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This user guide is for

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University Staff employees who use Cornerstone to complete their Final Evaluation. This Final Evaluation includes an option to complete a self-evaluation. This guide will follow the steps to complete the University Final Evaluation task

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The order of the task is as

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follows: Supervisor → Employee → Supervisor → Employee

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The 2023-2024 University Staff Year-End Evaluation task will be available as of July 1, 2024 through September 15, 2024.

Include Page
CM:Tasks in Cornerstone
CM:Tasks in Cornerstone

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

Table of Contents
CSOD University Final Eval Task .pngImage Added

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.

Note

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At any time if you do not see the Next button, be sure to scroll to the bottom of the page.

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Section 1: Supervisor Yes/No Selection for Employee Self-

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Evaluation

To be completed by supervisor

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  1. .

  2. From the homepage, navigate to the task box and select

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  1. “University Staff Final Evaluation for Direct Reports”.

  2. Navigate to the left

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  1. column and select

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  1. an employee.

  2. OnSection 1 Directions, review the current step’s instructions. The graphic will highlight the current section in Gold.

  3. Select the Next button to navigate to Supervisor Yes/No Selection for Employee Self-Evaluation.

  4. Select YES or NO from the dropdown

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  1. Note if you want to select NO, please navigate to https://cuboulderhr.atlassian.net/wiki/spaces/CORNERSTON/pages/edit-v2/1483931649?draftShareId=4f803b4a-4375-46f4-837a-556967c18b49

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Once the supervisor has selected YES, click Next and navigate to the Employee Goal Section & Self Review (If Applicable).

Once at the Goal Section page, scroll down to the end of the page and click Submit. You will see a pop-up asking if you are sure; click Submit.

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  1. depending on whether or not you would like the employee to complete a self-evaluation.

  2. Navigate to the bottom of the page and select Next to navigate to the Employee’s Performance Plan.

  3. On the Employee’s Performance Plan, review the goals. Commenting is optional--ratings and final comments will be added during section 3. Comments are visible to your employee. Navigate to the bottom of the page and select Submit.

  4. Select Submit, and an additional Pop-Up will ask to select Submitagain. Please ensure you are selecting Submit twice to ensure the task is routing to the next step. This will be standard for every step.

  5. After you have selected Submit, an email will be sent to your employee, notifying them that the next step has been assigned to them.


Image Added
  • The supervisor will have the opportunity to add supervisor comments and ratings in

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  • Section 3: Supervisor Final Departmental Rating--

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  • selecting Submit on this step will not fully submit the entire review.

  • At any time, the carrot next to the goals can be

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  • selected to view Comments made on the Performance Plan throughout the year, as well as an expanded view of

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The supervisor will click Submit, and an additional Pop-Up will ask the Supervisor to click submit again. Please ensure you are clicking submit twice to ensure the task is routing to the next step. This will be standard for every step.

Note

If you do not see the Next button, be sure to scroll to the bottom of the page.

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  • a goal.


Section 2: Employee Self-

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Navigate to Cornerstone

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Evaluation

To be completed by employee

  1. From the homepage, navigate to the task box and select “Your

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  1. University Staff Final Evaluation”

  1. Note: if you have more than 10 tasks, you must clock the “Task Box (Action Required)” to view all the tasks

  1. From the overview page, select Next to view the Section 2 Directions. The graphic will highlight the current section in Gold. Select Nextto continue.

  2. On the Supervisor Yes/No Selection for Employee Self-Evaluation view whether your supervisor would like you to

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  1. complete a self-evaluation

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  1. Note: if the dropdown reads NO please follow the user guide https://cuboulderhr.atlassian.net/wiki/spaces/CORNERSTON/pages/edit-v2/1483931649?draftShareId=4f803b4a-4375-46f4-837a-556967c18b49

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Click Next and the employee will be navigated to the Employee Goal Section & Self Review (If Applicable).

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  1. . based on their selection from the Yes/No Selection dropdown. Select Next to navigate to the Employee’s Performance Plan.

  2. If Yes was selected, please add relevant comments that the supervisor can

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  1. take into account when determining your goal ratings and final departmental rating.

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  1. At any time, the carrot next to the goals can be clicked and you will be able to view Comments made on the Performance Plan throughout the year.

    Image Removed

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After the employee has finished adding comments to their goals, click Next

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The next page is the Employee Self-Review Narrative (If Applicable). Here the employee can add a self-review narrative they would like their supervisor to view and consider when determining their goal ratings and final departmental score.

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Click Submit once at the bottom, and Submit again when the pop-up shows up once the employee has finished looking through the sections. The task will now be routed back to the Supervisor to complete the Final Evaluation.

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  1. Select Nextto navigate to the Employee’s Self-Evaluation Narrative.

  2. If No was selected, you may skip through this section by scrolling to the bottom and selecting Next.

  3. Add an optional self-evaluation narrative you would like the supervisor to review and consider when determining goal ratings and a final departmental rating. Scroll to the bottom and select the Submit button, and Submit again on the pop-up to route the next section of the evaluation to your supervisor. An email will be sent to your supervisor to continue with the evaluation process.


Section 3: Supervisor Final Departmental Rating

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Navigate to Cornerstone

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and Sign-Off

To be completed by the supervisor

  1. From the homepage, scroll down to the task box and select

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  1. “University Staff Final

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  1. Note: if you have more than 10 tasks, you must click the “Task Box (Action Required)” to view all the tasks

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  1. Performance Evaluation for all Direct Reports.”

  2. Hover over the left column to ensure you are on the desired employee and the correct step then select Nextto view the Section 3 Directions. The graphic will highlight the current section in Gold. Select Nextto continue.

    1. Note, if you have multiple employees

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    1. on different stages of the

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    1. evaluation, you must navigate to the left

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    1. column and click the correct section. The green check mark

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    1. indicates a completed step. A blue circle next

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    1. indicates an incomplete step.

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  1. Review the Employee’s Self-

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  1. Evaluation Narrative

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  1. . Here you

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  1. may view the employee’s self-

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  1. evaluation narrative and consider it when providing

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  1. a final rating.

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  1. Select Nextto move forward to the Employee’s Performance Plan.

  2. Here you have a chance to rate, weight, and comment on all

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  1. goals

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  1. in the

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  1. Employee's Performance Plan. The

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  1. employee’s self-evaluation comments under each goal (if added) will be visible here for consideration.

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  1. At any time, the carrot next to the goals can be clicked and you will be able to view Comments made on the Performance Plan throughout the year.

    Image Removed

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After the supervisor has weighted and rated all the goals for the year, click Next

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  1. Select Next.

  2. On the Final Departmental Rating and Supervisor Narrative section

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  1. , determine a final rating

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  1. and optionally add

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  1. a narrative. Select Nextto navigate to the Supervisor Final Sign-Off page.

  2. Please

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  1. review the

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Now the task will be sent to the employee where they will finalize the evaluation.

Step 4: Employee Acknowledgement

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Navigate to Cornerstone

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  1. calibration information. If your department does not calibrate scores, sign the evaluation and select the Submit button, then Submit on the pop-up to notify your employee via email that the final step has been assigned to them.

    1. For departments that leverage a calibration process, select the Save for Laterbutton and consult with your supervisor or HR Liaison for offline calibration steps. Return to the evaluation once departmental calibration is complete.

    2. At this point you can run a Performance Review Rating Report which will help give you a weighted average of scores as well as your final departmental rating. Follow this guide for instructions on running this report.

      image-20240801-190055.pngImage Added


Section 4: Employee Acknowledgement

To be completed by employee

  1. From the homepage, navigate to the task box and select “Your

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Click Next and the employee can view their Self-Review Narrative.

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Click Next and the employee will be on the Employee Goal Section where they can view the ratings that their supervisor has provided them on each individual goal

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  1. Final Evaluation”

  1. Note: if you have more than 10 tasks, you must clock the “Task Box (Action Required)” to view all the tasks

  1. Select the Next buttonto navigate to the Section 4 Directions. The graphic will highlight the current section in Gold. Select Nextto continue to view the Employee’s Self-Evaluation Narrative you previously added.

  2. Select Nextto view the Employee’s Performance Plan. Review rating and comments made by your supervisor on each goal.

  3. Select Next to go to the Final Departmental Rating and Supervisor Narrative page, where

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  1. you can view

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  1. the supervisor’s final overall rating and add any comments

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After the employee feels satisfied with their final review, they can click Next where they have a chance to Acknowledge by signing off.

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  1. .

  2. Select Nextand 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.

  3. Select the Submit button and Submiton the pop-up.

  4. An email will be sent to both the employee and supervisor notifying them that the task is now complete.

  1. You may Decline to Sign your acknowledgement, but doing so will still indicate that you have received a score. If you disagree with your score, contact your supervisor or department’s HR Liaison.


Summary

  1. 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.