1. Navigation instructions Begin the tutorial Completing the Performance Review Performance Management System Tutorial for Managers Estimated Completion Time: 25 minutes To exit this tutorial, click the button in the upper right corner of your web browser

2. Process Overview Selecting a Rating Period Preventing Employee Access to the Performance Review Reviewing Competencies and Selecting a Competency Rating Adding/Changing Competency Comments Adding/Changing Competency Development Plan Evaluation of Objectives/Factors and Adding Comments Adding/Changing Progress Review/Comments Selecting an Overall Rating & Unsatisfactory Performance Reviews Certifying & De-Certifying the Performance Review Table of Contents NextBack Click the Next button 

3. Process Overview Complete a Review The section of the tutorial will cover all steps necessary for completing a Performance Review on an employee using the Performance Management System. The Process Overview will give you a visual idea of how the process works. The Complete a Review section will guide you step by step on how to use the Performance Management System to complete a Performance Review. Table of Contents To go directly to a section click the button to the left OR NextBack Click the Next button 

4. Here is the basic process for creating a performance review. These are only the main steps of the process. There are intervening steps that will be covered in more detail in this tutorial. Process Overview NextBack Click the Next button  Email notification is received by supervisor Supervisor completes performance review on Manager Self-Service Supervisor certifies performance review Email notification is sent to employee Employee certifies performance review on Employee Self-Service Performance review is complete Supervisor & employee discuss the performance review Email notification is sent to supervisor Process Overview

5. Email notification is received by supervisor Supervisor completes performance review on Manager Self-Service Supervisor certifies performance review Email notification is sent to employee Employee certifies performance review on Employee Self-Service Performance review is complete Supervisor & employee discuss the performance review Email notification is sent to supervisor Process Overview As you can see, your first indication that a review must be completed is when you receive email notification. If you do not have email, notification will come from your agency’s HR office. Process Overview NextBack Click the Next button 

6. Now let’s complete a Performance Review! Process Overview NextBack Click the Next button  Email notification is received by supervisor Supervisor completes performance review on Manager Self-Service Supervisor certifies performance review Email notification is sent to employee Employee certifies performance review on Employee Self-Service Performance review is complete Supervisor & employee discuss the performance review Email notification is sent to supervisor Process Overview

7. From the Performance Management Main Menu-Manager Screen, click the Update a Review button. If you do not know how to get to this screen, please review the Getting Started section of this tutorial by clicking the button in the upper right corner to return to the Table of Contents. Completing the Performance Review NextBack Click the Next button 

8. The Review Menu will appear showing the name, process level, and current position of the employee you selected from your Direct Reports screen. Completing the Performance Review NextBack Click the Next button 

9. As you can see, the certification dates of the performance plan are shown and the check box for the supervisor’s certification of the review appears. NextBack Completing the Performance Review Click the Next button 

10. You will also have the option to de-certify the plan from this screen. Remember, you will start the performance plan certification process over again if you choose to de-certify. NextBack Completing the Performance Review Click the Next button 

11. NextBack If you do not see the current rating period, it is possible that you and/or your employee have not certified the performance plan. Once the plan is certified it will be available on the Review Menu. Completing the Performance Review Click the Next button 

12. To prevent employee access, click the Prevent Employee Access box. NextBack Completing the Performance Review Click the Next button 

13. To evaluate and select ratings for competencies, click the competencies button. NextBack Completing the Performance Review Click the Next button 

14. The Selected Competencies form appears listing all competencies that were selected on the performance plan. NextBack The Full Description buttons provide a general definition of the competency. The Link to BARS Document button will open a new window with the Behaviorally Anchored Rating Scale document that applies to the job group code of your employee. Completing the Performance Review Click the Next button 

15. NextBack If you would like to enter any evaluation comments in the comments area or the development plan area, you must do so before selecting competency ratings. Completing the Performance Review Click the Next button 

16. NextBack Now you must select a rating for each competency. Click the drop down menu for each competency and select a rating. Click the Save Changes to Current Review to save all comments and ratings. Completing the Performance Review Click the Next button 

17. NextBack Completing the Performance Review Click the Next button  The competency ratings available to select are: HP-High Performing ME-Meets Expectations NI-Needs Improvement (on annual reviews only) UN-Unsatisfactory (on probationary reviews only)

18. NextBack Click the Objectives/Factors button. Now you will evaluate each objective for this rating period. Completing the Performance Review Click the Next button 

19. NextBack The Objectives screen appears with the addition of an evaluation text box. To add comments, click in the evaluation text box. There are only 7,000 characters, including spaces, available for this text box. When complete, click the Save Changes button. Completing the Performance Review Click the Next button 

20. NextBack To navigate between objectives, click the Next or Previous Objective/Evaluation buttons When all evaluations are complete, and saved, click the Back to Review Menu button. Completing the Performance Review Click the Next button 

21. NextBack You may add additional comments in the Progress Review/Comments area. You have 10,000 characters, including spaces, available for text. Completing the Performance Review Click the Next button 

22. NextBack Next, you will select an overall performance rating. Completing the Performance Review Click the Next button 

23. NextBack Click the drop down menu to see ratings. For this example we will select ME – Meets Expectations. Completing the Performance Review Click the Next button 

24. Remember, the Overall Rating Definitions Are: HP-High Performing ME-Meets Expectations NI-Needs Improvement (on annual reviews only) UN-Unsatisfactory (on probationary reviews only) NextBack Completing the Performance Review Click the Next button 

25. NextBack When selecting an UN-Unsatisfactory rating, a warning box appears verifying that you want to select an unsatisfactory rating. Completing the Performance Review Click the Next button 

26. NextBack When a supervisor selects the “UN-Unsatisfactory” rating, the performance review becomes unavailable to the employee and the supervisor has read-only access. The supervisor will be required to work with their agency’s HR Office in completing this process off-line. Once the agency’s HR Office appointing authority has certified the review, both the employee and supervisor will have read-only access to the review in the performance management system. Completing the Performance Review Click the Next button 

27. This concludes the Completing the Performance Review section of the Performance Management System Tutorial for Managers. If you have any questions on this section please contact your agency’s Human Resources Office or Performance Management Liaison. NextBack To exit this section, click the button in the upper right corner of your web browser

28. Navigation Instructions Returns you to the first page of the tutorial you are in Will take you to the navigation instructions Next Back Takes you to the first screen of the tutorial section you are in Takes you to the previous screen Takes you to the next screen Takes you to the last screen of the tutorial section you are in Most screens will have some animation. When the animation is complete, you will be prompted to click on a button. These navigation buttons will show at the bottom of each screen in the tutorial Back Click the Back button 