Finalizing the Criteria of the PIP Document

In this topic you will go through the steps of finalizing the criteria and adding an update to an employee's PIP document.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "mary.abrams"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Manager Self Service menu.

   Step 7

8. Click the Performance Management menu.

   Step 8

9. Click the Performance Documents menu.

   Step 9

10. Click the Current Documents menu.

    Step 10

11. Click the NICOLE EDWARDS link.

    Step 11

12. Click the Expand link.

    Step 12

13. Click the Vertical scrollbar to navigate down the page.

    Step 13

14. Click the Edit Details button.

    Step 14

15. The Edit Goal page is used to add any updates to the PIP document. In this example the manager adds that the employee will attend a class to improve their skill.

    Step 15

16. Click in the Description field.

    Step 16

17. Enter "Plans on attending a SQL class." into the Description field.

    Step 17

18. Click the Update button.

    Step 18

19. Click the Complete button.

    Step 19

20. Click the Confirm button.

    Step 20

21. Notice the green check mark indicating the criteria has been finalized.

    Step 21

22. Click the Home link.

    Step 22

23. Click the Sign out link.

    Step 23

You have completed the steps of finalizing the criteria and adding an update to an employee's PIP document.

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