Employee’s Guide

Oracle Taleo Business Edition Perform

April 2013

Part number E38939-02

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Oracle Taleo Business Edition Perform

Introduction

Purpose

An Employee’s Guide to Taleo Perform Page i

Contents

Introduction 1

Purpose...........................................................................................................................................................1Additional Resources.....................................................................................................................................1

Terminology 2

Logging In 3

Employee Website 4

What is the Employee Website Home Tab?..................................................................................................4What is the Employee Website Performance Tab?........................................................................................4What is contained in the Reviews section?....................................................................................................5What is the difference between Active and Inactive Performance Reviews?................................................5

Active Reviews -..................................................................................................................................5Past Reviews –....................................................................................................................................5

What is an employee self-assessment?..........................................................................................................6How do I conduct an employee self-assessment?..........................................................................................6How do I electronically sign my self-assessment?........................................................................................9What are employee goals?...........................................................................................................................10How do I update the progress of Employee Goals?.....................................................................................11How do I create a goal and submit it for approval?.....................................................................................11Can I create a goal that is visible only to me?.............................................................................................12How do I add comments for Employee Goals?...........................................................................................12What is the Employee Website Settings page?............................................................................................13

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Introduction

Purpose

Welcome to the Oracle Taleo Business Edition Perform Employee’s Guide. This guide was prepared for Taleo Business Edition Perform customers to serve as a reference tool for employees who may only use Taleo Business Edition Perform periodically to update goals or during their organization’s performance review cycle(s).

Within this guide, you will find step-by-step instructions on accessing and using the Employee Website in the Taleo Business Edition Perform system to view and update the progress of assigned goals and to participate in the performance review process. Additionally, we have included tips as well as screenshots to help make your experience using Taleo Business Edition Perform simple and easy.

This guide has been created in a Word document format, allowing organizations to modify the content within to comply with organization-specific configuration changes and business practices.

Additional Resources

The following additional reference materials are available for Taleo Business Edition Perform customers via the Help and Resource Center menu options in your system:

Taleo Business Edition Perform Online Help (User’s Guide)

Manager’s Guide to Taleo Business Edition Perform

Taleo Business Edition Perform Quick Start Tutorial

Resource Center Perform Videos

An Employee’s Guide to Taleo Perform Page 1

Terminology

Ter`mi*nol"o*gy\, n. [L. terminus term + -logy: cf. F. terminologie.]

1. The doctrine of terms; a theory of terms or appellations; a treatise on terms.

2. The terms actually used in any business, art, science, or the like; nomenclature; technical terms; as, the terminology of chemistry.

Competencies Often called "soft skills" these are the behavioral skills, knowledge, and abilities required to perform a job successfully

Employees The person(s) employed by your company for whom goals and performance reviews are tracked

Employee Self-Assessment An employee’s own ratings on competencies and goals assigned for a specified performance review period

Employee Website A secure site accessible to employees to view contact information, assigned goals, and assigned performance reviews

Goals Assigned objectives, projects, and expectations with associated due dates for tracking

Managers The person to whom an employee directly reports

Performance Review or Reviews

A process and document that allows review manager’s to define and measure competencies and goals for an employee for a specified performance review period

Review Managers The person responsible for conducting the employee’s performance review

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Logging In

As a new employee, you will receive a link to the Oracle Taleo Business Edition Perform Employee Website along with login instructions. Enter your login and create and confirm your new password. Then click Set Password.

You will then be re-directed to the login page.

When creating a new password be sure to use a password that you can remember, but also one that is known only by you. Your assigned goals, assigned reviews, and ratings from your manager will be displayed on your secure Employee Website. It is important that your private information be kept confidential.

Your password must be a minimum of 8 characters, and should start with a letter.

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Employee Website

Access to basic employee data, assigned goals, performance reviews, and the ability to submit employee self-assessments online is delivered through a secure Employee Website. This capability helps to ensure performance expectations are in alignment and that information and feedback is accessible to all stakeholders.

What is the Employee Website Home Tab?

The Employee Website Home tab is the first tab that appears when you log into the Employee Website. The Home tab allows you to view and modify your contact information. By clicking the Edit link, you are able to update your information. The Save or Cancel links allow you to discard or save changes.

When you update your contact information on the Employee Website, your employee record in the Taleo Business Edition Perform system is automatically updated for your manager.

What is the Employee Website Performance Tab?

The Employee Website Performance tab is comprised of three sections. The first section displays the Employee Information section that is also visible from the Employee Website Home tab. Additionally, a Reviews section and an Employee Goals section are accessible from this tab.

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What is contained in the Reviews section?

The Reviews section of the Performance page contains both active and inactive (Past) performance reviews.

What is the difference between Active and Inactive Performance Reviews?

Active Reviews - If there is a performance review that is assigned to you that is not yet complete, it will be identified as an Active review. If the performance review requires a self-assessment, you can click the drop-down arrow in the Employee Review Actions column to the right of the performance review, and click the Edit link to conduct the self-assessment.

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Past Reviews – Performance reviews that are in a Final state are considered Inactive, and are sorted by the most recent performance review based on the period end date. Past performance reviews are locked, which means you are no longer able to edit the document.

You may toggle between active and past reviews by clicking the appropriate tabbed list view.

What is an employee self-assessment?

The employee self-assessment allows you to rate yourself on assigned competencies as well as assigned goals for a defined performance review period. You are able to provide a self-assessment on an active performance review once it has been assigned to you by the system, Administrator, or manager. You will be notified via email when a new performance review is assigned to you.

How do I conduct an employee self-assessment?

To conduct an employee self-assessment from the Employee Website:

1. Click the Performance tab. The Reviews table should default to your Active Reviews.

2. Click the drop-down arrow to select the Edit option from the Employee Review Actions column next to the performance review that has been assigned to you.

3. The Review Data and Employee Data sections will auto-populate. These sections are not editable by you.

4. The Competencies section displays all competencies assigned to you for the active performance review period. You are able to rate yourself on each competency sub-factor based on the rating scale provided. Refer to your company’s description for the rating scale used. After selecting ratings for each of the sub-factors, the system will calculate a competency rating.

5. If a particular competency sub-factor is not relevant, click the Not Applicable icon (if available as a selection. You may be required by your administrator to make a selection for all factors).

6. You may also record Employee Comments for each assigned competency.

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7. The Employee Goals section of the performance review displays all goals assigned to you for the active performance review period. You are able to rate each goal on the rating scale provided.

8. The Goals Summary section will automatically record a rating based on the goal ratings you have chosen. You may also be required to provide Employee Comments for each assigned goal.

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If the Goals section of your performance review is blank, it is because there are no goals assigned that are due during the time period of the performance review start and end dates.

9. The Comments section at the bottom of the Performance Review allows you to record general employee comments.

10. There are two option used for the Review Sign Off: fields on the page or the eSignature process. Based on your organization’s configuration you may not see the signature fields at this point in the process.

11. At any point during the self-assessment, you can click the Reset button to remove your current rating selections and begin again.

12. You may click Save at anytime to save changes as you go, allowing you to come back at a later date or time to complete your self-assessment. Once your self-assessment has been saved, the ratings are automatically calculated.

13. At the top of your employee self-assessment form in the Review Data section, the system automatically calculates the Employee Rating field (although based on your

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configuration you may be requested to select an option in this field). When you have finalized your employee self-assessment, click Submit. This will notify your review manager that you have completed your self-assessment. Once submitted, you will no longer be able to make changes to your self-assessment.

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How do I electronically sign my self-assessment?

If eSignature has been configured by your administrator, the following directions will assist you in completing the action. After your manager has completed your review and it has been approved, you will receive an email directing you to log into the Employee Website to electronically sign your performance review. When you click on the Performance tab in the Employee Website you will see a red Sign Here flag next to your review.

1. Click on the eSign link.

2. You will see your completed Performance Review in PDF format. You can zoom in if needed to review the entire document.

3. Click eSign Review at the top of the PDF.

4. Enter any final comments, and then enter your credentials.

5. Click eSign it!

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The electronic signatures on the final PDF will look like this:

What are employee goals?

Employee goals are objectives, projects, or expectations assigned to you by your manager with an associated due date.An Employee’s Guide to Taleo Perform Page 11

The Employee Goals section of the Performance page contains a list of Active Employee Goals and Past Employee Goals. You can toggle between Active and Past Employee Goals by clicking the appropriate tabbed list view. The Goals section allows you to view and monitor manager-assigned goals and associated due dates.

Clicking the View link in the Employee Goal Actions column allows you to view goal details and measurements, as well as view associated company or manager goals, if aligned.

How do I update the progress of Employee Goals?

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Employees can update their goals progress by clicking the Edit link from the Employee Goal Actions column. Using the mouse drag the progress to the right to increase the percentage complete. If the percentage complete is changed to 100%, the Status field will automatically update to Completed when the goal is saved. Conversely, if the Status field is updated to Completed, the progress bar will increase to 100% when the Goal is saved.

How do I create a goal and submit it for approval?

Employees can create goals and submit them for approval from the Employee Website. These goals can be aligned to either company goals or a direct manager’s goals depending on your system configuration settings.

To create a goal and submit it for approval:

1. Click New Goal from the Employee Goals section.

2. Enter a title, type, due date, and status.

3. Enter a description, and measurement for the goal.

4. Align the goal with a manager’s goal or company goal (this step is optional, and also depends on system configuration settings).

5. Click Request Approval to submit the goal to your manager for approval.

To submit several goals for approval at once:

1. Create the goals following steps 1-4 above. Save each goal by clicking Save.

2. From the Employee Goals section of the Performance tab, select the check boxes for the goals that require approval.

3. Click the Request Approval link.

4. Click Yes to confirm you want to submit the selected goals for approval.

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Can I create a goal that is visible only to me?

You can create a private goal which is not visible to managers and does not get submitted for approval. Private goals allow you to track tasks and objectives for yourself.

To add a private goal:

1. Click New Goal from the Employee Goals section.

2. Enter a title, type, due date, and status.

3. Check the box marked Private.

4. Enter a description, and measurement for the goal.

5. Align the goal with a manager’s goal or company goal (this step is optional, and also depends on system configuration settings).

6. Click Save.

How do I add comments for Employee Goals?

To add and track comments for a goal, click the View link from the Employee Goal Actions column. In the Comments section of the goal, click the New Comment link and click Save. Any comments you add will be visible when you are in the View screen of a goal. Additionally, any comments you add will be visible to your manager from the Taleo Business Edition Perform system.

What is the Employee Website Settings page?

The Employee Website Settings page allows you to modify your login and password settings. Updates made to login and password can be overwritten by your manager at any time. If you are unable to login to the Employee Website, you will need to contact your manager or Administrator.

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