For Salaried Employees Professional Development and Performance Management

Transcription

1 For Salaried Employees Professional Development and Performance Management (Reference Guide)

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3 Table of Contents Getting Started... 1 Goal Setting Performance Goals... 7 Development Plans Professional Development and Performance Agreement Forms Goal Maintenance/Tracking Using Web Browser Using App Optional Quarterly Development Plan Check-In Mid-Year Self-Assessment Year-End Self-Assessment Performance Discussion and Sign-Off Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page i

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5 Getting Started Welcome to MyHR MyHR is an online tool that will replace our current Human Resource Information System (HRIS). To start, MyHR will be implemented for performance management. In MyHR, the entire process will be handled electronically no more paper forms from setting goals to final sign-off at the end of the year. This guide will orient you to MyHR and provide step-by-step instructions for using MyHR to set your professional development and performance management goals, maintain your goals, perform selfassessments and more. However, as with most software, there s more than one way to accomplish a task. These instructions will get you started, but you ll discover other methods as you become more familiar with this tool. Are you ready? Let s get started! Employee Home Page Welcome to your MyHR Home Page. From here, you will manage your development and performance management information. Home Page Overview Description of Flagged Items: 1. Navigation System use the Navigation drop-down menu in the header to go to a module within the system. To return to the Home page, click the Home ( ) icon. 2. Action/People Search use to quickly locate information about an employee or perform an action in the system. 3. To Do Tile lists all of your action items, upcoming activities, and completed tasks in a single place. Tasks requiring actions are active links that take you to the requested action or form to complete. 4. My Goals Tile lists your performance goals; shows you the latest updates to your goals or your top goals if none have been updated. You can choose which goal plan to view right from the Home Page. 5. Tile Browser used to add and remove tiles from your home page 6. Links lets you add shortcuts to pages and forms you use often. 7. NNS Links shortcuts to NNS sites and applications. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 1

6 Getting Started Customizing Your Home Page Many of the tiles on your home page are customizable. You are able to change the size and location of the tile, as well as remove or add tiles on the home screen. To Move a Tile 1. Place your cursor over the tile s header. 2. Press and hold the left mouse button. 3. Drag the tile to the desired location. The tile will turn light gray once you start to move it. 4. When in place, release the mouse button. The tile will return to its normal color. To Shrink/Expand a Tile 1. Place your cursor in the upper right portion of the tile s header. If the tile is resizable, the resize icon ( ) will appear. 2. Click on the icon to resize the tile. Continue clicking to cycle through all options. (See examples below.) Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 2

7 Getting Started To Remove a Tile 1. Select the Add/Remove Tiles link in the Tile Browser tile. The Tile Browser will open. The following tiles are required and you will not be able to remove them: To Do My Goals Links My Team 2. Use the static bar on the left hand side of the tile to select the tile you want to delete from your home page. 3. Click on the Remove button to delete. To Add a Tile 1. Open the Tile Browser (as necessary). 2. Use the static bar on the left hand side of the tile to select the tile you want to add to your home page. 3. Click on the Add to Home button. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 3

8 Getting Started To Customize the Links Tile 1. Click on the Edit link or pencil icon. 2. Select a checkbox to add a link and deselect the checkbox to remove a link. 3. Click on the Save button to save your changes and exit the dialog box. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 4

9 Goal Setting Performance Goals In MyHR, a Goal Plan (online worksheet) is used by you and your manager to create performance goals and track progress throughout the year. Opening Your Goal Plan 1. Select Goals on the dropdown navigation menu; your goal plan will appear. Your performance goals should align with your organization and business unit s strategic goals to ensure delivery of business results. Therefore, your goal plan may include goals that were cascaded to you by your manager. Look for the Alert that lists who cascaded the goals and when. Creating a goal There are several ways to add new goals to your goal plan: To Create a Personal Goal 1. Click on the Add New button. 2. Select the Create a New Goal option. 3. Select the Personal Goal option. 4. Fill out all required fields (marked with a red asterisk). Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 5

10 Goal Setting Field Descriptions: Visibility Public or private. Public goals are viewable (goal statement only) by others in the organization. Statement of Goal (required) Statement of what you plan to accomplish. Your goal should be SMART: Specific and well defined ideas. Measurable a quantity, quality, or improvement measure can be used to determine that goal is met. Achievable challenging, but not too easy. Relevant/Results-Oriented aligned with the organization s core purpose and is a priority. Time-bound there s a deadline. 5. Complete other fields as desired. Click on the spell check or language scan links to check for misspelled words or inappropriate language (e.g., UNNPI, derogatory terms) in the Comments field. 6. Click on the Save Changes button to save. Actions or Activities that Drive Goals (required): Description of how you re going to accomplish the goal. Weight Percentage to indicate the goal s relative importance in the plan. (TIP! Goals change throughout the year, so it may be best to hold off on completing this field.) Start Date (required) Defaults to the beginning of the calendar year. End Date (required): Defaults to the end of the calendar year. % Complete Percentage to indicate how close you are to goal completion. Status (required) Indication of the goal s status. Options: Not started/new, On Track, Behind, Completed, and Job Change. Comments Additional information or clarifying statements. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 6

11 Goal Setting To Select a Library Goal 1. Click on the Add New button. 2. Select the Create a New Goal option. 3. Select the Library Goal option. 4. Click on the icon to expand the categories. The goal library is a catalog of pre-written goals organized by discipline. You can use these goals as written or as a template that can be modified for your use. 5. Click on the icon to expand the sub categories. 6. Select the goal that s closest to your need. If none fit, choose a different category or select the Cancel button to discontinue. 7. Click on the Add Selected Goal button. 8. Modify the text in the required fields, as desired. 9. Complete other fields as desired. 10. Click on the Save Changes button to complete the process. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 7

12 Goal Setting To Use the Goal Wizard 1. Click on the Add New button. 2. Select the Goal Wizard option. 3. Enter a statement that describes what you want to accomplish. For help, start typing actions or key words in the What is Your Goal? field and then scroll through the choices to find something close to your goal. 4. Click the Next button to advance to the Measurable tab. 5. Enter your measures into the How will you measure this Goal? field, and then click Next to advance. 6. Select Yes or No to indicate whether your goal is attainable and then click Next to advance. You will not be able to move forward if you select No. Go back and adjust your goal/measure so that the goal is attainable. 7. Select Yes or No to indicate whether your goal is relevant and then click NEXT to advance. You will not be able to move forward if you select No. Go back and adjust your goal/measure so that the goal is relevant. 8. Enter start and end dates, and then click Next to advance. 9. As desired, click the Add more details link to add comments or additional information. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 8

13 Goal Setting 10. Click on the Save & Close button to complete the process. 11. Fill out all required fields (marked with a red asterisk) and other fields as desired. Example Goal Plan Creating a Sub-Goal 1. Click on the button in the Action column (far right) beside the goal you want to change. 2. Choose Indent Goal to demote the goal to a sub-goal status. Select Outdent Goal to return to return the goal to full status. Rearranging your goals 1. Click on the button in the Action column (far right). 2. Select Move Goal up or Move Goal down to rearrange the line-up. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 9

14 Goal Setting Editing a goal 1. Click on the Edit link beside the goal you want to edit; the Edit goal dialog will open. 2. Make desired adjustments and then click on the Save Changes button. Your manager will be notified if you modify a goal. Duplicating a goal 1. Click on the Edit link beside the goal you want to duplicate; the Edit goal dialog will open. 2. Click on the Save as New button. The dialog window will close and the goal will be added to the bottom of your goals list. 3. Click on the Edit link to customize the new goal as desired. Deleting a goal 1. Click on the button in the Action column (far right), beside the goal you want to delete. 2. Select Delete Goal from the pop-up menu. 3. Select OK when prompted Are you sure you want to delete this goal? Deleted goals cannot be recovered. Your manager will be notified if you delete a goal. If the deleted goal was cascaded to others, they ll receive notification that it was deleted, but the goal will remain in their plans. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 10

15 Goal Setting Professional Development Plans Development planning provides an opportunity for you and your manager to create professional development plans that will enhance your performance for your current role and/or help you prepare for a future role. Adding a new Development Plan 1. Select MyDevelopment on the dropdown navigation menu. 2. Click the Create a New Development Plan button; the Add Development Plan dialog box will open. Field Descriptions: Development Plan (required) Statement of what you plan to accomplish. Development Action or Activity (required) Description of how you re going to accomplish the plan. Related Competencies Which of the listed competencies are correlated with the plan. Start Date (required) Defaults to the beginning of the calendar year. End Date (required) Defaults to the end of the calendar year. Status (required) Indication of the plan s status. Options: Not started, Behind Schedule, In Progress, and Completed. 3. Complete the required fields. 4. Complete the optional fields as desired. Focus Indication of whether the plan is intended for current job and/or future growth. Options: Current Job, Future Job, and Both Current Job and Future Growth. Learning Activities Activities planned to acquire desired knowledge. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 11

16 Goal Setting 5. Select the Add Learning Activity link; the Add Learning Activity dialog box will appear. Field Descriptions: Learning Activity (required) Statement of what action you plan to take to accomplish your goal plan. NOTE: You may need more than one learning activity for a given goal plan. Description Additional/expanded details on learning activities. Type (required) Method used to achieve growth. Options: None, Mentoring, Online Training, On the Job Training, Stretch Assignment, Independent Learning, Training Session, and Degree Program. a. Complete the required fields; add a description (as desired). b. Click the Save and Close button to add the activity to professional development plan. c. The Add Learning Activity dialog box will close. 6. Click the Save & Close button to exit. Status (required) Indication of the plan s status. Options: Planned, In Progress, Incomplete, Successfully Completed, and Canceled. Editing your Professional Development Plan 1. From within your Development Plan, click the Edit link beside the development plan you want to edit. The Edit Development Plan dialog box will appear. 2. Modify the fields as desired. 3. Save and close to return to the professional development plan view. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 12

17 Goal Setting Modifying an Existing Learning Activity 1. From within your Professional Development Plan, select appropriate icon in the learning activity you need to modify: Select the icon to edit the activity. Select the icon to delete the activity, and then select OK, when the Are you sure? dialog box appears. Select the icon to send the activity to your Outlook calendar. 2. Save and close to return to the professional development plan view. Adding Learning Activities to an Existing Professional Development Plan 1. From within your Professional Development Plan, click on the Add Learning Activity link. 2. Complete the fields in the Add Learning Activity dialog box. 3. Save and close to exit. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 13

18 Goal Setting Professional Development and Performance Agreement The Professional Development and Performance Agreement (PDPA) will be used to document and evaluate your development/job performance. However, unlike a paper-based system, MyHR will manage the interactions, automatically route forms, and notify you when your input is required. Completing Your PDPA 1. Select Performance on the dropdown navigation menu; the My Forms window will appear. Descriptions: Display Options select/deselect options to show/hide columns in table. Options: Form Title, Employee, Step, Step Due Date, Form Start Date, Form End Date, Last Modified, Sent From Forms Table Lists your current PDPA. 2. Click on your PDPA in the Form Title column; the PDPA will open. 3. Review and complete PDPA: a. Employee Information Review to ensure that information is correct. If not, notify your HR business partner or supervisor. In Progress Mail Boxes used to select which data displays in forms table. Options: Inbox: Forms that are available for your action. En Route: Forms that are in someone else s Inbox. You may view a read only copy. Completed Mail Boxes archived PDPA forms. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 14

19 Goal Setting b. Section I - High Ethics & Values and Company Values Review criteria and add comments as desired. You may note specific examples of how these might be demonstrated in the comments field. Comments can be added throughout the year. Use the text formatting tools ( ) to change the color, size, formatting of your text. Click on the spell check and language scan icons ( ) to check for misspellings or inappropriate language. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 15

20 Goal Setting c. Section II - Job Responsibilities Start with the common job classification system description for your job and then supplement or tailor with specific responsibilities to be performed in the role. This section may be used to outline other specific knowledge, skill, or ability expectations in job, which may not be included in Section IV. d. Section III - Professional Development Plan Your PDPA will be pre-populated with the information entered on the Development Plan. However, you may add and/or revise development plans and learning activities, as necessary. e. Section IV Goals Your PDPA will be pre-populated with the information entered on the Goal Plan. You may add and/or revise performance goals as necessary. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 16

21 Goal Setting 4. Once the form is completed you re ready to send your PDPA to your manager for review. If more work is needed, click on the Save and Close button. You ll be able to edit your form again before sending. Routing your PDPA for Manager Review 1. From within the PDPA, scroll down to the bottom and click on the Send Goals for Review button. The Scan the Form dialog will appear. Select the Save and Close button if you want to exit the form and work on it later. 2. By default, a spell check and language check will be performed. Deselect any option(s) you desire to skip and then click the Next button to proceed. a. If selected, the Spell Checker will scan your PDPA and flag misspelled/unknown words. Clicking on the Finish button will close the spell checker and cancel the Send Goals for Review process. Users cannot add new words to the dictionary. b. If selected, the Language Scan will check for inappropriate language, such as profanity, derogatory words, or terms that may indicate the presence of Controlled Unclassified Information (CUI). Users cannot add new words to the dictionary. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 17

22 Goal Setting 3. The Send Goals for Review dialog box will appear. Add comments and then click on the Send Goals for Review button. Select the Cancel & Return to Form button if you want to continue editing the form. 4. The form has been forwarded to your supervisor for review and is locked for editing. The form has moved from your Inbox to the En Route box. 5. During the review process: You should meet with your manager to discuss your performance goals and professional development plans. Your PDPA may be returned to you for further refinement (additions and/or changes). 6. Once approved, your PDPA will be routed back to your Inbox. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 18

23 Goal Maintenance Update Goals via Web Browser Updating a Performance Goal 1. Log into MyHR using a web browser on your computer, tablet, or phone. 2. Click Goals in dropdown navigation menu to open your goal plan. 3. Click on the Edit link beside the goal you want to edit; the Edit goal dialog will open. 4. Edit the goal, update the status, and/or add comments, as necessary. 5. Click on the Save Changes button. Managing Professional Development Goals 1. Click MyDevelopment in dropdown navigation menu to open your goal plan. 2. To modify the goal: a. Click the Edit link beside the development plan you want to edit. The Edit Development Plan dialog box will appear. b. Modify the fields as desired. c. Save and close to return to the development plan view. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 19

24 Goal Maintenance 3. To modify the learning activity: a. Select appropriate icon in the learning activity field: i. Select the icon to edit the activity, make desired update, and then select Save & Close to exit. ii. Select the icon to delete the activity, and then select OK, when the Are you sure? dialog box appears. iii. Select the icon to send the activity to your Outlook calendar. Select Open when the dialog box appears. This will open a Meeting request window in Outlook. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 20

25 Goal Maintenance Update Performance Goals via Mobile App Setting-up the App 1. From your Mobile Device, download the SAP SuccessFactors mobile app from Google Play or the App Store. 2. Open the app and click on Use Activation Code button. 3. Write down the activation code that s displayed. 4. Log into MyHR using a web browser on your computer, tablet, or phone. 5. Click on the dropdown menu next to your username and select Options. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 21

26 Goal Maintenance 6. Select the Mobile from menu on left side. 7. Click on Manage Devices tab and enter activation code. 8. Enter name for device (optional) and then click on the Save button. 9. Open up the mobile app on your phone and click on the Activate button. 10. Accept the license terms and data privacy terms. Using the App To add a Goal 1. Click on Access your Goals option. 2. Click on the plus icon (at the bottom of your screen) to add a new goal. 3. Complete all required fields and desired optional fields. 4. Click on the Save button. 5. Click the arrow to return to the main screen. 6. Close out of the app when you re done. Currently, the app can only be used to update your Goal Plan. It cannot be used to update your Professional Development Plan or PDPA. To edit a Goal 1. Click on Access your Goals option. 2. Select the goal you want to edit. 3. Select the icon at the bottom of the screen. 4. Update the goal. 5. Click Save to return to the goals list. 6. Click arrow to return to the main screen. 7. Close out of the app when you re done. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 22

27 Development Plan Check-In Optional Employee Quarterly Development Plan Check-in Completing the Quarterly-Check-In 1. Click on the Employee Quarterly Development Plan Check-In-1 (Optional) link on your To Do list. 2. Ensure the status of your development plan is current. Follow these steps to make quick edits: Select MyDevelopment from the navigation drop down. Change status and add additional updates as necessary. Select Performance from the navigation drop down to return to the My Forms screen. 3. Enter comments in the Check-in-1 Comments field to provide an overview of how you re progressing on your plan. Also, indicate if assistance is needed. Optional Employee Quarterly Development Plan Check-Ins are scheduled for: April 1 st 15 th October 1 st 15 th. No action is required if you choose to opt out of one or both of these check-ins. Once the check-in period has passed, any incomplete PDPAs will be automatically advanced to the next stage of the professional development and performance management process. Date the comment to track when it was written. This is not a performance review. Focus on the progress of development plan(s). Is progress being made? Is management assistance needed to help support progress or to overcome obstacles? If so, this is the perfect time to ask for help. 4. Click on the Complete Check-In-1 button. 5. Perform a spell check and language scan (as desired). Deselect the check box(es) to skip. 6. Add routing comments (as desired) and select the Complete Check-in 1 button to send your PDPA to your supervisor. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 23

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29 Mid-Year Self-Assessment Mid-Year Self-Assessment Completing Mid-Year Self-Assessment 1. Click Performance in dropdown navigation menu. 2. In the list of forms, click the link for Professional Development and Performance Agreement. 3. Update your PDPA with your self-assessment: For Section I - High Ethics & Values Section I - Company Values Section II - Job Responsibilities Section III - Professional Development Plan Section IV - Goals Mid-Year Overall Comments Action Add comments, as desired. Add comments for each Company Value, as desired. Update your job responsibilities and add overall comments, as needed. Update the status and add employee plan-specific and overall comments, as desired. Review status and the employee comments. Add your comments to the Overall Comments on Goal Achievement field. Input your overall comments. Use the Rich text editor to format your comments. 4. Ensure the status of your professional development plan is current; update as necessary. Follow these steps to make quick edits: a. Select MyDevelopment from the navigation drop down. b. Change status and add additional updates as necessary. c. Select Performance from the navigation drop down to return to the My Forms screen. 5. Ensure status of your goals is current; update as necessary. Follow these steps to make quick edits: a. Select Goals from the navigation drop down. b. Change status and add additional updates as necessary. c. Select Performance from the navigation drop down to return to the My Forms screen. 6. Complete the Mid-Year Overall Comments field. 7. Click Send to Manager button. 8. Click the Next button to perform a spell check and language scan; deselect check box(es) to skip. 9. Add routing comments (as desired) and click the Send to Manager button to route the form to your supervisor. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 25

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31 Year-End Self-Assessment Year-End Self-Assessment Completing Year-End Self-Assessment 1. Ensure the status of your development plan is current; update as necessary. Follow these steps to make quick edits: a. Select MyDevelopment from the navigation drop down. b. Change status and add additional updates as necessary. 2. Ensure status of your goals is current; update as necessary. Follow these steps to make quick edits: a. Select Goals from the navigation drop down. b. Change status and add additional updates as necessary. 3. Click Performance in dropdown navigation menu. 4. In the list of forms, click the link for your PDPA. 5. Update your PDPA with your self-assessment: For Section I - High Ethics & Values Section I - Company Values Section II - Job Responsibilities Section III - Professional Development Plan Section IV - Goals Action Select rating and add comments, as desired. Select rating for each Company Value and add comments, as desired. Add comments in Overall Comments on Job Responsibilities field, as desired. Update status and then add comments in the Overall Comments field, as desired. Select a rating for each goal and then provide comments in the Overall Comments on Goal Achievement field. 6. Complete the Year-End Overall Comments field. 7. Click Send to Manager button. 8. Click the Next button to perform a spell check and language scan. Deselect check box(es) to skip. 9. Add routing comments (as desired) and click Send to Manager button to route form to your supervisor. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 27

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33 Discussion and Sign-Off Year-End Performance Discussion 1. Your manager will schedule a meeting with you to discuss the results of your Year-End performance review. 2. After your performance review meeting, your PMPA will be sent to you electronically for signature. Employee Sign-off 1. In the To Do tile, click the link for Employee Signs Form. Or click Performance in the dropdown navigation menu and then open your PDPA. 2. Scroll to the Signatures section at the bottom of the form. Add post-discussion comments, as desired. 3. Once complete, click the Sign button. Your signature is an acknowledgement of receiving overall evaluation. This does not mean you necessarily agree with the evaluation. If you don t agree, you are encouraged to have a conversation with your immediate supervisor, then document your comments in the Employee Comments field. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 29

34 Discussion and Sign-Off 4. Add comments as desired. (NOTE: These comments will be included in the notification.) 5. Click Sign button to send form to your manager for signature. Copyright 2017 Huntington Ingalls Industries. All Rights Reserved. Page 30