - Advanced Search .. 4-8 Searching for a Successor - Top People .. 4-10 Searching for a Successor - Above Average Fit .. 4-11 Searching for a Successor - Fit .. 4-12 Adding a Successor from a Search Results List .. 4-13 Adding a Direct Report .. 4-14 Ranking and Unranking a Successor .. 4-14 Comparing Successors .. 4-16 Managing a Successor s Readiness .. 4-16 Selecting a Potential Interim Replacement .. 4-17 Requesting Approval of a Succession Plan .. 4-18 Approving a Succession Plan .. 4-19 Creating a Requisition .. 4-19 Managing Succession Plans as an HR Administrator .. 4-20 Succession Planning Fields and Buttons .. 4-21BP(A|S)Getting StartedIn This Chapter Working with Taleo Performance .

7 1-1 Logging Into Taleo Performance .. 1-9 Taleo Performance user Guide Page 1-1 Chapter 1 - Getting StartedWorking with Taleo PerformanceWorking with Taleo PerformanceWelcome to Taleo PerformanceTaleo Performance combines innovative Performance , goals, career, and succession management with the leading talent management platform for a unified view of talent and Performance across your workforce. Assess, acquire, develop, and align your workforce with an intuitive interface and processes that improve retention, remove leadership gaps, improve quality of hire, and align people with DescriptionTaleo Performance allows users to transforms their traditional annual process into an ongoing Performance evaluation tool that ties individual and team actions into real business results.

8 The Performance process works within normal business patterns making Performance management an integral part of everyday business. Taleo Performance is not a collection of disparate solutions or databases. On a unified platform, managers see not only their goals, but also any risk factors that might impede goal work with a single, unified view of talent management information and processes. With Taleo Performance , the administrative burden of creating content is eliminated and managers can focus on organizing, comparing, and synthesizing the information. They get one screen, one click, talent management information with easy-to-use collaboration and communication tools. Users work with Performance content and make progress towards goals as actions occur. They can build networks by adding individuals or importing whole groups from tools like Microsoft systematically share feedback and collaborate, from gathering Performance review information and connecting on goals and projects to getting feedback on succession plans, to create accurate and scalable user -driven content.

9 Taleo ties in risk of loss and succession information into goal management so you have visibility into any potential talent gaps that would impact business Taleo Performance , career management adds real value to your organization by dynamically generating career paths. Employees can view not only organization charts, but also the actual career paths taken by others with similar skills, preferences, and roles within the organization. Employees get the ability to network with those peers and learn more about a potential new job or succession planning provides limited views of options when it comes to finding a successor for executives, managers, high potential employees, or top performers. Because Taleo Performance runs on the same unified platform as your recruiting, your succession plans provide a single view of all available talent for a position.

10 You see other people on your team, employees from other departments, and external candidates or contacts in your personal Taleo Performance user Guide will help users understand and use the Taleo Performance Home page, Performance Reviews, Goal Management, Succession Getting Started section, users will learn about the software commands, options and tools that are common throughout the application and how to logging to the application. In the Goal Management section, users will learn how to define themes, business goals, projects and project milestones as well as employee Performance user Guide Page 1-2 Chapter 1 - Getting StartedWorking with Taleo PerformanceIn the Performance Review Management section, users will learn how to manage their self-assessments or their employee Performance reviews.