360° Competency Assessments on the PDC

1. 360° Competency AssessmentsonthePDC Job Aid for fast find What you need to know before you start Add a rater ……………….………….. 3A Change a rater type …….…. 3C Change status of assessment ………………...… 3D Completing an assessment ……………………...….4 Delete a rater ……………………... 3B Finalize My Competency Report ………….. 2A Information ……………………………. 1A Minimum number of assessments …………………… 2A Online resources ………………… 5 Previous Raters List …………. 2B Prior Competency Reports ..…………………………………. 2B Rater types .…………………..….… 3A Starting the assessment process ….…… 3 Status Report …………………...… 1B View my competencies and ratings …….…………………….. 1 View other Competency Reports …..… 2B 360° Competency Assessments(PDPs) are organized according to the following dropdown items within Performance Management>Manage My Competencies / Skills View my competency reports(2) View my competencies & ratings(1) Select others to rate me(3) Assigned competencies and current skill levels. Current and past reports. This area also will show if there are enough completed assessments to generate a report. Area for selecting and monitoring raters. Can also modify raters list. Shows assessment status. Where the 360 Assessment process begins. 1 View my competencies and ratings B. Status Report allows you to maintain a diary associated with that skill and can be viewed by you and your manager.  Click Status Reports to add or view entries. A. View of your assigned competencies and skills, including organizational competencies and skills inventory data. If applicable, you can also see functional competencies and SME discipline data Information - Click any underlined term in the table for more details. 2 View my competency reports B. To view other Competency Reports  Click Prior Competency Reports. This will produce a list of your completed competency reports, dates created and completed, and list of raters.  Click Raters for a list of raters for that report. A. To generate the Final Report  Click Finalize My Competency Report Important Note * The system will only allow this button to be shown if a minimum number (6) assessments has been reached. * Although your report could be finalized, it is strongly recommended that both you have completed the assessments before you click the button. * Monitor your rater’s list to see who has / has not completed assessments. For more information, as well as to better understand your options, go to 3 - Select others to rate me.

2. 3 Select others to rate me The starting point for 360s The 360° Competency Assessment Is About Personal Development B. Delete a rater On the Raters List, in the first column on the left, check the box for Select next to the desired rater’s name.  Click Delete This will automatically generate an e-mail to the selected rater that he/she no longer needs to complete the assessment. It will also automatically remove the assessment from the To Do List. C. Change a rater type On the Raters List, click on the type from the dropdown menu. Click Update Selected D. Change status of assessment If you need to open a Completed assessment (for raters to edit or make changes to the assessment) On the Raters List, in the Status column next to the rater’s name , select Incomplete from the dropdown menu Click Update Selected This will add the assessment to the rater’s To Do List If you need to close an assessment On the Raters List, in the Status column, select Complete from the dropdown next to the rater’s name Click Update Selected This will remove the assessment from the rater’s To Do List. TIP: When you begin this process, use your own name for search and select first. Not only is this necessary, since you need to do a Self Assessment, but it will also show you how the system works. A. To add a rater Click New On the search screen, type in the last name of the rater you wish to select. Click Search. On the Search Results screen, in the first column on the left, check the box for Select next to the desired rater’s name. From the dropdown menu, select Rater Type. This describes the relationship this rater has with you. * Direct Report * Manager - This is the person you report to, not a title. You can only have 1 manager selected. * Peer - This is any employee you have selected who does not fall into either of the above categories. * Self - You  Click Select This will automatically generate an e-mail to the selected rater, notifying him/her about the selection, as well as how to access the competency assessment. • So, here are some ideas for keeping personal development at the forefront: • Engage in a development activity regularly. • Schedule your development time as you would any other important business activity. • Reflect on what you learn. • Share what you have learned with others. 4 Completing a 360 competency assessment You will have been notified via e-mail that you have been selected as a rater (even if it is a Self-Assessment). Click To Do List In Items to Do at Any Time, find the assessment you wish to complete and click Start. contacts Susan Covington (407.771.6572) Kari Fagin (513.723.7209) Peter Schreiber (513.784.5506) 5 Online resources Performance Management Toolkit on the PDC pdc.convergys.com >Performance Management > Explore the PM Toolkit - GO