2018 Year-End Timeline & Process: Standard Form
1 2
Nov. 12, 2018
Step What
1 Employee starts self-evaluation
Employee completes self-
2 evaluation
Manager completes evaluation of
3 Manager
employee
Manager and employee have a
4 review discussion
5 Manager confirms review meeting
6 Manager acknowledges review
7 Employee acknowledges review
3 4 5 6 7
Dec. 7, 2018 Jan. 18, 2019 Jan. 18-25, 2019 Jan. 25, 2019 Jan. 31, 2019
Key Actions in SuccessFactors
Who When How
• Go to Performance, select “2018 Performance Review”
• Select a rating from 1 to 5 for each work objective and “met” or “not met” for development objectives
Employee Monday, Nov. 12, 2018 • Write optional comments for each work and development objective
• Select a rating from 1 to 5 for the “Overall Employee Year End Summary”
• Employees may write overall comments under “Year End Comments”
• Clicking “Send to the Next Step” means it is final and it is sent to manager
Employee Friday, Dec. 7, 2018
• Employees may include comments in the e-mail notification for their manager
• Read & review direct report’s self-evaluations. Select a rating from 1 to 5 for each work objective, and
select “met” or “not met” for each development objective
Friday, Jan. 18, 2019 • Write optional comments for each work and development objective
• Select a rating from 1 to 5 for the “Overall Manager Year End Summary”
• Managers may write overall comments under “Year End Comments”
Employee & Friday, Jan. 18, 2019-
Manager Friday, Jan. 25, 2019
Manager Friday, Jan. 25, 2019 • Click “Confirm 1:1” (employee does NOT need to confirm 1:1 meeting)
Manager Thursday, Jan. 31, 2019 • Click “Acknowledge”
Employee Thursday, Jan. 31, 2019 • Click “Acknowledge”
 2018 Year-End Timeline & Process: Basic Form
1 2 3 4 5
January 18, 2019 -
November 12, 2018 January 18, 2019 January 25, 2019 January 31, 2019
January 25, 2019

Key Actions in SuccessFactors

Step # What Who When How

• Go to Performance, select the “2018 Basic Performance Review” for your

Manager starts evaluation of
1 employee
Manager Monday, November 12, 2018 direct report, to complete their manager evaluation
• Select a rating from 1 to 5 for each job requirement and write optional comments

Manager completes
2 Manager Friday, January 18, 2019 • Click “Send to the next step”
evaluation of employee

Manager and employee have Manager & Friday, January 18, 2019 - • If employee is required to acknowledge, manager should print by going to printer
3 a review discussion Employee Friday, January 25, 2019 icon on top right corner. Then, employee should sign.

Manager confirms review

4 Manager Friday, January 25, 2019 • Click “Send for acknowledgement”
meeting

Manager acknowledges
5 Manager Thursday, January 31, 2019 • Click “Acknowledge”
review 2