Performance Evaluation - Employee Instructions

Add Goals to the Evaluation

Goals are required to complete the evaluation

1. To add a goal, select + Add Goal in the top-right of the 'Goals' section View ScreenshotTo add a goal, select +Add Goal in the top-right of the 'Goals' section

Evaluating Goals

1. Select anywhere in the goal window View ScreenshotGoal window for more details including:
   1. Goal Name and Measure of Success
   2. Goal Details View ScreenshotGoal Details
      1. Within Goal Details you will find additional details about the goal including:
         1. Goal name
         2. Description
         3. Measure of success
         4. Start date
         5. Due date
         6. Percentage complete
         7. Status
   3. Other DetailsView ScreenshotOther Details
      1. Within Other Details you will find additional details about the goal including:
         1. Tasks
         2. Progress updates
2. Employees can Edit their goals before providing a rating:
   1. To edit a goal, select the blue Edit link to the right of the Goal NameView ScreenshotSelect blue 'Edit' link to right of Goal Name
   2. Make any necessary changes to any editable field:
      1. Category
      2. Goal name
      3. Goal description
      4. Tasks
      5. Measure of success
      6. Dates
      7. Completion percentage
      8. Status
      9. Progress updates
   3. Select Save ChangesView ScreenshotSelect 'Save Changes'
3. Once edits are complete, enter a rating by selecting the arrow to the right of the dropdown menu labelled Please SelectView ScreenshotSelect rating
4. Select from the following rating options:
   1. Not applicable
   2. Unsatisfactory
   3. Needs Improvement
   4. Meets Expectations
   5. Exceeds Expectations
   6. Exceptional
5. To view definitions of each performance rating, select the question mark to the right of the Rating label. View ScreenshotSelect question mark to see rating definitions
6. Once a rating has been selected, the employee is required to provide comments in the Comments field View ScreenshotRequired employee comments field
   1. Use the editing menu provided to format the comment text as needed View ScreenshotText formatting options
      1. (Optional) Select spell check to check spelling View ScreenshotSpell check
      2. (Optional) Select legal scan to have the language reviewed for suggested changes View ScreenshotLegal scan

Evaluating Competencies

Once the employee has provided a rating and comments on their self-evaluation for each of their goals, they can optionally provide a rating on any or all of the nine University Core Competencies. View ScreenshotUniversity Core Competencies

1. To select a rating, select the down arrow to the right of the Rating dropdown menu (i.e., to the right of "Not Applicable") View ScreenshotSelect a rating
   1. If you choose not to select a rating, leave the rating as "Not Applicable"
2. Select from the following ratings options:
   1. Not applicable
   2. Unsatisfactory
   3. Needs Improvement
   4. Meets Expectations
   5. Exceeds Expectations
   6. Exceptional

Add University Core Competencies Comments

1. (Optional) Once ratings have been entered on the applicable competencies, the employee can optionally provide comments in the Employee's Comments field. View ScreenshotOptional employee comment field
2. (Optional) For assistance providing comments, select Writing Assistant*: View ScreenshotWriting assistant
   1. Three columns are shown in the "Select topics below" section: 1) Improve, 2) Meets, and 3) Exceeds, with statements under each briefly describing performance. View ScreenshotThree columns are shown in the "Select topics below" section
   2. When a statement is selected, detailed comments are provided in the Preview Quote Below section View ScreenshotSelected content appears in Preview Quote Below section
   3. Select Place Quote to insert the comment on the evaluation form View ScreenshotSelect 'Place Quote'
      1. Repeat to add additional comments as needed
   4. The quotes default to third person and automatically place the employee's name into the quotes.
      1. To change the default from the employee's name to "you," select the toggle under the Select a Narrative label View ScreenshotSelect a Narrative to change from name to 'you'
   5. Once all quotes have been added, select Close to go back to the evaluation form View ScreenshotSelect 'Close' to go back to form

*Notes on Writing Assistant:

• The Writing Assistant is available for all nine university core competencies
• Comments selected from the Writing Assistant display in the text box field View ScreenshotComments selected from the Writing Assistant display in the text box field
• The comments can be edited as needed
• The formatting can be changed using the editing tool options above the text field View ScreenshotText formatting options

Attach Supporting Documents to the Evaluation

1. To attach supporting documents, select the button with paperclip icon below the buttons for print and save View ScreenshotSelect paperclip icon to attach supportting documents
2. Select the plus sign to the right of the "Attachments" label View ScreenshotSelect the plus sign
3. Select Choose File to locate the file View ScreenshotSelect 'Choose File' to locate the file
4. Select UploadView ScreenshotSelect 'Upload'
5. Then, select OK to officially add the attachment View ScreenshotSelect 'OK' to add attachment

Additional Functions

Once a rating and comments have been entered, the employee can perform a legal scan or spell check

Spell Check

1. Select Actions > Spell check the entire formView ScreenshotSelect 'Actions' then 'Spell check the entire form'

Legal Scan

1. Select Actions > Legal scan the entire formView ScreenshotSelect 'Actions' then 'Legal scan the entire form'

Employees can also perform the following additional functions:

Save as PDF

1. To save the Performance Evaluation as a PDF, select the PDF icon in the top-right menu options (i.e., to the right of 'print') View ScreenshotSelect 'OK' to add attachment

Print

1. To print the Performance Evaluation, select the print icon in the top-right menu options (i.e., to the right of 'History') View ScreenshotSelect print icon in top-right

Save and Close

Once the employee has selected a rating and provided comments for all goals and all competencies, if the employee does not yet want to send it to the supervisor, the employee can select Save and Close to save the form and exit the form. View ScreenshotSelect Save and Close to save the form and exit the form

Send Self-Evaluation to Supervisor/Manager

• To send the form to their supervisor, the employee can select Continue to Send to Manager. View ScreenshotSelect 'Continue to Send to Manager'
• Selecting Send to Manager sends all the employee's comments and ratings to the supervisor for review.
• To confirm that they want to send the form to the supervisor, the employee should select Continue to Send to ManagerView ScreenshotTo confirm, select 'Continue to Send to Manager'
• The employee also has the option to go back to the form and make changes by selecting Cancel and Return to Form
• Once the form has been sent to the supervisor, the form will no longer be in the employee's inbox
• The employee can still view the form by selecting En RouteView ScreenshotView the form in 'En Route'

Acknowledging Receipt of Evaluation

Once the supervisor has met with the employee and completed the evaluation, the employee will receive an email notification that the evaluation form is ready for acknowledgement.

To access the evaluation for acknowledgment:

1. The employee can access the performance evaluation by selecting the "Evaluate Performance" tile in the "For You Today" section on the homepage. View ScreenshotSelect "Evaluate Performance" tile in "For You Today" on homepage
2. The employee can also access their employee’s performance form by selecting Performance from the "Home" dropdown menu in the top-left View ScreenshotSelect 'Home' in top-left, then 'Performance'
   1. From the 'Performance Inbox,' the employee can select the title of the evaluation form View ScreenshotPerformance inbox, then select form title
   2. The employee can view the ratings and comments they provided in the self-evaluation View ScreenshotView the ratings and comments employee provided in self-evaluation
   3. The employee can also view the rating and comments provided by their supervisor View ScreenshotView comments and ratings from supervisor
   4. The employee can also view their overall performance rating View ScreenshotView overall performance rating
   5. The employee can also view their supervisor's overall comments View ScreenshotView supervisor's overall comments
   6. Once the employee has reviewed the evaluation, they can provide final comments and then select Continue to Acknowledge, Electronically Sign, and Send to Supervisor. View ScreenshotProvide final comments and then select Continue to Acknowledge, Electronically Sign, and Send to Supervisor
   7. The employee has the opportunity to return to the form or continue and select Continue to Acknowledge, Electronically Sign, and Send to Supervisor to send to their supervisor. View ScreenshotTo confirm, select 'Continue to Acknowledge, Electronically Sign, and Sent to Supervisor'
   8. Once the form has been sent, the form will no longer be in the employee's inbox, but will be available by selecting En Route. View ScreenshotView the form in 'En Route'
   9. A "read-only" version of the form is available for viewing by selecting the form title.