Training for Managers & Supervisors

1. Training for Managers & Supervisors

2. Learning Objectives • By the end of this training, managers will be able to: • Log in to the Performance Management system • Navigate the menus and task list • Assign multi-rater evaluations • Complete and submit an evaluation • Create and assign individual development goals

3. Performance ManagerLogging In to the System • Links on IKE and HR Portal • Use Network ID and Password • Enter ID as Elliot\username

4. Performance Manager Menus and Task List Your information Employee List Default view = Task List (Access from My Folder>Tasks)

5. Performance Manager Task List • Due date – changes to red when overdue • Some tasks include subtasks – click arrow to expand • Icons indicate status of subtasks (see legend)

6. Performance Manager E-Mail Reminders • For annual appraisals: • Managers = 60, 30 and 15 days prior • Staff = 60, 45 and 30 days prior • BOTH = daily reminders after due date if still incomplete

7. Performance Manager Assigning Multi-Rater Evaluations 1 5 Uncheck if not doing at this time 2 Change Due Date as desired 3 4

8. Performance Manager Completing Manager Appraisals 1 2

9. Performance Manager Completing Manager Appraisals • Select a rating for each item • REMINDER: ND and DP require comments • Click comment icon to add to a QP rating

10. Performance Manager Completing Manager Appraisals • Utilize the “floating toolbar” to: • Save your work • Spell-check • Access employee’s file to view previous appraisals, goals, and any documents you’ve attached • Print or save to pdf • Switch between manager view and employee view

11. Performance Manager Completing Manager Appraisals • If employee has completed self-appraisal, will see their rating and comments • If multi-rater(s) have completed, will see their rating and comments • To copy comments from the employee and/or a multi-rater, click the copy link. • NOTE: Only you can see the multi-rater appraisals and comments. If you copy text, the employee will only see what’s copied and not the commenter’s name.

12. Performance Manager Submitting Manager Appraisals • Once your appraisal is complete, click Save and Send • Routing window appears. • Choose your business partner from dropdown list. • When business partner reviews and accepts, will appear on your task list again. Open task and click Save and Send to send to employee. • Review together and have the employee sign off.

13. Performance Manager Creating & Assigning Goals 1 2 3

14. Performance Manager Creating & Assigning Goals • Type = Individual • Enter Title, Details, Measure, and Due Date • Save & Send will go to Employee’s Task List

15. What We Covered Today • Logging in to the system • Viewing the Task table • Sending Multi-Rater Appraisals • Completing the manager’s appraisal • Creating & Assigning Goals

16. For Questions and Additional Support: HR Business Partner Support Team