Transcript Slide 1

ePerformance
Employee Completing Self-Appraisal
ePerformance allows the employee to complete their self-appraisal online. This module reviews the selfappraisal process as well as using Performance Notes, a tool for tracking progress and accomplishments
throughout the year.
Step 1
Step 2
Step 3
Step 4
Select the link to open
the self-appraisal.
Select “Start”.
1
There are options to
select while working
within the selfappraisal.
“Save” – Use to save
progress before leaving an
incomplete document.
“Complete” - Use only when you have finished.
Makes the document available to your primary
reviewer. You will not be able to edit the
document after selecting “Complete”.
“Cancel” Deletes
your
work.
Prints a
copy.
Takes you back to the
Status Summary page.
All employees
must complete
Section 1.
Instructions are
provided.
2
Follow the Section 1 instructions
above and use the dropdown
feature to complete the section.
Section 2 is personalized to
your role in the organization. It
focuses on the essential job
functions associated with your
role.
To review the criteria for each
rating, select the Rating
Description icon (see next
graphic).
Section 2 is weighted as 55% of
your appraisal.
Use the calculator to average
your rating in each section.
3
Rating Descriptions
Review the descriptions prior to
rating yourself.
Sections 3 - 5 focus on your
contribution to the
organizational goals of I Care, I
Heal and I Build.
Enter your score using the
dropdown feature.
You have the option to calculate
each section or calculate the
overall rating at the end of
Section 6.
Each section counts as 15% of
your appraisal.
4
Section 6 provides the
overall score for your
appraisal. Click the
calculator icon for an
average of all sections and
then compare your score to
the key to understand your
rating.
Sections 7 & 8 are narrative sections
which means you will type in your
information. Enter 3 – 5 strengths in
Section 7. Then list 2-3 development
areas you want to work on and
improve in the next year in Section 8.
Complete the module for Performance
Note to learn how to use this helpful
tool so you can keep track all year long.
Section 10 is also narrative.
Enter your accomplishments
for the past year in the area.
Next year, Performance
Notes will be most helpful in
this area if you utilize the
feature through out the
performance year.
5
The appraisal is now complete.
Review the items below to
understand the options.
“Save” your progress.
Allows you to leave and
reenter without losing
entries.
Use only to submit to your
primary reviewer. After
completing, you will not be
able to edit you appraisal.
Prints a copy. You can always
view your appraisal online.
Deletes
your
work.
At this point you would review
and then “Complete” the
appraisal.
Takes you back to the
Status Summary page.
Upon selecting “Complete”, you
will receive a confirmation.
Select “Complete” again.
Then select “OK”.
6
You are returned to the
Status Summary page.
Note that the only
option available is to
view the appraisal.
Because is was
completed, it can not
be edited.
You have completed
the self-appraisal.
7