GOV: MGR HOW TO CREATE A FISCAL YEAR PERFORMANCE PLAN USING COMPETENCY BANKS

Transcription

1 GOV: MGR HOW TO CREATE A FISCAL YEAR PERFORMANCE PLAN USING COMPETENCY BANKS Summary In this module you will learn how to create a fiscal year performance plan for an employee. You will also learn how to add competencies to the plan using competency banks. Note that the processes in this module apply to all appraisals you create in OPM. Steps 1. Welcome to the training module for managers on How to Create a Fiscal Year Performance Plan Using Competency Banks! 2. You re starting at the Home page. First, select GOV Manager Self Service. 1

2 3. Then, select Performance Management. 4. Notice that the Performance Management Task List page appears. Now, select Create Standard Appraisal. 2

3 5. Notice that the Create Standard Appraisal: People in Hierarchy page appears, displaying a list of your direct reports. Let's now select the appraisee, Sean Supervisor, by selecting the Action icon across from his name. 6. Then, select the Appraisal Purpose drop down menu. 7. Select the appraisal purpose. In this case, select Fiscal Year Performance Plan. 3

4 8. Select the Period Start Date field. Type the period start date directly into the field. 9. Select the Period End Date field. Type the period end date directly into the field. 10. To choose your appraisal criteria, select the Template field. 4

5 11. Notice that the Search and Select: Template pop up window appears. 12. Once you ensure that the correct template format is selected, select Go to pull up all possible template options. 5

6 13. Choose your desired template by selecting the Quick Select icon next to your desired appraisal template. In this case, select the Quick Select icon next to Fiscal Year Performance Plan. 14. Now that you've populated the Template field, select Next. 6

7 15. The Create Standard Appraisal: Overview page appears, displaying the template's list of core competencies. Select Add Competencies. 16. The Add Competencies page appears, Select the Competency Type drop down menu. 7

8 17. In this case, select General County Competency Bank. 18. Now, select Go. 19. A list of competencies within the selected competency type displays. 8

9 20. Now, select Completes Special Projects. 21. Then, select Apply. 9

10 22. You can also choose multiple competencies by selecting the appropriate checkboxes next to the listed competencies. 23. Notice that the Objectives section now appears by navigating to the bottom of the page. Select Add Objective to add custom performance objectives. 10

11 24. Select the Objective Name field to add a custom performance objective. 25. Select the Start Date field. Type the start date directly into the field. 11

12 26. Select the Target Date field. Type the target date directly into the field. 27. Select the Next Review Date field. Type the next review date directly into the field. 12

13 28. Now, select the Group drop down menu. 29. In this case, select Financial from the drop down list. 13

14 30. Now, select the Priority drop down menu. 31. In this case, select Medium from the drop down list. 14

15 32. Finally, select Apply. 33. Notice that the Overall Rating and Comments section now appears by navigating to the bottom of the page. Select the Overall Comments field and provide your comments, if any. 15

16 34. Then, select Next. 35. Now that you're finished creating a fiscal year performance plan for an employee, you may Save as Draft; print it; or share it with the appraisee, Sean Supervisor. In this case, select Share With Appraisee. 16

17 36. You have the option of unchecking any appraisal components that are not relevant for a plan. 17

18 37. Select the Notification Message to Appraisee comments box and type in your comment. 38. Finally, select Submit. 18

19 39. The Confirmation page displays, showing that your updated plan has been transferred to the appraisee. You have completed the training module for managers on How to Create a Fiscal Year Performance Plan Using Competency Banks. 19

20 Key Points and Best Practices 20