Welcome to Halogen Software Strategic Talent Management

Pre and Post-Conference Training

Course tuition includes motor coach transportation to and from the Gaylord Hotel to the Training Center, refreshments and lunch for full day classes.

Sunday, September 9th

Pre-conference training sessions are led by Halogen Training Experts. As a participant in these interactive classes, you’ll have access to a computer, allowing you to have lots of hands-on practice with the Halogen module of your choice. You’ll leave the session with a variety of resources to ensure that you can easily transfer your learning to the office.

 

Wednesday, September 12th

These post-conference training sessions are designed to improve and extend your current use of Halogen eAppraisal™. You will leave these sessions with detailed knowledge, resources and an action plan that you can put to use right away. You’ll leave with new tools to develop a fully aligned and engaged workforce.


Introduction to Halogen eAppraisal™ for New Users

  • What you will learn:
  • This full-day introductory course teaches you how to use Halogen eAppraisal™ to automate the performance appraisal process. This course will provide you with a clear understanding of how the Halogen eAppraisal™ application works and how it integrates with other Halogen modules. In this course, you’ll learn how to:
    • Configure the module to meet your organization’s requirements
    • Create a new process including description, dates and options
    • Set up your process workflow
    • Create, copy, import and export appraisal forms
    • Add participants and assign roles & relationships to all employees participating in the process
    • Monitor the status and progress of your appraisal process
    • Leverage the data captured in standard reports to make informed decisions about the talent in your organization
  • Who should attend:
  • New administrators responsible for the design, configuration, editing and launching of performance appraisal processes using Halogen eAppraisal™
  • Date:
  • Sunday, September 9th
    8:30am – 5:30pm
  • Cost:
  • $625
    Session is limited to 20 participants
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Halogen eAppraisal™ Refresher for Experienced Users

  • What you will learn:
  • This full-day course is for experienced Halogen eAppraisal™ administrators who want to refresh and advance their knowledge. In the morning, you’ll receive a refresher on key Halogen eAppraisal™ topics and concepts. In the afternoon you’ll dive deeper into forms process workflow and user management to further your expertise in these areas. Course highlights:
    • Configure the module to meet your organization’s requirements
    • Create a new process
    • Leverage the data captured in standard reports to make informed decisions about the talent in your organization
    • Forms: Scoring, Weighting, Competency Styles
    • Process Workflow: Pre-requisites, Conditional approvals, tips for success
    • User Management: Grouping, Form Assignment Strategies
  • Who should attend:
  • Experienced administrators who would like a refresher on Halogen eAppraisal™ concepts and tasks
  • Date:
  • Sunday, September 9th
    8:30am – 5:30pm
  • Cost:
  • $625
    Session is limited to 20 participants
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Introduction to Halogen eSuccession™

  • What you will learn:
  • This half-day course will provide you with a clear understanding of how Halogen eSuccession™ integrates with Halogen eAppraisal™ to deliver best-practice talent pool based succession planning. You will learn how to:
    • Integrate a succession planning section with your performance appraisal forms to start collecting data on high potential and areas of risk within your employee base
    • Create a talent assessment process
    • Access high potential reports to identify your HIPOs
    • Identify employees at risk of leaving
    • Create talent pools and associated competencies
    • Add and rate participants to assess and develop against talent pools
    • Use succession planning reports to identify successors from within your talent pools
  • Who should attend:
  • New administrators who are responsible for succession planning
  • Experienced administrators who would like a refresher on Halogen eSuccession™ concepts and tasks
  • Organizations wanting detailed information on Halogen eSuccession™ prior to purchasing the module
  • Date:
  • Sunday, September 9th
    8:30am – 12:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Introduction to eLearning Manager™

  • What you will learn:
  • This half-day course will provide you with a clear understanding of how Halogen eLearning Manager™ integrates with Halogen eAppraisal™ to deliver best-practice-based learning management in your organization. You will learn how to:
    • Enable your managers to add learning activities for employees during a performance appraisal process
    • Populate your learning catalog
    • Create learning paths and certifications
    • Track and manage certifications
    • Create a learning calendar
    • Quantify the business impact of training using reports
  • Who should attend:
  • New administrators who are responsible Learning Management using Halogen eLearning Manager™
  • Organizations wanting detailed information on Halogen eLearning Manager™ prior to purchasing the module
  • Experienced administrators who would like a refresher on Halogen eLearning Manager™ concepts and tasks
  • Date
  • Sunday, September 9th
    8:30am – 12:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Introduction to Halogen eRecruitment™

  • What you will learn:
  • This half-day course will provide you with a clear understanding of how Halogen eRecruitment™ integrates with Halogen eApprasial™ to ensure that your applicant tracking and talent acquisition activities are aligned and integrated with your overall talent management strategy. You will learn how to:
    • Automate a process to create, edit, approve and post job requisitions
    • Integrate Halogen eRecruitment™ with your career site to capture candidate applications
    • Manage a database of candidate resumes
    • View and track the status of applications
    • Demonstrate compliance with EEOC regulations
    • Use the Recruiter Dashboard to monitor the status of all talent acquisition activities
  • Who should attend:
  • New administrators who are responsible for recruitment management using Halogen eRecruitment™
  • Date:
  • Sunday, September 9th
    8:30am – 12:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Introduction to Halogen e360 Multirater™

  • What you will learn:
  • This half-day course will provide you with a clear understanding of how Halogen e360 Multirater™ integrates with Halogen eAppraisal™ to easily gather 360-degree feedback on your employees. You will learn how to:
    • Add an multirater step to your performance appraisal process
    • Configure a multirater questionnaire
    • Add employee multirater scores to manager appraisal forms
    • Allow participants to select evaluators
    • Monitor multiater process status and progress
    • Gather and analyze third-party feedback using Halogen e360 Multirater™ reports
  • Who should attend:
  • New administrators responsible for the design, configuration, editing and launching of Halogen e360 Multirater™ processes
  • Organizations wanting detailed information on the module prior to purchasing it
  • Experienced administrators who would like a refresher on Halogen e360 Multirater™ concepts and tasks
  • Date:
  • Sunday, September 9th
    1:30pm – 5:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Introduction to Halogen eCompensation™

  • What you will learn:
  • This half-day course will provide you with a clear understanding of how Halogen eCompensation™ integrates with Halogen eAppraisal™ to automate the compensation adjustment process. You will learn how to:
    • Define the overall compensation budget
    • Select between the “Flow Down” and “Fixed Percentage” budget assignment methods
    • Define salary scales and merit matrices
    • Set up rules and guidelines for salary scales
    • Configure the managers worksheet
    • Communicate compensation adjustment results using reports
  • Who should attend:
  • New administrators who are responsible for setting up and running Compensation adjustment processes using Halogen eCompensation™
  • Organizations wanting detailed information on Halogen eCompensation™ prior to purchasing the module
  • Experienced administrators who would like a refresher on Halogen eCompensation™ concepts and tasks
  • Date:
  • Sunday, September 9th
    1:30pm – 5:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Introduction to Halogen Job Description Builder™

  • What you will learn:
  • This half-day course will provide you with a clear understanding of how Halogen Job Description Builder™ ties into Halogen eAppraisal™ to manage your job descriptions effectively and integrate them with your talent management processes. You will learn how to:
    • Organize competency libraries for use with Halogen Job Description Builder™
    • Create job description templates
    • Create job descriptions
    • Manage job description assignments
    • Create a job description approval process
    • Dynamically create performance appraisal forms by linking job descriptions with appraisal forms
  • Who should attend:
  • New administrators who are responsible for the creation, maintenance and management of job descriptions
  • Organizations wanting detailed information on Halogen Job Description Builder™ prior to purchasing the module
  • Experienced administrators who would like a refresher on Halogen Job Description Builder™ concepts and tasks
  • Date:
  • Sunday, September 9th
    1:30pm – 5:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Goal Management and Alignment Deep Dive

  • What you will learn:
  • This half-day course focuses on best-practices and how to link organizational objectives with departmental and employee goals to bring greater accountability to the entire performance review process. You will learn how to:
    • Create top level corporate goals and supporting division and departmental goals
    • Align employee goals with organizational goals
    • Configure performance appraisal forms to capture new goals
    • Configure performance appraisal forms to rate achievement on goals
    • Manage and measure goals assigned outside of an appraisal process
    • Use the Goals Report and the Goal Status Graph to monitor and communicate the status of goals in your organization
  • Who should attend:
  • New and experienced administrators who want to implement goal alignment in their organization using Halogen eAppraisal™.
  • Date:
  • Wednesday, September 12th
    8:30am – 12:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Halogen eAppraisal™ Process Relaunch Essentials

  • What you will learn:
  • This half-day course focuses on the tasks required to configure and successfully launch a second or subsequent process with maximum effectiveness. The emphasis will be on using past process data and resources to get the current year’s process up and running as efficiently and effectively as possible. You will learn how to:
    • Review and analyze previous processes for improvement opportunities using reports
    • Leverage workflow, form, development plan and goal resources from past processes
    • Update User Information
    • Prepare the Participant Center and Notifications
    • Pilot your process
  • Who should attend:
  • Administrators who want to launch their next employee appraisal process with maximum efficiency and effectiveness.
  • Date:
  • Wednesday, September 12th
    8:30am – 12:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Reporting: Gathering and Actioning Talent Management Data

  • What you will learn:
  • This half-day course focuses on leveraging reports to analyze the talent within your organization. In this session you’ll learn how to gather and analyze talent management data and take action on your findings using the Halogen Talent Management Suite™. You will learn how to:
    • Determine your organizations strongest and weakest competencies and how to align development plans appropriately
    • Minimize grade creep by identifying whether your appraisal ratings are calibrated across departments
    • Proactively track progress on organizational goals allowing your organization to put corrective measures in place if needed
    • Help managers maintain consistency across employees when writing multiple appraisals
    • Use reports to proactively manage appraisal processes
  • Who should attend:
  • Administrators who want to leverage Halogen talent management data to support effective decision making and planning.
  • Date:
  • Wednesday, September 12th
    8:30am – 12:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Forms Development Workshop

  • What you will learn:
  • This half-day course will teach you best-practices in appraisal form design so you can efficiently capture the data that is important to your organization. During this hands-on session you will “learn by doing” as you create and customize forms. Attendees will have the opportunity to work on a form of their choice with assistance from Halogen experts during the Forms Development Workshop. You will learn to:
    • How to design and organize your forms for maximum re-usability
    • Create forms from scratch
    • Form assignment methods: which one is right for your organization?
    • Create competencies from scratch
    • Modify forms from the Halogen Forms Library
    • Apply different scoring and weighting options to your form
    • Create custom rating scales
    • Score achievement on past goals
    • Advanced Form Design techniques
    • Forms Design Workshop
  • Who should attend:
  • Administrators who want to build on their Halogen Form development skills.
  • Date:
  • Wednesday, September 12th
    8:30am – 12:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Everything You Need to Know about Managing Users in Halogen Software

  • What you will learn:
  • This half-day course will give you an in-depth look at managing user data in Halogen software. You’ll spend hands-on time learning the ins and outs of the User Center and Participant centers as well as a number of time-saving tips. You will learn how to:
    • Import data into the User Center
    • Update User Center data
    • Import relationships
    • Create and use custom fields to track any data you need
    • Create and use Groups to manage users efficiently
    • Create and use Groups to filter reports
    • Apply User Center Roles to grant and restrict system permissions
    • Add participants to the Participant Center
    • Assign forms to appraisal process participants
    • Apply Participant Center roles
    • Preparing your Participant Center for process launch
  • Who should attend:
  • Administrators who are responsible for managing user data within Halogen Software.
  • Date:
  • Wednesday, September 12th
    1:30pm – 5:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Onboarding and Offboarding:
Automate and Standardize Employee Arrival and Departure Procedures

  • What you will learn:
  • An effective onboarding program is the first step in engaging and preparing new hires to be successful contributors to your organization. Likewise, a formal offboarding program allows you to identify key issues and trends around terminations and to ensure that all necessary actions have been documented.
    This half-day course focuses on Halogen eAppraisal™ and explains how it can be used to automate and manage these two crucial parts of the employee lifecycle.
    In this course, you’ll learn to:
    • Create and manage a probationary review process for new hires
    • Integrate your onboarding process with Halogen eRecruitment™ to automate new hire talent-management tasks
    • Capture crucial information from employees leaving the organization using exit questionnaires
    • Ensure vital tasks (ie. removing access to networks and data) are communicated and completed using exit checklists
  • Who should attend:
  • Administrators who want to automate Onboarding and Offboarding activities using Halogen Software.
  • Date:
  • Wednesday, September 12th
    1:30pm – 5:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Implement Talent Profiles

  • What you will learn:
  • This half-day course focuses on the Talent Profile feature and how it can be used to create and manage flexible, configurable employee profiles that capture data that’s important to your business. This session will teach you everything you need to know to set up and deploy Talent Profiles in your organization. You will learn how to:
    • Configure the Talent Profile to your organization’s needs
    • Include User Center information in the Talent Profile
    • Set up Talent Profile access to protect sensitive data
    • Leverage search capabilities using advanced search and comparison functionality
  • Who should attend:
  • Administrators who want to implement the Halogen Talent Profile feature to create flexible, configurable employee profiles.
  • Date:
  • Wednesday, September 12th
    1:30pm – 5:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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Implementing a Corrective Action Process

  • What you will learn:
  • This half-day course will teach you how to use Halogen eAppraisal™ to implement a corrective action process to identify and track poor performers. You will learn how to:
    • Create a Corrective Action process workflow
    • Configure a Corrective Action form to capture and document improved performance expectations
    • Assess and document employee performance against expectations
    • Use section pre-filling to facilitate 30-60-90 day check-ins
  • Who should attend:
  • Administrators who want to implement automated Corrective Action processes using Halogen eAppraisal™.
  • Date:
  • Wednesday, September 12th
    1:30pm – 5:30pm
  • Cost:
  • $325
    Session is limited to 20 participants
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