CHRS Knowledge Base

Employee Evaluation (Manager)

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Open the Evaluation

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

Homepage - Google Chrome
  • Current Documents is open by default.
Team Performance - Google Chrome

Step 2: Click the current document.

Team Performance - Google Chrome

Review Employee and Participant Comments

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

Goals page

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

Employee comments and participant feedback

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
Tabs: Goals, competencies, self evaluation, prof deveopment, summary

Rate the Employee's Competencies

Step 1: Click the Competencies tab.

Tabs: Goals, competencies, self evaluation, prof deveopment, summary

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

Competency expander

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

Selected: 4 - Exceeds Expectations
More help with ratings

Step 1: Optional: If you want more explanation about the ratings, click the Rating Description button

Rating descriptions button

Step 2: Read the rating descriptions before selecting your response.

Rating descriptions

Step 4: Provide your comments for each competency.

A brief statement about the rating

Step 5: Complete all of the competency ratings.

Complete the Summary

Step 1: Click the Summary tab.

Tabs: Goals, competencies, self evaluation, prof deveopment, summary

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.
Calculate Rating button

Step 3: Enter your overall summary for this employee.

Manager comments

Share with 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.

Share with Employee

Step 2: Click Confirm.

Confirm button
  • The Update and Share step shows as completed.
Update and Share is completed

Meet with your employee

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.

Request Acknowledgement

  • 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.

Request acknolwedgement

Step 3: Click Confirm.

Confirm button
  • The Request Acknowledgement step shows as completed.
Request acknowledgement completed

Review and Enter Concluding Comments

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.

Summary tab

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

Employee Comments

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

Manager comments

Step 5: Click Save.

Save button

Complete the Evaluation

Step 1: Click Complete.

Complete button

Step 2: Click Confirm.

Confirm button
  • All steps of the employee evaluation is complete.
evaluation steps are completed

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