16/17 Performance Documents – All Employees, including Supervisors and Manager.

Step 1: Establishing Objectives, Reviewing Competencies, adding General Competencies (optional) and Learning Plan Goals (optional); Sections 1, 2, 3 and 4 in your Performance Document.

Employee and Supervisor meet to determine Work Objectives, General Competencies (optional), and learning plan goals (optional). Core Competencies are mandatory and are front loaded into your performance document.

Employee starts the process by opening their Performance Document in PeopleSoft by selecting: Self-Service > Performance Management > Performance Documents > Current Documents

Click Start in the Establish Evaluation Criteria row Employee inputs information into:

o Section 1 Work Objectives -click the + icon to add each Work Objective separately.o Section 2 Core Competencies – competencies are front loaded for your convenience.o Section 3 General Competencies – Optional- to be determined by Supervisor for position success. Employee can add

once directed by Supervisor. Click the + icon and then click search (leave fields blank) and select from library of competencies.

o Section 4 Learning Goals (optional) -click the + icon to add each goal separately.o Save. To ensure you don’t lose your work, sign-out of PeopleSoft instead of closing screen (red X) so you will be

notified of any un-saved work. Supervisor is notified via auto- email (if employee edits information at any point and saves, another email to supervisor is

generated, this occurs each time) Once Supervisor receives an email notification, they need to review the Performance Document by following this path:

Manager Self-Service > Performance Management > Performance Documents > Current Documents Supervisor reviews employee’s input and has the option to add information, edit, or leave as is. Once satisfied, the Supervisor

selects Complete.

This screen shot is from the Supervisor’s point of view.