Reviewing and Update PIP Documents


Concept

In this topic you will go through the steps to review and update a PIP document with a development goal.


Steps:

  1. Click in the User ID field.

    Step 1
  2. a valid value
     e.g.
    Enter
     "mary.abrams"
     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 Performance Documents menu.

    Step 9
  10. Click the Current Documents menu.

    Step 10
  11. The Current Performance Documents page lists all the performance documents for employees for which you are manager. The page lists the employee, the status of the document, and the dates associated with the document.

    Step 11

  12. Click the NICOLE EDWARDS link.

    Step 12
  13. Click the Add Goal link.

    Step 13
  14. Click in the Title field.

    Step 14
  15. a valid value
     e.g.
    Enter
     "IT Skills"
     into the Title field.

    Step 15
  16. Click in the Description field.

    Step 16
  17. Enter "Develop SQL skills" into the Description field.

    Step 17
  18. Click the Add button.

    Step 18
  19. Click the Vertical scrollbar to navigate down the page.

    Step 19
  20. Click in the Manager Comments field.

    Step 20
  21. Enter "SQL will be reviewed" into the Manager Comments field.

    Step 21
  22. Click the Vertical scrollbar to navigate down the page.

    Step 22
  23. Click in the Manager Comments field.

    Step 23
  24. a valid value
     e.g.
    Enter
     "SQL will be reviewed"
     into the SQL field.

    Step 24
  25. Click the Share with Employee button.

    Step 25
  26. Click the Confirm button.

    Step 26
  27. Notice the green check mark that indicates the comments were shared successfully with the employee.

    Step 27

  28. Click the Home link.

    Step 28
  29. Click the Sign out link.

    Step 29

You have completed the steps to review and update a PIP document with a development goal.

Table of Contents  Start Topic