Creating the Staff Evaluation

In creating the Staff Evaluation, you will have the option to copy values (staff evaluation information) from a previous year.

Arrow pointing to copy value option

Do you want to copy information from a previous year?

  • Click Yes to see instructions on how to create a Staff Evaluation with copying information from a previous year.


  • Click No to see instructions on how to create a Staff Evaluation without copying information from a previous year.

Step 1:

Click the Yes radial dial

Copy value (yes/no) option

Step 2:

Enter the CWID in the Employee ID field

Arrow pointing to Employee ID field

Step 3:

Click the Copy values from previous year button

Arrow pointing to Copy Value button

Step 4:

Click on the radial dial for the coordinating document to select it

Arrow pointing to radial dials

Step 5:

Click the OK button

Arrow pointing to OK button

The page will refresh to show the employee's information populated

Highlight of the populated employee data

While the ratings information will be brought over, you can still edit at your discretion

Step 6: (Optional)

Click through the skills tabs to review ratings

Tab highlighting skills sections

Step 7: (Optional)

Click through the various tabs to verify / edit ratings

Arrow pointing to tabs
Arrow pointing to rating options

Step 8: (Optional)

Click on the Overall Rating Tab

Click on the Overall Rating drop-down caret to adjust if necessary

Arrow pointing to Overall Rating drop-down caret

Step 9: (Optional)

Click on the Comments tab

Add any additional comments

Highlight of comment fields

Step 10: (Optional)

Click on the Performance Goal Setting tab 

Add information / comments to Performance Goals fields at your discretion

Highlight of performance goal setting fields

Step 11:

Click on the Supporting Documents tab

Any previously attached documents will show at the top

Arrow pointing to document attached

Step 12:

To add documents, click the Attach button

Arrow pointing to Attach button

The attached document will show under the Attach button

Arrow pointing to newly attached document

Step 13:

Click the Submit button

Arrow pointing to Submit button

The screen will refresh to show a confirmation of submittal

Submittal confirmation screen

Step 1:

Click on the No radial dial

Copy value question

Step 2:

Enter the CWID in the Employee ID field, hit Enter

Arrow pointing to Employee ID field

The employee's information will populate

Highlight of employee's populated information

Step 3:

Enter the review period by clicking on the calendar icons

Arrows pointing to calendar information

Step 4:

Click on the Evaluation Type drop-down caret

Arrow pointing to Evaluation type drop-down caret

Step 5:

Select the appropriate option

Arrow pointing to Evaluation type options

Step 6:

Click on the Pre-Performance Evaluation tab to review any pre-evaluation information provided

Arrow pointing to Pre Performance Evaluation tab

Step 7:

Click through the various skills to specify the ratings

Highlight of Skill tabs

Step 7a: 

Make sure to click through each sub-tab

Arrow pointing to Sub tabs within Skill tabs

Step 7b:

Click the drop-down care to select criteria

Select the appropriate option

Arrow pointing to Quality significance options

Step 8:

Click on the Additional Criteria tab

Arrow pointing to  Additional Criteria tab

Step 9:

Enter any additional criteria 

Arrow pointing to additional criteria field

If you add additional criteria, specify the importance to the position by clicking the drop-down caret to select the appropriate option

Arrow pointing to importance to position drop-down caret

Step 10:

Click on the Overall Rating tab

Arrow pointing to Overall Rating tab

Step 11:

Click on the Overall Rating drop-down caret to select appropriate option

Arrow pointing to Overall Rating drop-down caret

Step 12:

Click on the Comments tab

Arrow pointing to Comments tab

Step 13:

Add comments to support ratings

Arrow pointing to Support ratings fields

Step 14:

Click on the Performance Goal Setting tab

Arrow pointing to Performance Goal Setting tab

Step 15:

Add applicable information in the goal setting fields

Arrows pointing to performance goal setting fields

Step 16:

Click on the Supporting Documents tab

Arrow pointing to Supporting Documents tab

Any document(s) provided by the employee in the Pre-Evaluation will show at the top of the page

Arrow pointing to attached document

Step 17:

Click on the Attach button to add documents

Arrow pointing to Attach button

Step 18:

Click the Submit button

Arrow pointing to Submit button

A confirmation notice will appear

Submittal confirmation notice

Need More Help?

For questions or assistance, please contact HRDI at:

[email protected]

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