5/17/2023 - A separate appraisal process was implemented for the coaching staff. The same process exists but the questions are different. The Dynamic Form is called HR Appraisal Form (Athletic Coaches). The process is the same but the questions differ. Attached is the appraisal for athletic coaches. AthleticAppraisal.pdf
HR must evaluate the Business Objects report ppsr183 to validate the data. This report is pulled from Banner so any changes should be made in Banner if a supervisor is incorrect. Once all the data in the report is correct, export the data to excel. Delete any rows where individuals should not receive the invitation for an appraisal. Send this spreadsheet to Pam Dart and she will send out the invitations to the employees listed on that report.
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When the employee clicks on the link, the following screen will appear. (The last name, email and supervisor information is blacked out to protect this person’s privacy. Additionally, the same person was used as the employee and supervisor in this example.)
The employee can save their input without submitting it to their supervisor by clicking on Save Progress. They can return to the form as necessary until they are satisfied with their input by using the original link in the email. There is a 45 minute timer in the upper corner of the page. The form will time out and a warning message will be displayed at the 43 minute mark. When they are ready to submit their self-assessment to their supervisor, they click on Next and electronically sign their assessment.
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The employee can chose to view the form as a PDF by clicking the button above. This will open a new tab in the browser window as shown below:
When the employee signed off on their self-assessment, an email was sent to their supervisor (show below)
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They will see the self-assessment information entered by the employee. The employee cannot revise that information. Those fields are in blue. The supervisor will complete the fields highlighted in yellow.
REVISED SCALE RATINGS DEFINITIONS
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When the employee clicks on the link they will see the following:
The employee now has the opportunity to add an additional comment and sign off on their appraisal.
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