ePerformance Module 1 - Chapter 1. Completing your self-appraisal

1. ePerformance Module 1 - Chapter 1. Completing your self-appraisal There are three steps to completing your performance appraisal: Completing the self-appraisal Reviewing , discussing and acknowledging receipt of your performance appraisal with your manager Setting accountabilities for the coming year This module will assist you in completing step 1. After you have logged into the PeopleSoft system, the example below uses the left menu to navigate to the document area. Step 1 Step 2 Step 3 Step 4 Select your performance appraisal. Your goals from the previous year are available for review and are also accessible from your self-appraisal. Begin your Self-Appraisal by selecting “Start”.

2. With the appraisal open, you will find an overview and seven sections. The following pages will describe each component and your role in completing that portion of the appraisal. “Save” your work at any time. Saving does not exit you from the document. “Save” allows you to exit the document and return at a later point. When finished, select “Complete”. This makes the document available to your manager/reviewer. Selecting “Cancel “will delete any work not yet saved and exit you from the document. You have the option to print your self-appraisal, if you would like. Section 1: Organizational Goals Ratings for the Organizational Goals will be done by your manager once the ratings have been determined. They will not be available for rating when completing your self-appraisal. You do not have any tasks to complete in this section. • Section 2 – Accountabilities / Key Results • View the accountabilities/key results that you have worked on for the past year. • Edit information that you wish to update. However, this will not change the master appraisal . Only your manager can change your accountabilities/ key results. • Select the rating from the dropdown that you feel accurately describes your results. • You may add comments to support your rating in the comments box. • Add accountabilities that may have been included during the past year but were not yet recorded.

3. Section 4 – Values & Leadership Principles – Read the short description under each Value/Principle and then use the dropdown to rate your performance in organizational values. Section 3 – Management Behaviors - Read the short description of each behavior and then use the dropdown to rate your performance in the five behaviors listed.

4. Section 5 – Overall Summary • If you choose to calculate your overall rating at this point, understand that the calculation does not include Section 1 – Organizational Goals. This will decrease the actual score until those ratings are entered. • Section 6 – Strengths (Optional) • Briefly describe 3-5 strengths that you possess and how you use those strengths to achieve desired outcomes. • Section 7 – Development Areas (Optional) • Briefly describe 2-3 areas that need improvement or are necessary for you to progress in the organization. • Final Steps • The last step forwards your self-appraisal to your manager. When you select “Complete”, the final step, your manager will be automatically notified that you have completed your self-appraisal. Save your work. IMPORTANT:Select “Complete” to forward your self-appraisal to your manager.

5. Final Steps • Select “Complete” a second time. • Final Steps • Select “OK”. • Final Steps • The system has recorded that your self-appraisal has been completed. A completed self-appraisal can be reviewed but it can not be edited.