• Open the Evaluation
• Review Employee and Participant Comments
• Rate the Employee's Competencies
• Complete the Summary
• Share with Employee
• Meet with your employee
• Request Acknowledgement
• Review and Enter Concluding Comments
• Complete the Evaluation

Step 1: On the Manager Self Service Homepage, click the Team Performance tile.

• Current Documents is open by default.

Step 2: Click the current document.

Step 1: On the Goals tab, expand the goal.

Step 2: Scroll down to review the Employee Comments and the Participant Comments.

Step 3: Continue to review employee and participant comments on each tab. Remember to expand each item to ensure you do not miss any comments.

• Goals
• Self Evaluation
• Professional Development

Step 1: Click the Competencies tab.

Step 2: Expand the competency that you want to rate.

Step 3: After reviewing the information, select a rating for this competency.

Step 4: Provide your comments for each competency.

Step 5: Complete all of the competency ratings.

Step 1: Click the Summary tab.

Step 2: Calculate the overall rating.

• The Manager Rating is calculated by averaging all of your ratings.
• The Manager Rating is displayed after you click the Calculate Rating button.

Step 3: Enter your overall summary for this employee.

Share with the employee only after you have finished entering all of your ratings and comments.

Step 1: Click Share with Employee in the top right of the page.

Step 2: Click Confirm.

• The Update and Share step shows as completed.

Schedule a meeting with your employee to discuss the evaluation details you just completed for the year. The employee will receive an email notification that indicates the document is ready for review.

• After your review meeting and your employee has had a chance to review your evaluation, you must request your employee to acknowledge the evaluation.
• This step is a digital signature from the employee that acknowledges understanding of the evaluation and meeting with you.
• Your employee receives a notification. When the employee has acknowledged the annual evaluation, you will receive an email notification letting you know that the evaluation is ready for final review and completion.

Step 1: Open the Evaluation.

Step 2: Click Request Acknowledgement in the top right of the page.

Step 3: Click Confirm.

• The Request Acknowledgement step shows as completed.

After the meeting, the employee can add comments. Before you complete the evaluation, review the comments and optionally add your own.

Step 1: Open the Evaluation.

Step 2: Open the Summary tab.

Step 3: Scroll down to review any of the comments that the employee added in Section 6 of the Summary page.

Step 4: You may enter more comments in Section 7 of the Summary page.

Step 5: Click Save.

Step 1: Click Complete.

Step 2: Click Confirm.

• All steps of the employee evaluation is complete.

End of Article