SEXTANT APPRAISAL PROCESS AS MANAGER October 2010 Page 2 Summary Introduction Sextant The appraisal process Chapter 1 : How to access and use Sextant for the Appraisal process ? Chapter 1.1 : Access to the appraisal processAccess to the appraisal process Chapter 1.2 : Visualise and print the appraisal formVisualise and print the appraisal form Chapter 1.3 : Consult appraisals historyConsult appraisals history Chapter 2 : Use as manager level 1 Chapter 2.1 : Fill in the appraisal formFill in the appraisal form Chapter 2.2 : Send the form to the employeeSend the form to the employee Chapter 2.3 : Send the form to the manager level 2Send the form to the manager level 2 Chapter 3 : Use as manager level 2 Chapter 3.1 : Fill in the Global Appraisal Fill in the Global Appraisal Chapter 3.2 : Close the appraisal process : send it to Human Resources Department Chapter 4 : Additional information Chapter 4.1 : IconsIcons Chapter 4.2 : TermsTerms Chapter 4.3 : Achievement levelAchievement level Chapter 4.4 : Skills levelSkills level Click on a link to access to the corresponding heading Page 3 Sextant Get an overview of your team Communicate in real-time ESSMSS A modern tool to monitor your employees appraisals Introduction Access to statistics Visualise the appraisal history for each employee Page 4 The appraisal process Print the form Prepare your interview Appraisal interview Fills in the form Envoi du document au M+1 Adds a comment and completes the global appraisal sending Add a comment HR Department Exploitation Action plan with the manager Status 1Status 2 Status 3 Status 4 Appraisee and appraiser Appraisee Manager level 1 Manager level 2 Status 0 : Appraisal criteria are loaded Status 1 : Sent by the employee to the manager level 1 Status 2 : Sent by manager level 1 back to the employee Status 3 : Sent to the manager level 2 Status 4 : Appraisal closed by the manager level 2 Status 0 Appraisal year+1 Introduction M+2 M+1 Employee Chapter 1 : How to access and use Sextant for the Appraisal process ? Page 6 Access to the appraisal process Connect you on your MSS (Manager Self Service): https://sextant.cma-cgm.com Choose your language on the right-hand column Type your Username and your Password Chapter 1.1 Click here to access to your Manager Self Service Page 7 Visualise and print the appraisal form Click on the link Current appraisals for my depending on your position as a manager level 1 or level 2 You will get your employees list (M-1; M-2) Click on one of them Click on the printer icon to visualize the form Click on the printer icon to print the form Chapter 1.2 Page 8 Consult appraisals history Click on Appraisals history You will get your employees list Click on one of them You will access to the former appraisals : Chapter 1.3 Chapter 2 : Use as manager level 1 Page 10 Fill in the appraisal form You have to make an action on a highlighted line For more information about the terminology used in the appraisal form : click here (terms, icons, objective level, skills level)lick here Chapter 2.1 Page 11 Fill in the appraisal form 1 st Step : Check all appraisal steps and complete the different fields Use the pencil icon to make a comment Chapter 2.1 Click on the pencil icon to modify or complete a line Page 12 Fill in the appraisal form 2 nd Step: Validate the training requests made by an employee Come back to the main menu : Click on Validate Training Requests Chapter 2.1 Page 13 Fill in the appraisal form 3 rd Step: Validate the training requests made by an employee You can use a filter Tick approve or reject Click here to save 1) 2) Chapter 2.1 Page 14 Fill in the appraisal form 4 th Step: You can also make a training request for your employees Click on the icon Chapter 2.1 To help you: Training tutorial Page 15 Fill in the appraisal form Use Not applicable for a new employee You have to specify the global appraisal Add a comment Click here Click here to save 5 th Step: Fill in the Global appraisal Chapter 2.1 Page 16 Send the form to the employee Only once you have finished to fill in the form and the global appraisal Click on appraise to send the form back to him/her Chapter 2.2 Page 17 Send to the manager level 2 Click on M+2 to send to manager level 2 Chapter 2.3 The employee reads, adds a comment and sends the form back to you You can do many round-trip When you dont have anymore comments to make You can send the form to the M+2 Chapter 3 : Use as manager level 2 Page 19 Fill in the Global Appraisal You have to make an action on the highlighted line Chapter 3.1 Page 20 Fill in the Global Appraisal Click here to fill in the section Add your comment here Click to save Chapter 3.1 Page 21 Close the appraisal process : send it to the Human Resources Department Once you have filled in the global appraisal You have to send the form to the HR Department Click here Chapter 3.2 Chapter 4 : Additional Information Page 23 Icons Chapitre 3 Add a new item Modify an item Delete an item Save the data capture You can modify what you filled in previously. This icon is located at the end of each line. You can delete an item whenever you like. When you create or modity an item, you have to save it by clicking on this icon. Chapitre 3Chapter 2.1 You are allowed to create a new item : objective, skill, mobility wish () Page 24 Terms For an objective: The weight of an objective The total has to be 100% in the global appraisal The % of achievement indicates the objective reached percentage Resource: human, technical () means The timeline: in month (0-12) Measurement: which criteria is used to evaluate if the objective is reached For a skill: Actual Level: by mutual agreement with your manager, indicate your actual level Required level for the job: identified with your manager Development area: indicate your needs in training, tutoring Chapter 4.2 Page 25 Objective level Chapter 4.3 Outstanding: >= 121% achieved Above average: between 106% and 120% Satisfactory: between 86% and 105% Below average: between 71% and 85% Does not meet requirements: between 1% and 70% Not Applicable: 0 Page 26 Skills level Level 5 = Referent Level 4 = Shows systematically Level 3 = Shows regularly Level 2 = Shows partially Level 1 = Uses seldom Level 0 = Not applicable Chapter 4.4