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SumTotal Talent Platform®

Performance Management




Improve Organizational                                                                           Key Benefits
Alignment While Reducing Costs                                                                  • Identify top performing employees and craft
                                                                                                  strategies to engage and retain them
SumTotal Performance Management automates, standardizes, and optimizes
global performance processes and aligns employee goals to organizational objec-                 • Standardize performance practices across
                                                                                                  the entire organization and establish clear
tives and strategies.
                                                                                                  performance expectations for the workforce
                                        The solution is used to set and evaluate perfor-
                                                                                                • Align and cascade employee goals to the
                                        mance expectations between managers and                   strategies and objectives of the organiza-


        47%
                                        employees. The results from this process help             tion and ensure that goals are being con-
                                        organizations to ascertain how employees are              sistently met
                                        performing both individually and as a whole and         • Leverage industry-standard S.M.A.R.T. goal
                                        what competencies require further development.            methodology for establishing goals

                                        SumTotal Performance Management enables com-            • Ensure that employees are rated consis-
                                                                                                  tently and fairly across the entire organiza-
                                        panies to plan employee efforts in support of
                                                                                                  tion via advanced calibration
                                        organizational goals and strategic initiatives and to
                                                                                                • Support project-based reviews for services
                                        evaluate outcomes, performance, and core compe-
                                                                                                  or project-based organizations (e.g., profes-
                                        tencies. Organizations can push goals to workers          sional services, business services, con-
   *Source: SumTotal, State of Global
   People Management survey, 2010       and empower workers to create their own goals             struction and engineering)
                                        and align them to company-wide objectives.              • Support pay-for-performance initiatives
The performance management process typically covers a time period that consists                   (when linked with compensation)
of several phases, such as planning, goal setting, and quarterly, mid-cycle, or year-           • Enable objective, company-wide workforce
end reviews. Managers and employees work collaboratively online to complete the                   measurement, reporting, and analysis,
                                                                                                  including regulatory compliance reporting
different sections of a performance management form. Information is presented
                                                                                                  and auditing
to managers and employees in an easy-to-read and easy-to-edit format. All of the
relevant information is stored in SumTotal where it can be leveraged for in-depth
reporting and analysis.
Specific goals, competencies, and development activities are recorded, reviewed,
and rated as the performance management process progresses toward completion.
Goals are fully integrated into the solution, and changes to goals made as part of
the performance process are automatically updated within SumTotal. Managers
and employees can record comments and ratings for objectives, competencies,
and performance at different times throughout the process.
The performance management process integrates seamlessly with a ratings distribu-
tion management (RDM) process, also known as ratings calibration. RDM ensures that
employees are rated consistently and fairly across the entire organization, and as a
result, incentive and reward initiatives can be applied more appropriately.




                                                                                                               Datasheet
www.sumtotalsystems.com
Easily Configure To Suit Your Business Needs                                                                       “Thanks to SumTotal’s performance
The elements of the performance management process can be fully configured                                          management system, Brunswick’s em-
                                                                                                                    ployees now understand not only their
within SumTotal to suit each company’s needs. The sections of a performance
                                                                                                                    goals, but also how they relate to the
management form, such as goals, competencies, and development activities, as                                        direction of the company.”
well as the number of steps in the process (workflow), are selected by the organi-                                  Homer Stewart, Director of Executive
zation. Configuration includes which actions can be performed at each step of the                                   Development, Brunswick Corporation
process, security controls over who can read or edit the form, and the text of the
automatic e-mail notification messages. Configuration is achieved via SumTotal’s                                    About SumTotal
easy-to-use, non-technical end-user configuration toolset.
                                                                                                                    SumTotal Systems, Inc. is the global leader
Cross-Functional Benefits                                                                                           in complete talent management software that
SumTotal uniquely provides native integrations from Performance Management                                          enables organizations to more effectively drive
                                                                                                                    business strategy. Recognized by industry
to other core talent processes in order to support a holistic, end-to-end talent
                                                                                                                    analysts as the most comprehensive talent
management strategy.                                                                                                management solution, SumTotal provides full
                                                                                                                    employee lifecycle management, including a
             • 360 Feedback: Competency reviews by peers can be used as
                                                                                                                    core system of record, from a single provider
               part of the performance evaluation                                                                   for improved business intelligence. The
             • Career Development: Development goals can be added to                                                company offers customers of all sizes and in
               an employee’s plan for achievement during the review period                                          all industries the most flexibility and choice
                                                                                                                    with multiple purchase, configuration, and
             • Compensation Management: Performance ratings can be                                                  deployment options. With more than 1,800
               leveraged to establish pay-for-performance plans and reward                                          customers and 25 million users worldwide, we
               good performance                                                                                     have increased the performance of the world’s
                                                                                                                    largest organizations.
             • Learning Management: Learning activities and courses can
                                                                                                                    For more information, or to request a demo,
               be assigned as a component of goal completion
                                                                                                                    please call +1 (800) 881-2546 (US / Canada),
             • Recruiting & Hiring: Performance goals for new hires can be                                          +1 (508) 358 -1072 (international) or visit
               established and aligned to organizational goals                                                      www.sumtotalsystems.com

             • Succession Planning: High performing employees can be
               nominated as successors




Corporate Headquarters         EMEA                          APAC
SumTotal Systems, Inc.         SumTotal Systems, UK          SumTotal Systems India Pvt. Ltd.   © 2010 SumTotal Systems, Inc. All rights reserved. SumTotal, the SumTotal
2850 NW 43rd Street            59-60 Thames Street           7th Floor Maximus Towers           logo, ResultsOnDemand, and ToolBook are registered trademarks or trademarks
Suite #200                     Windsor, Berkshire            Building 2B, Mind Space            of SumTotal Systems, Inc. and/or its affiliates in the United States and/or
Gainesville, FL 32606 USA      United Kingdom, SL4 1TX       Raheja IT Park, Cyberabad          other countries. Other names may be trademarks of their respective owners.
Tel: +1 352 264 2800           Phone: +44 (0) 1753 211 900   Hyderabad, AP- 500081, India       10_1103LS
Fax: +1 352 264 2801           Fax: +44 (0) 1753 211 901     Phone: +91 (0) 40 6695 0000
                                                             Fax: +91 (0) 40 2311 2727




www.sumtotalsystems.com

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Sumtotal Performance Management Software

  • 1. SumTotal Talent Platform® Performance Management Improve Organizational Key Benefits Alignment While Reducing Costs • Identify top performing employees and craft strategies to engage and retain them SumTotal Performance Management automates, standardizes, and optimizes global performance processes and aligns employee goals to organizational objec- • Standardize performance practices across the entire organization and establish clear tives and strategies. performance expectations for the workforce The solution is used to set and evaluate perfor- • Align and cascade employee goals to the mance expectations between managers and strategies and objectives of the organiza- 47% employees. The results from this process help tion and ensure that goals are being con- organizations to ascertain how employees are sistently met performing both individually and as a whole and • Leverage industry-standard S.M.A.R.T. goal what competencies require further development. methodology for establishing goals SumTotal Performance Management enables com- • Ensure that employees are rated consis- tently and fairly across the entire organiza- panies to plan employee efforts in support of tion via advanced calibration organizational goals and strategic initiatives and to • Support project-based reviews for services evaluate outcomes, performance, and core compe- or project-based organizations (e.g., profes- tencies. Organizations can push goals to workers sional services, business services, con- *Source: SumTotal, State of Global People Management survey, 2010 and empower workers to create their own goals struction and engineering) and align them to company-wide objectives. • Support pay-for-performance initiatives The performance management process typically covers a time period that consists (when linked with compensation) of several phases, such as planning, goal setting, and quarterly, mid-cycle, or year- • Enable objective, company-wide workforce end reviews. Managers and employees work collaboratively online to complete the measurement, reporting, and analysis, including regulatory compliance reporting different sections of a performance management form. Information is presented and auditing to managers and employees in an easy-to-read and easy-to-edit format. All of the relevant information is stored in SumTotal where it can be leveraged for in-depth reporting and analysis. Specific goals, competencies, and development activities are recorded, reviewed, and rated as the performance management process progresses toward completion. Goals are fully integrated into the solution, and changes to goals made as part of the performance process are automatically updated within SumTotal. Managers and employees can record comments and ratings for objectives, competencies, and performance at different times throughout the process. The performance management process integrates seamlessly with a ratings distribu- tion management (RDM) process, also known as ratings calibration. RDM ensures that employees are rated consistently and fairly across the entire organization, and as a result, incentive and reward initiatives can be applied more appropriately. Datasheet www.sumtotalsystems.com
  • 2. Easily Configure To Suit Your Business Needs “Thanks to SumTotal’s performance The elements of the performance management process can be fully configured management system, Brunswick’s em- ployees now understand not only their within SumTotal to suit each company’s needs. The sections of a performance goals, but also how they relate to the management form, such as goals, competencies, and development activities, as direction of the company.” well as the number of steps in the process (workflow), are selected by the organi- Homer Stewart, Director of Executive zation. Configuration includes which actions can be performed at each step of the Development, Brunswick Corporation process, security controls over who can read or edit the form, and the text of the automatic e-mail notification messages. Configuration is achieved via SumTotal’s About SumTotal easy-to-use, non-technical end-user configuration toolset. SumTotal Systems, Inc. is the global leader Cross-Functional Benefits in complete talent management software that SumTotal uniquely provides native integrations from Performance Management enables organizations to more effectively drive business strategy. Recognized by industry to other core talent processes in order to support a holistic, end-to-end talent analysts as the most comprehensive talent management strategy. management solution, SumTotal provides full employee lifecycle management, including a • 360 Feedback: Competency reviews by peers can be used as core system of record, from a single provider part of the performance evaluation for improved business intelligence. The • Career Development: Development goals can be added to company offers customers of all sizes and in an employee’s plan for achievement during the review period all industries the most flexibility and choice with multiple purchase, configuration, and • Compensation Management: Performance ratings can be deployment options. With more than 1,800 leveraged to establish pay-for-performance plans and reward customers and 25 million users worldwide, we good performance have increased the performance of the world’s largest organizations. • Learning Management: Learning activities and courses can For more information, or to request a demo, be assigned as a component of goal completion please call +1 (800) 881-2546 (US / Canada), • Recruiting & Hiring: Performance goals for new hires can be +1 (508) 358 -1072 (international) or visit established and aligned to organizational goals www.sumtotalsystems.com • Succession Planning: High performing employees can be nominated as successors Corporate Headquarters EMEA APAC SumTotal Systems, Inc. SumTotal Systems, UK SumTotal Systems India Pvt. Ltd. © 2010 SumTotal Systems, Inc. All rights reserved. SumTotal, the SumTotal 2850 NW 43rd Street 59-60 Thames Street 7th Floor Maximus Towers logo, ResultsOnDemand, and ToolBook are registered trademarks or trademarks Suite #200 Windsor, Berkshire Building 2B, Mind Space of SumTotal Systems, Inc. and/or its affiliates in the United States and/or Gainesville, FL 32606 USA United Kingdom, SL4 1TX Raheja IT Park, Cyberabad other countries. Other names may be trademarks of their respective owners. Tel: +1 352 264 2800 Phone: +44 (0) 1753 211 900 Hyderabad, AP- 500081, India 10_1103LS Fax: +1 352 264 2801 Fax: +44 (0) 1753 211 901 Phone: +91 (0) 40 6695 0000 Fax: +91 (0) 40 2311 2727 www.sumtotalsystems.com