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BP(A S)Taleo EnterpriseTaleo Performance for Taleo 10Administration GuideDecember 2009

Confidential InformationIt shall be agreed by the recipient of the document (hereafter referred to as "the other party") thatconfidential information disclosed by Taleo through its documents shall be retained in confidence bythe other party, and its respective employees, affiliates and/or subsidiaries, pursuant to the followingterms and conditions:For the purpose herein, the term "Confidential Information" shall mean the following:1. Any information, know-how, data, process, technique, design, drawing, program, formula or testdata, work in process, business plan, sales, suppliers, customer, employee, investor or businessinformation contained in a document, whether in written, graphic, or electronic form; or2. Any document, diagram, or drawing which is either conspicuously marked as "Confidential",known or reasonably known by the other party to be confidential, or is of a proprietary nature,and is learned or disclosed in the course of discussions, demonstrations, or other collaborationundertaken between the parties. 2009 Taleo Corporation. Do not reproduce without the written permission of Taleo Corporation.Administration GuideTaleo Performance for Taleo 10i

Ta b l e o f C o n t e n t sConfidential Information . iPrefaceAbout the Administration Guide . 1-1Administration Guide Revision History . 1-2Administration GuideTaleo Performance for Taleo 10ii

Getting StartedTaleo Performance Administration Basics . 2-1Navigation Bar . 2-1Navigation Icons . 2-1Breadcrumb Trail . 2-1Recently Viewed Items . 2-1More Info . 2-2History . 2-2Language Configuration . 2-2Selector Windows . 2-2Formatting Text in a Rich Text Editor Box . 2-3Session Timeout Notification Process . 2-3Taleo Performance Setting Management . 2-6Taleo Performance Product Settings . 2-6Corporate Branding . 2-13Defining the Application Color Theme . 2-14Changing the Company Logo . 2-15Spell Check . 2-16Enabling the Spell Check Feature . 2-16Disabling the Spell Check Feature . 2-17Creating the Legal Agreement to be Shown to Users at Log In . 2-17Activating the Legal Agreement . 2-17Displaying the Legal Agreement to Users at Log In . 2-18Administration GuideTaleo Performance for Taleo 10iii

User Account AdministrationWorking with User Accounts . 3-1User Account . 3-1Creating a User Account . 3-1Editing a User Account . 3-2Generating a Password . 3-2Locking a User Account . 3-3Deactivating a User Account . 3-3Transferring Work Items . 3-3Transferring an Employee’s User Account Information . 3-4Delegating Work Items . 3-5Deleting a User Account . 3-5Viewing a User Account . 3-6Working with User Types . 3-7User Type . 3-7Taleo Performance Default User Types . 3-7User Type Permission . 3-13Creating a User Type . 3-13Editing a User Type Properties . 3-14Activating a User Type . 3-14Duplicating a User Type . 3-14Granting a User Type Permission . 3-15Modifying the Permissions of a User Type . 3-15Deleting a User Type . 3-16Dissociating All Users from a User Type . 3-16Viewing a User Type . 3-16Working with User Groups . 3-17User Group . 3-17Creating a User Group . 3-18Adding a User to a User Group . 3-18Adding a Coverage Area to a User Group . 3-19Editing User Group Properties . 3-19Deleting a User Group . 3-20Removing a User from a User Group . 3-20Viewing a User Group . 3-20Working with Coverage Areas . 3-22Coverage Area . 3-22Adding a Coverage Area to a User Group . 3-22Adding Organizations, Locations and Job Fields to a Coverage Area . 3-23Removing a Coverage Area from a User Group . 3-23Reducing the Scope of a Coverage Area . 3-24Administration GuideTaleo Performance for Taleo 10iv

Competency AdministrationWorking with Competencies . 4-1Competency . 4-1Editing a Competency . 4-2Adding a Context-Specific Definition to a Competency . 4-3Editing a Competency’s Definition . 4-3Activating a Competency . 4-4Competency Fields and Buttons . 4-5Working with Rating Models . 4-8Rating Model . 4-8Creating a Rating Model . 4-8Editing a Rating Model . 4-9Duplicating a Rating Model . 4-10Activating a Rating Model . 4-11Adding a Rating Model to a Competency . 4-11Deleting a Rating Model . 4-12Rating Model Fields and Buttons . 4-12Working with Competency Contexts . 4-15Competency Context . 4-15Creating a Competency Context . 4-15Editing a Competency Context . 4-16Adding a Competency Context to a Competency . 4-17Duplicating a Competency Context . 4-17Activating a Competency Context . 4-18Deleting a Competency Context . 4-19Competency Context Fields and Buttons . 4-19Working with Competency Definition Contexts . 4-23Competency Definition Context . 4-23Competency Definition Contextualization . 4-23Activating the “Competency Context Management” Setting . 4-24Creating a Competency Definition Context . 4-24Editing a Competency Definition Context . 4-25Duplicating a Competency Definition Context . 4-26Activating a Competency Definition Context . 4-26Deleting a Competency Definition Context . 4-27Competency Definition Context Fields and Buttons . 4-28Working with Sub-Competencies . 4-31Sub-Competency . 4-31Adding a Sub-Competency to a Competency . 4-31Editing a Sub-Competency . 4-32Deleting a Sub-Competency . 4-33Sub-Competency Fields and Buttons . 4-33Working with Guidance Plans . 4-35Guidance Plan . 4-35Administration GuideTaleo Performance for Taleo 10v

Creating a Guidance Plan - Properties . 4-35Populating a Guidance Plan - BAR Ratings and Writing Suggestions . 4-36Editing a Guidance Plan . 4-37Duplicating a Guidance Plan . 4-37Activating a Guidance Plan . 4-38Deleting a Guidance Plan . 4-39Guidance Plan Fields and Buttons . 4-39Administration GuideTaleo Performance for Taleo 10vi

Job Role AdministrationWorking with Job Roles . 5-1Job Role . 5-1Viewing a Job Role . 5-1Creating a Job Role . 5-2Editing a Job Role . 5-2Duplicating a Job Role . 5-3Activating a Job Role . 5-4Deactivating a Job Role . 5-4Deleting a Job Role . 5-5Job Role Fields and Buttons . 5-5Working with Job Role Contexts . 5-8Job Role Context . 5-8Viewing a Job Role Context . 5-8Creating a Job Role Context . 5-9Editing a Job Role Context . 5-9Duplicating a Job Role Context . 5-10Activating a Job Role Context . 5-10Deactivating a Job Role Context . 5-11Deleting a Job Role Context . 5-11Job Role Context Fields and Buttons . 5-12Working with Job Profile Classifications . 5-13Job Profile Classification . 5-13Viewing a Job Profile Classification . 5-13Creating a Job Profile Classification . 5-13Editing a Job Profile Classification . 5-14Adding an Organization to a Job Profile Classification . 5-15Adding a Location to a Job Profile Classification . 5-15Adding a Job Field to a Job Profile Classification . 5-16Adding a Job Level to a Job Profile Classification . 5-16Duplicating a Job Profile Classification . 5-17Activating a Job Profile Classification . 5-18Deactivating a Job Profile Classification . 5-18Deleting a Job Profile Classification . 5-19Job Profile Classification Fields and Buttons . 5-19Working with Job Positions . 5-21Job Position . 5-21Viewing a Job Position . 5-21Creating a Job Position . 5-22Editing a Job Position . 5-23Duplicating a Job Position . 5-23Activating a Job Position . 5-24Deactivating a Job Position . 5-24Deleting a Job Position . 5-25Job Position Fields and Buttons . 5-25Administration GuideTaleo Performance for Taleo 10vii

Employee Management AdministrationEmployee Reconcile Feature . 6-1Detailed Description . 6-1Benefits . 6-1Working with Team Management . 6-2Team Management . 6-2Enabling Team Management . 6-3Defining the Job Position Behavior . 6-3Configuring Team Management . 6-4Team Management Fields and Buttons . 6-4Talent Profile Configuration . 6-6Configuring the Talent Profile . 6-6Creating a User-Defined Field . 6-6Creating a User-Defined Selection List . 6-7Adding a User-Defined Field to the Talent Profile . 6-7Editing a Talent Profile User-Defined Field . 6-8Defining the Layout of Talent Profile User-Defined Fields . 6-9Removing a User-Defined Field from the Talent Profile . 6-9Administration GuideTaleo Performance for Taleo 10viii

Performance Management AdministrationUsing Performance Review Administration . 7-1Performance Review . 7-1Review Collaboration . 7-1Rating . 7-2Review Rating Rounding Mechanism . 7-2Weighting . 7-4Configuring a Performance Review . 7-5Defining a Review Form . 7-6Defining a Review Cycle . 7-7Review Calibration . 7-8Review Transfer . 7-9Working with Review Definitions . 7-11Review Definition . 7-11Viewing a Review Definition . 7-11Creating a Review Definition . 7-12Defining the Overall Rating Display Format . 7-12Duplicating a Review Definition . 7-13Editing a Review Definition . 7-14Activating a Review Definition . 7-14Deactivating a Review Definition . 7-15Deleting a Review Definition . 7-16Review Definition Fields and Buttons . 7-16Working with Review Sections . 7-22Review Section . 7-22Viewing a Review Section . 7-22Creating a Review Section . 7-23Duplicating a Review Section . 7-23Adding a Review Section . 7-24Editing a Review Section . 7-25Editing the Weight of a Review Section . 7-25Creating a User-Defined Field for a Custom Review Section . 7-26Creating a User-Defined Selection List . 7-27Adding a Custom Field to a Review Section . 7-27Reordering Review Sections . 7-28Deleting a Review Section . 7-29Review Section Fields and Buttons . 7-29Working with Review Section Templates . 7-35Review Section Template . 7-35Viewing a Review Section Template . 7-35Creating a Review Section Template . 7-36Duplicating a Review Section Template . 7-36Editing a Review Section Template . 7-37Activating a Review Section Template . 7-38Deactivating a Review Section Template . 7-38Administration GuideTaleo Performance for Taleo 10ix

Deleting a Review Section Template . 7-39Review Section Fields and Buttons . 7-39Working with Review Section Items . 7-45Section Item . 7-45Viewing a Section Item . 7-45Creating a Section Item . 7-46Duplicating a Section Item . 7-46Adding a Section Item . 7-47Editing a Section Item . 7-48Auto-Populating Competencies on Reviews . 7-48Editing the Weight of a Section Item . 7-49Reordering Section Items . 7-50Deleting a Section Item . 7-51Section Item Fields and Buttons . 7-51Working with Review Texts . 7-53Review Text . 7-53Viewing a Review Text . 7-53Creating a Review Text . 7-53Duplicating a Review Text . 7-54Editing a Review Text . 7-55Activating a Review Text . 7-55Deactivating a Review Text . 7-56Deleting a Review Text . 7-56Review Text Fields and Buttons . 7-57Working with Contextualized Values . 7-58Contextualized Value . 7-58Viewing a Contextualized Value . 7-58Creating a Contextualized Value . 7-59Editing a Contextualized Value . 7-59Deleting a Contextualized Value . 7-60Adding a Rater Type . 7-61Removing a Rater Type . 7-61Adding a Review Status . 7-62Removing a Review Status . 7-63Contextualized Value Fields and Buttons . 7-63Working with Review Cycles . 7-65Review Cycle . 7-65Viewing a Review Cycle . 7-65Creating a Review Cycle . 7-65Duplicating a Review Cycle . 7-66Editing a Review Cycle . 7-66Deleting a Review Cycle . 7-67Review Cycle Fields and Buttons . 7-68Working with Review Groups . 7-69Review Group . 7-69Administration GuideTaleo Performance for Taleo 10x

Viewing a Review Group . 7-69Creating a Review Group . 7-69Duplicating a Review Group . 7-70Editing a Review Group . 7-71Deleting a Review Group . 7-72Review Group Fields and Buttons . 7-72Working with Review Group Constraints . 7-73Review Group Constraint . 7-73Viewing a Review Group Constraint . 7-73Creating

Administration Guide Taleo Performance for Taleo 10 i Confidential Information It shall be agreed by the recipient of the document (hereafter referred to as "the other party") that