The document provides step-by-step instructions for appraisers and appraisees to complete various sections of a performance evaluation in 6 steps or less. It outlines the process for assessing competencies, providing feedback and developing plans, and submitting supervisor rating summaries. Key sections covered include selecting the evaluation from a drop-down menu, clicking links to fill out evaluations, entering ratings and comments, saving data, and submitting the completed evaluation.
3. Process Steps
Administration Covered in this training
(Rating
Method, Compete Covered in ‘180 Degree
ncy etc…) Performance &
Competency – End User’
Moderate Create Evaluation
Covered in ‘Performance
& Competency –
Operational Activities’
Assign
Review/Appeal
Assessment
Assessments
Participants
Assess
4. Competency Assessment - Appraisee
2
1
3
1. Go to ‘Performance
Evaluation’ >> Annual
2. Select ‘Evaluation’ 3. Click on the link to
Assessment >>
from drop down fill the evaluation
Competency
Assessment ‘
5. Competency Assessment – Appraisee cont…
1
4 5
2
3
1. Select 2. Select the 3. Click on
‘Competency ‘Appraisee link to enter
4. Save data 5.Submit
Area’ from Rating’ from ‘Appraisee
drop down drop down comment’
6. Competency Assessment - Supervisor
2
1
3
1. Go to
‘Performance
Evaluation >> Annual 2. Select ‘Evaluation’ 3. Click on the link to
Assessment >> from drop down fill the evaluation
Competency
Assessment ‘
7. Competency Assessment – Supervisor cont…
4 5
1
2
3
1. Select 2. Select the 3. Click on
‘Competency ‘Appraiser link to enter
4. Save data 5. Submit
Area’ from Rating’ from ‘Appraiser
drop down drop down Comment’
8. Feedback & Development Plan -
Appraisee
2
3
1
5 6
Follow the same steps to
fill the Evaluation as
Supervisor
4
1. Go to
‘Performance
2. Select the 4. Click on edit link
Evaluation >> 3. Click on the link 6. Submit the
‘Evaluation’ from and enter relevant 5. Save data
Annual Assessment to edit data saved data
drop down data
>> ‘Feedback &
Development Plan’
9. Rating Summary Information - Supervisor
2
1 6
4
3
5
1. Go to
‘Performance
Evaluation >>
2. Select 4. Click the edit
Annual 3. Enter ‘Increment 5. Tick the 6. Save data and
‘Evaluation’ from link to enter
Assessment Recommendation’ checkbox submit
drop down comments
>>‘Rating
Summery
Information