User Guide. eperformance Template 1 Employee Acknowledgement General Staff Performance Review

Transcription

1 User Guide eperformance Template 1 Employee Acknowledgement General Staff Performance Review

2 Brief Document Description Overview eperformance has been created to streamline the performance review business process. This User Guide explains how an Employee can complete their component of an eperformance review using Template 1. About this Business Process This eperformance process has been developed to replace the previous paper based forms for annual performance review. Preparing for an annual performance review Consider what you have achieved throughout the previous year. Consider your goals and objectives for the forthcoming year. Consider development and training you would like to undertake in the forthcoming year. Meet with your manager/supervisor to discuss your annual performance review. Guidelines for using eperformance The following guidelines have been developed for employees when their annual performance review has been initiated by their manager/supervisor. Logging into eperformance Log in via the Staff Portal>My Staff Page. Navigating through eperformance My Staff Page will open on the Time and Absence page. Click on the down arrow and select Performance. Follow the steps provided in this User Guide. Session Timeouts Your session will time out after 240 minutes of inactivity. Signing out of eperformance To sign out, click on the Assistance in using eperformance on the top right hand corner of your screen and select Sign Out. For further assistance in using eperformance, please contact AskHR on (07) and select option #4. 2 P age

3 Template 1 Workflow Manager/Supervisor initiates online performance review Manager/Supervisor reviews the auto populated Position Description in Section 10 Attachments (consults with HR Adviser if Position Description needs to be updated) Manager/Supervisor completes and saves Sections 1 3 (Print saved document to take to face-to-face meeting) Manager/Supervisor and employee meet face-to-face to discuss: Previously completed Sections 1 3; and Sections 4 (Goals and Objectives) and 5 (Development and Training) Manager/Supervisor enters outcome from discussion into Sections 4 and 5; Manager/Supervisor completes Section 6; and Shares online performance review with Employee Employee reviews completed Manager/Supervisor s evaluation and: Acknowledges that they have read and understood the University Code of Conduct; and Acknowledges completion of Annual Fire Safety Training and any other Health and Safety training required by their work area The employee Acknowledges their performance review and includes their comments The review is now complete and is accessible via Historical Documents for the Manager/Supervisor and Employee 3 P age

4 Steps Step 1 Step 2 Step 3 Step 4 Face-to-face meeting with Manager/Supervisor Log in to My Staff Page via the Staff Portal Complete your sections of the online performance review Acknowledge and submit your comments Step 1 Face-to-face meeting with Manager/Supervisor When your Manager/Supervisor has completed Sections 1 3 of your online performance review, a face-to-face meeting will be organised. In this meeting you will discuss Sections 1 3, as well as Section 4 (Goals and Objectives) and Section 5 (Development and Training). After this meeting, your Manager/Supervisor will complete Sections 4 and 5 and 6 (Supervisor Overall Comments on Performance). Your Manager/Supervisor will then Share the online performance form with you for review and comment. Step 2 Login to the My Staff Page via the Staff Portal Open the Griffith Home Page. Click on Staff Portal in the top right hand corner of the screen. Log into the Staff Portal using your Griffith ID and Password. 4 P age

5 The Staff Portal Page displays. My Staff Page can be accessed in two locations within the Staff Portal. The first location is by clicking on My Staff Page under Key Services. Alternatively you can select Employment from the left hand side navigation menu, and click My Staff Page under Human Resource Management. After logging into My Staff Page, the Home Screen will appear. You will then need to select the Performance tile. 5 P age

6 The layout of the Performance dashboard page has changed. The new page is divided into two sections. Left hand menu - lists all the menu items under each main heading. The right hand screen - provides functionalities of the menu item chosen on the left hand screen. Under My Performance menu, select My Performance Review Select the online performance review from the My Current Documents listing. 6 P age

7 As an employee, you can also review your attached Position Description by selecting the attachment at the bottom of the performance document. Step 3 Complete your sections of the online performance review You will answer the following mandatory questions and then select Complete to finalise your selfevaluation: Code of Conduct to confirm that you have read, understood and abide by the University Code of Conduct; Online Training confirm that you have completed the Annual Fire Safety training and any other Health and Safety Training required within your work area. You will now confirm that you have completed your evaluation. 7 P age

8 The following message will appear confirming you have completed your self-evaluation. After receiving the message that You have successfully completed your evaluation, you will need to reload the evaluation page. To complete this; select the cog above Absence/Profile Info and select Reload. Step 4 Acknowledge and submit your comments On completion of your performance review meeting and subsequent review of your manager/supervisor comments on-line you are now ready to perform the final step of this process and Acknowledge this evaluation. Repeat Step 1 above to access your performance review. To Acknowledge your self-evaluation on the left pane under Review Manager Evaluation you will see Acknowledge. Select by clicking the Acknowledge link as shown below. The following screen will open where you will Click Acknowledge found on the top right hand side of the screen. 8 P age

9 A Confirm Review Action message prompt will now open where you can click Confirm if you are ready to add your final comments. Once the Confirmation Employee Acknowledgement screen opens you can add your final comments (if you wish) and click save. Once saved your Manager\Supervisor will receive a message advising them of this acknowledgement and the record will be placed within Historical Documents for later historical access. Should you wish to log off at this stage then select Sign Out from the in the drop-down menu. This can be found in the top right hand corner of the screen, by selecting the icon of 3 horizontal bars as shown in the below image. Further information hrservices@griffith.edu.au Phone: P age