employee role note: screen displays may differ slightly ... · completing the annual performance...
TRANSCRIPT
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
EMPLOYEE ROLE
Note: screen displays may differ slightly from the ones shown in this tutorial.
Legend:
Blue rectangle callouts indicate
instructions to user
Orange rounded rectangle callouts
indicate information for user
Red boxes draw attention to item inside
1 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
To complete your performance appraisal, click on Home>Scheduled Tasks.
Click Scheduled Tasks to begin.
2 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
STEP ONE: Opening the appraisal.
You will see at least your own performance appraisal; you may see more if you are a supervisor of staff employees. Click on the appraisal that does not have a name attached to it.
Click on your appraisal. It will not have a name
attached.
Optional: Check the box to view
completed/expired tasks.
3 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
A quick overview. Stacked tasks are opened after the previous task is complete.
4. Click to Get Started.
2. Open circle means this
step still needs to be completed.
1. Instructions for employee,
supervisor, or both.
3. Blue box indicates step you
are in.
4 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Optional Step: Complete Employee’s Self Evaluation inputs.
Optional: Complete the inputs for the Self Evaluation here if your supervisor has requested you to do so. 5
Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
After completing, click Save and Continue to get to the Summary page. Or if you need to complete it at another time, click Save and Exit.
Click Save and Continue or Save
and Exit.
6 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Step Two: Submit the Self Evaluation for Manager Review.
Click Submit if your inputs are
complete.
7 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Step Three: Once you submit your self-evaluation inputs, the supervisor can complete his or her manager review.
Next Steps:
• Supervisor completes manager review inputs. • Employee and Supervisor meet (Review Meeting) to review appraisal. • Supervisor acknowledges Review Meeting is complete with signature.
Indicates this step is complete.
8 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Once your supervisor acknowledges the Review Meeting, you will receive an email telling you to go to the next step in the process, the Employee Acknowledgment. At this point, you should be able to see the ratings you received during the Review Meeting as discussed with your supervisor.
9 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Step Four: Acknowledge the Appraisal
Click Scheduled Tasks to return to
review.
10 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Click on review.
11 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Click Get Started.
Step you are in now.
12 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Click Next to move through appraisal.
13 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Appraisal factors and comments display here.
14 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Scroll down to see all comments.
Click Save and Continue.
15 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Review the development plan.
Click Save and Continue.
16 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Click to reveal ratings insights.
17 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Rating scale insight.
Click to Close.
18 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Click Next.
19 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Read the paragraph above carefully prior to signing.
1. Click to Acknowledge
Review Meeting.
2. Click to Sign.
20 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
You may redo the acknowledgment signature date prior to submitting if necessary.
Click to Submit.
21 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Click Submit.
22 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.
COMPLETING THE ANNUAL PERFORMANCE APPRAISAL IN TALENT MANAGEMENT—EMPLOYEE ROLE
Appraisal is complete. You may print a copy of the appraisal for your records by clicking on Options in the upper right corner, but Talent Management will retain a permanent copy of all appraisals.
23 Although the 2015 appraisals are displayed for this tutorial, you will complete the instructions for the current year appraisal period.