University Staff Final Evaluation (Self-Review Edition)
This user guide is for Supervisors who want to incorporate the self-review in the final evaluation. This guide will follow the steps to complete the University Final Evaluation task if your department/team does participate in self-reviews.
The order of the task is as following: 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.
Step 1: Supervisor Self-Review Selection
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 clock the “Task Box (Action Required)” to view all the tasks
Navigate to the left hand side and select the employee you would like to begin the final evaluation for
On the first page where it reads “Supervisor Acknowledgment of Self-Evaluation”, thoroughly read the instructions.
Select YES from the dropdown.
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.
Note: the supervisor will have the opportunity to add supervisor comments and ratings in Step 3: Supervisor Final Departmental Rating--clicking Submit on this step will not fully submit the entire review.
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, as well 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
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.
If you do not see the Next button, be sure to scroll to the bottom of the page.
Step 2: Employee Self-Review (If Applicable)
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
Click Next and the employee will be navigated to the Supervisor Acknowledgement of Self-Evaluation Step. When you scroll down the Yes/No Dropdown should read YES. This indicates that your supervisor would like you to use the following sections as a self-evaluation
Click Next and the employee will be navigated to the Employee Goal Section & Self Review (If Applicable).
The employee will then add comments under their goals as a form of a self evaluation. Please add relevant comments that the supervisor can read and take into account when determining your goal ratings and final departmental rating.
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.
After the employee has finished adding comments to their goals, click Next
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.
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.
Step 3: Supervisor Final Departmental Rating
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
Find the left hand and select the next step in the sequence, which reads “Supervisor Final Departmental Rating and Sign-Off”
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.
The first section will be the Employee Self-Review Narrative (If Applicable). Here you can view the employee’s self-review narrative and consider it when providing your final rating.
Click Next and the supervisor will be routed back to the Employee Goal Section. Now the supervisor has a chance to rate, weight, and comment on all the goals for the employee in the lens of a Final Evaluation. The Employee’s self-evaluation comments will be visible here for consideration.
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.
After the supervisor has weighted and rated all the goals for the year, click Next
The supervisor will be navigated to the Final Departmental Rating and Supervisor Narrative section where they will determine a final rating for their employee and add an optional narrative they would like their employee to see. All of this information will be saved in the personnel file.
Click Next and the supervisor will now be at 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 the name and click Submit once at the bottom, and Submit again when the pop-up shows up, and now the step is complete.
Now the task will be sent to the employee where they will finalize the evaluation.
Step 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
Click Next and the employee can view their Self-Review Narrative.
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
Click Next and the employee will be navigated to the Final Departmental Rating and Supervisor Narrative where they can view their supervisor’s final rating and add any comments they would like to be stored in their personnel file.
After the employee feels satisfied with their final review, they can click Next where they have a chance to Acknowledge by signing off.
Click 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.