Performance Management

Transcription

1 Performance Management Non Exempt Staff

2 1 Welcome to endeavor s online performance management function. To work, you and your supervisor must enter information at designated times throughout h the year when alerted dby an all employee l and/or system message from endeavor. To begin, login to endeavor from insidend.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 You can access all performance related related functions from the Performance Dashboard. My To Do List (Performance) alerts you to open tasks and their due dates. 3 My Past Reviews lists all past reviews which can view by clicking on the review name. 4 Performance Review Status shows the completion status of all current and past reviews. 5 (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 3 1 BEGIN: Step 1 When you have an open task on your To Do List (Performance), click on Go in the Activity column. 1 The form will open to an Overview tab where you will see the 7 step performance review process. The step colored din grey indicates which h step of the process you are on. Scroll down to General Information to check that the information is current and correct. 3 When finished, click the Expectations tab near the top to move to the Expectations section of the form.

5 Read the section for instructions regarding the step of process you need to complete. BEGIN: If you are on Step 1 Employee Sets Expectations & Development Plan, you should read each of the three standard expectations of Quality, Quantity and Job Expectations. You may click inside the box and type in additional specific details if you and your supervisor agree this is important. PLEASE DO NOT REMOVE THESE STANDARD EXPECTATIONS. If you decide to add more than the three standard dexpectations tti to describe special iltasks, projects or teams, click on Add Expectation located at the end of the instructions and a text box will open up for you to type in the additional expectation. You may have a total of eight (8) Expectations. 3 Select the Due Date by clicking the box and selecting a date on the calendar. Consult with your supervisor regarding what Due Date to select. 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. 4 Use Remove expectation as needed to eliminate an unwanted one.

6 1 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. 3 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 1 You do not need to finish the entry of your information all at one time. If you want to resume work at a later time, simply select Save near the top of the screen and log out. 1 When you have completed all desired entry and are ready to send it to your supervisor, select near the top of the screen. Select Yes to confirm that you want to Send Forward.

9 1 MID YEAR Step 3: Self Assessment login to endeavor from insidend.nd.edu or via From the Home Dashboard, Select Performance on the blue navigation bar. 1 Note on My To DoList (Performance), that you have an open task, Step 3:Complete your mid year review with a due date. Click on Go to access your performance review form.

10 1 1 Select the Expectations tab. The form will open up to the three standard Expectations and additional ones that you entered. Enter your progress in Employee Mid Year Comments text boxes for each expectation. You can copy and paste information from other electronic documents into the text boxes. You may also reference an attachment of an electronic file that you can upload in the Overview tab.

11 1 3 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 the to bring up examples of relevant behaviors you have saved there. Copy and paste into the comment boxes. 3 Next, select the Development Plan tab and enter information regarding your progress in the Employee Mid Year Comments box for each activity.

12 1 1 When you have completed your entries in all sections Expectations, Behavioral Competencies, and Development Plan select to send to your manager.

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

14 1 3 Year End Review Self Assessment Follow the same procedure as you did during Step 3 for the mid year self assessment regarding your Expectations, Behavioral Competencies, and Development Plan, EXCEPT... 1 Update your progress and provide examples in the text boxes marked Employee Year End Comments You may want to use the Appraisal Wizard button for assistance in describing your performance fore each competency. Click on the button associated with a particular competency and copy and paste select portions. 3 AND Rate your performance on each Expectation and Behavioral lc 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 lt OR select tsend dforward dto send your year end self assessment to your supervisor. Your supervisor will then enter comments and ratings, including Overall Ratings and an electronic Signature, schedule hdl a discussion i with you, and send you the final review document.

16 3 1 SIGNATURES Step 7 1 Immediately before, or after your performance 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. 3 Select Send Forward and your review will now be saved under Past Reviews from where you can view it thereafter. (This places it into a Completed status which means no additional changes can be made.)