Managing Employee Performance Notes

In this topic you will go through the steps to adding and reviewing performance notes to an employee's performance notes page.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "deborah.kiel"
    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 Maintain Performance Notes menu.

   Step 9

10. Click in the Employee ID field.

    Step 10

11. a valid value
     e.g.
    Enter
     "000002738"
     into the Employee ID field.
    Step 11

12. Click the Add a New Note button.

    Step 12

13. Managers can use the Maintain Performance Notes page to record specific notes about their employees to use when performance evaluations are completed. Employees are unable to retrieve notes that their manager has entered about them; and managers are unable to retrieve notes that their employees have entered about them.

    Step 13

14. Click in the Subject field.

    Step 14

15. a valid value
     e.g.
    Enter
     "Overtime"
     into the Subject field.
    Step 15

16. Click in the Note Text field.

    Step 16

17. Enter the desired notes.

     

    For the purposes of this training topic, the notes have been entered for you.

    Step 17

18. Click the Save button.

    Step 18

19. Click the Return to Performance Note Selection link.

    Step 19

20. Click the Excel link to view additional notes for Elizabeth.

    Step 20

21. Click the Return to Performance Note Selection link.

    Step 21

22. Click the Home link.

    Step 22

23. Click the Sign out link.

    Step 23

You have completed the steps to adding and reviewing performance notes to an employee's performance notes page.

Table of Contents  Start Topic