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Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651- 5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2014 The Johns Hopkins University. All rights reserved.

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Page 1: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1

FastFactsFeature Presentation

September 17, 2015

To dial in, use this phone number and participant code…

Phone number: 888-651-5908 Participant code: 182500

To participate via VoIP…

You must have a sound card

You must have headphones or computer speakers

© 2014 The Johns Hopkins University. All rights reserved.

Page 2: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 2

Today’s TopicWe’ll be taking a look at…

SuccessFactors Homepage Dashboards & Standard

Status Reports for Managers

Page 3: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 3

Today’s PresenterIngrid JacksonHR Systems Administrator

Page 4: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 4

Session Segments

PresentationIngrid will address SuccessFactors homepage dashboards and standard system reporting.During Ingrid’s presentation, your phone will be muted.

Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Ingrid will answer as many of your SuccessFactor Reporting questions as time allows.

Page 5: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 5

Contact Us

If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected]

Page 6: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 6

Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

Page 7: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 7

How To View Full Screen

Click Here

Page 8: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 8

SuccessFactors Homepage Dashboards & Standard Status

Reports for Managers

Page 9: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 9

Agenda

Overview of homepage dashboardDemonstrate accessing homepage dashboards and applying filtersDemonstrate exporting results to ExcelOverview of standard myPerformance system reportsRun a goal status and performance evaluation form status report

Page 10: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 10

How to Access SuccessFactors

SuccessFactors is a web-based system.

Log in from myJohnsHopkins portal.

Click the HR icon.Select SuccessFactors.

SuccessFactors utilizes single sign-on.

Page 11: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 11

Overview of Homepage Dashboards

Dashboards are located at the bottom of your SuccessFactors homepage.

Dashboards display the current status of myPerformance metrics.

Dashboards provides a view of metrics for your direct reports, as well as any level going down in your reporting structure.

Dashboards are available to all Johns Hopkins Health System (JHHS) managers and those managing JHHS employees.

Page 12: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 12

Available DashboardsFY15 Performance Form Status: Depicts the number of employees in each stage of the FY15 annual performance evaluation. Only applies to the pilot group (JHHC, JHCP, and JHHCG).

FY16 Performance Goal Distribution: Depicts the number of FY16 performance goals for each employee, most importantly those with no goals at all.

FY16 Development Goal Distribution: Depicts the number of FY16 development goals for each employee, most importantly those with no goals at all.

FY16 Performance Goal Status: Depicts the number of goals in each status. Status types include: Not Started, Not on Track, On Track, Complete, Canceled, Reassigned, and Not Met.

Page 13: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 13

Accessing Dashboards

Click on the graph portion of the dashboard you wish to access. The full-sized dashboard will open.

Click on the individual bar in the graph to drill-down to a list of employees. The list will appear below the graph.

Page 14: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 14

Applying Filters

Click on the graph portion of the dashboard. The full-sized dashboard will open.

Click Filters in the upper-right corner to open the selection screen.

Do not change the “Report Type” and “Starting From” drop-downs.

Adjust the level by selecting from the “All Levels” drop-down. Direct Report is the level of employee reporting directly to you.

The dashboard filter allows you to select detailed portions of your results, and view all levels of your reporting structure.

Page 15: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 15

Applying Filters continued

The Data Set filter defines which performance evaluation form is included in dashboard results. This should not be changed.

The filters options allow you to filter your dashboard by Personnel Area, Organizational Unit, Entity, Job Group, Employee Group, etc.

Once all filters are selected, click Apply Filters.

Page 16: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 16

Exporting to ExcelOnce the filters have been applied, the results can be exported to Excel.

Click on a section of the graph to drill-down to a list of employees, or click Select All to drill-down to all target employees.

To view the list as a spreadsheet, export the results to Excel. Click the Excel button above the list of employees.

The results will download to an Excel file that can be saved or printed.

Page 17: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 17

Standard myPerformance Reports

All JHHS managers have access to run standard myPerformance reports for employees in their reporting structure.

These reports are standard SuccessFactors reports. Not all reports are applicable to JHHS business processes.

The Goal Plan Summary report and the Form List report are the most useful standard system reports.

Goal Plan Summary Report: Use this report to view the total weight and number of performance goals per employee. *Note: Performance goals must have a total weight of 100%*Form List Report: This report shows the status and progress of performance evaluations forms, such as the number of completed forms and overdue forms. This report also allows direct view access to the evaluation form before it has been routed to the manager.

Page 18: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 18

Goal Plan Summary Report &

Form List Report

LIVE DEMO

Page 19: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 19

Conclusion

The homepage dashboards are found at the bottom of your SuccessFactors homepage.The dashboards are available to all JHHS managers and those who manage JHHS employees.The dashboards provides select myPerformance metrics for your direct reports and any level down in your reporting structure. SuccessFactors provides standard system reports. These reports are made available to all managers. The most useful reports are the Goal Plan Summary report and the Form List report.

Page 20: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 20

We’re going to open the phone lines now!

There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.

We’ll be answering questions in the order that we receive them.

We’ll also be answering the questions that were emailed to us during the presentation.

If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

Page 21: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 21

Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]

Page 22: Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 22

Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!


Slide 1 FastFacts Feature Presentation September 6, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation September 18, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation April 24, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation March 12, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation November 19, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation April 3, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation 02/07/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation July 22, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation December 17, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation March 28, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation September 12, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation 12/16/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation January 15, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation September 4, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation Thursday August 9, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation June 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation August 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Analysis Super User Update January 30, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code: 182500

Slide 1 FastFacts Feature Presentation September 19, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation May 3, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation May 10, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation January 29, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation September 19, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation December 4, 2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation 06/10/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation November 18, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation 03/19/2014 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1 FastFacts Feature Presentation January 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation October 15, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation October 29, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation January 22, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation October 24, 2013 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation February 6, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant

Slide 1 FastFacts Feature Presentation April 16, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code: