Completing the Annual Performance Appraisal (Managerial Employee with Direct Reports)

In this topic, you will rate yourself on 7 competencies, enter comments to support your rating, and submit the evaluation for review and approval.

Steps:

1. a valid value
    e.g.
   Enter
    "ginger.lockhart"
    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 Self Service menu.

   Step 6

7. Click the Performance Management menu.

   Step 7

8. Click the My Performance Documents menu.

   Step 8

9. Click the Current Documents menu.

   Step 9

10. Click the Annual Performance Appraisal link.

    Step 10

11. Notice the steps instructing the employee to complete the self evaluation by 12/26/15.

    Step 11

12. In this example, the indicator is yellow indicating the self evaluation is not complete.

     

    The indicator will turn green when the self evaluation is complete.

    Step 12

13. Click the Expand link to view all the competency details for this evaluation.

    Step 13

14. Click the Vertical scrollbar to move down the page.

    Step 14

15. Click the Employee Rating drop-down list.

    Step 15

16. Click the Meets Standards list item.

    Step 16

17. Click in the Employee Comments field.

    Step 17

18. It is recommended that you enter comments to support each of your ratings. In the CONNECT system, you will type your comments into the Comments field.

     

    For the purposes of training however, comments to support this rating have been entered for you.

    Step 18

19. Click the Vertical scrollbar to move down the page.

    Step 19

20. Click the Employee Rating drop-down list.

    Step 20

21. Click the Exceeds Standards list item.

    Step 21

22. Click in the Employee Comments field.

    Step 22

23. Comments to support this rating have been entered for you.

    Step 23

24. Click the Vertical scrollbar to move down the page.

    Step 24

25. Click the Employee Rating drop-down list.

    Step 25

26. Click the Exceeds Standards list item.

    Step 26

27. Click in the Employee Comments field.

    Step 27

28. Comments to support this rating have been entered for you.

    Step 28

29. Click the Vertical scrollbar to move down the page.

    Step 29

30. Click the Employee Rating drop-down list.

    Step 30

31. Click the Meets Standards list item.

    Step 31

32. Click in the Employee Comments field.

    Step 32

33. Comments to support this rating have been entered for you.

    Step 33

34. Click the Vertical scrollbar to move down the page.

    Step 34

35. Click the Employee Rating drop-down list.

    Step 35

36. Click the Exceeds Standards list item.

    Step 36

37. Click in the Employee Comments field.

    Step 37

38. Comments to support this rating have been entered for you.

    Step 38

39. Click the Vertical scrollbar to move down the page.

    Step 39

40. Click the Employee Rating drop-down list.

    Step 40

41. Click the Meets Standards list item.

    Step 41

42. Click in the Employee Comments field.

    Step 42

43. Comments to support this rating have been entered for you.

    Step 43

44. Click the Vertical scrollbar to move down the page.

    Step 44

45. Click the Employee Rating drop-down list.

    Step 45

46. Click the Exceeds Standards list item.

    Step 46

47. Click in the Employee Comments field.

    Step 47

48. Comments to support this rating have been entered for you.

    Step 48

49. Click the Calculate Rating button in the Competencies Summary section.

    Step 49

50. Notice the overall rating was automatically calculated based on the ratings you assigned to each competency.

    Step 50

51. Click in the Employee Comments field.

    Step 51

52. Comments to support the overall rating have been entered for you.

    Step 52

53. Click the Save button.

    Step 53

54. Click the Complete button.

    Step 54

55. Click the Confirm button.

    Step 55

56. Notice the indicator is green indicating you have completed the self evaluation.

    Step 56

57. Click the View link.

    Step 57

58. Click the Expand link.

    Step 58

59. Notice you can view the section details but cannot edit these details since it was submitted to your manager for review.

    Step 59

60. Click the Vertical scrollbar to move down the page.

    Step 60

61. Review the remaining details as desired.

    Step 61

62. Click the Home link.

    Step 62

63. Click the Sign out link.

    Step 63

You have completed the topic "Completing the Annual Performance Appraisal (Employee with Direct Reports)".

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