eperformance Employee Training

eperformance Employee Training

Agenda Benefits of eperformance Process Steps Process Timeline Tour of eperformance Wrap up 2

Benefits of eperformance Performance documents are stored online Automatic email notifications and reminders Continuous performance management process 3

The Process Steps HR Creates Documents New process Submit Evaluation for Approval Define Criteria Review Evaluation Complete Check point Manager Evaluation Finalize Criteria Employee Self Evaluation 4

ITSS launces XXX 5

Performance Evaluation Timeline Task Due By Define Criteria March 1 Complete Checkpoint Finalize Criteria Employee Self Evaluation May 2 July 1 July 31 Manager Evaluation August 31 2009 Deltek, Inc. 6

eperformance Tour

To Access eperformance: Option 1 From my.unt.edu > Human Resources Tab > eperformance Documents Pagelet > My Current Documents Choose the document you will be working on (image on next slide) 8

To Access eperformance: Option 2 From EIS HCM Click: Main Menu -> Self Service -> Performance Management -> Performance Documents -> Current Documents Choose the document you will be working on Note: Add this link to your favorites. 9

Define Criteria

Define Criteria Five sections to the performance document. Review the information in each section and add criteria. Detailed instructions can be found above the performance document and under each tab. You can also access a overview of the process by clicking on the Overview link in the performance process pane. Note: Hyperlinks for ITSS Overview section, Due Dates 11

Define Criteria Follow the instructions under each tab. Add criteria by clicking Add Item 12

Define Criteria - Job Responsibilities Add item fields for Job Responsibilities Select Add once you have entered your Job responsibilities or Return to navigate back to the performance document Note: Click Next pass Add your own item page 13

Define Criteria Performance Goals Add criteria by clicking Add Item. Note: Hyperlink to help with goals 14

Define Criteria Performance Goals Add item fields for Performance Goals Click Add once you have entered your goal or click Return to navigate back to the performance document Note: Status dropdown with Complete, In Progress, and Not Applicable Delete Item 15

Define Criteria Competencies Expand or Collapse Items to review competencies. There is no adding items to the competencies section Note: Item and section weighting, discuss with your manager any changes you would like to make 16

Define Criteria Development Goals Add criteria by clicking Add Item. Note: Hyperlink to help with goals. Development Goals are not rated 17

Define Criteria Development Goals Add item fields for Development Goals. Click Add once you have entered your goal or click Return to navigate back to the performance document Note: Spell check icon 18

Define Criteria Editing, Deleting, and Notifying Items you add can be edited or deleted by selecting the pencil or trashcan icons. Notify your manager once you have completed adding your criteria Note: Edit and Delete icons, Notify link, Email notifications 19

Define Criteria Notifying from eperformance Clicking on the Notify link brings up the page below. You can send the notification from here or select cancel to return to the performance document 20

Define Criteria Criteria Approval Your manager will review the performance criteria that you plan to accomplish and make any necessary changes. When your manager has reviewed the criteria, the changes will be discussed with you and the will be document approved. 21

Commenting on Sections Once the criteria has been approved, section comments are now available. Comments can be shared by selecting the Share with Manager button or sharing can be ended by selecting the Stop Sharing button 22

Checkpoint

Checkpoint Follow the updated instructions at the top of the document. Update your criteria and add comments throughout the performance cycle. You and your manager will meet to discuss your progress. Note: Due date 24

Finalize Criteria

Finalize Criteria New instruction appear at the top of the document. Finalize all of your criteria to prepare your document for self and manager evaluations. Change any status or due dates for items and add any additional comments. Notify you manager when you have completed making your changes. Note: No Complete button for employees 26

Self Evaluation

Self Evaluation Once the Finalize Criteria step has been completed you may now select ratings for your criteria. Self rating is not required. All rating must be entered before due date. The three rated sections have different rating locations. Job Responsibilities are rated at the bottom of the section and Performance Goals and Competencies are rated at each item. 28

Self Evaluation Selecting Rating Add the rating by clicking the dropdown box next to Employee rating. Note: Section rating 29

Self Evaluation Rating Definitions View the rating definitions by clicking the icon next to the Employee rating dropdown. Note: Item rating 30

Self Evaluation Rating Definitions Rating can be selected clicking by definition view or you can return back to the document. Rating is not associated with letter. 31

Self Evaluation Self Evaluation Rating Overall Rating tab holds rating calculated from all sections. The system will calculate the rating by selecting the calculator icon to the right of the Employee rating and definition icon. Number rating only viewable on the overall rating tab. Once you have finished rating your document and adding any comments, click the Complete button to notify your manager. Note: Ratings can also be viewed per section, Due date 32

Manager Evaluation

Acknowledgement Once your manager has received your Self Evaluation and added their own ratings, they will share their ratings with you and meet to discuss the document. After the meeting, you will be requested to Acknowledge that the discussion has taken place. Add any additional comments you would like and select the Acknowledge button. Note: This is your last chance to add any comments to the document 34

Approval

Approval Submitted After the evaluation has been Acknowledged, your manager will submit the evaluation for approval. Evaluations will be approved by 2 nd level manager (Manager s Manager) and an eperformance HR administrator. 36

Approval Denied Documents An email notification will be sent out if the document is not approved. The Document is still located in the My Current Documents folder. The Review with manager steps will be repeated and the document will be resubmit for approval. Note: Includes Rating, Discussion, Acknowledgement, and submitting 37

Approval Approved Documents The employee and manager will receive an email notification once the document is approved. Approved documents will be stored in historical documents folder. The folder can be accessed from the my.unt.edu portal page or through EIS HCM. 38

Wrap Up: Support and Next Steps For support contact your eperformance HR Administrator, Keeshala Henderson, at HR@untdallas.edu or 972-338-1410 General questions Missing document Transferring document to a new manager Reopening closed documents For this presentation and additional help, visit Training and Development at hr.untsystem.edu or the Talent Management SharePoint site (requires EUID log in) Monthly sessions available for performance development Emerging Leaders Lookout for launch email Look out for New Performance Document Notification 39