Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

The Tasks (Action Required) box will only display 10 tasks. If you have more than 10 tasks, you can find the full list by clicking on “Tasks (Action Required)” to visit your tasks page.

Step 1: Supervisor Review

  1. In the Tasks (Action Required) box on your home page, select the final performance evaluation for your employee.

  2. From the overview screen, read the directions and click Get Started.

  3. On the University Staff Ratings page complete the follow fields for each goal in the performance plan:

    1. Assign a percentage weight

    2. Select a rating

    3. Add a comment on each goal for the employee’s personnel file

  4. Click Submit to send over your ratings and comments to the employee for review, or Save and Exit if you wish to continue at a later time.

  5. A confirmation page will display. The year end performance evaluation has now been sent to the employee.

...

Step 2: Employee Review

  1. In the Tasks (Action Required) box on your home page, select your final performance evaluation.

  2. From the overview screen, read the directions and click Get Started.

  3. On the University Staff Ratings page, review the performance plan ratings and comments given to you by your supervisor. Insert any additional commentary on each performance plan item.

  4. Click Submit to send over your finalized comments to the supervisor for sign off, or Save and Exit if you wish to continue at a later time.

  5. A confirmation page will display. The year end performance evaluation has now been sent back to the supervisor.

...

Step 3: Supervisor Sign Off

  1. In the Tasks (Action Required) box on your home page, select the final performance evaluation for your employee.

  2. From the overview screen, read the directions and click Get Started.

  3. On the University Staff Ratings page, review the comments and ratings you made in Step 1. Click Save and Continue to proceed, or Save and Exit if you wish to continue at a later time.

  4. The Final Departmental Rating page will allow you to assign an overall rating for the employee’s final performance evaluation based on the University Staff rating scale (1-5). This is the rating that will be saved in the employee’s personnel file. You also have the option to write a summary in the comment box. Click Save and Continue to proceed, or Save and Exit if you wish to continue at a later time.

  5. On the Supervisor Final Sign Off page, enter your full name then click Sign to view your signature with a timestamp. Then click Submit when you are ready to send the finalized evaluation to the employee.

  6. A confirmation page will display. The year end performance evaluation has now been sent to the employee for final acknowledgment.

...

Step 4: Employee Acknowledgment

  1. In the Tasks (Action Required) box on your home page, select your final performance evaluation.

  2. From the overview screen, read the directions and click Get Started.

  3. On the University Staff Ratings page, review the performance plan ratings and comments given to you by your supervisor. Click Next to proceed to the following step.

  4. Review the final departmental rating score given to you by your supervisor. Enter any final comments you wish to have inserted in the finalized PDF version of the evaluation that will be sent to your personnel record. Click Save and Continue to proceed, or Save and Exit if you wish to continue at a later time.

  5. On the Employee Acknowledgment page, enter your full name then click Sign to view your signature with a timestamp. Then click Submit when you are ready to complete your performance evaluation.

  6. A confirmation page will display. The University Staff Final Performance Evaluation task is now complete, and both yourself and your supervisor will receive a notification regarding completion.

...