PM v12 Kickoff

August 11, 2014

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 What’s PM v12?

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 What’s PM v12?

• Redesigned Performance Management form templates are available in the new

Revolution UI (V12 only).
• Where PM v11 was built to support all processes with a best practice point of view, PM
v12 is deliberately designed to optimize the user experience of the MANAGER.
• We have optimized the process for common manager scenarios. This includes, stack
ranking during the review, reading other’s feedback, understanding their
upgrades/downgrades in ratings against the employee’s self rating.
• Higher value reviews (by presenting more contextual information/data on the form)…
making key/contextual data readily available (on screen or one click away) may make
the difference between a manager who is too lazy to go get it.
• Reduces time to complete a review and provide proper supporting materials to write
better reviews
• Promotes a leading practice for the manager
• Auto-Save is now available!

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 Comparing PM v11 vs PM v12

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 Feature Comparison

(This is a summary as of b1210 and does not include all differences between form templates)
Supported
Form Configuration / Feature PM v11 PM v12
GM integration – Goal content can be synced to the form;
Supported with
goals can be added, edited or deleted limitations or
planned for a
Competency integration – Competency library content can be future release
populated based on job code or ‘hard-coded’; competencies
Not supported
can be added or removed from the form
CDP integration - Goal content can be synced to the form;
goals can be added, edited or deleted
Ratings – content can be rated individually, calculated, and/or
a manual overall rating can be assigned by the manager to
assess the employee
Stack Ranker integration – stack ranker can be used to
Additional fees for
compare competency ratings for each employee within a use with 1.0 form
manager’s team
Workflow – can be customized to reflect the business process
Translations – form template can be translated to reflect the
language of the user (localized translations)
Custom sections and fields – additional text, picklists,
checkboxes can be configured to meet business needs
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 Feature Comparison

Form Configuration / Feature PM v11 PM v12

Supported
Iterative or Collaborative steps can be used in the workflow
Supported with
Fields can be required (comments, ratings, etc.) limitations or
planned for a
future release
Access badges (if enabled in Profile) from within a form Not supported

Integration with mobile app (Touchbase feature)

Manager can begin working on the form as soon as it is

launched
Team Overview page available for Managers to monitor
progress and manage workflow

Requesting feedback from others does not disrupt the workflow

Forms Auto Save work after a few seconds of inactivity

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 PM v12 Exclusive Enhancements

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 Auto Save

• As you enter data, it is automatically being saved after 5

seconds of inactivity.

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Auto Save

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 Team Overview Page - Description

• Team Overview Page is a new overview page designed for managers to

help better manage their team’s performance review process, provide
guidance on what they need to do and when, and surface team
analytics important to the process.
• This new view is aimed to address problems for managers often
associated with the manager persona in the performance review
process.
• This feature will solve for lack of understanding of the PM process, the
“what to do next” problem, process completion, and promote a leading
practice of continual calibration

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Team Overview Page

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 Ask for Feedback

• Ask for Feedback is a low friction and integrated approach to

solicit feedback from users via email (they can comment, they
cannot rate)
• Lowers the friction in requesting and responding to feedback on
the employee.
• A multi-perspective set of feedback allows managers to provide a
more balanced review that considers other people’s POVs.
• Assists in problem of writing employee assessments with
inadequate/limited POVs and providing a means to have solicited
feedback readily available for writing the assessment

• Note: legacy Get Feedback feature is not supported in PM v12

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Ask for Feedback – internal user

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Ask for Feedback – external email

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Integrated Supporting Information from
Multiple Sources

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Integration with Mobile Touchbase

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 Are you ready for v12?

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 Configuration Decisions

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 Overview

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 Annual Review-Intro section

• Customer Decision:
• Include Instructions?
• Intro text: Welcome to your performance review.

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Goals

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Annual Review-Goals section

• Customer Decision:
• Section Name:
• Intro text: This section is for evaluating accomplishments of goals
• Section Weight:
• Editable?

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 Competencies

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 Competencies

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Annual Review -Competencies section

• Customer Decision:
• Section Name:
• Intro text: This section is for evaluating accomplishments of goals
• Job Specific or Core Competencies?
• Section Weight:
• Editable?

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Annual Review -Development section

• Customer Decision:
• Include Development Goals section?
• Section Name:
• Intro text:
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 Annual Review -Custom section

• PM v12 Custom section with samples of picklist, text, textarea,

date, and check box fields
Customer Decision:
Include Custom section?

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Writing Assistant / Coaching Advisor

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 Annual Review -Manager Summary
section

Customer Decision:
Intro text : The Manager’s ratings are the “ratings of record” and will not be calculated into
the overall form calculation until the form is saved in the system. You may save the form
by using the save button in the upper right corner of the form to view the total score, or
save at the bottom to exit the form.
Calculated / Manual / Both Rating?
Overall Comments?
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 Annual Review - Manager Summary
section

Customer Decision:
Intro text : The Manager’s ratings are the “ratings of record” and will not be calculated into
the overall form calculation until the form is saved in the system. You may save the form
by using the save button in the upper right corner of the form to view the total score, or
save at the bottom to exit the form.
Calculated / Manual / Both Rating?
Overall Comments?
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 Annual Review - Signature section

Customer Decision:
Intro text : Once the review is completed you will be able
to electronically sign the form. Your electronic signature
will be stored in this section of the form.
Include ability to reject/ send back for changes?

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 Annual Review - Ratings

Customer
Decision:
Stars
Circles or
Dropdown list

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 Route Map / Workflow

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 Route Map - Team Overview – Step
Names

• Current:
1.Self Assessment
2.Manager Assessment
3.Calibration
4.1:1 Meeting
5.Employee Acknowledgement
6.Manager Acknowledgement
• Customer Decision:

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 Route Map - Rollover Text

• Current:
1.Self Assessment: Employee provides their own performance rating and comments
2.Manager Assessment: Manager fills out employee performance rating and comments
3.Calibration: none
4.1:1 Meeting: Have your 1:1 Meeting
5.Employee Acknowledgement: Employee signs form
6.Manager Acknowledgement: Manager signs form
• Customer Decision:

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 Route Map - To Do List

• Current:
1.Self Assessment: Employee provides their own performance rating and comments
2.Manager Assessment: Manager fills out employee performance rating and comments
3.Calibration: none
4.1:1 Meeting: Have your 1:1 Meeting
5.Employee Acknowledgement: Employee signs form
6.Manager Acknowledgement: Manager signs form
• Customer Decision:

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 Questions?

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