• 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
• Appendix: Reopen a document (optional)
• Appendix: Change the Due Date (optional)

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.

Review employee and participant comments before assigning ratings. These comments may provide additional context about accomplishments, challenges, or performance during the evaluation period.

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

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

Step 3: Review employee and participant comments on each tab.

You can also add comments on these pages:

1. Goals
2. Competencies
3. Self Evaluation
4. Participant feedback
5. Professional Development

Step 1: Open the Goals tab.

Step 2: Click the expansion carat to expand the goal.

Step 3: Select a rating for the goal.

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 Submit for Approval in the top right of the page.

Step 2: Click Confirm.

Step 3: Verify that Update and Submit step is marked as completed.

Step 3: Click Share with Employee.

Step 4: Click Confirm.

This step occurs outside if CHRS.

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: Review the employee comments in Section 6 - Overall Summary.

Step 4: Review employee comments in Section 7 - Employee Acknowledgement.

Step 5: You may enter more comments in Section 8 - Manager Comments.

Step 6: Click Save.

Optional: You can click Override Acknowledgement if the employee did not acknowledge.

Step 1: Click Complete.

Step 2: Click Confirm.

• All steps of the employee evaluation is complete.

You can reopen the employee's self-evaluation or the other participant evaluations after they have been completed by clicking the Reopen link.

For self-evaluations, if the Change Due Date button is visible, you can change the due date.