12_21_15_Managing Employee Performance Notes

In this topic, you will go through the steps of adding and reviewing performance notes on an employee's performance notes page.

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 Maintain Performance Notes menu.

   Step 5

6. Click in the Employee ID field.

   Step 6

7. a valid value
    e.g.
   Enter
    "000002738"
    into the Employee ID field.
   Step 7

8. Click the Add a New Note button.

   Step 8

9. Managers can use the Maintain Performance Notes page to record specific notes about their employees to use when performance evaluations are completed. Employees are unable to retrieve notes that their manager has entered about them; and managers are unable to retrieve notes that their employees have entered about them.

   Step 9

10. Click in the Subject field.

    Step 10

11. a valid value
     e.g.
    Enter
     "Overtime"
     into the Subject field.
    Step 11

12. Click in the Note Text field.

    Step 12

13. Enter the desired notes.

     

    For the purposes of this training topic, the notes have been entered for you.

    Step 13

14. Click the Save button.

    Step 14

15. Click the Return to Performance Note Selection link.

    Step 15

16. Click the Excel link to view additional notes for Elizabeth.

    Step 16

17. Click the Return to Performance Note Selection link.

    Step 17

18. Click the Home link.

    Step 18

19. Click the Sign out link.

    Step 19

You have completed the steps to adding and reviewing performance notes to an employee's performance notes page.

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