Performing an Evaluation in PeopleAdmin 7

Classified Performance Review Cycle

The review cycle begins on the employee's Merit Eligibility Date.  Classified employees hired on or before 10/01/2006, will have a merit eligibility date of October 1st.  For classified employees hired after 10/01/2006, the merit eligibility date will be the same as the hire date.

Attention:

For complete instructions on completing a classified performance evaluation, please log into your Employee Portal: https://jobs.uark.edu/portal

EvalGraph

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Month 1: Developing/Acknowledging Performance Standards

Step 1:  SUPERVISOR'S PORTALAction item will be:  "As the Supervisor/Co-Reviewer, it is time to develop the performance standards for this employee's review cycle."

  • Click on Position Details tab and complete all required fields using the Position Description.
    • For merit eligibility date, please put month and year only.
    • Review cycle dates begin with the merit date and end the day prior the following year.
  • Click on Job Duties tab and review.
    • These should feed over from the Position Description. To make changes to the Job Duties, you would need to modify the Position Description.  If modifications are made to the Position Description, you will need to refresh the Job Duties at the top right of tab.
  • Click on Self-Management Standards tab and complete.
    • Cut and paste any of the examples listed or enter your own.
  • Click on Support of University Goals/Initiatives Standards tab and complete.
    • Cut and paste any of the examples listed or enter your own.
  • Optional--Click on Goals and Professional Development tab and complete.
  • Select Complete.  The standards are now in the employee's portal to acknowledge.

 

 

Step 2:  EMPLOYEE'S PORTAL:  Action item will be.  "As the employee, it is time to acknowledge the performance standards for this review cycle."

  • Review standards and select Acknowledge.  The standards are now in the Evaluation Approver's portal to acknowledge/approve.

 

 

Step 3:  EVALUATION APPROVER'S PORTAL:  Action item will be:  "The supervisor has completed the standards and the employee has acknowledged those standards.  As the Evaluation Approver, review the standards to ensure they are appropriate for the position." 

  • To request revisions to the standards: If revisions are needed do NOT hit Acknowledge.  The Evaluation Approver needs to notify the Supervisor and discuss needed revisions.  The Supervisor can make revisions using sidebar navigation, and these revisions will be visible to the Evaluation Approver prior to hitting Acknowledge.  If revisions are made, the Employee will be automatically notified to re-acknowledge the Standards.
  • To approve the standards:  Review the standards and select Acknowledge to approve the standards.

 

 

Month 9:  Initiating the Evaluation Process

SUPERVISOR'S PORTAL: Action Item will be: "Initiate Evaluation Process (WARNING standards will not be editable past this point)." Edits to the standards must be made (using sidebar navigation) before selecting Complete. Once Complete is selected, the standards will be locked.

  • If Standards are finalized and the Supervisor is ready to begin the Evaluation, open and select Complete.
  • After the Supervisor has hit complete to initiate the evaluation process, the following Action Items will open up:
    • "As the Supervisor/Co-Reviewer, it is time to draft the performance evaluation for this employee's review cycle."
    • Optional--Initiate request for a self-evaluation.
    • Optional--Invite Peers to complete a peer review (Multi-Rater Feedback).

 

Month 11:  Completing the Performance Evaluation

Step 1:  SUPERVISOR'S PORTAL:  Action Item will be:  "As the Supervisor/Co-Reviewer, it is time to draft the performance evaluation for this employee's review cycle."  Click on the Action Item to draft the evaluation.

  • Review the Performance Review Policy and select Next.
  • Complete the Rating Cycle question -- if it is a final evaluation, enter an end of employment date.
  • Complete all required fields under Job Duties.  You can adjust the percentage of time on each Job Duty, if desired, but all Job Duties combined must equal 100%.
  • Complete all required fields under Self-Management (enter 20 as the weight.)
  • Complete all required fields under Support of University Goals/Initiatives (enter 10 as the weight).
  • Optional--complete Feedback on Goals and Professional Development.
  • Under Eligibility for Merit Pay, complete the Written Reprimand section.  If employee received a written reprimand, include the date, and upload the reprimand as an attachment in the Attachments tab.
  • Select Complete.  The Evaluation is now in the Evaluation Approver's portal to approve/acknowledge.  No changes can be made to the evaluation at this point unless the Evaluation Approver returns it for revisions.

 

Step 2:  EVALUATION APPROVER'S PORTAL:  Action Item will be:  "As the Evaluation Approver, it is time to review/approve the performance evaluation for this employee's review cycle."

  • Review the performance evaluation, and select either "Approve" or "Return".  If returning, comments are required and the Supervisor should be notified that the evaluation has been returned.  The Supervisor can only make revisions at the point if the performance evaluation is returned.
  • Once approved, the performance evaluation will be in the Supervisor's portal to discuss with the Employee.

 

Step 3:  SUPERVISOR'S PORTAL:  Action Item will be:  "As the Supervisor/Co-Reviewer, it is time to discuss the performance evaluation with the employee for this review cycle."

  • Supervisors must verbally discuss the evaluation with the employee prior to acknowledgment.
  • Once this discussion has occurred, select Acknowledge.  The evaluation is now in the employee's portal to acknowledge and to add optional comments.

 

Step 4:  EMPLOYEE'S PORTAL:  Action Item will be:  "As the employee, it's time to acknowledge receipt of the performance evaluation.  You will have the option to acknowledge and provide comments."

  • Review the evaluation and add comments, if desired.  Select Acknowledge.  The performance evaluation is in the Supervisor's portal to review and acknowledge any comments.

 

Step 5:  SUPERVISOR'S PORTAL:  Action Item will be:  "The employee has reviewed the performance evaluation.  As the Supervisor/Co-Reviewer, it is time to review the comments and acknowledgments from the employee."

  • Click on the Action Item and use sidebar navigation to select Approvals and Acknowledgments--review comments column. 
  • Select Home and open the Action Item again and select Complete
  • The evaluation is now in the Evaluation Approver's portal to review/acknowledge comments.

 

Step 6:  EVALUATION APPROVER'S PORTAL:  Action Item will be:  "The employee has reviewed the performance evaluation.  As the Evaluation Approver, it is time to review the comments and acknowledgement from the employee."

  • Click on the Action Item and use sidebar navigation to select Approvals and Acknowledgements--review comments column. 
  • Select Home and open the action item again and select Complete.
  • The evaluation has now been submitted to the University HR for processing!