12_21_15_Create Annual Performance Document (APA)

In this topic you will go through the steps for creating the annual performance 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 Create Documents menu.

   Step 6

7. Note: 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 7

8. In this example, only 1 of Deborah's team members is a Supervisor. The remaining 6 are non-manager employees.

   Step 8

9. Click the Select All link.

   Step 9

10. Click the Select checkbox to deselect Ginger Lockhart.

    Step 10

11. Click the Continue button.

    Step 11

12. Click in the Period Begin Date field.

    Step 12

13. a valid value
     e.g.
    Enter
     "01/01/2016"
     into the Period Begin Date field.
    Step 13

14. Click in the Period End Date field.

    Step 14

15. a valid value
     e.g.
    Enter
     "12/31/2016"
     into the Period End Date field.
    Step 15

16. Click the Document Type drop-down list.

    Step 16

17. Click the Annual Performance Appraisal list item.

    Step 17

18. Click the Template drop-down list.

    Step 18

19. Click the Annual Perform Appraisal- Empl list item.

    Step 19

20. Click the Create Documents button.

    Step 20

21. Click the Create Documents link.

    Step 21

22. Click the Select checkbox for Ginger Lockhart.

    Step 22

23. Click the Continue button.

    Step 23

24. Click in the Period Begin Date field.

    Step 24

25. a valid value
     e.g.
    Enter
     "01/01/2016"
     into the Period Begin Date field.
    Step 25

26. Click in the Period End Date field.

    Step 26

27. a valid value
     e.g.
    Enter
     "12/31/2016"
     into the Period End Date field.
    Step 27

28. Click the Document Type drop-down list.

    Step 28

29. Click the Annual Performance Appraisal list item.

    Step 29

30. Click the Template drop-down list.

    Step 30

31. Click the Annual Perform Appraisal - Mgr list item.

    Step 31

32. Click the Create Documents button.

    Step 32

33. Click the Current Documents link.

    Step 33

34. Click the Home link.

    Step 34

35. Click the Sign out link.

    Step 35

You have completed the steps for creating the annual performance document.

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