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PERSONALIZING THE INSTANCE EXERCISEPersonalizing the Instance ExerciseScenario: Acme Boots has licensed the SuccessFactors system and hired you to help configure it. The first thing they have asked you to do is to update the look and feel of the system to match their corporate site. Below is the list of updates they have requested: the To-Do portlet, Welcome portlet, Company Resources page, system colors, and a new logo.Add a Supplemental List to the To-Dos List1 Log in to your ACEtrain instance as a user with admin credentials. In this case, use the admin user.2 From the Home page, click the To-Do Admin link located to the right side of the To-Dos List table header row.3 Add a supplemental To-Dos item to remind employees to set goals for the upcoming year:A. Click Create List.B. Name the new list Acme List.C. Add a task:I. Category = Set goals for the upcoming year.II. To-Do Item= Please create your yearly goals.III. Due Date = 2 months from today.IV. Save your changes.D. Click Done.Updating the Welcome PortletThe customer has requested that you update the Welcome portlet with their specific company message. They have provided you with an example of the message and also a company logo that they want you to include in the portlet.To configure the Welcome portlet: 1 Click the edit icon to display the edit page.2 From the Home page, click the Edit Company Welcome Message icon.3 Review the supplied sample message below. Use the editor to make the Welcome portlet match the customers sample:Welcome to ACME Boots new on-lineperformance and goalmanagement system.ACME Boots Core ValuesCommunication, Customer Focus, Customer Service, Decision JudgmentHere is what you need to accomplish to help get you started:1. Immediately Access your Employee Profile Navigate to My Employee File and verify allapplicable information you find listed. If there are any discrepancies, please contact 2. Check out the Company Info Resource Page: This will give you a good overview of the training materials that we have within the system3. Set at least 3 goals to accomplish within the next 30 days. It doesnt matter if its something as simple as clean off the top of my desk; file my stack of stuff, get rid of all my dust bunnies - they dont have to be earth shattering, change the world goals, just do something. 4. Each week log into your account and update your goals or add additional goals - develop the habit of checking your To Do Items. You may also see where goals have been added! If you have any questions,please contact your friendly neighborhood learning team at . We arelearning right along with you so the more questions we receive, the better!4 Make the words Immediately Access your Employee Profile a hyperlink link to the Employee Profile.5 Make the words Check out the Company Info Resource Page a hyperlink link to the Company Info Resource Page.6 The customer has also requested that their logo show in the top of the Welcome portlet. The logo has already been uploaded to the ftp server.A. Click the Image icon on the portlet editor.B. In the URL section, enter:/logo/AcmeLogo.gifC. Click OK.D. Click Done.Update the Company Resource PageAcme would like to use the company resource page as a place for their employees to get information about the company as well access links to other resources.1 Navigate to the Company Info and select the Resources tab.2 Click the pencil in the upper right corner of the screen to access the editing tool.3 Use the customer supplied information below and the URL list to update the page.Welcome to ACME Boots new on-lineperformance and goalmanagement system.Company OverviewMissionInsert ACME Boots Company Mission (Be creative make something up!) Company SnapshotInsert Company Snapshot (Be creative make something up!) Products and servicesInsert Companys Product and Services (Be creative make something up!)For more information, please go to our Boots Portal (/wiki/Acme_Boots) Online Tools- SuccessFactors Help- SMART Goal SettingVideo- Using the Goal PlanQuick Start Guides- Getting StartedEmployees Kit- Your Performance Review- Your Goals- Your ProfileManagers Kit- Guide to Performance Reviews- Guide to Goal Setting- Guide to Dashboards- Guide to Employee ProfileResource NameURLs to be hyperlinked SuccessFactors Help/doc/ProEd/HelpByModules/PE360/PEOpen360.htmSMART Goal Setting/doc/custom/sf-practice/smartgoal.htmlUsing the Goal Plan/media/flv/community/SPRAC2-TGM/SPRAC2-TGM.htmlGetting Started/doc/ProEd/resources/PE_QSG_GettingStarted_052008.pdfYour Performance Review /doc/ProEd/resources/PE_QSG_EE_PR_061208.pdfYour Goals/doc/ProEd/resources/PE_QSG_EEGoal_061208.pdfYour Profile/doc/ProEd/resources/PE_QSG_EE_Profile_052008.pdfGuide to Performance Review /doc/ProEd/resources/PE_QSG_MGR_PR_061208.pdfGuide to Goal Setting/doc/ProEd/resources/PE_QSG_MgrGoal_061208.pdfGuide to Dashboards/doc/ProEd/resources/PE_QSG_Dash_052008.pdfGuide to Employee Profile/doc/ProEd/resources/PE_QSG_MGR_Profile_052008.pdfInclude the Company LogoAcme has requested that you include their corporate logo in the system. The logo has already been uploaded to the FTP server.1 Navigate to the Admin Tools. 2 Navigate to Company Settings Company System and Logo Settings.3 In the URL of the Company Logo textbox, enter the following URL:/logo/AcmeLogo.gif4 Click the Set Company Logo URL button.5 Verify that the new logo is visible in the upper right-hand corner of the screen.Update the Theme to Use the Company ColorsAcme has two colors that they use in all marketin