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The City of Portland, Oregon

Office of Management & Finance

Bureau of Technology Services

BTS HelpDesk: 503-823-5199

1120 SW 5th Avenue, Suite 1111, Portland, OR 97204

SuccessFactors: Performance & Goal Management (PMGM)

SuccessFactors LogoSAP Success Factors PM/GM is a cloud solution that will streamline the Performance Management and Goals process when fully implemented citywide.

  • It will improve the performance review process by integrating seamlessly with Learning Management System as well as the Onboarding module (planned) and aligns with the overall strategic plan for career development, compensation planning and succession planning initiatives.
  • Improved productivity as it aligns employees to corporate goals, increase daily engagement, improve performance accountability and more efficient review process.
  • High Retention as it creates meaningful feedback, understand development needs and provide fair compensation adjustments.

SF PMGM Screen2

 

For an overview of the project, business process, and new Performance & Objectives Management module of SuccessFactors, watch the video overview below (32:31).  Click the YouTube button to view full screen.

For a detailed overview, view this PDF:  [ Performance and Development Process Overview ]

Video Tutorials for the Basic Process:

System

Title

User

Duration

Objectives

01 Creating Objectives

Employee

9:49

Objectives

02 Review Employee Objectives

Manager

7:00

Objectives

03 Create a Group Objective

Manager

3:47

Objectives

04 Create a Team Objective

Manager

3:31

360 Feedback

01 Launch Survey

Manager

1:22

360 Feedback

02 Nominate Raters

Employee

3:07

360 Feedback

03 Review, Edit, Approve Raters

Manager

2:08

360 Feedback

04 Evaluation

Raters

4:24

360 Feedback

05 Discussion, Acknowledgement

Manager

2:34

360 Feedback

06 Acknowledgement

Employee

1:11

Upward Feedback

01 Launch Survey

Supervisor

1:16

Upward Feedback

02 Nominate Raters

Manager

2:10

Upward Feedback

03 Review, Edit, Approve Raters

Supervisor

2:09

Upward Feedback

04 Evaluation

Raters

2:09

Upward Feedback

05 Discussion, Acknowledgement

Supervisor

3:00

Upward Feedback

06 Acknowledgement

Manager

1:27

Performance Form

01 Check-Ins

Employee

4:06

Performance Form

02 Check-Ins

Manager

4:58

Performance Form

03 Self-Assessment

Employee

2:49

Performance Form

04 Manager Assessment

Manager

5:14

Performance Form

05 Acknowledgement

Employee

1:41

Performance Form

06 Manager Acknowledgement

Manager

1:18

Performance Form

07 Create a Performance Form (for a New Employee)

Manager

3:31

Calibration

Calibration

Managers, HRBPs

14:10

 uPerform Simulations

These contain more business process information and have a bit more detail than the videos.  And entire processes are combined into a single document, whereas they are split up into their individual pieces in the videos above.

Managers & Employees

01 Employee - Creating Objectives

02 Employee - Using the Performance Form

03 Managers - Review Employee Objectives; Create Group and Team Objectives

04 Managers - The Performance Form

05 Managers - Create a Performance Form

PMGM - 360 Employee Survey (During Grow Check-In, Jan - Mar)

PMGM - Calibration

PMGM - Managers Upward Feedback Process

 

Bureau Admins

Bureau Admin - Delete a Performance Form

Bureau Admin - Launch a Performance Form

Bureau Admin - Modify a Form's Route Map

Bureau Admin - Move a Form to a Different Manager

Bureau Admin - Report - Objectives Report

 

Project Team  

Role Name Extension
Executive Sponsors Cathy Bless, HR Director 3-5219
  Jeff Baer, BTS Director 3-5540
Bureau Managers Diana Allen, SAP Manager 5-8427
  Hope Elie, HCM Team Lead 5-8433
  Ron Zito, HR Manager 3-7644
Functional Lead HCM Vineeta Rawal 3-6917
SME, Internal Consultant Pam Davis 3-2775
Functional Consultant, EBS Monica Borden-Ooley 5-8415
Project Manager Caroline Maringa 3-4622
EBS Training & Communications Charlie Dudley 5-8475
Developer Cody Deckard 5-8407
Developer Trikanth Basetty 5-8453
Developer Thang Ngo 5-8437
Functional Consultant, Aspire Alice Acosta  
Project Management Consultant, Aspire Christie Moore  

 


PMGM - Performance & Objectives FAQ

Questions and answers regarding the PMGM process in SuccessFactors.

PMGM - 360 & Calibration FAQ

Questions and answers regarding the 360 Review and Calibration processes in SuccessFactors PMGM module.