eperformance in hr links creating a performance plan & mid
TRANSCRIPT
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ePerformance in HR Links Creating a Performance Plan & Mid Year Reviews Quick Guide
General Services Administration
5/24/18
IBM and GSA Confidential
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Supervisor Signature Process - Options
IBM and GSA Confidential
Complete a Performance Plan in HR Links Options (Slides 3- 18):
1. Supervisor and Employee sign Performance Plan
2. Supervisor signs Performance Plan and overrides Employee signature
Complete a Mid-Year Progress Review in HR Links Options (Slides 19-29):
1. Supervisor Skips Mid-Year Progress Review
2. Supervisor Completes Mid-Year Progress Review
Additional Resources (Slide 30)
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OPTIONS 1 & 2
Complete Performance Plan
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SUPERVISOR AND EMPLOYEE SIGN PERFORMANCE PLAN
Option 1
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Option 1 – Employee & Supervisor Sign
Supervisor Click 1 Supervisor clicks “Team Performance” tile on Manager Self Service page
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Option 1 - Employee & Supervisor Sign
Supervisor Click 2 Supervisor clicks employee’s record
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Option 1 - Employee & Supervisor Sign
Supervisor Clicks 3 & 4
3. Supervisor clicks “Sign and Submit” 4. Supervisor clicks “Confirm”
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Option 1 - Employee & Supervisor Sign
Employee Click 1 Supervisor clicks “Sign and Submit”
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Option 1 - Employee & Supervisor Sign
Employee Click 2
Employee clicks employee’s performance document
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Option 1 - Employee & Supervisor Sign
Employee Clicks 3, 4 & 5
3. Employee clicks “Acknowledge” 4. Employee selects Agree or Disagree (enters comments, if applicable) 5. Employee clicks “Confirm”
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Option 1 - Employee & Supervisor Sign
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Plan Complete
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SUPERVISOR SIGNS PLAN AND OVERRIDES EMPLOYEE SIGNATURE
Option 2
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Option 2 – Supervisor Signs & Overrides
Supervisor Click 1 Supervisor clicks “Team Performance” tile on Manager Self Service page
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Option 2 – Supervisor Signs & Overrides
Supervisor Click 2 Supervisor clicks employee’s performance document
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Option 2 – Supervisor Signs & Overrides
Supervisor Clicks 3 & 4
3. Supervisor clicks “Sign and Submit” 4. Supervisor clicks “Confirm”
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Option 2 – Supervisor Signs & Overrides
Click 5 Supervisor clicks “Establish Performance Plan” to expand options, then clicks “Override Acknowledgment”
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Option 2 – Supervisor Signs & Overrides
Click 6 Supervisor clicks “Override Acknowledgment”
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Plan Complete
Option 2 – Supervisor Signs & Overrides
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OPTIONS 1 & 2
Complete Mid-Year Progress Review
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SUPERVISOR SKIPS MID-YEAR PROGRESS REVIEW NOTE: 5 CFR 430.207(B) requires a progress review only in limited circumstances should the review be skipped. Contact YOUR SERVICING HR OFFICE for assistance.
Option 1
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Option 1 – Supervisor Skips Review
Supervisor clicks employee record
Click 1
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Option 1 – Supervisor Skips Review
Supervisor clicks “Skip Mid-Year Progress Review” Supervisor clicks “Confirm”
Clicks 2 & 3
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Option 1 – Supervisor Skips Review
Supervisor clicks employee record
Click 1
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Option 1 – Supervisor Skips Review
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Mid-Year Progress Review Skipped
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SUPERVISOR COMPLETES MID-YEAR PROGRESS REVIEW
Option 2
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Option 2 – Supervisor Completes Mid-Year Review
Supervisor clicks employee record
Click 1
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Option 2 – Supervisor Completes Mid-Year Review
Supervisor clicks “Sign and Submit” Supervisor clicks “Confirm”
Clicks 2 & 3
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Option 2 – Supervisor Completes Mid-Year Review
To Complete the Review, Supervisor must Override employee Acknowledgment, or the Employee much Acknowledge the Review. Processes mirror the processes outlined in Section 1: Complete Performance Plan
Override:
Employee Acknowledge:
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Option 2 – Supervisor Completes Mid-Year Review
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Mid-Year Progress Review Completed
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Additional Guidance
IBM and GSA Confidential
Performance Management For Employees Module 23:
1. Visit HR Links Training Page
2. Reference Manual Sections 1 & 2
Performance Management For Supervisors Module 24:
1. Visit HR Links Training Page
2. Reference Manual Sections 1 & 2
Need more help:
1. Servicing HR Office