1. Performance Evaluations
Munis Version
12/16/2016
Munis - Performance Evaluation Training

2. Munis - Performance Evaluation Training
Merit
Tied to Evaluation Scores
Departments will be required to force a distribution (forced ranking). Departments that failed to do this will be required to do it before merit is distributed. County Council has also voted that, to participate, Elected and Appointed Offices must also have a forced ranking. Departments that do not have a forced ranking will not be given merit funding.
Imperative to document/justify all ratings!
Munis - Performance Evaluation Training

3. Two Important Department Head Decisions
Who releases the evaluations to employees AFTER the review process? (p. 30 of manual)
How is the performance evaluation review meeting conducted: 1) print off hardcopy, then have employee acknowledge on ESS or 2) Review on ESS and have employee acknowledge. (p. 41 of manual)
Either way, the employee must acknowledge on ESS before the process is finalized.
Munis - Performance Evaluation Training

4. Munis - Performance Evaluation Training
For training:
Munis - Performance Evaluation Training

5. Munis - Performance Evaluation Training

6. Munis - Performance Evaluation Training

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11. Munis - Performance Evaluation Training

12. Munis - Performance Evaluation Training
Enter in employee number (use yours for training), then TAB down to 360 Source.
Munis - Performance Evaluation Training

13. Munis - Performance Evaluation Training
From the drop-down menu, select Employee Evaluation for training purposes.
Munis - Performance Evaluation Training

14. Munis - Performance Evaluation Training
Make sure Employee Evaluation is listed for 360 Source before moving on.
Munis - Performance Evaluation Training

15. Munis - Performance Evaluation Training
Using the drop-down menu for Review Type, select Employee Annual.
Munis - Performance Evaluation Training

16. Munis - Performance Evaluation Training
Ignore Scheduled Date & Completed Date.
Munis - Performance Evaluation Training

17. Munis - Performance Evaluation Training
Review period should be 07/01/2015 – 06/30/2016.
TAB through to Overall Rating and the Reviewer Number & name will appear. Reviewer Number is not appearing here because of training.
Munis - Performance Evaluation Training

18. Munis - Performance Evaluation Training
Click the Post Online box.
Munis - Performance Evaluation Training

19. Munis - Performance Evaluation Training
DO NOT click the Employee Receipt box! Ignore both the Overall Rating and Needed Score. We will not need them for our purposes.
Munis - Performance Evaluation Training

20. Munis - Performance Evaluation Training
Click the Evaluation Tab. Ignore the Recommendation and Goals tabs. We will not use them for our purposes.
Munis - Performance Evaluation Training

21. Munis - Performance Evaluation Training
For each Competency, click the drop-down menu under Rating to provide a rating.
Munis - Performance Evaluation Training

22. Munis - Performance Evaluation Training
Our rating system is still a 5-point scale, with 1 being unacceptable and 5 being exceptional. Note that the score for each competency is below “1.” This is due to weighting each competency so that Total Score will be between 1 and 5. Job Performance is weighted more heavily than the other competencies. Also note that the Job Performance replaces Job Productivity in the previous evaluation form. Goals cannot be incorporated into the Total Score in Munis. Goals that are assigned to employees should be rated within the Job Performance competency. In addition, the Department Criteria category should be rated in the Job Performance competency as well as it cannot be accommodated in Munis. You can find weightings for all competencies in the appendix.
Munis - Performance Evaluation Training

23. Munis - Performance Evaluation Training
Once all ratings have been made, click Accept
Munis - Performance Evaluation Training

24. Munis - Performance Evaluation Training
Double-click under the Comment column to add comments for each competency.
Munis - Performance Evaluation Training

25. Munis - Performance Evaluation Training
A text box will appear and you may record the justifications for the competency’s rating.
Munis - Performance Evaluation Training

26. Munis - Performance Evaluation Training
When the justification is complete, click File and Save.
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28. Munis - Performance Evaluation Training
Then click File and Exit.
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29. Munis - Performance Evaluation Training
Your comment(s) is now saved. Repeat for each competency. It is HIGHLY recommended that you type your justifications in a separate Word document and copy and paste your justifications in for each competency rather than typing directly into Munis. Because of Munis glitches, you may have to start the process over and your comments MAY NOT be saved.
Munis - Performance Evaluation Training

30. Munis - Performance Evaluation Training
From here, click Release.
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32. Munis - Performance Evaluation Training
From here, click Yes.
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Once all of your comments have been completed, the evaluation should be reviewed. You may exit or Add another evaluation at this point. Information recorded in comments is vital to the evaluation process as it provides the documentation and justification for ratings. Please ensure that this section of the evaluations is completed accurately and thoroughly.
Munis - Performance Evaluation Training

34. Munis - Performance Evaluation Training
Click search to find the correct employee.
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35. Munis - Performance Evaluation Training
Type in the employee number and click Accept.
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37. Munis - Performance Evaluation Training
Click Update.
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38. Munis - Performance Evaluation Training
Click Post Online and Accept. DO NOT CHECK EMPLOYEE RECEIPT!
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39. Munis - Performance Evaluation Training
After clicking Accept, the screen will jump top the Evaluation tab. Click the Review tab.
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41. Munis - Performance Evaluation Training
Appraisers should now schedule performance evaluation reviews with his or her employees. During the review, the employee should electronically sign off on the evaluation though ESS, so a computer in the county network should be available. The process is as follows:
Munis - Performance Evaluation Training

42. Munis - Performance Evaluation Training
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44. Munis - Performance Evaluation Training
Click Log In.
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45. Munis - Performance Evaluation Training
Your User Name is your employee number. Your password DOES NOT sync with your regular login for your County computer. However, it is recommended when you are required to change your password for the regular system that you also change it for ESS. Changing it in ESS Live will automatically change it in ESS Train. Contact IT for assistance.
Munis - Performance Evaluation Training

46. Munis - Performance Evaluation Training
Once your information is entered, click Log In.
Munis - Performance Evaluation Training

47. Munis - Performance Evaluation Training
You will be on the Employee Self Service screen.
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Click Performance Evaluations.
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49. Munis - Performance Evaluation Training
Under Evaluations by my supervisors, evaluations will be listed. Click Acknowledge. Note that clicking Acknowledge here DOES NOT acknowledge the evaluation. Acknowledge at this point indicates an evaluation that needs acknowledgement. Once an evaluation is acknowledged, the word Details will be displayed by the evaluation line.
Munis - Performance Evaluation Training

50. Munis - Performance Evaluation Training
The weighted score, comments, and the definition of each competency will be displayed.
Munis - Performance Evaluation Training

51. Munis - Performance Evaluation Training
Employees may provide comments in the Employee comments box.
Munis - Performance Evaluation Training

52. Munis - Performance Evaluation Training
After adding comments, or if no comments are added, the employee should then click the box beside the acknowledgement statement and then click Acknowledge Evaluation.
Munis - Performance Evaluation Training

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54. Munis - Performance Evaluation Training
The message indicating that the evaluation has been successfully acknowledged should appear at the top of the evaluation. Employees may print a copy of the evaluation is they wish.
Munis - Performance Evaluation Training

55. Munis - Performance Evaluation Training
This is the display at the bottom of the evaluation after the evaluation is acknowledged. Displaying the Total Score will display in ESS Live.
Munis - Performance Evaluation Training

56. Munis - Performance Evaluation Training
To view the evaluation after employee acknowledgement, select Search.
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57. Munis - Performance Evaluation Training
Enter employee number and click Accept.
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58. Munis - Performance Evaluation Training
Employee comments are visible and Employee Receipt is checked after employee acknowledges evaluation.
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59. Munis - Performance Evaluation Training
Click Status button twice if it is blank and Completed will appear.
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Status one click. Shows Pending.
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61. Munis - Performance Evaluation Training
You can also use the Search feature to pull up all of your department’s evaluations. Click Search and Accept.
Status two clicks. Reports can be ran to show completed versus not completed (pending or blank).
Munis - Performance Evaluation Training

62. Munis - Performance Evaluation Training
That’s it!
Munis - Performance Evaluation Training