12_21_15_Finalizing the Criteria of the PIP Document

In this topic, you will go through the steps of finalizing the criteria and adding an update to an employee's PIP document.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the HCM Systems menu.

   Step 2

3. Click the Manager Self Service menu.

   Step 3

4. Click the Performance Management menu.

   Step 4

5. Click the Performance Documents menu.

   Step 5

6. Click the Current Documents menu.

   Step 6

7. Click the NICOLE EDWARDS link.

   Step 7

8. Click the Expand link.

   Step 8

9. Click the Vertical scrollbar to navigate down the page.

   Step 9

10. Click the Edit Details button.

    Step 10

11. The Edit Goal page is used to add any updates to the PIP document. In this example the manager adds that the employee will attend a class to improve their skill.

    Step 11

12. Click in the Description field.

    Step 12

13. Enter "Plans on attending a SQL class." into the Description field.

    Step 13

14. Click the Update button.

    Step 14

15. Click the Complete button.

    Step 15

16. Click the Confirm button.

    Step 16

17. Notice the green check mark indicating the criteria has been finalized.

    Step 17

18. Click the Home link.

    Step 18

19. Click the Sign out link.

    Step 19

You have completed the steps of finalizing the criteria and adding an update to an employee's PIP document.

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