Step 1:

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

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

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

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

An email notification regarding the evaluation is sent to the:

• Employee
• Manager

How to Access Forms

Step 1:

Click on the My Tasks tab

Step 2:

Click on the document name link

Step 3:

Review the form (tabs)

Step 4:

Designate if you have input or not

Step 5:

Click on the Have Input button 

Step 6:

A Confirm window will pop-up

Enter any additional comments in the Comment (Optional) field

Step 7:

Click on the Confirm button 

Step 8:

Click on the OK button 

Submission

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

Step 9:

Click the No Input button

Step 10:

A Confirm window will pop-up

Enter any additional comments in the Comment (Optional) field

Step 12:

Click on the Confirm button 

Step 13:

Click on the OK button 

Submission:

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

Step 6:

A Confirm window will pop-up

Enter any comments in the Comment (optional) field

Step 7:

Click the Confirm button

Step 8:

Click the OK button

Submission:

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

Step 1:

Click on the My Tasks tab

Step 2:

Click 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

Step 8:

A Confirm window will pop-up

Add any comments in the Comment (Optional) field

Step 9:

Click the Confirm button

Step 7:

Click the OK button

Submission

A email notification will be sent to the appropriate administrator

Step 1:

Click on the My Tasks tab

Step 2:

Click on 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

Step 4:

Click Send to HRDI

Step 5:

Add any comments in the Comment (Optional) field

Step 6:

Click the Confirm button

Step 7:

Click the OK button to exit

Submission

An email is sent to the HRDI team

Step 1:

Select the document.

Step 2:

Click the Proceed button

Step 3:

Review the document

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

Step 4:

Click the Complete button