SuccessFactors receives updates in advance of performance reviews

A recent update to Goal Plans and Organizational Information in myPerformance, the university's management system for tracking performance and goals with SuccessFactors, will affect both the July 1 and October 1 cycles.

• Goal plan changes: While the functionality remains, the goal plans have a new look. The updated layout offers a summary view that shows goals displayed on cards, which can be filtered and updated by status. In addition, managers can see and edit direct reports' goals by going into their own goal plans and using the new People Selector.
• Organizational information changes: The organizational info layout has also been updated. Cards in the org chart have clearer and more detailed information on reporting relationships and include the number of direct reports and matrix reports. New Employee Details cards give access to a full profile, spotlight view, and other actions. In addition, scrolling and dragging can be used to navigate the entire organizational hierarchy.

You can learn more about the changes in the recording of the May 19 myPerformance update Q&A session.

Here are reminders of the process for your upcoming review.

July 1 cycle

This cycle applies to most university employees. Performance reviews should be completed no later than June 30. The process is as follows:

Employee self-assessment. Employees complete self-rating and comments in myPerformance and click Share with Manager to make their input visible.

Manager review. The manager completes comments and ratings and clicks Send to Employee for Review and Signature.

Signatures and finalization. Employees and managers review, sign, and finalize the form electronically.

Here are resources for completing the annual performance review:

• FastFacts recording of the July 1 cycle Annual Review Q&A session
• Performance Management Tools
• How to Complete Annual Review, for Employees
• How to Complete Annual Review, for Managers
• How to Use the Rating Scale
• Evaluating the Developing Others and Coaching Competency on Manager Forms
• Ask for Feedback, for Managers

October 1 cycle

This cycle applies to the School of Medicine employees in Pediatrics, Clinical Practices Associates, Biomedical Engineering, and the Department of Medicine. The FY25 Midyear Reviews were due April 30; if forms were not completed, they should be done as soon as possible. The Midyear Review process is as follows:

Employee enters comments. Employee reports on progress in myPerformance and clicks Share with Manager to make input visible.

Manager review. Manager provides feedback in myPerformance, then clicks on Send to Employee for Review and Signature.

Signatures and finalization. Employees and managers review, sign, and finalize the form electronically.

Here are the resources available for completing the midyear performance review:

• FastFacts recording of the October 1 cycle Midyear Review Q&A
• Performance Management Tools
• Conducting a Midyear Review, for employees
• Conducting a Midyear Review, for supervisors

Although documenting the process in myPerformance within the SuccessFactors system is being emphasized, HR stresses that the most important part of the process is the conversation between employees and managers around performance.