1 Step 1 Step 2 Step 3 ePerformance Employee Completing Self-Appraisal ePerformance allows the employee to complete their self-appraisal online. This module.

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Presentation transcript:

1 Step 1 Step 2 Step 3 ePerformance Employee Completing Self-Appraisal ePerformance allows the employee to complete their self-appraisal online. This module reviews the self- appraisal process as well as using Performance Notes, a tool for tracking progress and accomplishments throughout the year. Select “Start”. Select the link to open the self-appraisal. Step 4

2 All employees must complete Section 1. Instructions are provided. All employees must complete Section 1. Instructions are provided. There are options to select while working within the self- appraisal. “Save” – Use to save progress before leaving an incomplete document. “Complete” - Use only when you have finished. Makes the document available to your primary reviewer. You will not be able to edit the document after selecting “Complete”. “Cancel” - Deletes your work. Prints a copy. Takes you back to the Status Summary page.

3 Section 2 is personalized to your role in the organization. It focuses on the essential job functions associated with your role. To review the criteria for each rating, select the Rating Description icon (see next graphic). Section 2 is personalized to your role in the organization. It focuses on the essential job functions associated with your role. To review the criteria for each rating, select the Rating Description icon (see next graphic). Follow the Section 1 instructions above and use the dropdown feature to complete the section. Section 2 is weighted as 55% of your appraisal. Use the calculator to average your rating in each section.

4 Rating Descriptions Review the descriptions prior to rating yourself. Rating Descriptions Review the descriptions prior to rating yourself. Sections focus on your contribution to the organizational goals of I Care, I Heal and I Build. Enter your score using the dropdown feature. You have the option to calculate each section or calculate the overall rating at the end of Section 6. Each section counts as 15% of your appraisal. Sections focus on your contribution to the organizational goals of I Care, I Heal and I Build. Enter your score using the dropdown feature. You have the option to calculate each section or calculate the overall rating at the end of Section 6. Each section counts as 15% of your appraisal.

5 Section 6 provides the overall score for your appraisal. Click the calculator icon for an average of all sections and then compare your score to the key to understand your rating. Sections 7 & 8 are narrative sections which means you will type in your information. Enter 3 – 5 strengths in Section 7. Then list 2-3 development areas you want to work on and improve in the next year in Section 8. Complete the module for Performance Note to learn how to use this helpful tool so you can keep track all year long. Sections 7 & 8 are narrative sections which means you will type in your information. Enter 3 – 5 strengths in Section 7. Then list 2-3 development areas you want to work on and improve in the next year in Section 8. Complete the module for Performance Note to learn how to use this helpful tool so you can keep track all year long. Section 10 is also narrative. Enter your accomplishments for the past year in the area. Next year, Performance Notes will be most helpful in this area if you utilize the feature through out the performance year. Section 10 is also narrative. Enter your accomplishments for the past year in the area. Next year, Performance Notes will be most helpful in this area if you utilize the feature through out the performance year.

6 The appraisal is now complete. Review the items below to understand the options. At this point you would review and then “Complete” the appraisal. The appraisal is now complete. Review the items below to understand the options. At this point you would review and then “Complete” the appraisal. Upon selecting “Complete”, you will receive a confirmation. Select “Complete” again. Upon selecting “Complete”, you will receive a confirmation. Select “Complete” again. Then select “OK”. “Save” your progress. Allows you to leave and reenter without losing entries. Use only to submit to your primary reviewer. After completing, you will not be able to edit you appraisal. Deletes your work. Prints a copy. You can always view your appraisal online. Takes you back to the Status Summary page.

7 You are returned to the Status Summary page. Note that the only option available is to view the appraisal. Because is was completed, it can not be edited. You have completed the self-appraisal. You are returned to the Status Summary page. Note that the only option available is to view the appraisal. Because is was completed, it can not be edited. You have completed the self-appraisal.