This user guide is for 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.
The order of the task is as follows: Supervisor → Employee → Supervisor → Employee
At any time of the task, the supervisor has the option of adding a co-planner
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 reads Section 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
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
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 Submit once 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
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 Later if 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 Submit again when the pop-up shows up, and now the step is complete
The task will be sent to the employee where they will finalize the evaluation
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 Submit and Submit again when the pop-up shows up and the review is 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.