performance evaluation online application presentation

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1 Division of Human Resources Performance Evaluation Online Application

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Page 1: Performance Evaluation Online Application Presentation

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Division of Human Resources

Performance Evaluation Online Application

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Add Update Agency group: this group can add, inquire and update performance evaluations for their agency.

Inquire Agency group: this group has inquire only access to their agency performance evaluations.

The State Controller’s Office (SCO) will be your security contact to add and delete users to these groups. Current members of the PE group or agency directors will need to email SCO with requests to add or delete users at the following address:

[email protected]

ACCESS TO THE DHR PERFORMANCE EVALUATION APPLICATION

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By logging onto SCO’s Online Applications, you will find the DHR Performance Evaluation link on the Application

Selection Menu. This is where you will go to add, inquire and update performance evaluations into the system for justification of personnel actions such as

merit increases, bonuses and completion of probation. (Note: Supervisors will continue to use the Employee

Appraiser software to create performance evaluations.)

LOCATION OF DHR PERFORMANCE EVALUATION APPLICATION

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ADD UPDATE AGENCY GROUP

Select your agency from the drop down box, click Inquire to see a list of all your active employees and those who have

terminated within the past 365 days with their current evaluations. You may also inquire by selecting your

agency code and entering the employee’s SSN and click Inquire.

Inquire Performance Evaluation

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INQUIRE PERFORMANCE EVALUATIONS

You can click on an employee’s name to display

a complete list of all their performance evaluations in the system. You can click on comment to view the

documentation.

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UPDATE PERFORMANCE EVALUATION

Choose the evaluation to update by clicking on the employee’s name. This window can be moved by placing your cursor in the box, left clicking your mouse and holding

and dragging. All fields can be edited except for beginning and ending dates.If you are changing the rating level, please insure the supervisor discusses and

shares with the employee a copy of the revised evaluation.

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UPDATE PERFORMANCE EVALUATION

If dates are incorrect, you must delete and add a new evaluation. Before you delete the evaluation with the incorrect

dates, you can print a copy to know the rating level for that evaluation.

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ADD PERFORMANCE EVALUATION

To add an evaluation you must enter the employee’s social security number in the box provided. Click

Add to add an evaluation.

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ADD PERFORMANCE EVALUATION

Once you have clicked Add you will be able to enter the information

needed to complete the evaluation. Enter the

evaluation dates in the following format:

mm/dd/yyyy. The PCN, Class Code and Class

Title will be populated with the employee’s current information. To change

these fields you can click on the plus (+) button to

the right of the box.

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ADD PERFORMANCE EVALUATION

After you have clicked on the plus (+) button, a new box will be displayed allowing you to enter in the correct information. After clicking the Submit button, changes appear to happen immediately. However, the evaluation is not in the IPOPS system until the following day. (Classified merits and short-

term merits cannot be submitted until there is a current satisfactory evaluation in the IPOPS system.)

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INQUIRE AGENCY GROUP

Inquiry Agency Group members have access to view performance evaluations for their agency but do

not have access to add, edit or delete. Click on the agency drop down box to select your agency

number, then click Inquire to display a list of your agency

employees. You also have the option of entering in the SSN to display a specific employee.

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INQUIRE AGENCY GROUP

Click on the employee’s name to display all the

performance evaluations in the system for that

employee.

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INQUIRE AGENCY GROUP

Individual evaluations can be opened by clicking on

the employee’s name.

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DHR PERFORMANCE EVALUATION ONLINE

APPLICATION

The IPOPS edits for a current satisfactory performance evaluation in the system for classified merit increases and short-term merit increases will continue to be in effect with this application.

If you have any questions or comments, please contact DHR at 334-3900 or email [email protected] .