In this topic you will go through the steps for creating the annual performance document.
Steps:
Click in the Password field.
Step 2Click the Sign In button.
Step 4Click the Main Menu button.
Step 5Click the Manager Self Service menu.
Step 6Click the Performance Management menu.
Step 7Click the Performance Documents menu.
Step 8Click the Create Documents menu.
Step 9Note: 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 10In this example, only 1 of Deborah's team members is a Supervisor. The remaining 6 are non-manager employees.
Step 11Click the Select All link.
Step 12Click the Select checkbox to deselect Ginger Lockhart.
Step 13Click the Continue button.
Step 14Click in the Period Begin Date field.
Step 15Click in the Period End Date field.
Step 17Click the Document Type drop-down list.
Step 19Click the Annual Performance Appraisal list item.
Step 20Click the Template drop-down list.
Step 21Click the Annual Perform Appraisal- Empl list item.
Step 22Click the Create Documents button.
Step 23Click the Create Documents link.
Step 24Click the Select checkbox for Ginger Lockhart.
Step 25Click the Continue button.
Step 26Click in the Period Begin Date field.
Step 27Click in the Period End Date field.
Step 29Click the Document Type drop-down list.
Step 31Click the Annual Performance Appraisal list item.
Step 32Click the Template drop-down list.
Step 33Click the Annual Perform Appraisal - Mgr list item.
Step 34Click the Create Documents button.
Step 35Click the Current Documents link.
Step 36Click the Home link.
Step 37Click the Sign out link.
Step 38You have completed the steps for creating the annual performance document.