ePerformance Module 2 – Chapter 2. Preparing the employee’s appraisal For this training:

1. ePerformance Module 2 – Chapter 2. Preparing the employee’s appraisal For this training: The employee has submitted his/her self-appraisal. Colleagues have completed your request for feedback. You are now ready to complete the performance appraisal for your leadership employee. Step 1 Step 2 Step 3 Step 4 Select the employee for appraisal completion. Before clicking “Start”, note the information now available to you for review. Previous FY Employee’s Accountabilities/Key Results were entered at the beginning of the performance cycle. Input, requested by you, from colleagues The employee’s self-appraisal

2. Note the instructions on the workflow of the appraisal prior to meeting with the employee. “Save” allows you to exit the document and return at a later point. “Submit for Approval” routes the appraisal to the second reviewer. “Cancel” takes you out of the document and deletes all entries for that session. “Print” provides a copy of the document. “Return to Appraisal Status Summary” backs you out of the appraisal but keeps you in the employee record. Section 1 – Organizational Goals Organizational Goals ratings for leaders will be disseminated and then populated by you, the employee’s manager. Do not submit for second reviewer approval or share the appraisal with the employee until Section 1 is completed.

3. Section 2 – Accountabilities/Key Results Before entering a rating you may want to update the employee’s accountabilities/key result or view the employee’s self-appraisal and colleagues’ input. View colleague input and self-appraisal by selecting “View Other Input”. There is the ability to add employee comments and colleague feedback to the document. Access this link and follow the steps below. Revise an Accountability/ Key Result, if needed by clicking on the pencil icon. The colleague’s input appears. To add the colleague’s text to the comments field, check the box to the left of the text and select “Add to Comments”. The text is transferred to the Comments area and can be revised or augmented with additional input or self-appraisal information. To find more content, use the dropdown next to “Find Additional Content”. When finished, select “Save and Return”.

4. To incorporate more feedback: Role: Select “Colleague” or “Employee” Name: Select the person from your list Document Section: Select the section of the appraisal that you want incorporate the feedback. Select “Search”. The colleague’s input appears. To add the colleague’s text to the comments field, check the box to the left of the text and select “Add to Comments”. The information is populated in the comments field and can be revised or augmented with additional input or other information. Select “Save and Return” to return to the appraisal.

5. You have returned to the appraisal screen. After reviewing the self-appraisal and colleague input, select the rating for this accountability/key result. Add your comments to the comments area if desired (optional). If new accountabilities were added during the performance year, add them now by selecting “Add Accountabilities/Key Results”. Section 3 – Management Behaviors You can review the self-appraisal and colleague input by selecting “View Other Input”. Complete Section 3 by entering the rating for each of the Management Behaviors. Section 4 – Values & Leadership Principles You can review the self-appraisal and colleague input by selecting “View Other Input”. Complete Section 4 by entering the rating for each of the Values & Leadership Principles.

6. Section 5 – Overall Summary The overall rating can be calculated at this point by clicking on the calculator icon. NOTE: If the organizational goals ratings have not yet been entered, the overall rating will not be accurate. Section 6 & 7 – Strengths and Development Areas Text input area: Enter your comments and/or add comments from colleagues or the employee about strengths and development areas. Use the same methods as in Section 2 to add other’s feedback. Section 8 – Manager Comments Optional for overall ratings that fall in the “ 2.0 Fully Meets Expectations” range. Required for overall ratings of “Below Expectations” or “Consistently Exceeds Expectations”.

7. Section 9 – Employee Comments The employee will have the opportunity to add comments after meeting with you for the review discussion. Ratings can be calculated here if not calculated in Section 5. Select “Save” to save your work and keep you in the document. Select “Submit for Approval” to route the appraisal to the second reviewer.