Transcript PMS for Supervisors Demo of Workflow

PMS for Supervisors
Details of Steps & Workflow
Mid Year Review
Screen Shots for
APPRAISEE LEVEL WORKFLOW
Appraisee logs into the system using his Staff No. and alphanumeric password.
Replace
Login pop-up text appears with ‘Things to Remember’.
Read this once and close the window.
Under Appraisee Level Task, hyperlink appears “Please start your Mid Year Review.”
Click on the hyperlink
Appraisee working Screen appears with pre-populated KRAs and RRs as
selected during Performance Planning.
Enter status of KRAs and RRs in the text box against each KRA/RR .
Appraisee will enter his/her comments against all KRAs and RRs.
Don’t forget to ‘Save as Draft’ if working on this screen for more than 8 minutes.
Else all data might get lost
Appraisee status changes in the Home Page
Click on the hyperlink again to continue with the Appraisee level Mid Year Review
submission
Click on the Development Plan link to select desired competencies for development.
Two sets of links would appear viz. Behavioural and Functional.
Appraisee can select minimum 1 and maximum 3 competencies for his/her development
To select a competency, click on either of the link above.
A pop-up will appear, click on the desired competency, then click on ‘Select’.
If the appraisee wishes to select more than one competency, he/she should click on the relevant
link from above.
A running list indexed on Function will appear in the pop-up, scroll down till the relevant function
and select the competency.
Click on the desired Functional competency and scroll down the pop-up till the end of the screen.
To select the competency, click on ‘Select’.
The selected competencies will appear in the Text boxes above.
Enter the action plan for the selected competencies in the text boxes on the right.
Remember to click on ‘Save as Draft’, to avoid loss of data.
Click on the ‘Submit’ button for Appraisee level Mid Year Review submission
Click on OK to confirm submission.
A system check pop-up message will appear, if comments are not entered for all
KRAs/RRs .
Click on the ‘Submit’ again after ensuring all comments have been entered.
Then click on ‘OK’ in the pop-up to confirm submission.
Enter the submission comments in the above text box. Then click on ‘Save’.
Plan submitted. Plan status changes under Appraisee Level Task. No Hyperlink.
Appraisee can view his submitted Mid Year Review.
Mid Year Review … My Review … My Mid Year Review
Printable version of the MYR appears in the pop-up. This is accessible to the
appraisee for the complete cycle
Thank You…