The evaluation period for university staff is July 1 through September 15. On July 1, the supervisor will see a new task in the Tasks (Action Required) section on the homepage. The supervisor will complete the first step of the task. Once complete, the employee will be notified via email to complete the second step. Ratings are added on step 3, and can be viewed by the employee on step 4.
Table of Contents
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At any time of the task, the supervisor has the option of adding a co-planner. To do so, see “Can I add a second reviewer to evaluate my employee?” on the Frequently Asked Questions page.
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If At any time if you do not see the Next button, be sure to scroll to the bottom of the page. |
Section 1: Supervisor Yes/No Selection for Employee Self-Evaluation
Navigate to Cornerstone.
Scroll down to the task box and select “20xx-20xx University Staff Final Evaluation”.
Note: if you have more than 10 tasks, you must select the “Task Box (Action Required)” to view all the tasks
Navigate to the left hand side and select the desired employee to begin the final evaluation process.
On the first page where it readsSection 1 Directions, thoroughly read the instructions. The graphic will highlight the current section in Gold.
Select Next to Navigate to Supervisor Yes/No Selection for Employee Self-Evaluation.
Select YES or NO from the dropdown depending on whether or not you would like the employee to complete a self-evaluation.
Once selected YES or NO from the dropdown, select Next to navigate to the Employee’s Performance Plan.
On the Employee’s Performance Plan, you may add comments on each goal if you prefer or scroll to the end and select Submit if you would not like to add comments. All comments will be viewable by the employee and sent to their personnel file.
NOTE: the supervisor will have the opportunity to add supervisor comments and ratings in Section 3: Supervisor Final Departmental Rating--selecting Submit on this step will not fully submit the entire review.
At any time, the carrot next to the goals can be selected to view Comments made on the Performance Plan throughout the year, as well as an expanded view of the goals. Note: the full goal and description is only viewable in the task by clicking the carrot next to the goal and clicking Manage Performance Plan.
Select Submit, and an additional Pop-Up will ask to select submit again. Please ensure you are selecting Submit twice to ensure the task is routing to the next step. This will be standard for every step.
After you have selected Submit, an email will be sent to the Employee, notifying them that the next step has been assigned to them.
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If you do not see the Next button, be sure to scroll to the bottom of the page. |
Section 2: Employee Self-Evaluation
Navigate to Cornerstone.
Scroll down to the task box and select “Your 20xx-20xx University Staff Final Evaluation”
Note: if you have more than 10 tasks, you must select the “Task Box (Action Required)” to view all the tasks.
Select Next. You will be navigated to the Section 2 Directions. Thoroughly read through these directions before continuing. The graphic will highlight the current section in Gold. Select Next to continue.
This section is the Supervisor Yes/No Selection for Employee Self-Evaluation. In this section you will view whether or not your Supervisor would like you to complete a self-evaluation. Scroll down to the Yes/No Selection.
If the selection reads YES, use the next section to add comments to your goals in the form of a self-evaluation.
If the selection reads NO, you may skip through this section by selecting Next. Any comments you provide will be optional.
Select Next to navigate to the Employee’s Performance Plan.
You may now add comments under their goals as a form of a self-evaluation. Please add relevant comments that the supervisor can take into account when determining your goal ratings and final departmental rating. Select Next when you are finished. If you are not using this section as a self-evaluation, please select Next to navigate forward.
You will be able to view comments made on the
Performance Plan throughout the year at any time by simply selecting the carrot next to the goals.
The next page is the Employee’s Self-Evaluation Narrative. Here you may add an optional self-evaluation narrative you would like the supervisor to view and consider when determining goal ratings and a final departmental rating.
Select Submitonce at the bottom, and Submit again when the pop-up shows up. The task will now be routed back to the Supervisor to complete the Supervisor Final Departmental Rating.
After you have selected Submit, an email will be sent to the Supervisor, notifying them that the next step has been assigned to them.
Section 3: Supervisor Final Departmental Rating and Sign-Off
Navigate to Cornerstone.
Scroll down to the task box and select “20xx-20xx University Staff Final Evaluation”.
Note: if you have more than 10 tasks, you must click the “Task Box (Action Required)” to view all the tasks.
Hover over the left hand bar to ensure you are on the desired employee and the correct step. Select Next. You will be navigated to the Section 3 Directions. Thoroughly read through these directions before continuing. The graphic will highlight the current section in Gold. Select Next to continue.
Note, if you have multiple employees who are on different stages of the final evaluation, you must navigate to the left hand side and click the correct section. The green check mark next to your employee indicates that the step you are currently on has been completed. A blue circle next to the employee will indicate that it is a newly opened step and has not been completed.
The first section will be the Employee’s Self-Evaluation Narrative. Here you may view the employee’s self-evaluation narrative and consider it when providing your final rating.
Select Next to move forward to the Employee’s Performance Plan. Here you have a chance to rate, weight, and comment on all goals in the Employee's Performance Plan in the lens of a Final Evaluation. The Employee’s self-evaluation comments under each goal, if applicable, will be visible here for consideration.
At any time, the carrot next to the goals can be selected to view Comments made on the Performance Plan throughout the year.
After the ratings, weights, and comments are complete, select Next.
You will be navigated to the Final Departmental Rating and Supervisor Narrative section where you will determine a final rating for the employee and add an optional narrative you would like the employee to see. All of this information will be saved in the employee’s personnel file.
Select Next to navigate to the Supervisor Final Sign-Off page. Please read the instructions thoroughly. Click Save for Laterif the department is participating in a calibration meeting and the final rating must be approved. Sign your name and select Submit once at the bottom, and Submitagain when the pop-up shows up, and now the step is complete.
After you have selected Submit, an email will be sent to the Employee, notifying them that the next and final step has been assigned to them.
Section 4: Employee Acknowledgement
Navigate to Cornerstone.
Scroll down to the task box and select “Your 20xx-20xx University Staff Final Evaluation”
Note: if you have more than 10 tasks, you must clock the “Task Box (Action Required)” to view all the tasks.
Select Next. You will be navigated to the Section 4 Directions. Thoroughly read through these directions before continuing. The graphic will highlight the current section in Gold. Select Next to continue.
Select Next to view Employee’s Self-Evaluation Narrative.
Select Next to view the Employee’s Performance Plan. Here you can view the ratings and comments that the supervisor has provided you for each individual goal.
Select Next. You will be navigated to the Final Departmental Rating and Supervisor Narrative where you can view the supervisor’s final rating and add any comments you would like to be stored in your personnel file.
After you have sufficiently reviewed the final review, select Next and you will be directed to an acknowledgement page where you will be prompted to sign-off indicating that you have received a score on your final review.
Note you may Decline to Sign, but it will still indicate that you have received a score.
Select Submitand Submit again when the pop-up shows up and the review is complete!
An email will be sent to both the employee and supervisor notifying them that the task is now complete.
Summary
At the end of the task for both employees and supervisors, a summary of the scores will be visible. This will show the average weighted score of the goals as well as the final departmental rating. This summary is for informational purposes and will be there as additional information in the final PDF. The summary can be viewed at any time in the task. At the end of the task, both employee and supervisor will receive an email to notify them that the task is complete.