Taleo (TEE): Performance System Administration (TP-SA201)

This Taleo Performance training includes practical hands-on exercises that will reinforce new concepts. Please note that independent pre-work in the form of a simulated lab is necessary before taking the Classroom Training version of this course.

Learn To:

• Configure the key elements of Performance Management.
• Configure your organization’s performance objectives and development activities.
• Configure your organization’s performance review cycle.
• Track, manage and leverage the Talent Profiles of your employees.
• Identify Taleo Performance modules.
• Navigate performance administration.
• Configure general goal settings.
• Work with Business Themes, periods and organizations
• Describe and configure matrix manager.
• Create review groups and review requests.

Benefits to You

By the end of this course, you will be able to confidently perform the following tasks in Taleo Performance Administration: create goal plan templates, discuss performance reviews, create rating models, activate competencies, create review definitions, add and create review definition sections, create a review cycle, configure the talent profile and discuss other modules.

Audience

• System Administrator

Course Topics Introduction to Goal Management

• Configure Goal Settings
• Define Alignment
• Create Business Themes
• Set Business Period
• Describe Business Organizations

Goal Plan Templates

• Create Goal Plan Templates
• Define Approval Workflows
• Work with Goal Fields

Introduction to Performance Reviews

• Define Performance Reviews
• Discuss the Review Process
• Complete a Sample Review

Rating Models

• Define Rating Models
• Discuss uses of Rating Models
• Create Rating Dimension
• Create a Rating Model

Competencies

• Activate a Competency
• View Active Competencies

Review Definition Configuration

• Create Review Definition
• Activate Definition Settings
• Discuss uses of Rating Models

Review Definition Section Configuration

• Add Existing Sections to the Review Definition
• Create a New Section
• Edit and Reorder Sections
• Activate Review Definitions

Review Cycles

• Create a Review Cycle
• Create Review Groups
• Create Review Requests
• Activate Properties and Settings
• Add a Review Request Group
• Define Process Parameters
• Activate the Request

Matrix Management

• Describe Matrix Management
• Configure Matrix Management

Advanced Competency Options

• Identify uses of Competencies throughout Performance
• Modify Competencies
• Add Competency Groups and Categories

Talent Profile Configuration

• Describe the Talent Profile
• Configure the Talent Profile
• Add, Edit, and Delete User-Defined Fields

Overview of Succession, Career, and Development Planning

• Purpose of Each Module
• Process for Each Module
• View End User Displays

Course Objectives

• Create Review Definitions
• Activate Competencies
• Create, Add, and Edit Review Sections
• Define Review Cycles
• Configure Matrix Management
• Discuss User Type Permissions
• Modify Competencies
• Modify the Talent Profile
• Identify Taleo Performance Modules
• Create Rating Models
• Identify other Performance Modules
• Define Key Terms
• Configure Goal Management
• Create Goal Plan Templates
• Define Performance Reviews
• Discuss the Review Process