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Begin the tutorial
Reviewing the Performance Review
Performance Management System Tutorial for Employees
Estimated Completion Time: 15 minutes
To exit this tutorial, click the button in the upper right corner of your web browser
Process Overview
Selecting a Rating Period
The Overall Rating
Reviewing Competencies
Reviewing Objectives/Factors
Adding Comments to the Progress Review/Comments Area
Table of Contents
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Process Overview
Reviewing the Review
This section of the tutorial covers all steps necessary for reviewing a Performance Review using the Performance Management System.
The Process Overview will give you a visual idea of how the process works.
The Reviewing the Review section will guide you step by step on how to navigate through a Performance Review before certification.
Table of Contents
To go directly to a section click the button to the leftOR
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Here is the basic processfor creating a performance review.
These are only the main steps of the process.
There are intervening stepsthat will be covered in more detail in this tutorial.
Process Overview
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Process Overview
Click the Next button
Email notification is received by supervisor
Supervisor completesperformance review
on Manager Self-Service
Supervisor certifiesperformance review
Email notification issent to employee
Employee certifiesperformance review
on Employee Self-Service
Performance reviewis complete
Supervisor & employeediscuss the performance
review
Email notification issent to supervisor
Email notification is received by supervisor
Supervisor completesperformance review
on Manager Self-Service
Supervisor certifiesperformance review
Email notification issent to employee
Employee certifiesperformance review
on Employee Self-Service
Performance reviewis complete
Supervisor & employeediscuss the performance
review
Email notification issent to supervisor
Process Overview As you can see, after your one-on-one discussion with your supervisor, your first indication that you must review and certify your performance review is when you receive email notification
If you do not have email, notification will come from your agency’s HR office
Process Overview
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Let’s begin!
Process Overview
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Process Overview
Click the Next button
Email notification is received by supervisor
Supervisor completesperformance review
on Manager Self-Service
Supervisor certifiesperformance review
Email notification issent to employee
Employee certifiesperformance review
on Employee Self-Service
Performance reviewis complete
Supervisor & employeediscuss the performance
review
Email notification issent to supervisor
From the Performance Management Main Menu screen, click the Certify/Finalize a Review button
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Reviewing the Performance Review
If you do not know how to get to this screen, please review the Getting Started section of this tutorial by clicking the button in the upper right
corner to return to the Table of Contents
The Review Menu appears showing your name, process level, and current position.
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Reviewing the Performance Review
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The most current rating period shows in the Select Rating Period area.
Click the Next button
Reviewing the Performance Review
NextBack
If you do not see the current rating period, it is possible that you and/or your supervisor have not certified the performance plan.
Once the plan is certified, it will be available from the Review Menu.
Click the Next button
Reviewing the Performance Review
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The overall rating now appears on the review menu for this rating period.
The rating definitions are provided next.
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Reviewing the Performance Review
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The Overall Rating Definitions Are:
HP-High Performing
ME-Meets Expectations
NI-Needs Improvement(on annual reviews only)
UN-Unsatisfactory(on probationary reviews only)
Reviewing the Performance Review
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To review competencies, click the Competencies button.
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Reviewing the Performance Review
The Selected Competencies Screen appears listing the competencies and their performance rating
The rating definitions are:HP – High PerformingME – Meets ExpectationsNI – Needs ImprovementUN - Unsatisfactory
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The Full Description button next to each competency provides additional information/details about the competency.
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To exit comments, click the Back to Selected Competencies button.
Reviewing the Performance Review
A red asterisk (*) indicates that your supervisor has made additional comments to the competency
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To review comments, click the Comments button.
To exit comments, click the Back to Selected Competencies button.
Reviewing the Performance Review
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To review any development plan comments from your supervisor, click the Development Plan button.
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To exit, click the Back to Selected Competencies button.
Reviewing the Performance Review
*
You also have access to the Behaviorally Anchored Rating Scales documentation from this screen.
The link directs you to the appropriate group information based on your job group code.
When you click the Link to BARS Document button, a new web browser screen will open with the group information.
To return to the Selected Competencies screen, just close the web browser screen.
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Reviewing the Performance Review
After reviewing the competencies area, click the Back to Review Menu button.
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Reviewing the Performance Review
To review objectives, click the Objectives/Factors button.
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Reviewing the Performance Review
The first objective appears with the addition of your supervisor’s evaluation of that objective.
To navigate between each objective, click the Next or Previous buttons at the bottom of the screen.
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To exit objectives, click the Back to Review Menu button.
Reviewing the Performance Review
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The Progress Review/Comments Area can be used by both you and your supervisor to communicate progress and issues.
Click the Next button
Click the Progress Review/Comments button.
Reviewing the Performance Review
The Progress Review/Comments Area screen appears.
To add comments, click in the Employee text box and being typing.You are limited to 10,000 characters, including spaces, for this text box
To save comments, click the Save Employee Progress Review/Comments button.
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Reviewing the Performance Review
To exit, click the Back to Review Menu button.
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Now you are ready to certify your performance review.
Reviewing the Performance Review
This concludes the Reviewing the Performance Review section of the Performance Management System Tutorial for Employees.
The next section, Certifying the Performance Review, will complete the Performance Review process.
If you have any questions on this section please contact your agency’s Human Resources Office or Performance Management Liaison.
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To exit this section, click the button in the upper right corner of your web browser
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Most screens will have some animation. When the animation is complete, you will be prompted to click on a button.
These navigation buttons will show at the bottom of each screen in the tutorial
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