e-performance review career service authority. overview creating documents creating documents...
TRANSCRIPT
E-Performance Review
Career Service Authority
Overview
Creating DocumentsCreating Documents through
CloningEditing DocumentsCompleting PEP/Starting PEPRRating OutcomesSubmitting for ApprovalAdministrative TasksGeneral Items
Logging Into E-Performance
Log into PeopleSoft from the DOT homepage
Click on the Home Page Tab
In the Global Menu, click on “Online Tools and Programs”
Click on “PeopleSoft Tools”
Click on “Human Resources”
Click on “Manager Self Service”
Click on “Performance Management”
Creating Performance Documents from Scratch
1. Click on “Create Documents”2. Enter the Effective Date for Employee
Determination and click “Continue”3. Select employee or employees by placing a check
mark in the box next to their name4. Click “Continue”
Creating Performance Documents from Scratch (con’t.)
Enter start date and end date of the evaluation period
Select the Document type from the dropdown (PEPR)
Leave “No” as the option in the “Create from Prior Document” field
Choose PEPR from the Template dropdownClick on “Create Documents”
Your screen should look like this:
Creating Performance Documents through Cloning Click on “Create Documents” Enter the “As of date” to obtain the direct reports list;
click “Continue” Select employees for which you would like to create
documents Click “Continue”
Creating Performance Documents through Cloning Enter start date and end date for the evaluation period in the Period
field Choose “PEPR” in the Document type dropdown field Click the “Yes” radio button in the “Create from Prior Document”
field Click the magnifying glass search icon to search for the document
from which you would like to clone Click on the employee name link in the evaluate column to select
the “from clone” document Click “Create Documents”
Editing Performance DocumentsClick on “Current Documents”Click the PEPR link for the
appropriate employeeClick “Start” next to the PEP row in
the Document Details screen.
Editing Performance Documents (con’t.)
Click on the link below each section to add additional duties, outcomes and development items
Complete the fields in each entry screen
Click “Update” when finishedRepeat as necessary
Note: Weighting outcomes should be done during this phase.
Example of an Entry Screen:
Complete PEP
Click “Complete” to begin the PEPR process*
Click “Start” link on the PEPR row in the Document Details screen
*Only complete PEP close to year-end.
Begin PEPR
Begin process of completing PEPR– Provide supporting narration and/or
download performance notes if applicable– Fill in Employee/Supervisor comments fields – Rate Outcomes
Click “Calculate All Ratings” to get the Overall rating
Click “Submit for Approval” to send to your manager.
Note: Do frequent saves in both the PEP and PEPR phases to prevent loss of data.
Rating an Outcome
Manager Approval
Click on “Approve Documents”Select name of the report to
approve’.
Manager Approval (con’t.)
Click on the name of the employee to approve Enter any comments Click “Approve” or “Deny” An e-mail will be auto-generated to submitting
supervisor Supervisor will go to “View Approval Status” to
access manager comments If changes need to be made, supervisor will
have to reopen PEPR by clicking on “Reopen” located at the bottom of PEPR document
Example of Approval Screen
Enter any comments to supervisor and click the Approve or Deny button
Final Completion
Once document has been approved by manager, supervisor MUST open the document (PEPR) and click “Complete” then follow screen prompts to finalize
Administrative Tasks
Cancel DocumentDelete DocumentTransfer Document
Cancel Document
If a document contains mistakes, the supervisor can cancel the document.
Click on Administrative Tasks Click “Cancel Document “ on that screen Place a checkmark in the box to the left of the
employee name needing cancelation Click “Continue” Verify the cancel information, then click “Save”
in the Confirm Cancellation screen
Delete Document
Once the document has been canceled, a supervisor may delete the document to remove it from the file.
Click on “Delete Document” link in Administrative Tasks menu
Select the name of employee whose PEP/R needs deletion
Click “Continue” Verify the information in “Confirm Delete screen, then
click “Save” . The deletion should be successful if noted as such in the save confirmation screen.
Click “OK”
Example of Cancel/Delete Screen
Transfer a Document
Click on Administrative TasksClick “Transfer Document”Select employee name needing
transfer by placing a checkmark in box to the left of name.
Click “Continue” (the confirm transfer screen will appear)
Transfer Documents; Select SupervisorTo select the receiving supervisor, click
“Select a Supervisor” To search for the receiving supervisor,
complete the name, last name or first name field and then click “Search”
Select receiving supervisor name from the “Person Search – Simple” page; click “OK”
Verify information in “Confirm Transfer” screen; click “Save”
Example of Transfer Screen
Click here to select a supervisor to transfer.
Other Resources
Check websiteEnroll for full PEP Workshop classE-mail at
[email protected] your HRS representative
Your “Reports To” List:
If you are missing an employee, please submit a Reports To Update Form to
Citywide Payroll at [email protected]. Reports to updates can take up to four
business days to process. Please verify your employee list well before the
February deadline to allow time to make these updates if necessary.
Important Dates to Remember
December 15 – December 31, 2011: Solicit performance feedback from employees
January 1, 2012: Effective date of performance increase January 1 – February 10, 2012: Complete performance
evaluations February 10: Deadline to deliver to appointing authorities February 16 – February 24: Appointing authorities &
subordinate managers manage merit increases February 27 – March 2, 2012: Meet one-on-one with
employees to deliver evaluations and rating and merit increase percentage
April 13, 2012: Retro monies delivered in paychecks