How To Complete A Performance Evaluation - Group 12

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How to Complete a Performance Evaluation - Group 12 EmployeeCompleting a Performance Evaluation for Direct Reports1. After successfully authenticating and logging into PeopleSoft, your Employee SelfService homepage should displays as shown below. (Tiles displayed varydepending on role.)Note: In order to have access to MSS, you must meet the following requirements: You must have direct reports in PeopleSoft. You must have a Completed status for PeopleSoft Manager Self Service in your ELMMy Learning Page.Please consult with your Human Resources Department if you do not meet theabove requirements.Human Resources Shared ServicesPage 1 of 10Revised: March 20, 2018

2. Click on Employee Self Service at the top of the homepage to view the dropdownmenu.3. Select Manager Self Service from the dropdown menu.Human Resources Shared ServicesPage 2 of 10Revised: March 20, 2018

4. The Manager Self Service homepage should displays as shown below. (Tilesdisplayed vary depending on role.)5. Select the Manager Dashboard tile.Human Resources Shared ServicesPage 3 of 10Revised: March 20, 2018

6. On the Manager Dashboard, a list of evaluations is displayed under the Direct ReportsPerformance Documents Pagelet.7. Below are definitions of what each Critical Alert represents:Human Resources Shared ServicesPage 4 of 10Revised: March 20, 2018

8. To begin, click on the name of the employee you would like to evaluate.9. Verify that the correct template (type of evaluation) is attached. You must contact yourHuman Resources Department if this information is incorrect.Note: If you would like a review of each step before initiating the evaluation process, clickthe Overview hyperlink as a reference.Human Resources Shared ServicesPage 5 of 10Revised: March 20, 2018

10. You must define criteria at the beginning of the performance period. Once completed,select the Approve button.11. Click the Confirm button to continue.Human Resources Shared ServicesPage 6 of 10Revised: March 20, 2018

12. You will receive the following confirmation on your screen. The icon on thePerformance Process section will change from to .13. After you have defined criteria, you have the option to nominate participants foradditional input into this document. Please refer to the “How to Nominate aParticipant for Additional Input” Job Aid for more information.Human Resources Shared ServicesPage 7 of 10Revised: March 20, 2018

14. At the end of the evaluation period, return to the document to complete theevaluation. Click Expand All to view all fields. Then, select the type of evaluation fromthe dropdown.15. Proceed to populate all fields. Complete the appropriate sections and select a validrating value. All ratings above or below satisfactory require comments. If a section isnot applicable, select Non-Applicable. Click the Save button periodically to ensure nodata loss.Human Resources Shared ServicesPage 8 of 10Revised: March 20, 2018

16. After review, return to the document and click the Submit for approval button.17. Click the Confirm button to continue.Human Resources Shared ServicesPage 9 of 10Revised: March 20, 2018

18. You will receive the confirmation screen below. The icon on the PerformanceProcess section will change from to . In addition, the reviewer will receive an emailrequesting approval.Note: Once submitted, the reviewer must log into PeopleSoft and approve or deny thedocument. Once the reviewer makes a decision, the manager will receive notification viaemail.19. You must then enter the evaluation once again and click the Print icon. You mustthen meet with their employee and review the evaluation document. Ensure youobtain the appropriate signatures for the last page and submit the evaluation to yourHuman Resources Department.Human Resources Shared ServicesPage 10 of 10Revised: March 20, 2018

Human Resources Shared Services Page 5 of 10 Revised: March 20, 2018 8. To begin, click on the name of the employee you would like to evaluate. 9. Verify that the correct tem

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