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FY13 Evaluation Directions. Completing Principal Evaluations in PeopleSoft Follow steps on the next slides in order. . 2. 3. 1. A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. - PowerPoint PPT Presentation
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FY13 Evaluation DirectionsCompleting Principal Evaluations in
PeopleSoft
Follow steps on the next slides in order.
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To panel list main
Completing FY13 Principal EvaluationsInstructions for Area Superintendents
Pathway NavigationThis slide is hyperlinked.Clicking on the numbered boxes will take you to that corresponding slide.
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PeopleSoft Pathway -Main MenuManager Self ServicePerformance ManagementPB Dept Evaluation
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To panel board mainTo panel list main
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From PB Dept Evaluation screen you will be able to select the School/Department, fiscal year, and evaluation type (Principal Annual).
Select “Principal Annual” and then select “Search” to get a list of all Principals that report to you in the search results.
Select the first school number in the list to open the Principal Evaluation for processing
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Evaluation Type SelectionThis slide is hyperlinked.Clicking on the numbered boxes will take you to that corresponding slide.
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If the Eval Code is correct, place a check in the box “Prin/Dir Approve Eval” to open the evaluation up to Principal to sign. Then select “Submit” to save the action. Select “Next in List” to proceed to the next School that you supervise. Complete this process for all Schools that you supervise to open up the Evaluation for all Principals in your area.
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Release to Principal for SignatureThis slide is hyperlinked.Clicking on the numbered boxes will take you to that corresponding slide.
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MonitoringThis slide is hyperlinked.Clicking on the numbered boxes will take you to that corresponding slide.
Notice that from this page an Area Superintendent can monitor the progress of the process, once the Principal signs the evaluation the Area Superintendent can see if the Principal agreed/disagreed, and signed.
Please Note: Any Employee who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. Upon seeing that the Principal has signed or that they have a code of Not Evaluated then the Area Superintendent can complete the process by clicking the “Select” button by the Principal’s name
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Review the individual page for the Principal, the Principal has either agreed/disagreed and has signed the document or was Not Evaluated in FY13. The Area Superintendent will then select “Prin/Dir Submit Signature” and then select “Save” to complete the processing for this Principal.
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To panel list mainSupervisor Process CompletionThis slide is hyperlinked.Clicking on the numbered boxes will take you to that corresponding slide.
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Principal Not Available for SignatureThis slide is hyperlinked.Clicking on the numbered boxes will take you to that corresponding slide.
Principals not available to sign evaluation: From the grid, click the “Select” button by the Principal’s name, go to the bottom of the form and click the box “Employee Not Available to Sign”, also select “Supporting Document Received” and enter the Certified Mail Receipt Number and Date Mailed to indicate that the document has been mailed to the Principal via Certified Mail.Select the “Prin/Dir Submit Signature” and then select “Save” to complete the processing for this Teacher. Select “Printable Version” to have a copy that is mailed to the Principal.
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Principal Refuses to Sign: From the grid, click the “Select” button by the Principal’s name, go to the bottom of the form and click the box “Employee Refuses to Sign”, then proceed to the box titled “Witness Emplid” and enter the Employee Identification number of a witness to a conference where the Principal refused to sign. Select “Save” so the witness name is then seen on the screen, proceed to the “Prin/Dir Submit Signature” button and then select “Save” to complete the processing for this Principal. Select “Printable Version” and present a copy of the evaluation to the Principal.
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To panel list mainPrincipal Refused to SignThis slide is hyperlinked.Clicking on the numbered boxes will take you to that corresponding slide.
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The grid can be personalized by selecting the personalize option on the far right of the screen. You can also print an excel version of this grid by selecting the grid icon with the red arrow to the right of the personalize feature.
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7Additional NotesThis slide is hyperlinked.Clicking on the numbered boxes will take you to that corresponding slide.
Please Note: Any Principal who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process.
Report Queries will be provided to assist with monitoring this process.
Screenshot Layouts
Click for Step 1 Pathway Navigation
Click for Step 2 Evaluation Type Selection
Click for Step 3 Release to Principal for Signature
Click for Step 4 Monitoring
Click for Step 5 Supervisor Process Completion
Click for Step 6 Principal Not Available for Signature
Click for Step 7 Principal Refused to Sign
Click for Step 8 Additional Notes
To panel board main
Panel 1 Pathway Navigation12345678
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Panel 2 Evaluation Type Selection
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Panel 3 Release to Principal for Signatures
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Panel 4 Monitoring
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You can monitor from this screen the actions completed by the principals, if they agreed/disagreed and signed the evaluation.
Panel 5 Supervisor Process Completion
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Panel 6 Principal Not Available for Signature
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Enter the Certified Mail Receipt # and the date mailed. If employee signs in person, state date signed.
Panel 7 Principal Refused to Sign
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Panel 8 Additional Notes
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Please Note: Any Principal who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process.
Report Queries will be provided to assist with monitoring this process.
The grid can be personalized by selecting the personalize option on the far right of the screen. You can also print an excel version of this grid by selecting the grid icon with the red arrow to the right of the personalize feature.