Super User Year End Support Overview Call In Information: 1-xxx-xxx-xxx (xxxxx)

1. Super User Year End Support Overview Call In Information: 1-xxx-xxx-xxx (xxxxx) Problems or Questions? Please email xxxx@xxxx.com PLEASE, do not put this call on hold. If necessary, please hang up and dial back in.

2. Live Meeting Reminders • PLEASE, do not put this call on hold. If necessary, please hang up and dial back in • Close other applications to increase speed • To mute your line, press (*6) • The deck for this Overview is available on the Performance Management Toolkit

3. Agenda Welcome and Introduction • Performance Matters Program Information • eTools – Current PM Form Status • Super User Roles Year End • Year End Training and Resources • eTools Overview – Employee and Manager Year End Assessment steps • Year End Super User Reporting – Dashboard • Key Super User Task – Route Document Goal Setting • Performance Management Dates • eTools Languages • Language Support Strategy and Resources Want to know more? Access the Performance Management Toolkit at http://lms.tyco-training.com/content/_Toolkit/performance_management/index.htm. Send questions to etools@tyco.com and we will answer your questions after each section

4. PerformanceMatters

5. The Performance Management Process Goal Setting Mid Year Assessment Year End 1 Jan Feb 2 Dec Mar Apr 3 Nov 2 3 1 May START Oct Sep Jun Aug Jul

6. Performance Management Form Status Metrics

7. Your Place in the Process Prepare for your Role Review Super User Toolkit and the eTools Online Tutorial Course by xx/xx/xx. Touch base with PM Lead regarding PM Communication Touch base with your Business Segment PM Lead regarding messaging around Performance Review completion and Goal Setting Partner with your eTools Support & Technology Team Contact xxx@xxx.com for questions or assistance. We are here to help you.

8. Super User Roles – eTools Support and Access • Business Segment Lead • Partner with PM/eTools teams on PM direction and implementation • Champion • Partner with Leads, PM and eTools teams on Super User assignments and PM Initiatives • Support HR leadership during OLR – Proxy access • Serve as escalation point for HR Managers and Super Users within your business • Admin1 • Receives Personal Change Requests (PCRs) – Take action on HRIS changes • Support Super Users and HR Teams in your business - Visibility to extended employee profiles • Support Manager and Employees as needed • Perform administrative tasks as needed (i.e. transfer managers, route documents) • Answer user questions, support functionality, resolve issues. Support new language users if applicable. • Escalate unresolved issues to eTools@tyco.com. Provide language translation if needed. • Super User • Serve as primary support for Manager and Employee Users • Perform administrative tasks as needed (i.e. transfer managers, route documents) • Answer user questions, support functionality, resolve issues. Support new language users if applicable. • Escalate unresolved issues to eTools@tyco.com. Provide language translation if needed. • Note: New eTools Language User Support for 2012 Assessment Cycle

9. YEAR ENDTraining and Resources

10. Year End Resources – Employees and Managers • Welcome Window • PM Toolkit • Employee/Manager FAQs • Link to launch TUS • Training and User Support (TUS) window • Launches automatically when you logon to eTools. • Year End Assessment • Expand the task menu and click Demo to see an animated simulation of how to complete a task • Click Cue Card to see a list of steps • Year End Employee and Manager QRGs • 4 • 1 • 2 • 5 • 3

11. Year End Resources – Employees and Managers Performance Management Toolkit • eTools Employee/Manager FAQs (eTools and Toolkit) • Year End Assessment Employee FAQs (PM Toolkit) • eTools Online Tutorial (TycoLMS course) • 1 • 2 • 3

12. Year End Resources - Super Users • eTools HR Super User Resources: • Super User Training • FAQs • Super User Job Aids • eTools Overviews • Year End Assessment Manager and Employee Overview • Year End Super User Support Overview • eTools Champion List • 1 • 2 • 3 • 4 • 5

13. Super User FAQs Super User FAQs include answers to the most common questions, accompanied by task instructions and solutions.

14. OVERVIEWEmployee Year End Assessment

15. Year End Assessment Steps Employee Goal Setting Manager Goal Approval Mid Year Assessment Employee Year End Assessment Manager Year End Assessment Signature Completed

16. Getting Started with the Year End Assessment • 1 • Employees’ Performance Forms are automatically sent to their Inboxes on the Performance tab for the Year End Assessment step. • The Employee Year End Assessment link on the To-Dos list also becomes an active link to the form. • 2

17. To-Dos List on the Home Tab • The To-Dos list centralizes all performance tasks in the system. • Tasks are grouped by the steps in the performance process. • Tasks requiring actions are active links that take you to the requested form to complete the task.

18. Performance Inbox The Inbox on the Performance tab manages all the forms that you will be working on. Forms remain in this folder until you send them to someone else. • TIP: Managers will receive their employees’ forms in their Inbox along with their own forms.

19. Form Basics Key features of Performance Review forms: • Form Tools include Spell Check, Legal Scan, Print, and Save. • Form Route Map identifies the process step the form is in. • Form Controls move the form through the review process. • Form Sections link to each section of the form. • Section Details provide instructions and fields for completing the form. • 1 • 2 • 3 • 5 • 4

20. Employee Year End Assessment:Performance Goals To start the Year End Assessment: • Click the Performance Goals section link. • For each goal, click the edit icon to update the goal’s status. • Enter Comments to document what has been achieved. • 1 • 2 • 3

21. Employee Year End Assessment:Development Goals • Click the Development Goals section link. • For each development goal, click the edit icon to update the goal’s status. • Enter Comments to document what has been achieved. • 1 • 2 • 3

22. Employee Year End Assessment:Tyco Key Behaviors Tyco Key Behaviors represent how employees are expected to achieve results and are automatically added to the form during the Employee Year End Assessment step. • For each key behavior listed in the Integrity, Excellence, Teamwork, and Accountability sections, enter Comments to provide examples of your demonstration of the behavior. • Click the writing assistant link for help writing feedback on performance. • 2 • 1

23. Employee Year End Assessment:Performance Summary - Employee • Click the Performance Summary – Employee section link. • Use the Results Summary drop-down menu to evaluate your overall performance. • Use the Behaviors Summary drop-down menu to rate how you accomplished your goals. • Enter Comments on your overall performance during the review period. • 2 • 3 • 1 • 4 • TIP: Click the Rating Definitions link to view a description of the rating scale.

24. Employee Year End Assessment:Strengths • Click the Strengths section link. • Click Add New Strength to add 1-4 strengths to the form. A new window opens. • 2 • 1

25. Add New Strength When the Add window opens, fill in these fields: • Visibility: By default, strengths are private, viewable only by you, your manager, and managers above. Change visibility to public to make strengths viewable by everyone. • Strength: Identify strength. • Description: Describe your strength. • Competency: Use the drop-down menu to identify the competency associated with the strength. • Click Save & Close. • 1 • 2 • 3 • 4 • 5 • TIP: Click the Coaching Advisor link for help describing strengths.

26. Employee Year End Assessment:Development Needs • Click the Development Needs section link. • Click Add New Development Need to add 1-4 development needs to the form. A new window opens. • 2 • 1

27. Add New Development Need When the Add window opens, fill in these fields: • Visibility: By default, development needs are private, viewable only by you, your manager, and managers above. Change visibility to public to make viewable by everyone. • Development Need: Identify the development need. • Description: Describe the development need. • Competency: Use the drop-down menu to identify the competency associated with the development need. • Click Save & Close. • 1 • 2 • 3 • 4 • 5

28. Employee Year End Assessment: Key Development Questions • Click the Key Development Questions section link. • Enter 1-2 questions about your development needs that can be answered in 6-12 months (optional step). • When your assessment is complete, click Send for Manager Year End Assessment. • 3 • 2 • 1

29. OVERVIEWManager Year End Assessment

30. Manager Year End Assessment • After the employee completes his/her assessment of performance, the form is sent to the manager for review and evaluation. • The manager may collect feedback on the employee’s performance during this step. • When done, the manager and employee will meet to review the employee’s performance evaluation.

31. Manager Year End Assessment:Get Feedback • 1 During the Manager Year End Assessment step, feedback may be collected on the employee’s performance: • Click Get Feedback under the form route map. • Use text fields and drop-down menus to search for a feedback provider. • Click Search Users. • Use the radio button to select a feedback provider. • Click Select & Continue. The form will be returned to your Inbox when the feedback provider has completed the review. • 2 • 3 • 4 • 5 • NOTE: The feedback provider will be able to see all of the comments on the form.

32. Manager Year End Assessment:Performance Goals To conduct the Manager Year End Assessment: • Click the Performance Goals section link. • For each goal, enter Comments to provide feedback on the employee’s accomplishments. • 1 • 2

33. Manager Year End Assessment:Development Goals • Click the Development Goals section link. • Enter Comments to provide feedback and coaching on the employee’s development goals. • 1 • 2

34. Manager Year End Assessment:Tyco Key Behaviors Tyco Key Behaviors represent how employees are expected to achieve results and are automatically added to the form. • For each key behavior listed in the Integrity, Excellence, Teamwork, and Accountability sections, enter Comments to provide feedback on the employee’s demonstration of each behavior. • Click the writing assistant link for help writing feedback on performance. • 1 • 2

35. Manager Year End Assessment:Performance Summary - Manager • Click the Performance Summary – Manager section link. • Use the Results Summary drop-down menu to evaluate the employee’s overall performance. • Use the Behaviors Summary drop-down menu to rate how the employee accomplished his/her goals. • Enter Comments on the employee’s overall performance during the review period. • 2 • 3 • 1 • 4 • TIP: Click the Rating Definitions link to view a description of the rating scale.

36. Manager Year End Assessment: Key Development Questions • Review the employee’s Strengths and Development Needs sections. • Click the Key Development Questions section link. • Enter 1-2 questions about the employee’s development needs that can be answered in 6-12 months. • 1 • 3 • 2

37. Manager Year End Assessment: Best Next Move • Click the Best Next Move section link. • Click Future Desired Position link to view employee’s career aspirations. • Enter employee’s potential next job title. • Use the drop-down menu to select the potential next job function. • Use the drop-down menu to identify the potential timeframe for the move. • Enter Comments to explain reasoning for best next move. • 2 • 6 • 3 • 4 • 5 • 1

38. Manager Year End Assessment: Collaborative Discussion Confirmation Once the evaluation is complete, the manager will meet with the employee to review the feedback on the form. After the performance discussion: • Click Collaborative Discussion Confirmed section link. • Click the check box to confirm you have met with your employee. • Enter the date of the performance discussion. • When done, click Send to Signature. (There are 4 additional actions or clicks required to complete the step). • 4 • 2 • 3 • 1

39. Manager Year End Assessment: Send to Signature error If an error window appears: • Click OK • Return to the Assessment to correct the errors. • When done, click Send to Signature. (There are 4 additional actions or clicks required to complete the step). • 2 • 3 • 1

40. Signature - Manager • 1 Once the form is Sent to Signature, the form will return to the Inbox on the Performance tab. • Open employee form from inbox • Click Sign Form and Send to Employee to acknowledge that the assessment has been completed. When Comments window opens: • Enter comments that will appear in an email notification to employee (optional) • Click the Sign Form and Send to Employee button • 2

41. Signature - Employee The form is sent to the employee’s Inbox on the Performance tab. • Click Sign Form & Send to Completion to acknowledge that the assessment has been completed. • In Sign Form window, click Sign From & Send to Completion again. • 1

42. Completed • Once the manager and employee have electronically signed the form, the performance assessment process is complete. • The employee’s completed Performance Form is sent to the employee’s and manager’s Completed folder on the Performance tab, for future reference.

43. QUESTIONS ?

44. YEAR END REPORTING Super User Dashboard Review

45. I. Dashboard Review: Goal Form Status Reports There are two Dashboards for Goal Management: • Form Status Grouped by Workflow • Goal Distribution • 2 • 1 Note: Please contact eTools@tyco.com with specific report questions.

46. I. Dashboard Review: Goal Form Status Reports Before you get started, make sure to Select Filter Options: • Click ‘+’ to expand Filter Options • Select Detailed Reporting Rights • Select the hierarchy levels for the population to view • Click’+’ to expand Date Options • Click the Update button • 4 • 1 • 2 • 3 • 5 • TIP: Step-by-step instructions are available in the How to review Goal Form Status Reports Job Aid.

47. I. Dashboard A: Form Status Grouped by Workflow Form Status Grouped by Workflow: • Total employees in selected hierarchy that have a performance form created • Percentage of employees whose form is in the Mid-Year step • Percentage of employees whose form is in the Employee Year End step • Percentage of employees whose form is in the Manager Year End step • Percentage of employees whose assessment has been Completed • 1 • 4 • 5 • 3 • 2

48. I. Dashboard B: Goal Distribution The Goal Distribution dashboard provides status on the Performance goals for the selected population. The number of people who do not have any goals is 307 for this example.

49. I. Dashboard C: Employee List Report To view an Employee List Report (list of employees in a particular performance stage or goal distribution): • Click on a portion of the Workflow pie chart • Click on a hyperlink • 1 • 2 • TIP: Drill down into your charts to get detailed information!

50. I. Dashboard C: Employee List Report When you click to display an employee list, the list opens in the Analytics tab. Adjust your report parameters: • To display additional fields of information, click the ‘+’ to expand Display Options • To save report settings, click Save Settings • To export a list of employees to Excel, click Export to Excel • To send an email to a list of employees, managers or Admin1s, click on the email icon • 1 • 3 • 2 • 4