1. WGW update Aug 22 20071 FY-2007 EmpowHR Performance Summary Rating Process

2. WGW update Aug 22 20072 Suggested first Step and general overview: The Summary Rating process is much like the creation of the plan process. The module will time out if you take too long. It is suggested that you cut and past lengthy comments into the Comments or Standards fields from another document. The Summary Rating process invokes workflow to the Rating reviewer upon the clicking of the Save or Create Printable Form buttons. If you just print a plan after going into Summary Rating then a save of a blank rating may occur. If you just want to look at your employee’s existing plan or to print a Plan prior to doing the rating Go To Manager Self Service, Tasks, Performance and select Performance Plan, Existing Plan or Progress Review and print a plan from either of those menu items. The Summary Rating process will do the mathematical calculations based upon your ratings for each element. When done the Summary Rating process will generate a AD-435 and send the rating to NFC in early October saving your HR staff individual input of ratings.

3. WGW update Aug 22 20073 Manager initiates summary rating. Go to Manger Self Service, Tasks, Performance.

4. WGW update Aug 22 20074 Click on Summary Rating

5. WGW update Aug 22 20075 Select staff person and click New Rating to initiate a new rating.

6. WGW update Aug 22 20076 Click the Dropdown to find the performance plan that will be rated.

7. WGW update Aug 22 20077 Click the link to the plan.

8. WGW update Aug 22 20078 Click Add

9. WGW update Aug 22 20079 On the Summary Rating Tab you may add any comments in the Reviewer Comments Block. For very lengthy comments use the Comments block for general comments and then put specific Element comments under each Standard block. Do Not Click SAVE or Create Printable Form at this time.

10. WGW update Aug 22 200710 Click on the Elements and Standards tab.

11. WGW update Aug 22 200711 Click on the look up for each element to assign a rating.

12. WGW update Aug 22 200712 Click on the appropriate rating factor.

13. WGW update Aug 22 200713 When you have assigned a value for each element Click on the Summary Rating Tab again. DO NOT SAVE at this point.

14. WGW update Aug 22 200714 At this point you may click Save. The Summary Rating value will be assigned upon the SAVE. You may click Save or Click Create Printable Form. Either will save the plan and send it to the reviewer.

15. WGW update Aug 22 200715 Summary Rating Reviewer Process

16. WGW update Aug 22 200716 The Reviewer will get an email and worklist item to review a plan.

17. WGW update Aug 22 200717 Click on the worklist item

18. WGW update Aug 22 200718 Reviewer’s job is to review the rating given by the supervisor. Comments can be made. Click the Elements and Standards Tab to review the ratings for each elements. Do not Click SAVE or Print at this point.

19. WGW update Aug 22 200719 Review the element ratings. Change the rating if you so desire. Do not Click SAVE on this page but return to the Performance Appraisal Tab.

20. WGW update Aug 22 200720 Once you review the ratings. Click SAVE (If the ratings are prepared in August and early September you will see this message which you need to Click OK, then SAVE.)

21. WGW update Aug 22 200721 Review Process Completed

22. WGW update Aug 22 200722 Summary Rating Process Employee View

23. WGW update Aug 22 200723 Both the employee and the supervisor will get an email and worklist item once the reviewer concurs in the rating.

24. WGW update Aug 22 200724 The supervisor will get a worklist item.

25. WGW update Aug 22 200725 The employee will also get a worklist item.

26. WGW update Aug 22 200726 Employee’s purpose is to view the rating The employee may also add a comment on the rating. Do NOT click SAVE or Create Printable Form at this time. Click Elements and Standards to see the rating by element.

27. WGW update Aug 22 200727 After review of the elements return to the Summary Rating Tab. Do NOT click SAVE or Create Printable Form at this time.

28. WGW update Aug 22 200728 At this point you may click Save or Create Printable Form. That action will save the rating. If you added a comment a worklist item will go back to the supervisor for review. After you click Create Printable Form a View Document Link should appear where you may print your plan including the AD-435.

29. WGW update Aug 22 200729

30. WGW update Aug 22 200730 Supervisor View of Employee Comment

31. WGW update Aug 22 200731 If the employee added a Comment the Supervisor will get an email and worklist item to view the comment.

32. WGW update Aug 22 200732 Click on Worklist Item

33. WGW update Aug 22 200733

34. WGW update Aug 22 200734 End of Summary Rating Process