Completing the Annual Performance Appraisal (Managerial Employee with Direct Reports)

In this topic, you will rate yourself on 7 competencies, enter comments to support your rating, and submit the evaluation for review and approval.

Steps:

1. a valid value
    e.g.
   Enter
    "ginger.lockhart"
    into the User ID field.
   Step 1

2. Click in the Password field.

   Step 2

3. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 3

4. Click the Sign In button.

   Step 4

5. Click the Main Menu button.

   Step 5

6. Click the Self Service menu.

   Step 6

7. Click the Performance Management menu.

   Step 7

8. Click the My Performance Documents menu.

   Step 8

9. Click the Current Documents menu.

   Step 9

10. Click the Annual Performance Appraisal link.

    Step 10

11. Notice the steps instructing the employee to complete the self evaluation by 12/26/15.

    Step 11

12. In this example, the indicator is yellow indicating the self evaluation is not complete.

     

    The indicator will turn green when the self evaluation is complete.

    Step 12

13. Click the Expand link to view all the competency details for this evaluation.

    Step 13

14. Click the Vertical scrollbar to move down the page.

    Step 14

15. Note: The weight for the first 6 competencies defaults to 15% and the 7th competency to 10%. This is the required distribution for all 7 competencies. Do not change these values.

     

    Begin by entering your rating and comments for each competency.

    Step 15

16. Click the Employee Rating drop-down list.

    Step 16

17. Click the Meets Standards list item.

    Step 17

18. Click in the Employee Comments field.

    Step 18

19. It is recommended that you enter comments to support each of your ratings. In the CONNECT system, you will type your comments into the Comments field.

     

    For the purposes of training however, comments to support this rating have been entered for you.

    Step 19

20. Click the Vertical scrollbar to move down the page.

    Step 20

21. Click the Employee Rating drop-down list.

    Step 21

22. Click the Exceeds Standards list item.

    Step 22

23. Click in the Employee Comments field.

    Step 23

24. Comments to support this rating have been entered for you.

    Step 24

25. Click the Vertical scrollbar to move down the page.

    Step 25

26. Click the Employee Rating drop-down list.

    Step 26

27. Click the Exceeds Standards list item.

    Step 27

28. Click in the Employee Comments field.

    Step 28

29. Comments to support this rating have been entered for you.

    Step 29

30. Click the Vertical scrollbar to move down the page.

    Step 30

31. Click the Employee Rating drop-down list.

    Step 31

32. Click the Meets Standards list item.

    Step 32

33. Click in the Employee Comments field.

    Step 33

34. Comments to support this rating have been entered for you.

    Step 34

35. Click the Vertical scrollbar to move down the page.

    Step 35

36. Click the Employee Rating drop-down list.

    Step 36

37. Click the Exceeds Standards list item.

    Step 37

38. Click in the Employee Comments field.

    Step 38

39. Comments to support this rating have been entered for you.

    Step 39

40. Click the Vertical scrollbar to move down the page.

    Step 40

41. Click the Employee Rating drop-down list.

    Step 41

42. Click the Meets Standards list item.

    Step 42

43. Click in the Employee Comments field.

    Step 43

44. Comments to support this rating have been entered for you.

    Step 44

45. Click the Vertical scrollbar to move down the page.

    Step 45

46. Click the Employee Rating drop-down list.

    Step 46

47. Click the Exceeds Standards list item.

    Step 47

48. Click in the Employee Comments field.

    Step 48

49. Comments to support this rating have been entered for you.

    Step 49

50. Click the Calculate Rating button in the Competencies Summary section.

    Step 50

51. Notice the overall rating was automatically calculated based on the ratings you assigned to each competency.

    Step 51

52. Click in the Employee Comments field.

    Step 52

53. Comments to support the overall rating have been entered for you.

    Step 53

54. Click the Save button.

    Step 54

55. Click the Complete button.

    Step 55

56. Click the Confirm button.

    Step 56

57. Notice the indicator is green indicating you have completed the self evaluation.

    Step 57

58. Click the View link.

    Step 58

59. Click the Expand link.

    Step 59

60. Notice you can view the section details but cannot edit these details since it was submitted to your manager for review.

    Step 60

61. Click the Vertical scrollbar to move down the page.

    Step 61

62. Review the remaining details as desired.

    Step 62

63. Click the Home link.

    Step 63

64. Click the Sign out link.

    Step 64

You have completed the topic "Completing the Annual Performance Appraisal (Employee with Direct Reports)".

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