Success Factors Training

For assistance with SuccessFactors, contact your supervisor or one of the designated administrators for your department.

Training Materials 

SuccessFactors Phase I - Introduction and Overview

• SF Phase I User Guide - Learn how to enter position descriptions, job duties, etc.
• SF Phase I Training Presentation - An overview of the new online EPMS

Planning Stage Form

• Annual Planning Stage Changes
• Planning Stage Presentation - An overview of the planning stage form.
• Signing the Planning Stage - Instructions on how to sign the form.
• Tracking Planning Stage Forms - User Guide 

SuccessFactors Phase II - Evaluation Forms

• SF Phase II Training Presentation - An overview of the evaluation form.
• Guide to EPMS Processing Presentation - Discusses the probationary,terminated, or re-classed employee.
• SF Phase II - Evaluation Guide 

Training Guides for Management and Staff

• Completing your Self-Review 
• Participating in a UNIV - COM 360 Assessment  
• Managers-For departments without established Pillar Goals
• Managers-Entering New Pillar Goals
• Managers-Instructions on rating Pillar Goals  
• Managers-Evaluation Form Workflow
• Managers-Guidelines for SuccessFactors Review Process
• Managers-Creating an Outlook Rule that forwards SuccessFactors emails to proxy
• Managers-How to generate a report to view evaluation forms
• Proxy Now Workaround

SuccessFactors Workflows

• Annual Planning Stage Workflow
• 2012 Annual/Annual Catch-up Review Update
• Annual Review Workflow