Completing the Performance Review

1. To exit this tutorial, click the button in the upper right corner of your web browser Completing the Performance Review Performance Management System Tutorial for Managers Estimated Completion Time: 25 minutes

2. Table of Contents • Process Overview • Selecting a Rating Period • Preventing Employee Access to the Performance Review • Reviewing Competencies and Selecting a Competency Rating • Adding/Changing Competency Comments • Adding/Changing Competency Development Plan • Evaluation of Objectives/Factors and Adding Comments • Adding/Changing Progress Review/Comments • Selecting an Overall Rating & Unsatisfactory Performance Reviews • Certifying & De-Certifying the Performance Review Click the Next button Back Next

3. Table of Contents The section of the tutorial will cover all steps necessary for completing a Performance Review on an employee using the Performance Management System. The Process Overview will give you a visual idea of how the process works. Process Overview The Complete a Review section will guide you step by step on how to use the Performance Management System to complete a Performance Review. Complete a Review To go directly to a section click the button to the left OR Click the Next button Back Next

4. Email notification is received by supervisor Process Overview Supervisor completes performance review on Manager Self-Service Supervisor & employee discuss the performance review Supervisor certifies performance review Email notification is sent to employee Employee certifies performance review on Employee Self-Service Email notification is sent to supervisor Performance review is complete Process Overview Here is the basic process for creating a performance review. These are only the main steps of the process. There are intervening steps that will be covered in more detail in this tutorial. Click the Next button Back Next

5. Email notification is received by supervisor Process Overview Supervisor completes performance review on Manager Self-Service Supervisor & employee discuss the performance review Supervisor certifies performance review Email notification is sent to employee Employee certifies performance review on Employee Self-Service Email notification is sent to supervisor Performance review is complete Process Overview As you can see, your first indication that a review must be completed is when you receive email notification. If you do not have email, notification will come from your agency’s HR office. Click the Next button Back Next

6. Email notification is received by supervisor Process Overview Supervisor completes performance review on Manager Self-Service Supervisor & employee discuss the performance review Supervisor certifies performance review Email notification is sent to employee Employee certifies performance review on Employee Self-Service Email notification is sent to supervisor Performance review is complete Process Overview Now let’s complete a Performance Review! Click the Next button Back Next

7. Completing the Performance Review From the Performance Management Main Menu-Manager Screen, click the Update a Review button. If you do not know how to get to this screen, please review the Getting Started section of this tutorial by clicking the button in the upper right corner to return to the Table of Contents. Click the Next button Back Next

8. Completing the Performance Review The Review Menu will appear showing the name, process level, and current position of the employee you selected from your Direct Reports screen. Click the Next button Back Next

9. Completing the Performance Review As you can see, the certification dates of the performance plan are shown and the check box for the supervisor’s certification of the review appears. Click the Next button Back Next

10. Completing the Performance Review You will also have the option to de-certify the plan from this screen. Remember, you will start the performance plan certification process over again if you choose to de-certify. Click the Next button Back Next

11. Completing the Performance Review If you do not see the current rating period, it is possible that you and/or your employee have not certified the performance plan. Once the plan is certified it will be available on the Review Menu. Click the Next button Back Next

12. Completing the Performance Review To prevent employee access, click the Prevent Employee Access box. Click the Next button Back Next

13. Completing the Performance Review To evaluate and select ratings for competencies, click the competencies button. Click the Next button Back Next

14. Completing the Performance Review The Selected Competencies form appears listing all competencies that were selected on the performance plan. The Full Description buttons provide a general definition of the competency. The Link to BARS Document button will open a new window with the Behaviorally Anchored Rating Scale document that applies to the job group code of your employee. Click the Next button Back Next

15. Completing the Performance Review If you would like to enter any evaluation comments in the comments area or the development plan area, you must do so before selecting competency ratings. Click the Next button Back Next

16. Completing the Performance Review • Now you must select a rating for each competency. Click the drop down menu for each competency and select a rating. Click the Save Changes to Current Review to save all comments and ratings. Click the Next button Back Next

17. Completing the Performance Review • The competency ratings available to select are: • HP-High Performing • ME-Meets Expectations • NI-Needs Improvement • (on annual reviews only) • UN-Unsatisfactory • (on probationary reviews only) Click the Next button Back Next

18. Completing the Performance Review Now you will evaluate each objective for this rating period. Click the Objectives/Factors button. Click the Next button Back Next

19. Completing the Performance Review The Objectives screen appears with the addition of an evaluation text box. To add comments, click in the evaluation text box. There are only 7,000 characters, including spaces, available for this text box. When complete, click the Save Changes button. Click the Next button Back Next

20. Completing the Performance Review To navigate between objectives, click the Next or Previous Objective/Evaluation buttons When all evaluations are complete, and saved, click the Back to Review Menu button. Click the Next button Back Next

21. Completing the Performance Review You may add additional comments in the Progress Review/Comments area. You have 10,000 characters, including spaces, available for text. Click the Next button Back Next

22. Completing the Performance Review Next, you will select an overall performance rating. Click the Next button Back Next

23. Completing the Performance Review Click the drop down menu to see ratings. For this example we will select ME – Meets Expectations. Click the Next button Back Next

24. Completing the Performance Review • Remember, the Overall Rating Definitions Are: • HP-High Performing • ME-Meets Expectations • NI-Needs Improvement • (on annual reviews only) • UN-Unsatisfactory • (on probationary reviews only) Click the Next button Back Next

25. Completing the Performance Review When selecting an UN-Unsatisfactory rating, a warning box appears verifying that you want to select an unsatisfactory rating. Click the Next button Back Next

26. Completing the Performance Review When a supervisor selects the “UN-Unsatisfactory” rating, the performance review becomes unavailable to the employee and the supervisor has read-only access. The supervisor will be required to work with their agency’s HR Office in completing this process off-line. Once the agency’s HR Office appointing authority has certified the review, both the employee and supervisor will have read-only access to the review in the performance management system. Click the Next button Back Next

27. To exit this section, click the button in the upper right corner of your web browser • This concludes the Completing the Performance Review section of the Performance Management System Tutorial for Managers. • If you have any questions on this section please contact your agency’s Human Resources Office or Performance Management Liaison. Back Next

28. Navigation Instructions These navigation buttons will show at the bottom of each screen in the tutorial Returns you to the first page of the tutorial you are in Will take you to the navigation instructions Takes you to the first screen of the tutorial section you are in Takes you to the previous screen Back Takes you to the next screen Next Takes you to the last screen of the tutorial section you are in Most screens will have some animation. When the animation is complete, you will be prompted to click on a button. Click the Back button Back