12_21_15_Reviewing and Updating PIP Documents

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

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. 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 7

8. Click the NICOLE EDWARDS link.

   Step 8

9. Click the Add Goal link.

   Step 9

10. Click in the Title field.

    Step 10

11. a valid value
     e.g.
    Enter
     "IT Skills"
     into the Title field.
    Step 11

12. Click in the Description field.

    Step 12

13. Enter "Develop SQL skills" into the Description field.

    Step 13

14. Click the Add button.

    Step 14

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

    Step 15

16. Click in the Manager Comments field.

    Step 16

17. Enter "SQL will be reviewed" into the Manager Comments field.

    Step 17

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

    Step 18

19. Click in the Manager Comments field.

    Step 19

20. a valid value
     e.g.
    Enter
     "SQL will be reviewed"
     into the SQL field.
    Step 20

21. Click the Share with Employee button.

    Step 21

22. Click the Confirm button.

    Step 22

23. Notice the green check mark that indicates the comments were shared successfully with the employee.

    Step 23

24. Click the Home link.

    Step 24

25. Click the Sign out link.

    Step 25

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

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