TrueMBO Demo
- 1. TrueMBO Click Through Demo ADMIN MANAGER PARTICIPANT Setup Manage, templates, de create and fine eligibility score team’s View and and objectives approve my configure objectives workflow © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential 1
- 2. Manager – Log in to Self Service to Manage Team Objectives Review and publish team objectives Evaluate performance © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 3. Manager – Enters Team View Evaluate team performance and high level view of pay for performance / leverage © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 4. Manager – Access Participant Detail to See Assigned Objectives Review Individual metrics for each participant, assign/change weighting © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 5. Manager – Create New Objectives and Assign Goals © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 6. Participant– Access Detail to See Assigned Objectives Participant can request change or accept the objectives © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 7. Plan Administrator - Set up Templates and Eligibility Key Takeaways Define Objective Template • Set up MBO Templates • Set up Eligibility • Set up Bonus Eligibility and criteria • Objectives are effective dated Define eligibility formula Define Bonus Criteria © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 8. Plan Administrator - Associate eligible participants to the Program Key Takeaways • Assign participants based on Eligibility • Robust eligibility definition Associate objectives to eligible participants © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 9. Administrator - Set up and Group Objectives, Distribute to Team Key Takeaways • Administrator can specify multiple measures for an objective • Or hand off objective setting to the manager for a distributed approach • All the measures must add Associate various measures to an up to 100% objective . © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 10. Administrator View – Configure Workflow Key Takeaways • Administrator can specify Integrated Flexible approval process Workflow • Administrator can define due dates for each task. © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 11. Manager’s Report – Direct Reports Bonus payout Direct Reports © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential
- 12. Manger’s Report – Performance by Objectives © © 2005 Callidus Software Inc. Proprietary & & Confidential 2009 Callidus Software Inc. – – Proprietary Confidential