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FY13 Evaluation Directions. Completing Principal Evaluations in PeopleSoft Follow steps on the next slides in order. . 2. 3. 1. A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it.
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FY13 Evaluation Directions Completing Principal Evaluations in PeopleSoft Follow steps on the next slides in order.
2 3 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text Completing FY13 Principal Evaluations 4 5 6 7 8 Instructions for Area Superintendents To panel list main
2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 PeopleSoft Pathway - Main Menu Manager Self Service Performance Management PB DeptEvaluation Pathway Navigation 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. To panel list main To panel board main
2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 • From PB Dept Evaluation screen you will be able to select the School/Department, fiscal year, and evaluation type (Principal Annual). • Select “Principal Annual” and then select “Search”to get a list of all Principals that report to you in the search results. • Select the first school number in the list to open the Principal Evaluation for processing 7 8 Evaluation Type Selection To panel list main This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. To panel board main
2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 Release to Principal for Signature • If the Eval Code is correct, place a check in the box “Prin/Dir Approve Eval” to open the evaluation up to Principal to sign. • Then select “Submit” to save the action. • Select “Next in List” to proceed to the next School that you supervise. • Complete this process for all Schools that you supervise to open up the Evaluation for all Principals in your area. 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. To panel list main To panel board main
2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 • Notice that from this page an Area Superintendent can monitor the progress of the process, once the Principal signs the evaluation the Area Superintendent can see if the Principal agreed/disagreed, and signed. • Please Note: Any Employee who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. • Upon seeing that the Principal has signed or that they have a code of Not Evaluated then the Area Superintendent can complete the process by clicking the “Select” button by the Principal’s name 6 5 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Monitoring To panel list main To panel board main
2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 • Review the individual page for the Principal, the Principal has either agreed/disagreed and has signed the document or was Not Evaluated in FY13. • The Area Superintendent will then select “Prin/Dir Submit Signature” and then select “Save” to complete the processing for this Principal. 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Supervisor Process Completion To panel list main To panel board main
2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 • Principals not available to sign evaluation: From the grid, click the “Select” button by the Principal’s name, go to the bottom of the form and click the box “Employee Not Available to Sign”, also select “Supporting Document Received” and enter the Certified Mail Receipt Numberand Date Mailed to indicate that the document has been mailed to the Principal via Certified Mail. • Select the “Prin/Dir Submit Signature” and then select “Save” to complete the processing for this Teacher. • Select “Printable Version” to have a copy that is mailed to the Principal. 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Principal Not Available for Signature To panel list main To panel board main
2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 • Principal Refuses to Sign: From the grid, click the “Select” button by the Principal’s name, go to the bottom of the form and click the box “Employee Refuses to Sign”, then proceed to the box titled “Witness Emplid” and enter the Employee Identification number of a witness to a conference where the Principal refused to sign. • Select “Save” so the witness name is then seen on the screen, proceed to the “Prin/Dir Submit Signature” button and then select “Save” to complete the processing for this Principal. Select “Printable Version” and present a copy of the evaluation to the Principal. 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Principal Refused to Sign To panel list main To panel board main
2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text • The grid can be personalized by selecting the personalize option on the far right of the screen. You can also print an excel version of this grid by selecting the grid icon with the red arrow to the right of the personalize feature. 3 4 Please Note: Any Principal who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. 6 5 7 8 Report Queries will be provided to assist with monitoring this process. This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Additional Notes To panel list main To panel board main
To panel board main Screenshot Layouts Click for Step 1 Pathway Navigation Click for Step 2Evaluation Type Selection Click for Step 3Release to Principal for Signature Click for Step 4Monitoring Click for Step 5Supervisor Process Completion Click for Step 6Principal Not Available for Signature Click for Step 7Principal Refused to Sign Click for Step 8Additional Notes
To panel list main Panel 1 Pathway Navigation To panel board main 1 2 3 4 5 6 7 8
To panel list main Panel 2 Evaluation Type Selection To panel board main 1 2 3 4 5 6 7 8
To panel list main Panel 3 Release to Principal for Signatures To panel board main 1 2 3 4 5 6 7 8
To panel list main Panel 4 Monitoring To panel board main 1 2 3 4 5 6 7 You can monitor from this screen the actions completed by the principals, if they agreed/disagreed and signed the evaluation. 8
To panel list main Panel 5 Supervisor Process Completion To panel board main 1 2 3 4 5 6 7 8
To panel list main Panel 6 Principal Not Available for Signature To panel board main 1 2 3 4 Enter the Certified Mail Receipt # and the date mailed. If employee signs in person, state date signed. 5 6 7 8
To panel list main Panel 7 Principal Refused to Sign To panel board main 1 2 3 4 5 6 7 8
To panel list main Panel 8 Additional Notes To panel board main 1 2 3 • The grid can be personalized by selecting the personalize option on the far right of the screen. You can also print an excel version of this grid by selecting the grid icon with the red arrow to the right of the personalize feature. 4 5 Please Note: Any Principal who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. Report Queries will be provided to assist with monitoring this process. 6 7 8