Create Annual Performance Document (APA)

In this topic you will go through the steps for creating the annual performance document.

Steps:

1. a valid value
    e.g.
   Enter
    "deborah.kiel"
    into the User ID field.
   Step 1

2. Click in the Password field.

   Step 2

3. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 3

4. Click the Sign In button.

   Step 4

5. Click the Main Menu button.

   Step 5

6. Click the Manager Self Service menu.

   Step 6

7. Click the Performance Management menu.

   Step 7

8. Click the Performance Documents menu.

   Step 8

9. Click the Create Documents menu.

   Step 9

10. Note: Managers are rated on 7 competencies and non-manager employees are rated on 5 competencies.

     

    To account for this difference, a separate manager performance document and employee performance document have been created.

     

    When creating the performance documents for your team, you will assign the manager and employee documents accordingly.

    Step 10

11. In this example, only 1 of Deborah's team members is a Supervisor. The remaining 6 are non-manager employees.

    Step 11

12. Click the Select All link.

    Step 12

13. Click the Select checkbox to deselect Ginger Lockhart.

    Step 13

14. Click the Continue button.

    Step 14

15. Click in the Period Begin Date field.

    Step 15

16. a valid value
     e.g.
    Enter
     "01/01/2016"
     into the Period Begin Date field.
    Step 16

17. Click in the Period End Date field.

    Step 17

18. a valid value
     e.g.
    Enter
     "12/31/2016"
     into the Period End Date field.
    Step 18

19. Click the Document Type drop-down list.

    Step 19

20. Click the Annual Performance Appraisal list item.

    Step 20

21. Click the Template drop-down list.

    Step 21

22. Click the Annual Perform Appraisal- Empl list item.

    Step 22

23. Click the Create Documents button.

    Step 23

24. Click the Create Documents link.

    Step 24

25. Click the Select checkbox for Ginger Lockhart.

    Step 25

26. Click the Continue button.

    Step 26

27. Click in the Period Begin Date field.

    Step 27

28. a valid value
     e.g.
    Enter
     "01/01/2016"
     into the Period Begin Date field.
    Step 28

29. Click in the Period End Date field.

    Step 29

30. a valid value
     e.g.
    Enter
     "12/31/2016"
     into the Period End Date field.
    Step 30

31. Click the Document Type drop-down list.

    Step 31

32. Click the Annual Performance Appraisal list item.

    Step 32

33. Click the Template drop-down list.

    Step 33

34. Click the Annual Perform Appraisal - Mgr list item.

    Step 34

35. Click the Create Documents button.

    Step 35

36. Click the Current Documents link.

    Step 36

37. Click the Home link.

    Step 37

38. Click the Sign out link.

    Step 38

You have completed the steps for creating the annual performance document.

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