Performance Management

Transcription

1 Performance Management Salaried Exempt Staff

2 Welcome to endeavor s online performance management function. To work, you and your supervisor must enter information at designated times throughout the year when alerted by an allemployee and/or system message from endeavor. To begin, loginto endeavor from insidend.nd.edu nd edu or via 1 This takes you to the Home Dashboard. From there, access the Performance function by clicking on Performance on the blue navigation bar above.

3 4 1 4 You can access all performance related functions from the Performance Dashboard. My To Do List (Performance) alerts you to open tasks and their due dates. My Past Reviews lists all past reviews which you can view by clicking on the review name. Performance Review Status shows the completion status of all current and past reviews. (Managers will have additional reportlets enabling them to access their Team Reviews {current reviews of their direct reports} and their Team Past Reviews. If not all direct reports show on the screen, click in the upper right corner of the reportlet to view the other team members.)

4 4 BEGIN: Step 1 1 When you have an open task on your To Do List, click on Go in the Activity column. The form will open to an Overview tab where you will see the 7 step performance management process. The step colored in grey indicates which step of the process you are on. Scroll down to General Information to check that the information is current and correct. 4 When finished, click the Goals tab near the top to move to the Goals section of the form.

5 Read the (i) section for instructions regarding gthe step of process you need to complete. BEGIN: If you are on Step 1 Employee Sets Goals & Development Plan, you will need to add goals by clicking on Add Goal. Click inside the goal text box and enter your SMART goal. 4 Select the Due Date by clicking the box and selecting a date on the calendar. Continue to Add Goal until you have entered all of your goals. Users may add up to eight (8) )goals. 5 6 endeavor will autosave but you may want to select Save if you need to stop your work for awhile or before you move onto a different section of the form. Use Remove Goal as needed to eliminate an unwanted one.

6 1 Click the Behavioral Competencies section tab. During Step 1, you do not need to enter any information. Simply read the behavioral definitions for the University s five core values.

7 Click on Development Plan tab. Select Add Development Activity. You may add up to five (5). Delete any unwanted activities by selecting Remove Activity. Enter a description for Development Activity. 4 Select a Due Date using the calendar function. 5 In the Measures or Outcomes text box, describe the tangible results to be achieved as a result of completing the development activity. 6 In the Action Plan text box, list the steps you will take to carry out the activity.

8 You do not need to finished the entry of your information all at one time. 1 If you want to resume work at a later time, simply select Save near the top of the screen and log out. When you have completed all desired entry and are ready to send it to your supervisor, select Send Forward near the top of the screen. Select Yes to confirm that you want to Send Forward.

9 MID YEAR Step : Self Assessment Login to endeavor from insidend.nd.edu or via 1 From the Home Dashboard, Select Performance on the blue navigation bar. Note on My To DoList (Performance), that you have an open task, Step:Complete your mid year review with a due date. Click on Go to access your performance review form.

10 1 Select the Goals tab. The form will open up to the goals that you entered. Enter your progress in Employee Mid Year Comments text boxes for each goal. You can copy and paste information from other electronic documents into the text boxes. Click on to retrieve information that you may have entered regarding progress toward your goals.

11 1 Select the Behavioral Competencies tab and enter examples in the Employee Mid Year Comments text boxes for each of the five competencies. Click on to bring up examples of relevant behaviors you have saved there. Copy and past into the text boxes. Next, select the Development Plan tab andenter information regarding your progress in the Employee Mid Year Comments box for each activity.

12 1 1 Select Development Plan tab. Enter your progress in Employee Mid Year Comments text boxes for each development activity. You can copy and paste information from other electronic documents into the text boxes. Choose Save if you want to resume work later OR select Send Forward to send your mid year self assessment to your supervisor.

13 YEAR END Step 5: Self Assessment Login to endeavor from insidend.nd.edu or via 1 Fromthe Home Dashboard, Select Performance on the bluenavigation bar. Note on My To Do List (Performance), that you have an open task, Step 5: Complete your year end review with a due date. Click on Go to access your performance review form.

14 Follow the same procedure as you did during Step for the mid year self assessment regarding your Goals, Behavioral Competencies, and Development Plan, EXCEPT... 1 Update your progress and provide examples in the text boxes marked Employee Year End Comments. Click on the Appraisal Wizard for assistance in writing and rating comments for Behavioral Competencies examples. AND Rate your performance on each Goal and Behavioral Competency by clicking on one of the four rating levels for each.

15 1 1 Select Summary of Performance tab and enter a summary of your performance in Employee Year End Comments. Choose Save if you want to resume work later OR select Send Forward to send your year end self assessment to your supervisor. Your supervisorwill then enter comments and ratings, including Overall Ratings and an electronic Signature, schedule a discussion with you, and send you the final review document.

16 4 1 SIGNATURES Step 7 1 Immediately before, or after your performancereview review discussion, your supervisor will send you the finalized document for your signature. Click on Sign and your electronic signature will appear in the box. You may choose to add any final comments for the record. Your supervisor will not see these before the review is placed into a completed status but can view them later under Team Past Reviews. 4 Select Send Forward andyour review will now be savedunderpast Reviews from where you can view it thereafter. (This places it into a Completed status which means you nor your supervisor can make additional changes.)