getting started performance management system tutorial for managers estimated completion time: 5...

Getting Started

Performance Management System Tutorial for Managers

Estimated Completion Time: 5 minutes

Navigation instructions

Begin the tutorial

To exit the tutorial, click the button in the upper right corner of your web browser

Accessing the Performance Management System using the Manager Self Service.

Selecting an employee under Direct Reports.

The Performance Management System Main Menu Screen.

Printing a Performance Plan or Review.

Table of Contents

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This section of the tutorial covers all steps necessary for beginning the Performance Management Process.

Getting Started

From your Self Service Main Menu, click the Manager button.

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The Manager main menu appears.

Getting Started

Under your Manager main menu, click the Performance Management link.

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The Performance Management menu appears.

Getting Started

Click the Main Menu link to open the Performance Management System.

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A listing of your Direct Reports will appear.

Click the Next button

Getting Started

To access the performance management system, select an employee.

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The Performance Management Main Menu appears.

Getting Started

Should you need to maximize the screen, click and drag the window to the left and then click the Maximize button in the upper right corner.

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Getting Started

The Performance Management Main Menu will be your starting point to create & certify performance plans and reviews or view historical reviews.

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Getting Started

Instructions on how to create/update a plan are covered in theCreating the Performance Plan section of this tutorial.

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Getting Started

Instructions on how to create a review, certify/finalize a review, and add progress review notes are covered in the Completing the

Performance Review section of this tutorial.

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Getting Started

To view completed reviews, click the View Historical Reviews button.

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The Historical Menu appears.

Getting Started

You will not see any historical performance reviews on this menu until you have completed one using the Performance Management System

Historical reviews are accessible by both the supervisor and employee

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Getting Started

The most current performance review will be shown.

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To select other completed reviews, click the drop down arrow next to the rating period.

Getting Started

The print option is available on each of the main menus: Plan Menu, Review Menu, and Historical Menu.

Remember to select the appropriate rating period before clicking the print button.

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Getting Started

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This concludes the Getting Started section of the Performance Management System Tutorial for Managers.

If you have any questions on this section please contact your agency’s Human Resources Office or Performance Management Liaison.

To exit this section, click the button in the upper right corner of your web browser

Navigation Instructions

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Most screens will have some animation. When the animation is complete, you will be prompted to click on a button

These navigation buttons will show at the bottom of each screen in the tutorial

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