MPP Performance Evaluation Form

Once the Self-Evaluation has been completed, you can access it through:

1. The link in the email (shown below)

2. The forms portal

Filling Out the MPP Performance Evaluation Form

Step 1:

Indicate if you would like to copy values from a previous year by clicking the Yes or No radial dial

Copying values from a previous year:

  • will bring over ratings (Performance Factors / Ratings)
  • will not populate any supporting documents (Supporting Statement for Ratings tab) 

Step 2:

Based on your answer to 'Do you want to copy values from previous year?'

  • If you answered Yes, continue to Step 3
  • If you answered No, skip to Step 11

Step 3:

Enter the Employee ID for the person you are creating a evaluation for

Step 4:

Click the Copy values from previous year button to see value options

Step 5:

Click the radial dial for the appropriate option

Step 6:

Click the Ok button

Step 7:

The screen will refresh to show the populated data based on your selection

Step 8:

Click through each tab to review data, make changes or add information. 

Step 9:

Click on the Supporting Documents tab

Click the Attach button to add any supporting documentation that is appropriate

Reminder: Supporting documents are not brought over when copying values from a previous year

Step 10:

Click on the Submit button to submit the form

Submission:

Upon successful completion you will receive a confirmation message

An email notification is sent to the:

  • Employee
  • Manager

notifying that the evaluation is sent to employee for review

Step 11: Employee Information

Enter Employee CWID 

Hit the tab key to populate information

Step 12: 

Select Evaluation Type

Step 13:

Verify the date range is reflective of the Evaluation Type

To edit, click in the date field

box highlighting  Review Period fields

Step 14: Employee Self Evaluation

Review the information provided


Step 15: Performance Factors / Ratings

Select the appropriate ratings for the required fields:

A: Conceptual Skills

B: Interpersonal Skills

C: Technical Skills

D: Overall Rating

Step 16: Performance Factors / Ratings

Enter supporting statements for each prompt.

Upon selecting the ratings, the Rating Suggestion field will populate

Step 17:

You can edit the Overall Rating to your preference

Click the drop-down list and select your preference

Step 18: Supporting Statement for Ratings

Provide your statements supporting your ratings selections

Step 19: Supporting Documents

Review any documentation provided

Step 20:

Attach any supporting documentation

Step 21:

Click the Submit button

Submission:

Upon successful completion you will receive a confirmation message

submission complete

An email notification regarding the evaluation is sent to the:

  • Employee
  • Manager
Employee Review

Step 1:

Click on the My Tasks tab

Arrow pointing to My Tasks tab

Step 2:

Click the check box for the document you want to open

Step 3:

Click Open

OR

Click on the document name link

Step 4:

Review the form (tabs)

Step 5:

Designate if you Agree or Disagree

Step 6:

A Confirm window will pop-up

Enter any additional comments in the Comment (Optional) field

Highlighting Comment (optional) field

Step 7:

Click the Confirm button

Arrow pointing to Confirm button

Step 8:

A Submitted window will pop-up

Click OK to exit

Arrow pointing to OK button

Submission

The Supervisor will receive an email notification that they have a performance evaluation pending their review

Evaluation - Final Review

Step 1:

Click on the My Tasks tab

Step 2:

 Click on the Title name to open the document

Step 3: 

Click on the Signature & Acknowledgment section

Step 4:

Check the affirmation statement checkbox

After checking the box, the Evaluator Name and Signature will populate

Step 5:

Click the Submit button

Arrow pointing to Submit button

Step 6:

A Confirm window will pop-up

Enter any comments in the Comment (optional) field

Highlight of Comment (optional) field

Step 7:

Click the Confirm button

Arrow pointing to Confirm button

Step 8:

Click the OK button

Arrow pointing to Ok button

Submission:

An email notification will be sent indicating that there is a performance evaluation pending review

Employee Acknowledgement

Step 1:

Click on the My Tasks tab

Step 2:

Check the box of the document to select it

Click the Open button

OR

Click on the title name link to open the document

Step 3:

Review the information provided in the Supporting Documents section

Step 4:

Review the information provided in the tabs

Step 5:

To complete the form and send to Appropriate Administrator

Click on the Signature & Acknowledgement section

Step 6:

Click on the "I affirm" statement

Your signature will populate upon checking the box

Step 7:

Click the Submit button

Arrow pointing to Submit button

Step 8:

A Confirm window will pop-up

Add any comments in the Comment (Optional) field

Highlight of Comment (optional) field

Step 9:

Click the Confirm button

Arrow pointing to Confirm button

Step 7:

Click the OK button

Arrow pointing to Ok button

Submission

A email notification will be sent to the appropriate administrator

Administrator Review

Step 1:

Click on the My Tasks tab

Arrow pointing to My Tasks tab

Step 2:

Click on the checkbox for the document you would like to open

Step 3:

Click the Open button

Step 4:

Click on the Signature & Acknowledgement section

Step 3:

Check the box under Appropriate Administrator Section to indicate you have completed the review

Your signature will populate when you check the box

Appropriate Administrator Signature field with populated signatures

Step 4:

Click Send to HRDI

Arrow pointing to Send To HRDI button

Step 5:

Add any comments in the Comment (Optional) field

Highlight of Comment (optional) field

Step 6:

Click the Confirm button

Arrow pointing to Confirm button

Step 7:

Click the OK button to exit

Arrow pointing to OK button

Submission

An email is sent to the HRDI team

HRDI Review

Step 1:

Select the document and click Open

Highlight of A: Document selected B: open button

Step 2:

Click the Proceed button

Arrow pointing to Proceed button

Step 3:

Review the document

Check the box under the HRDI Signature section to indicate that you have completed the review

Highlight of confirmation checkbox

Step 4:

Click the Complete button

Arrow pointing to Complete button

Need More Help?

For questions or assistance, please contact HRDI at:

hrdievaluations@fullerton.edu