Create Annual Performance Document (APA)


Concept

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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