success factors - empire cat...contact [email protected] or 480-633-4365 for help with training...

SUCCESS FACTORS NEW TRAINING SYSTEM

1. Your name

2. Your role at Empire

3. How long you have been with the company

INTRODUCTIONS

Rest room locations

Electronic device etiquette

Safety procedures / Fire exits / Safety Share

Participation

WHAT YOU SHOULD KNOW

Overview of ETI

Different Methods of Learning

Success Factors – New Training System

AGENDA

EMPIRE TRAINING INSTITUTE (ETI)

36,000 square-foot facility

8 fully equipped classrooms

18,000 square-feet of shop space

Library full of resources

Computer lab

ETI

“People matter. Knowledge and skills make a difference. We influence change and inspire others to BE THE BEST. See you in class!”

OUR PURPOSE

ETI LEADERSHIP & ADMINISTRATION

Adan Salcido Corporate & Technical Training Manager

Mark Jones Training

Supervisor

Mike Burnett Learning & Development

Manager

Breann Torres Training

Coordinator II

ETI INSTRUCTORS

Scott David Training Instructor IV

(Service)

Toby Smith Training Instructor II

(ThinkBIG)

Al Garcia Training Instructor III

(ThinkBIG)

Mark Berhost Training Instructor III

(Safety)

Neil Gomez Training Instructor IV

(Service)

Sue Bottema Learning & Development

Specialist (Soft Skill/Leader Development)

Steve Brady Sr. Training Specialist

(Service)

Matt Hamblin Training Instructor II

(Safety)

TRAINING BUSINESS PARTNER (TBP)

Adan Salcido Bill Brown

Danny Conrad

Mario Arredondo

Mike Kruse

Steve Jacob

Mark Berhost Brett Burns

Chris Wodarcyk

Teddy Ross

Mark Jones Mike Hallford

Tyler Dixon

Matt Hamblin Brent Case

Jarrod Davis

Joe Leon

Karen Martin

Transport & Fleet Groups

Mike Burnett Dale Curtis

Gary Jensen

Jim Kubica

Mike Rodoni

Rob Wahlin

Tessie Williams

Tom Pastuszak

Neil Gomez Don Eastridge

JT Christensen

Scott David Bruce Johnson

Craig Kerr

Joe Lafountain

Mike Ribich

Norm Smith

Tony Sharpe

Steve Brady Danny Nasca

Tim Robinson

Sue Bottema Aaron Woods

Christy Van Quathem

Dennis Stapleton

Diane Madrigal

Felipe Mencos

Mike Rayala Sr.

Ruben Mier

Richard Gage

Scott Williams

CAREER DEVELOPMENT

NEO / Onboarding

Employee Development –

knowledge / skill / soft skill development

Leadership Preparation

Leader Development

Safety

Employee Development

Service / Technical

Leader Development

WHAT WE OFFER

BE THE BEST – LEADERSHIP DEVELOPMENT

Leadership Preparation

(Level 1)

New Leaders (Level 2)

Leader Development

(Level 3)

Around 40 hours per year (can vary by department)

Some roles may require more or less

There are required and recommended courses

EMPIRE TRAINING EXPECTATIONS

DPC • Various campuses to choose from

• Caterpillar Channel1

• Business & Soft Skills (OpenSesame Plus)

• Safety Learning Library

• Harvard ManageMentor

E-learning courses through Success Factors

WebEx Sessions

VIRTUAL, REMOTE & ONLINE LEARNING

SUCCESS FACTORS LEARNING, RECRUITING & ONBOARDING

CONTACT [email protected] OR 480-633-4365 FOR HELP WITH TRAINING

WHAT IS SUCCESS FACTORS?

Empire’s Talent Management Solution

A Recruiting Management Solution:

• Manages current job openings and applications for employment.

An Onboarding Solution: • Manages applicants through the Empire

hiring process.

A Learning Management Solution: • Manages training events, course

enrollment & tracks learning history.

MAIN MENU Click On A Button Below To View Info

Recruiting – View Open Jobs

View Your Training History

Find Learning & Register For A Course

View Your Employee’s Learning History

Assign Learning To Your Employee(s)

Logging In

Onboarding

Organizational Charts

What Is Success Factors

My Learning Assignments

Approve Employee Learning

mailto:[email protected]:[email protected]:[email protected]


LOGGING INTO SUCCESS FACTORS

Success Factors is a cloud based

solution and requires a separate login

than other Empire systems.

Use your Employee ID Number for both

your User Name and Password the first

time you login: • You will be prompted to update your

password on the first login.

• We recommend using your Network Password as your new password.







Logging In

Onboarding








To access Success Factors (SF)

click on the Human Resources

link from the Intranet Home page.






Logging In

Onboarding













Logging In

Onboarding





From the Human Resources

Page, click on one of the

Success Factor links.




On the Success Factors Log in screen:

1. Enter your Username = Employee ID #

2. Enter your Password = Employee ID # (first login only)

3. Click the Log in button to login






Logging In

Onboarding




Approve Employee Learning Note: you will be prompted to change your password the

first time you login. We recommend changing your

password to your network password.

In the future, if you cannot remember your password, click

the Forgot Password? link and follow the steps.



VIEW YOUR TRAINING HISTORY

Success Factors tracks all of the Empire training courses you have attended since your first day of employment. Training History goes back to 2009.

You can easily view your training history in Success Factors at any time.







Logging In

Onboarding













Logging In

Onboarding





Once logged in make sure you

are on the Learning Page.

From here, click View All

in the History Tile.









Logging In

Onboarding





At times you may need to show proof of certification,

such as your MSHA Certificate. To gain access click

on the course title then click View Details.

View your Training History below.

Click on the Title of a course to View

Details of the course or Print a Certificate.









Logging In

Onboarding




Approve Employee Learning Under Comments you will see your

MSHA Form 5000-23 as an attachment.

Click on it to view or print if needed.

Click My Learning to return

to the Learning Screen.



FIND LEARNING & REGISTER FOR A COURSE

• In Success Factors you can see what courses are on the schedule and enroll in the one that fits your training needs.

• Your leader will receive an automated email from Success Factors when you enroll for a course requesting their approval.

• Your leader will need to approve your enrollment before you are able to attend.







Logging In

Onboarding








From the Learning Screen, under Find

Learning, type the course you are

searching for or to view all courses,

click Browse all courses.






Logging In

Onboarding








The list on

the right

shows all

courses

Empire

offers.

Click Course

Calendar to view

all scheduled

classes. Recruiting – View Open Jobs





Logging In

Onboarding








The Calendar of Scheduled Offerings will show you

the dates classes are scheduled.

Click on a Scheduled Offering to learn more and register.

For this training example we will click on Lift Truck OP Training.






Logging In

Onboarding








From the Scheduled Offering detail screen you can:

Assign to Me – assign the class to yourself to take at a later date.

• You will still need to register for a scheduled offering.

Register Now – register to take the scheduled offering.

Recommend – recommend the class to a coworker.

For this training example we will click on Register Now.






Logging In

Onboarding








Click View Details to see

the Course Description and

view any attached files

associated with the course.

Click Register Now to select the

Scheduled Offering you want to attend.






Logging In

Onboarding





You will see the dates available,

location of the class and how

many seats are still available.




After clicking Register Now, the Warning screen

lets you know if you proceed:

• Your leader will be notified to approve the training.

• Your registration is in pending status until your

leader approves.

Click the Yes button to proceed.






Logging In

Onboarding








Click the Confirm button to finish

registering for the class.

If you want to write a note for your leader,

use the Comments box.






Logging In

Onboarding








This screen confirms you have registered

for the Scheduled Offering (course).

Click on My Learning to go back

to the Learning Screen.






Logging In

Onboarding








Lift Truck OP Training has been added

to your Learning Assignments.

The Learning Assignment is

PENDING APPROVAL.

Once your leader approves the registration,

you will be officially enrolled in the class.






Logging In

Onboarding








In the meantime, you will receive this

email confirming your request to

be enrolled in the class.






Logging In

Onboarding








Your leader will receive this email that

includes instructions on how to

approve the training request.






Logging In

Onboarding













Logging In

Onboarding





Once the training has been approved by your leader,

you will receive this email confirming your

registration with a meeting request attached.

Click on the meeting request and accept the meeting.

This will be added to your Outlook calendar.









Logging In

Onboarding





Your leader will receive a similar email.

They have the option to add the meeting planner

to their Outlook calendar as well.

You and your leader will receive a reminder email

5 days before class.




MY LEARNING ASSIGNMENTS

The My Learning Assignments tile displays courses that have been assigned to you (by your leader or yourself), this is basically your Learning Plan.

Your Learning Assignments can be seen anytime by logging into Success Factors.






Logging In

Onboarding







MAIN MENU Click On A Button Below To View Info The My Learning Assignments is

displayed on the left side of the screen.

If needed, use the filters to find

courses assigned to you.






Logging In

Onboarding




Approve Employee Learning Click on the course name to view

the Course Description and take actions:

• View Scheduled Offerings

• Request Schedule

• Recommend

You also have the option to REGISTER NOW for a course.




If you are not registered for a course that

has been assigned to you with a due date,

you and your leader will receive a

reminder email 30 days before the

learning assignment is due.






Logging In

Onboarding





You and your leader will receive another

reminder email if a learning assignment

becomes overdue.


CONTACT [email protected] FOR HELP WITH RECRUITING & ONBOARDING


RECRUITING – VIEW OPEN JOBS

The Recruiting module in Success Factors is used to help Empire post open positions and manage applicants:

• To post a position in your department, contact the Recruiting Team in Human Resources.






Logging In

Onboarding








To view open jobs at Empire, click the main

drop down and select Careers.






Logging In

Onboarding








View Jobs

From the Careers page you can search for

job openings by Keywords, Divisions,

Locations or Requisition Number.

To search for all open jobs at Empire,

click the View Jobs button.






Logging In

Onboarding








View

Jobs

A list of all jobs at Empire appear.

Click the Select Action button next to

the job you are interested in to apply.






Logging In

Onboarding








View

Jobs






Logging In

Onboarding





Also, don’t forget we still have our

Referral Rewards Program. You can earn

anywhere from $500 up to $1500

(depending on the role they are hired for.)

Click on Referral Tracking, then Add a

Referral Now to begin the process.




ONBOARDING

• The Onboarding module in Success Factors is used to help manage job applicants through the hire process.

• New hires complete their “paperwork” in Success Factors and that information is loaded into other Empire systems.

• This integration of data has helped the new hire, HR and IS increase efficiencies and decrease the time required to onboard a new employee.






Logging In

Onboarding








ORGANIZATIONAL CHARTS

One great feature of Success Factors is the Organizational Chart functionality.

This feature displays how employees are structured at Empire.






Logging In

Onboarding








To view Org Charts go to the Home

page from the main drop down.

If the Org Chart link is not already

there, you can add it by clicking Edit.






Logging In

Onboarding








Check the box next to Org Chart

then click the Save button.






Logging In

Onboarding








The Org Chart link has been added

to your home page.

Now click the Org Chart link to

view the charts.






Logging In

Onboarding








The Org Chart view starts with

yourself. Click on Up One Level to

see your leader and all of their

direct reports.






Logging In

Onboarding








Click on Up One Level to see the

next level up.

Use the Search Org

Chart box to type in any

employee name and

view their organizational

structure.






Logging In

Onboarding








APPROVE EMPLOYEE LEARNING

• As a leader, you must approve all training for your employees.

• The system is configured this way to ensure you are aware of an employee being away to attend training on a specific date.

• When your employee registers for a scheduled offering (course), you will receive an email requesting approval.

• Simply follow the steps in the email to approve the training.






Logging In

Onboarding








To approve training for an employee

click on Approvals.






Logging In

Onboarding





Once logged in to your Learning Page,

you will see this message in red if you

have any pending approvals.




Select the items you want to

Approve or Deny then click the Next button.

You can select more than one item at a time.






Logging In

Onboarding








Enter comments as necessary

then click the Next button.

Comments are not required.






Logging In

Onboarding








Click Confirm to finalize the approval.






Logging In

Onboarding








This screen indicates you have

successfully approved the training.

Click on My Learning to return

to the main learning screen.






Logging In

Onboarding








VIEW EMPLOYEE’S LEARNING HISTORY

As a leader you can view what training your employees have completed.

Viewing an employee’s training history should help you and your employee create a Career Development Plan for their EPA.






Logging In

Onboarding








From the My Learning Assignments screen

click on My Employees.






Logging In

Onboarding








Select the employee for the

training history you want to view.

You can view all of the current training that

has been assigned as a part of your

employee’s Learning Plan from this screen.

For this training, we will click Learning

History to view an employee’s history.






Logging In

Onboarding








The employee’s Learning History is listed

with the most recent class completed first.

On this page you can also View Details of

the course or Print off a Certificate

by clicking the course.






Logging In

Onboarding








ASSIGN LEARNING TO AN EMPLOYEE

Leaders can enroll their employees in any training course they feel is necessary (pending the employee has completed the appropriate prerequisites).






Logging In

Onboarding








From the My Learning Assignments screen

click on My Employees.






Logging In

Onboarding








Click on Assign/Remove Learning. Recruiting – View Open Jobs





Logging In

Onboarding








Select Add Items and Curricula then click

the Next button.






Logging In

Onboarding








Select a User or Users then click the

Add Checked button. Recruiting – View Open Jobs





Logging In

Onboarding








The Selected User now appears in the

“List of Selected Users”.

Click the Next button to continue.






Logging In

Onboarding








Search for the course(s) you want to assign

to your selected employees.

Search by Keywords or by the check boxes.

Clicking the Search button with no keywords

entered will return all courses.






Logging In

Onboarding








Select the course(s) you want to assign to your

employee(s) then click the Add Checked button.






Logging In

Onboarding








Now you need to choose an Assignment Type

by clicking the Select link.

Assignment Types associate a training

category with the course.






Logging In

Onboarding








Click the Search button to show

all Assignment Types.

.






Logging In

Onboarding








Select the Assignment Type that best fits the

course you are assigning to an employee.

For this example we will choose Safety.






Logging In

Onboarding








“SAFETY” has now been associated with the course.

Click the Next button to continue.






Logging In

Onboarding








The last step is to enter a Required Date

the training needs to be completed by,

then click the Finish button.






Logging In

Onboarding













Logging In

Onboarding





This screen indicates you have successfully

added a learning item to an employee.

The employee will be notified via email

they have been assigned training.









Logging In

Onboarding





The employee will now need to register to

attend a course on a specific date and time

that best fits their schedule.



QUESTIONS ABOUT LEARNING?

• Contact: • [email protected]

• 480-633-4363

QUESTIONS ABOUT RECRUITING OR ONBOARDING?

• Contact: • [email protected]

• 480-633-5440






Logging In

Onboarding




mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]

success factors - empire cat...contact [email protected] or 480-633-4365 for help with training...

Documents