Training for Managers & Supervisors

By the end of this training, managers will be able to:

Log in to the Performance Management system

Navigate the menus and task list

Assign multi-rater evaluations

Complete and submit an evaluation

Create and assign individual development goals

Learning Objectives

Performance ManagerLogging In to the System

• Links on IKE and HR Portal

• Use Network ID and Password

• Enter ID as Elliot\username

Performance ManagerMenus and Task List

Your information

Employee List

Default view = Task List (Access from My Folder>Tasks)

Performance ManagerTask List

• Due date – changes to red when overdue• Some tasks include subtasks – click arrow to expand • Icons indicate status of subtasks (see legend)

For annual appraisals:

• Managers = 60, 30 and 15 days prior

• Staff = 60, 45 and 30 days prior

• BOTH = daily reminders after due date if still incomplete

E-Mail RemindersPerformance Manager

Assigning Multi-Rater EvaluationsPerformance Manager

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5

Uncheck if not doing at this time

Change Due Date as desired

Completing Manager AppraisalsPerformance Manager

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Completing Manager AppraisalsPerformance Manager

• Select a rating for each item

• REMINDER: ND and DP require comments

• Click comment icon to add to a QP rating

Completing Manager AppraisalsPerformance Manager

Utilize the “floating toolbar” to:

• Save your work

• Spell-check

• Access employee’s file to view previous appraisals, goals, and any documents you’ve attached

• Print or save to pdf

• Switch between manager view and employee view

Completing Manager AppraisalsPerformance Manager

• If employee has completed self-appraisal, will see their rating and comments

• If multi-rater(s) have completed, will see their rating and comments

• To copy comments from the employee and/or a multi-rater, click the copy link. NOTE: Only you can see the multi-rater appraisals and

comments. If you copy text, the employee will only see what’s copied and not the commenter’s name.

Submitting Manager AppraisalsPerformance Manager

1. Once your appraisal is complete, click Save and Send

2. Routing window appears.

• Choose your business partner from dropdown list.

3. When business partner reviews and accepts, will appear on your task list again. Open task and click Save and Send to send to employee.

4. Review together and have the employee sign off.

Creating & Assigning GoalsPerformance Manager

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Creating & Assigning GoalsPerformance Manager

• Type = Individual

• Enter Title, Details, Measure, and Due Date

• Save & Send will go to Employee’s Task List

What We Covered Today

Logging in to the system Viewing the Task table Sending Multi-Rater Appraisals Completing the manager’s appraisal Creating & Assigning Goals

For Questions and Additional Support:

HR Business Partner Support Team

Business Partner Contact

Janet Brophy 663-8418

Amy Dubois 663-2601

Ann Marie Giacalone 663-2676

Annikka Jenkins 663-3088

Samantha O’Neill 663-3084

Lisa Roussel 663-4418