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At the beginning of each cycle, the supervisor will see a new task in the Tasks (Action Required) box on the homepage. The supervisor will complete the first step of the task:
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Step 1: Supervisor Review
In the Tasks (Action Required) box on your home page, select the final performance evaluation for your employee.
From the overview screen, read the directions and click Get Started.
On the University Staff Ratings page complete the follow fields for each goal in the performance plan:
Assign a percentage weight
Select a rating
Add a comment on each goal for the employee’s personnel file
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.
A confirmation page will display. The year end performance evaluation has now been sent to the employee.
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Step 2: Employee Review
In the Tasks (Action Required) box on your home page, select your final performance evaluation.
From the overview screen, read the directions and click Get Started.
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.
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.
A confirmation page will display. The year end performance evaluation has now been sent back to the supervisor.
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Step 3: Supervisor Sign Off
In the Tasks (Action Required) box on your home page, select the final performance evaluation for your employee.
From the overview screen, read the directions and click Get Started.
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.
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.
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.
A confirmation page will display. The year end performance evaluation has now been sent to the employee for final acknowledgment.
For departments that participate in the calibration process, do NOT click Submit until you have held your department calibration meetings.
To prepare for the calibration meeting, run the Performance Review Rating report, which will display the University Staff Rating (average weighted score) and the Final Departmental Rating
After holding the calibration meeting, log back into the Year-End Evaluation task; update any scores per the calibration discussion by clicking into the University Staff Ratings section of the task
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Step 4: Employee Acknowledgment
In the Tasks (Action Required) box on your home page, select your final performance evaluation.
From the overview screen, read the directions and click Get Started.
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.
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.
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.
A confirmation page will display. The University Staff Final Performance Evaluation task is now complete, and both yourself and your supervisor will receive an email notification regarding completion, with instructions to download a copy of the evaluation for your records.
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