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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.

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Presentation on theme: "Slide 1 FastFacts Feature Presentation September 17, 2015 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant."— Presentation transcript:

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 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.

2 Slide 2 Today’s Topic We’ll be taking a look at… SuccessFactors Homepage Dashboards & Standard Status Reports for Managers

3 Slide 3 Today’s Presenter Ingrid Jackson HR Systems Administrator

4 Slide 4 Session Segments Presentation Ingrid will address SuccessFactors homepage dashboards and standard system reporting. During Ingrid’s presentation, your phone will be muted. Q&A After 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.

5 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: fastfacts@jhu.edu fastfacts@jhu.edu

6 Slide 6 Survey At 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.

7 Slide 7 How To View Full Screen Click Here

8 Slide 8 SuccessFactors Homepage Dashboards & Standard Status Reports for Managers

9 Slide 9 Agenda Overview of homepage dashboard Demonstrate accessing homepage dashboards and applying filters Demonstrate exporting results to Excel Overview of standard myPerformance system reports Run a goal status and performance evaluation form status report

10 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.

11 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.

12 Slide 12 Available Dashboards FY15 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.

13 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.

14 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.

15 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.

16 Slide 16 Exporting to Excel Once 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.

17 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.

18 Slide 18 Goal Plan Summary Report & Form List Report LIVE DEMO

19 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.

20 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

21 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: fastfacts@jhu.edu

22 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/ http://connect.johnshopkins.edu/fastfactssurvey/ Thanks again!

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