Initial Invitation sent to all participants on September 7th:
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. 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.
After they sign their form this message is displayed:
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)
The supervisor clicks on the link in the email to complete their portion of the form. 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
Exceptional Performance- Performance and job success factors were exceptional for the employee’s position. Employee consistently exceeded all expectations while producing outstanding results.
Exceeds Expectations- Employee made a significant contribution demonstrating highly effective performance. Employee has exceeded most performance and job success factor expectations.
Meets Expectations- Employee made a meaningful contribution to the success of the College. Key performance and job success factor expectations were fulfilled.
Improvement Required- Performance and/or job success factors fell below expectations for the position.
Unsatisfactory Performance- Employee does not meet the minimum performance job requirements for the position.
N/A -Unable to rate performance.
Note: The Supervision and Leadership question appears only for Administrators.
The supervisor completes their portion (in yellow) of the assessment. They electronically sign the form:
The Supervisor can then chose to:
- Save Progress to save their input but not complete the process. Supervisors should save their input and then meet with the employee to review the performance appraisal.
- They can Return For Revision if the employee needs to make any additional edits to their self-assessment that they had forgotten to enter initially.
Once the appraisal meeting has been completed:
- The Supervisor should select "Submit Form" to return the form to the employee for signature and a final comment.
The following screen will appear upon submission of the form:
The employee then receives the following email:
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.
Once signed the following will appear on the screen and in an email.
EASY ACCESS TO APPRAISALS
For easy access to your staff appraisals, we recommend that you create an e-mail folder to save each individual link to the appraisal. Supervisors should save individual links for each staff appraisal.
Please see the instructions below:
Create a folder
- Right-click Inbox and select New Folder.
- Type a name for the folder and press Enter.
Move messages into a folder
- Select an email message.
- Drag and drop it into a folder.
Please contact the IT Help Desk if you need assistance.
ACCESS TO PRIOR APPRAISALS
Prior appraisals will be available to review in the portal under the HR tab-named HR Appraisal History