2 Getting Started01 Introduction To MasteryB_IntroMod2b_CommonTerms1

,IntroductiontoMasteryTraining,CommonSuccessFactorsTerminology,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Objectives,CompetenciesConfigurableDashboardsDefaultUserGroupEmployeeDataFamilies&Roles,FormTemplatesFormsInstanceInstanceTypesJobCode,LineofSightPortletRatingScalesRoleNamesRouteMaps,ConceptsofTerminology,Terminology,Throughoutadmintraining,wewillusetermstodescribeadministrativefeaturesandfunctionsrelatedtoaSuccessFactorsinstance.Youmustbeabletoidentifyandunderstandtheseterms.TheyarecommonlyusedinSuccessFactors,soitisimportanttobeableto“talkthetalk”.,IdentifyandDefineTerminology,Competency,Competenciesdescribethebehaviorsthatemployeesareexpectedtodisplayonthejob.Thismayinclude:ValuesBehaviors,CorecompetenciesRole-andjob-specificbehaviors,Configurable,SuccessFactorsinstancesareconfigurableInstancecanbeadjustedbasedoncustomersspecificneedsTypicallydoneduringimplementationCustomerswillbeaskedtomakedecisionsonsystemconfigurationandtheywillbeworkingwithaProfessionalServicesConsultant,Dashboards,DashboardsareatypeofreportinSuccessFactorsthatcontainsimages,charts,orportlets.DashboardPortletisthetermusedtodescribeachartorimageshowinguserdata.,DefaultUserGroup,ContainsalloftheindividualswhohavebeenimportedintoSuccessFactorsandhavepermissiontologintothesystem.,EmployeeDataFile,TheEmployeeDataFilecontainsallofthecustomersSuccessFactorsusers.EmployeeinformationiswhatallotheractivitiesinSuccessFactorsrelyonandisusedthroughoutallmodules.,FamiliesandRoles,InSuccessFactors,youareabletoassigncompetenciestodifferentroles.Forexample:AnaccountantmaybeassignedacompetencyofProblemSolving/AnalysisAHRGeneralistmaybeassignedacompetencyofIntegrity/EthicsYoumayassigncompetenciesbylevelintheOrganization(i.e.,Managervs.IndividualContributorvs.Executive).,FormTemplates,FormTemplatesarecreatedbySuccessFactorsandcontainthelayout,sections,andworkflowforeachform.Atemplate“type”determinesthepurposeoftheformtemplate.Review360ReviewsCompensationSuccessionThesetemplatesareusedtocreateindividualformsforyourpopulation.,Forms,FormsarecreatedforindividualsfromaformtemplateandareusedtorecordinformationsuchastheevaluationofanemployeesperformanceduringthereviewcycleTheformthateachemployeereceiveswillcontainalltheelementsoftheformtemplateonwhichitisbased.Forexample,whenyoudistributethePerformanceReviewForm,thatformincludesallelementsofthePerformanceReviewFormTemplateTheprocessofdistributingtheformisreferredtoasmasscreation,Instance,SuccessFactorscustomersworktogetherwithaProfessionalServicesConsultanttoconfiguretheirowninstanceofSuccessFactorsAninstanceisthecustomersspaceonourSuccessFactorsserver,InstanceTypes,Dependingonthecustomerspurchaseagreement,theymaybestartingtheirconfigurationfromoneofthefollowingtypes:ProfessionalEdition(PE)BizXSuiteBundles:SuccessFactorsAlign&PerformSuccessFactorsPerform&RewardSuccessFactorsTalentManagementSuiteSuccessFactorsRecruitingPlusSuccessFactorsLearningPlus,InstanceTypes:ProfessionalEdition(PE),ProfessionalEditionistailoredspecificallyforsmallbusinesses(1-500employees).Thisautomatedandeasilyconfigurableweb-basedsolutionincludesfourcoremodules:EmployeeProfileGoalManagement(GM)PerformanceManagement(PM)Jam,PEalsooffersthefollowingadditionalmodules:CompensationPlanningRecruitingManagementJam(PremierEdition),Formoreinformation:,BizXSuiteBundles,JobCode,AJobCodeisassignedtoeachemployeeto“map”thecompetenciesfortheirroletotheJobCode.Forexample:JoeSmithisanaccountantandhisjobcodeisACCT01MaryJonesisanemployeewithnodirectreportsandherjobcodeisICWhenaformiscreatedforJoeSmith,hewillfindthecompetenciesassociatedwiththejobcodeACCT01onhisform.,LineofSight,LineofSightisthetermusedtodescribeanindividualsreportingvisibilitywithinSuccessFactors.Forexample:ManagerscanviewdirectreportsandbelowMatrixManagerscanviewonlythoseassignedtotheminthatroleHRcanviewthepeopleforwhomtheyhavebeendefinedastheHRRepAdministratorswithspecialpermissionscanviewdataacrosstheorganization,Portlet,AportletisaconfigurableobjectontheSuccessFactorsscreen.Portletsprovideresources,charting,orfeaturesforuserstoassistthemwithperformanceprocesses.,RatingScale,TheRatingScaledeterminesthevaluesandmeaningsofthosevaluesthatauserisabletoselectduringanevaluation.Ratingscalesdifferforeachorganizationandtheratingscalescanbetailoredtomeettheorganizationsneeds.,RoleNames,RoleNames,orcodes,areusedtodesignatetowhomaformshouldbeforwardedusingtheroutemap.Examplesinclude:EEmployeeEMEmployeesManagerEMMEmployeesManagersManageror2ndLevelManagerEHEmployeesHRRepresentativeCustomerscanalsosettheirownrolesiftheyhaveRoleBasedPermission(RBP)turnedonintheirinstance(seeModule4ofthistrainingformoreinformationonRBP).