Step-by-Step Guide to the Online Performance Management Tool for Employees 2016

When it is time for you to do your evaluation, Human Resources will begin the process and send the employee and manager an . The employee will then log into PeopleSoft SoftServ. To get to PeopleSoft SoftServ log onto the Augusta University website ( Click on the Faculty & Staff tab at the top of the page. You will then click on the Portal & Web Services tab. While on the Portals page, click on the SoftServ tab.

Setting Performance Criteria Follow the path below from the Main Menu: Self Service>Performance Management>My Performance Documents>Current Documents Click Current Documents. Manager Click Annual Performance Evaluation.

After clicking on Annual Performance Evaluation, you will be directed to the Document Details Page. On this page you will recognize your name, title and your manager’s name. If all the information is correct you will proceed with clicking on the start button, to begin setting the Performance Criteria. Click Start to begin the Performance Criteria. Definitions Performance Criteria – Establishes the criteria to be used to evaluate the employee’s performance; completed by employee Self-Evaluation – For the employee to document and rate their performances; completed by employee. Manager Evaluation – For the manager to document and rate the employee’s performance; completed by manager. Employee – Anyone that will have an evaluation conducted. Manager - Anyone that will conduct an evaluation for an employee.

Select Add your own goal. Click Next. You can expand this section by either clicking on Expand All or by clicking on the expansion arrow next to each section. Click Add Goal. Employee 1, Department Chair Section 1 – Goals From Prior Year – In this section you will use your evaluation from the previous year to complete.

You are now ready to add your goal, your measurement and the status of your goal. A spell check feature is also provided. Click this icon to check your spelling. You will be able to choose from: Complete In Progress Not Applicable Example 1 The title of your goal will be entered here. Click Update.

Section 2 Management Duties - You are now ready to add your management duties. Click Add Responsibility. Select Add your own responsibility. Click on Next.

Type in your key responsibilities. Click Update. Note: Section 3 - Leadership behaviors default into the performance criteria, therefore the employee does not have to create them. Skip to Section 4. Example: 2

Section 4 –Goals and Objectives for the Coming Year - You are now ready to enter your goals and objectives for the coming year. Click on Add Goals and Objectives for Coming Year. Enter the title of your goal and objective. Click on Update. Example: 3

Gives you the history of the authors, such as creator and modifier. Click Save at any time if you need to come back later to complete your performance criteria. Once you have finished adding your performance criteria, click Complete to move on to the self- evaluation. This page provides you one last chance to confirm that you are finished with the Performance Criteria. If so, click Complete. Selecting Cancel will take you back to the Performance Criteria. Now you are ready to complete your self-evaluation. After selecting complete you will be returned to the Document Details Page. Once your goals and objectives for the coming year have been added, click save and then complete.

Self-Evaluation Once you are returned to the Document Details page, you will click on Start to complete your self-evaluation. Click on Start to begin the Self-Evaluation. The Goal that was entered during the Performance Criteria rolled over to the Self- Evaluation along with the status of the goal “complete”. You are now ready to add your self-evaluation comments for Goals from Prior Year. There are no character limitations Section 1 – Goals From Prior Year

12 The Responsibility that was entered during the Performance Criteria rolled over to the Self- Evaluation. Example 1 You will be able to choose from: Exceeded Met Did Not Meet Section 2 – Management Duties You are now ready to add your self-evaluation comments for Management Duties. There are no character limitations. Click Expand to open the Rating box.

Section 3 - Leadership Behaviors Select Expand, to expand all 6 Competencies.

Click on this icon to get a description of the ratings. A spell check feature is also provided. Click this icon to check your spelling. The competencies are pre-loaded. The ratings that you are able to choose from are: 1.Consistently Exceeds 2.Occasionally Exceeds 3.Meets Expectations 4.Occasionally Fails to Meet 5.Needs Immediate Improvement Spell check feature. Click this icon to check your spelling.

The competencies are pre-loaded. The ratings that you are able to choose from are: 1.Consistently Exceeds 2.Occasionally Exceeds 3.Meets Expectations 4.Occasionally Fails to Meet 5.Needs Immediate Improvement

The competencies are pre-loaded. The ratings that you are able to choose from are: 1.Consistently Exceeds 2.Occasionally Exceeds 3.Meets Expectations 4.Occasionally Fails to Meet 5.Needs Immediate Improvement

Links to rating definitions. To populate and calculate rating, click on the calculate rating icon. You are now ready to enter comments for the Competencies Summary. There are no character limitations.

The Goals and Objectives for Coming Year that was entered during the Performance Criteria rolled over to the Self- Evaluation. Section 4 – Goals and Objectives for Coming Year You are now ready to enter comments for the Goals and Objectives for the Coming Year. There are no character limitations.

Gives you the history of the authors, such as creator and modifier. You may also calculate the suggested rating by scrolling down and clicking Calculate All Ratings. Note: You can create a pdf evaluation to print or to others as appropriate by selecting the printer icon. Click Save at any time if you need to come back later to complete your self- evaluation. Once you have finished adding your self- evaluation, click Complete to finish your self-evaluation.

This page provides you one last chance to confirm that you are finished with the Self-Evaluation. If so, click Complete. Selecting Cancel will take you back to the Self-Evaluation. Click OK. At this point an will be sent to the Manager notifying that your self- evaluation is complete

On the Document Details Page, you will see that the Performance Criteria and Complete Self Evaluation is checked as “Completed”. You can also monitor the status of your review. Note: If you need to add something after you have completed it, ask your Human Resources to reopen the document. This will reset the status to “in progress” and enable you to go back in and make changes. Once the review has been held, the employee will receive an . At this point the employee must acknowledge that the review has been held. You will be required to log back into your evaluation.

Manager Click Current Documents. Employee 1 Once you are on the performance documents page, select Annual Performance Evaluation.

After you click on Acknowledge, you will be directed to the Manager Evaluation page. If you would like to view any comments made by the manager, you can at this point by selecting view. If not, select Acknowledge.

Select OK At this point you have completed your performance evaluation. Your manager will receive an notification that you have acknowledged the review. Now this document will be available in your Historical Documents. (Main Menu>Self Service>Performance Management>My Documents>Historical Documents)