gov-ug-mgr - how to complete an interim … county/forgov/resources/gov-ug-mgr...gov: opm - how to...
TRANSCRIPT
![Page 1: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/1.jpg)
1
GOV:OPM–HOWTOCOMPLETEANINTERIMAPPRAISALUSINGAPIPQUESTIONNAIRE
SummaryInthismoduleyouwilllearnhowtocompleteaninterimappraisalusingaPIP(orperformanceimprovementplan)questionnaire.
Steps1. WelcometothetrainingmoduleformanagersonHowtoCompleteanInterimAppraisal
UsingaPIPQuestionnaire!
2. We’restartingattheHomepage.First,selectGOVManagerSelf-Service.
![Page 2: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/2.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
2
NOTES 3. Then,selectPerformanceManagement.
4. ThePerformanceManagementTaskListpagedisplays.Forthisscenario,you’recreatinganinterimperformanceappraisalforanunderperformingemployee.SelectCreateStandardAppraisal.
![Page 3: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/3.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
3
NOTES 5. TheCreateStandardAppraisal:PeopleinHierarchypagedisplays.Thispagedisplaysalistofyourdirectreports.Forthisscenario,youwillappraiseemployee,SamanthaSupervisor.Tobeginthethree-stepappraisalprocess,selecttheActioniconfortheemployeebeingappraised.
6. Then,selecttheAppraisalPurposedrop-downmenu.
7. SelectInterimAppraisalasthepurposeofthisappraisal.
![Page 4: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/4.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
4
NOTES 8. SelectthePeriodStartDatefield.
9. Youcanusethepop-upcalendartoselecttheperiodstartdate,oryoucantypethedateinmanually.Typetheperiodstartdate,“02/01/2017.”
10. Now,selectthePeriodEndDatefield.
![Page 5: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/5.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
5
NOTES 11. Youcanusethepop-upcalendartoselecttheperiodenddate,oryoucantypethedateinmanually.Typetheperiodenddate,“6/30/2017.”
12. SelecttheSearchiconacrossfromtheTemplatefieldtochoosetheappraisalcriteria.
13. TheSearchandSelect:Templatepop-upwindowdisplays.SelectGotolocateappraisaltemplateoptions.
![Page 6: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/6.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
6
NOTES 14. ChooseyourdesiredtemplatebyselectingtheassociatedQuickSelecticon.Inthisscenario,selecttheQuickSelecticonfor“InterimAppraisal.”
15. Withtheappropriatetemplatechosen,selectNext.
![Page 7: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/7.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
7
NOTES 16. ForStep2oftheappraisalprocess,theCreateStandardAppraisal:Overviewpagedisplays.Thispagedisplaystheselectedtemplate'slistofcorecompetencies.YoumayselectAddCompetenciestoidentifyjobcompetenciestoaddtothelistofcorecompetencies.Scrolldownthepagetoselecttheemployee’sperformanceratingsforthecompetencies.
17. Forthisscenario,selectthePerformanceRatingdrop-downmenufor“CoreCommunication.”
![Page 8: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/8.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
8
NOTES 18. Select0-DoesNotMeetExpectationsbecausetheemployeeisunderperforminginthisscenario.
19. Selectadditionalperformanceratingsasneededforallcompetenciesbeingevaluated.
![Page 9: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/9.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
9
NOTES 20. Scrolldownthepagetoselectadditionalappraisaloptions.
21. YoucanallowothermanagementstafftoparticipateintheappraisalbyselectingAddParticipant.
22. TheAddParticipantpagedisplays.Now,selecttheParticipantNamefield.
![Page 10: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/10.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
10
NOTES 23. Enterthelastname,"Douglas."
24. Alistofparticipantsmatchingyoursearchresultsdisplays.Selectthenameoftheadditionalparticipant.
25. Theparticipant’snamepopulatestheParticipantNamefield.TheParticipationTypefieldallowsyoutoselecttheparticipant’sroleinyouremployee’sappraisal.Forthisscenario,theparticipationtypeis“Reviewer.”SelectApply.
![Page 11: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/11.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
11
NOTES 26. TheCreateStandardAppraisal:Overviewpagedisplays.Thistimethepagedisplaysthecompetencyperformanceratingsforallcompetenciesbeingevaluatedfortheemployee.Scrolldownthepagetoaddcommentsfortheadditionalparticipant.
27. IntheOverallRatingandCommentssection,selecttheOverallCommentsfield.
![Page 12: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/12.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
12
NOTES 28. Enterthecomment,“Therearesignificantissuesinperformanceatthistime.Pleasereviewquestionnaire.”
29. Then,selectCompleteQuestionnaire.
![Page 13: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/13.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
13
NOTES 30. TheAnswerQuestionnairepagedisplays.ThePIPQuestionnaireformappears.Itdocumentstherequiredplanofactionfortheemployee’sperformanceimprovement.Thisformmustbecompletedforanyemployeewhodoesnotmeetexpectationsforjobcompetencies.SelecttheEmployeeNamefield.
31. Nowyoucanaddinformationabouttheemployeewhoneedstheappraisal.Type“Samantha,”thefirstnameoftheemployeewhoisbeingappraised,intotheEmployeeNamefield.Then,goontocompletethequestionnaire.
![Page 14: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/14.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
14
NOTES 32. Then,selectApply.
33. TheCreateStandardAppraisal:Overviewpagedisplays.SelectNexttomovetoStep3.
![Page 15: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/15.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
15
NOTES 34. NoticethattheCreateStandardAppraisal:Reviewpagedisplays.Confirmyourperformanceratingselections.Then,selectApply.
35. TheMainAppraiserReviewpagedisplays,confirmingthatyourchangesasthemainappraiserhavebeensaved.Now,scrolldownthepage.
![Page 16: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/16.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
16
NOTES 36. Youmustactivatetheadditionalparticipanttoincludehisorherfeedbackinyouremployee’sappraisal.Selecttheadditionalparticipant.
37. Then,selectRequestFeedback.
![Page 17: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/17.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
17
NOTES 38. Now,selecttheNotificationMessagefield.
39. Enterthemessage,“PleasereviewInterimAppraisalandPIPQuestionnaire.Let’sdiscuss.”Thismessageismeantforyourappraisalparticipant.
40. Afterverifyingyourmessage,selectSubmit.
![Page 18: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/18.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
18
NOTES 41. TheMainAppraiserReviewpagedisplayswithanotificationthatyourparticipanthasbeennotified.SelectUpdateAppraisal.
42. TheUpdateStandardAppraisal:Overviewpagedisplays.Fromhereyoucanreviewtheemployee’sappraisalbeforesharingitwithhimorher.Scrolldownthepage.
![Page 19: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/19.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
19
NOTES 43. Afterfinalizingtheappraisal,youcanshareitwiththeemployee.SelectSharewithAppraisee.
44. TheShareAppraisalDetailswithAppraiseepagedisplays.Fromhereyoucanselecttheappraisalcomponentsthataresharedwiththeemployee,determineownershipoftheappraisal,anddecideiftheappraiseecanupdateorprovidefeedbackontheappraisal.Youcanalsoenteramessageregardingtheappraisalfortheemployee.SelecttheNotificationMessagetoAppraiseefield.
![Page 20: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/20.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
20
NOTES 45. Enteryourcomment,“Let’smeettodiscusstheInterimAppraisalandthePerformanceImprovementQuestionnaire.”
46. Then,selectSubmit.
![Page 21: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/21.jpg)
GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire
21
NOTES 47. TheConfirmationpagedisplays.Itnotifiesyouthattheappraisalhasbeensenttotheappraisee.Theemployee’sappraisalisfinished.SelecttheHomeicontoreturntotheHomepage.
48. YouhavecompletedthetrainingmoduleformanagersonHowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire.
![Page 22: GOV-UG-MGR - How to Complete an Interim … County/forGov/resources/GOV-UG-MGR...GOV: OPM - How to Complete an Interim Appraisal Using a PIP Questionnaire 2 NOTES 3. Then, select Performance](https://reader034.vdocument.in/reader034/viewer/2022042801/5aedee277f8b9a572b8c027e/html5/thumbnails/22.jpg)
22
Key Points and Best Practices