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LEADS Calibration Webinar

LEADS Calibration Webinar. Performance Suite. 2011 Demonstrations of the Human Capital Management System (Performance Suite) Implementation Phase Webinar series Conversion and Calibration of LEADS Entering Goals/MRs into the Performance Suite for employees How to navigate the system

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LEADS Calibration Webinar

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  1. LEADS Calibration Webinar

  2. Performance Suite • 2011 Demonstrations of the Human Capital Management System (Performance Suite) • Implementation Phase • Webinar series • Conversion and Calibration of LEADS • Entering Goals/MRs into the Performance Suite for employees • How to navigate the system • Today’s focus: Conversion and Calibration of LEADS from the paper to electronic

  3. Conversion and Calibration of LEADS Goal All managers to enter their LEADS into the new system by the mid-year review in June

  4. Today’s Agenda • Using the Worksheet to Calibrate • New Categories • New Weighting • Logging into the new Performance Suite system

  5. Welcome • Mute your line by selecting *6 • Unmute by selecting #6 • Type your first and last name in the chat box on the upper left hand side of the screen. • If you are sharing a computer, please chat the names of everyone sitting with you. • Webinar will be approximately 1 hour.

  6. 2012 New LEADS form and process • Form, process and work flow electronic • LEADS scale no change - 5 point scale

  7. 2012 LEADS Form

  8. Using the Worksheet

  9. Formatting your LEADs • Employee Positions – Two Types • LEADS include: Major Responsibilities • LEADS include: Major Responsibilities and Performance Goals • Worksheet will be helpful to use for all employee positions

  10. Worksheet • Purpose • Using to Calibrate • Copy and Paste into the System • Only need to maintain and edit after initial input

  11. Quick Review Performance Goals • Results • Metric Driven • Outcome of the Major Responsibilities behavior Major Responsibilities • Major Responsibilities are behavioral. Performance Standards are not rated.

  12. = 100% = 100% = 100%

  13. = 100% = 100%

  14. From Points to Weighting 2011 LEADS 2012 LEADS Priority point divided by total priority point = percentage point

  15. Questions? • Ask questions via the chat line or your phone. • To unmute your line, select #6.

  16. Ratings Using the same 5 point scale to rate

  17. Additional Tips

  18. Worksheet Recommending no more than 6 Major Responsibilities Recommending no more than 6 Performance Standards per Major Responsibility Recommending no more than 10Performance Goals

  19. Performance Goals v. Major Responsibilities 2011 LEADs Performance Standard Example: PS A: Generate YTD average loan outstandings of $_____________ by 12/31/11. If this PS is not met, MR rating cannot be greater than “Needs Improvement”. 2012 LEADs Performance Goal Example: Goal Metric: Goal Name:

  20. Performance Goals Examples 2012 Performance Goal Examples Performance Goal: Need to attend four client appointments every quarter with their bankers. Performance Goal: Need to assist with Relationship Reviews monthly per banker. Performance Goal: Successfully implement new system by ____. Performance Goal: Maintaindefect ratio of 5% or less. Performance Goal: Deliver weekly reports by 12:00 pm every Monday. Performance Goal: Process a minimum of five new loan applications per day. 2011 Performance Standards/Major Responsibilities to 2012 Performance Goals Must be quantifiable and/or measureable

  21. Calibration

  22. Calibration Review 2011 LEADS Old Point System Balancing Goal Weights Section Weights Priority Points

  23. Questions? • Ask questions via the chat line or your phone. • To unmute your line, select #6. • For more information on how to enter your LEADS into the new worksheet or the new electronic system please contact LEADS support: • leadssystemsupport@firstmerit.com • 330.849.8748

  24. Signing-in to the new system

  25. Signing-in to New System Log-in Located on FirstNet, top right, underneath FirstPlace and Webmail Reset Password Answer Security Questions View To-Do’s View Org Chart

  26. Verifying Org Chart 1 2

  27. Verifying Org Chart 2 1

  28. Verifying Org Chart (where to send)

  29. Questions • Ask questions via the chat line or your phone. • To unmute your line, select #6. • For more information on how to construct your LEADs, contact your Employee Relations Representative.

  30. Homework

  31. Homework At least one LEADS must be completed by the next webinar, LEADS Webinar 2: Entry, as a prerequisite.

  32. Upcoming Schedule • LEADS Webinar 2: Entry schedule: • March – Early April • See workshop training schedule to sign-up: • http://firstnet.firstmerit.com/Human_Resources/workshops/workshops.asp Thank you for joining us today!

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