Employees Guide

Oracle Taleo Business

Edition Perform
April 2013
Part number E38939-02

Introduction
Purpose

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Oracle Taleo Business Edition Perform

Contents
Introduction

Purpose...........................................................................................................................................................1
Additional Resources.....................................................................................................................................1

Terminology

Logging In

Employee Website

What is the Employee Website Home Tab?...................................................................................................4

What is the Employee Website Performance Tab?........................................................................................4
What is contained in the Reviews section?....................................................................................................5
What is the difference between Active and Inactive Performance Reviews?................................................5
Active Reviews -............................................................................................................................5
Past Reviews ...............................................................................................................................5
What is an employee self-assessment?..........................................................................................................6
How do I conduct an employee self-assessment?..........................................................................................6
How do I electronically sign my self-assessment?........................................................................................9
What are employee goals?...........................................................................................................................10
How do I update the progress of Employee Goals?.....................................................................................11
How do I create a goal and submit it for approval?.....................................................................................11
Can I create a goal that is visible only to me?.............................................................................................12
How do I add comments for Employee Goals?...........................................................................................12
What is the Employee Website Settings page?............................................................................................13

An Employees Guide to Taleo Perform

Page i

Introduction
Purpose
Welcome to the Oracle Taleo Business Edition Perform Employees Guide. This
guide was prepared for Taleo Business Edition Perform customers to serve as
a reference tool for employees who may only use Taleo Business Edition
Perform periodically to update goals or during their organizations
performance review cycle(s).
Within this guide, you will find step-by-step instructions on accessing and
using the Employee Website in the Taleo Business Edition Perform system to
view and update the progress of assigned goals and to participate in the
performance review process. Additionally, we have included tips as well as
screenshots to help make your experience using Taleo Business Edition
Perform simple and easy.
This guide has been created in a Word document format, allowing
organizations to modify the content within to comply with organizationspecific configuration changes and business practices.
Additional Resources
The following additional reference materials are available for Taleo Business
Edition Perform customers via the Help and Resource Center menu options in
your system:

Taleo Business Edition Perform Online Help (Users Guide)

Managers Guide to Taleo Business Edition Perform

Taleo Business Edition Perform Quick Start Tutorial

Resource Center Perform Videos

Terminology
Ter`mi*nol"o*gy\, n. [L. terminus term + -logy: cf. F. terminologie.]
1. The doctrine of terms; a theory of terms or appellations; a
treatise on terms.
2. The terms actually used in any business, art, science, or the like;
nomenclature; technical terms; as, the terminology of chemistry.
Competencies

Employees
Employee SelfAssessment

Often called "soft skills" these are the behavioral

skills, knowledge, and abilities required to perform a
job successfully
The person(s) employed by your company for whom
goals and performance reviews are tracked
An employees own ratings on competencies and
goals assigned for a specified performance review
period

Employee Website

A secure site accessible to employees to view contact

information, assigned goals, and assigned
performance reviews

Goals

Assigned objectives, projects, and expectations with

associated due dates for tracking

Managers

The person to whom an employee directly reports

Performance Review
or Reviews

A process and document that allows review

managers to define and measure competencies and
goals for an employee for a specified performance
review period
The person responsible for conducting the
employees performance review

Review Managers

Logging In
As a new employee, you will receive a link to the Oracle Taleo Business
Edition Perform Employee Website along with login instructions. Enter your
login and create and confirm your new password. Then click Set Password.

You will then be re-directed to the login page.

When creating a new password be sure to use a password
that you can remember, but also one that is known only by
you. Your assigned goals, assigned reviews, and ratings from
your manager will be displayed on your secure Employee
Website. It is important that your private information be kept
confidential.
Your password must be a minimum of 8 characters,
and should start with a letter.

Employee Website
Access to basic employee data, assigned goals, performance reviews, and the
ability to submit employee self-assessments online is delivered through a
secure Employee Website. This capability helps to ensure performance
expectations are in alignment and that information and feedback is
accessible to all stakeholders.
What is the Employee Website Home Tab?
The Employee Website Home tab is the first tab that appears when you log
into the Employee Website. The Home tab allows you to view and modify your
contact information. By clicking the Edit link, you are able to update your
information. The Save or Cancel links allow you to discard or save changes.
When you update your contact information on the Employee Website, your
employee record in the Taleo Business Edition Perform system is
automatically updated for your manager.

What is the Employee Website Performance Tab?

The Employee Website Performance tab is comprised of three sections. The
first section displays the Employee Information section that is also visible
from the Employee Website Home tab. Additionally, a Reviews section and an
Employee Goals section are accessible from this tab.

What is contained in the Reviews section?

The Reviews section of the Performance page contains both active and
inactive (Past) performance reviews.
What is the difference between Active and Inactive Performance Reviews?
Active Reviews - If there is a performance review that is assigned to
you that is not yet complete, it will be identified as an Active review. If
the performance review requires a self-assessment, you can click the
drop-down arrow in the Employee Review Actions column to the
right of the performance review, and click the Edit link to conduct the
self-assessment.

Past Reviews Performance reviews that are in a Final state are

considered Inactive, and are sorted by the most recent performance
review based on the period end date. Past performance reviews are
locked, which means you are no longer able to edit the document.
You may toggle between active and past reviews by clicking the appropriate
tabbed list view.
What is an employee self-assessment?
The employee self-assessment allows you to rate yourself on assigned
competencies as well as assigned goals for a defined performance review
period. You are able to provide a self-assessment on an active performance
review once it has been assigned to you by the system, Administrator, or
manager. You will be notified via email when a new performance review is
assigned to you.
How do I conduct an employee self-assessment?
To conduct an employee self-assessment from the Employee Website:
1. Click the Performance tab. The Reviews table should default to your
Active Reviews.
2. Click the drop-down arrow to select the Edit option from the Employee
Review Actions column next to the performance review that has been
assigned to you.
3. The Review Data and Employee Data sections will auto-populate.
These sections are not editable by you.
4. The Competencies section displays all competencies assigned to you
for the active performance review period. You are able to rate yourself
on each competency sub-factor based on the rating scale provided.
Refer to your companys description for the rating scale used. After
selecting ratings for each of the sub-factors, the system will calculate a
competency rating.
5. If a particular competency sub-factor is not relevant, click the Not
Applicable icon (if available as a selection. You may be required by
your administrator to make a selection for all factors).
6. You may also record Employee Comments for each assigned
competency.

7. The Employee Goals section of the performance review displays all

goals assigned to you for the active performance review period. You are
able to rate each goal on the rating scale provided.
8. The Goals Summary section will automatically record a rating based on
the goal ratings you have chosen. You may also be required to provide
Employee Comments for each assigned goal.

If the Goals section of your performance review is blank, it is

because there are no goals assigned that are due during the
time period of the performance review start and end dates.

9. The Comments section at the bottom of the Performance Review

allows you to record general employee comments.
10.
There are two option used for the Review Sign Of: fields on the
page or the eSignature process. Based on your organizations
configuration you may not see the signature fields at this point in the
process.
11.
At any point during the self-assessment, you can click the Reset
button to remove your current rating selections and begin again.
12.
You may click Save at anytime to save changes as you go,
allowing you to come back at a later date or time to complete your selfassessment. Once your self-assessment has been saved, the ratings
are automatically calculated.
13.
At the top of your employee self-assessment form in the Review
Data section, the system automatically calculates the Employee
Rating field (although based on your configuration you may be
requested to select an option in this field). When you have finalized
your employee self-assessment, click Submit. This will notify your

review manager that you have completed your self-assessment. Once

submitted, you will no longer be able to make changes to your selfassessment.

How do I electronically sign my self-assessment?

If eSignature has been configured by your administrator, the following
directions will assist you in completing the action. After your manager has
completed your review and it has been approved, you will receive an email
directing you to log into the Employee Website to electronically sign your
performance review. When you click on the Performance tab in the Employee
Website you will see a red Sign Here flag next to your review.
1. Click on the eSign link.

2. You will see your completed Performance Review in PDF format. You can
zoom in if needed to review the entire document.
3. Click eSign Review at the top of the PDF.
4. Enter any final comments, and then enter your credentials.
5. Click eSign it!

The electronic signatures on the final PDF will look like this:

What are employee goals?

Employee goals are objectives, projects, or expectations assigned to you by
your manager with an associated due date.
The Employee Goals section of the Performance page contains a list of Active
Employee Goals and Past Employee Goals. You can toggle between Active
and Past Employee Goals by clicking the appropriate tabbed list view. The
Goals section allows you to view and monitor manager-assigned goals and
associated due dates.

Clicking the View link in the Employee Goal Actions column allows you to
view goal details and measurements, as well as view associated company or
manager goals, if aligned.

How do I update the progress of Employee Goals?

Employees can update their goals progress by clicking the Edit link from the
Employee Goal Actions column. Using the mouse drag the progress to the
right to increase the percentage complete. If the percentage complete is
changed to 100%, the Status field will automatically update to Completed
when the goal is saved. Conversely, if the Status field is updated to
Completed, the progress bar will increase to 100% when the Goal is saved.

How do I create a goal and submit it for approval?

Employees can create goals and submit them for approval from the Employee
Website. These goals can be aligned to either company goals or a direct
managers goals depending on your system configuration settings.

To create a goal and submit it for approval:

1. Click New Goal from the Employee Goals section.
2. Enter a title, type, due date, and status.
3. Enter a description, and measurement for the goal.
4. Align the goal with a managers goal or company goal (this step is
optional, and also depends on system configuration settings).
5. Click Request Approval to submit the goal to your manager for
approval.
To submit several goals for approval at once:
1. Create the goals following steps 1-4 above. Save each goal by clicking
Save.
2. From the Employee Goals section of the Performance tab, select the
check boxes for the goals that require approval.
3. Click the Request Approval link.
4. Click Yes to confirm you want to submit the selected goals for approval.
Can I create a goal that is visible only to me?
You can create a private goal which is not visible to managers and does not
get submitted for approval. Private goals allow you to track tasks and
objectives for yourself.
To add a private goal:
1. Click New Goal from the Employee Goals section.
2. Enter a title, type, due date, and status.
3. Check the box marked Private.
4. Enter a description, and measurement for the goal.
5. Align the goal with a managers goal or company goal (this step is
optional, and also depends on system configuration settings).
6. Click Save.
How do I add comments for Employee Goals?

To add and track comments for a goal, click the View link from the
Employee Goal Actions column. In the Comments section of the goal, click
the New Comment link and click Save. Any comments you add will be
visible when you are in the View screen of a goal. Additionally, any comments
you add will be visible to your manager from the Taleo Business Edition
Perform system.

What is the Employee Website Settings page?

The Employee Website Settings page allows you to modify your login and
password settings. Updates made to login and password can be overwritten
by your manager at any time. If you are unable to login to the Employee
Website, you will need to contact your manager or Administrator.