Running more effective and efficient project status meetings

Ever dial or walk into a project status meeting only to find yourself wishing that you could be anywhere else on the planet?

At times, status calls can be ALMOST as much fun as going to the dentist WITHOUT an anesthetic. Here are some pointers to consider as you plan your next project status meeting:

Make them MORE than just routine status calls

  • Use collaborative content management sites such as SharePoint, Box, or Huddle to post frequent Project Status Reports (traffic light-style reporting can be very useful for status updates). Then, have participants review project status documents BEFORE attending the status call.
  • In lieu of reviewing project status reports, focus on dynamic matters such as
    • Upcoming milestones and what is needed to ensure their successful completion.
    • Issues or challenges that are currently impacting the project, and what is needed to mitigate or eliminate them.
    • Resource constraints or limitations within the project team as well as outside resources such as third-party providers or integration partners.
    • Project creep or timeline issues (projects are NOT always in jeopardy of getting behind schedule – perhaps there are opportune times when activities can be accelerated). If so, consider the potential resource impact as well as downstream activities and milestones.
    • Don’t forget to acknowledge completed activities and milestones! Recognize team members (by name!) for their contributions and successes.

Ensure the correct audience is in attendance

  • DON’T assume every project team member needs to attend every meeting. Construct (and circulate beforehand) a dynamic agenda for the meeting (keeping in mind the aforementioned considerations), and then consider who should attend.
  • Have project stakeholder or executive members attend on occasion to ensure open lines of communication, opportunity for feedback, and additional perspective.

ALWAYS allow time for Q&A and discussion

  • By ensuring attendees have a chance to speak openly, often times less obvious items may surface that could have become a downstream issue.
  • Questions are a STRONG indicator of a need for clarification, uncertainty or a lack of acceptance. They are often times the “SMOKE” before the “FIRE.” Use them to gauge understanding and level of buy-in.

ALWAYS provide a summary and list of actions or follow-up

  • Meetings should result in PROGRESS! Progress requires ACTION! Everyone should have a clear understanding of upcoming activities, tasks, milestones or requirements prior to the next scheduled project status call.
  • ACTIONS require PEOPLE! Not only should everyone understand WHAT needs to happen, but also WHO is accountable for the effort. Never leave a task unassigned.

By breaking away from mundane agendas, time-wasting routine, and no actionable outcomes, you can ensure your recurring project status meetings are rewarding, engaging, focused and as painless as possible!

Posted in SuccessFactors Sam, SuccessFactors Tips & Tricks | Tagged , , | Leave a comment

How to auto-create worksheets for new Compensation Managers

In the past, if an employee becomes a Compensation Manager after the initial compensation worksheet launch, an Administrator would need to manually initiate a compensation worksheet for the new manager. With SuccessFactors’ 1505 release, new functionality can be used to auto-launch compensation worksheets for new Compensation Managers.   We will walk through two different scenarios where this may be useful:

  • Auto-create where employee does not already exist on an existing worksheet
  • Auto-create where employee already exists on an existing worksheet

Auto-create where employee does not already exist on an existing worksheet

In this example, we will walk through how to create a worksheet for a new Compensation Manager when the employee under that manager does not already exist on another Compensation Manager’s worksheet.
Continue reading

Posted in SuccessFactors Sam, SuccessFactors Tips & Tricks | Tagged , , , , , | Leave a comment

Troubleshooting candidate profile aesthetics in SuccessFactors

A common challenge you may encounter in SuccessFactors Recruiting is a candidate profile page that doesn’t offer your job candidates a polished first impression.  This can happen through small visual cues like columns that are too narrow and cause your prompts to run over onto the next line or a picklist that has too much white space in the default drop-down position.

Watch this short video to learn how to easily resolve these issues by knowing how to reformat columns and picklist values.


Posted in SuccessFactors Sam, SuccessFactors Tips & Tricks | Tagged , , , | Leave a comment

Creating talent review presentations in SuccessFactors

Creating talent review presentations in SuccessFactors

Did you know that you can use SuccessFactors to create and share talent review presentations that pull live data from within the secure system? You can:

  • Upload a template that includes your company branding or start from scratch and design your own.
  • Choose the type of slide you want from a selection that includes performance potential matrix, Succession org chart, Compensation review, position tile, and more!
  • Interact with select real-time employee data as you present.
  • Securely share a talent review presentation with other decision makers in the organization.

Step 1: Watch this short video by an AspireHR SuccessFactors expert as he steps you through the process.

Step 2: Contact us for more SuccessFactors platform support!

Troy slide



Posted in SuccessFactors Sam, SuccessFactors Tips & Tricks | Tagged , , , , | Leave a comment

Adding Reports Menu on SAP ESS / MSS

SAP’s Employee & Manager Self Service is an extremely powerful tool for organizations. Not only can it provide your people access to intuitive HR user interfaces that have been tailored to both employees and managers, but it can also reduce costs and lower administrative demands on your HR department by making employees and managers more self-sufficient.

Organizations need to further tailor their Self Services to ensure that both employee and managers can not only access the appropriate data, but navigate through the services intuitively. A common request that consultants often gets from clients is the ability to assign specific reports and transactions to their Employee/Manager Self Service users.

For this blog post, in 5 steps, I will guide you on how to create a brand new Reports Menu onto a MSS Role.

Please note that these steps should work regardless of whether you use NWBC or HR Renewal.

Step 1: Via Transaction LPD_CUST, create and Save a New Launchpad.

Create a New Launchpad.

Continue reading

Posted in Talk Techie to Me | Tagged , , , , ,

Field-based permissioning for SuccessFactors Compensation forms

Common challenges you may encounter when manipulating Compensation forms are:

  • managing which fields are hidden, visible, or editable by specific criterion or groups
  • allowing different permission levels per form template
    • For example, hiding the compa-ratio from your managers, but allowing your HR team to view it

Fortunately, these issues are easily resolved by knowing how to change field level permissions levels in the Admin tool.

Watch this brief video tip to learn how to manage who can and cannot see/edit fields in your compensation forms.

Comp permissions graphic

Posted in SuccessFactors Sam, SuccessFactors Tips & Tricks | Tagged , , , , , | Leave a comment

How to use quotation marks as text delimiters when importing a CSV file

A common challenge you may encounter when importing data into SuccessFactors may stem from text fields that contain extra commas.  Getting this data into your system can be tricky and mistakes can mean that employees with incorrect data fields, like home address, may miss important mailed communications and tax forms.

Fortunately, these problems are easily resolved by knowing how to use quotation marks as text delimiters. Follow this simple tip to learn how to easily format your import files.

View a brief video that will step you through this process.  Please click on the below graphic.

Jan Tips and Trick graphic

Posted in SuccessFactors Sam, SuccessFactors Tips & Tricks | Tagged , , , , , , | Leave a comment