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

Evaluation email
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

Arrow pointing to copying previous year info. option

Copying values from a previous year:

  • will bring over ratings (Performance Factors / Ratings)
  • will not populate any supporting documents (Supporting Statement for Ratings tab) 
  •  will not populate information if the manager differs from the previous evaluation that you’re trying to copy
  • will not populate information if the employee is in a new position

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

Arrow pointing to Employee ID field

Step 4:

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

Arrow pointing to Copying values from previous year button

Step 5:

Click the radial dial for the appropriate option

Radial dial options

Step 6:

Click the Ok button

Arrow pointing to OK button

Step 7:

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

Employee Information overview tab

Step 8:

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

Arrow pointing to tabs

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

Arrow pointing to Attach button

Step 10:

Click on the Submit button to submit the form

Arrow pointing to Submit tab

Submission:

Upon successful completion you will receive a confirmation message

Confirmation message

An email notification is sent to the:

  • Employee
  • Manager

notifying that the evaluation is sent to employee for review

Email sample

Step 11: Employee Information

Enter Employee CWID 

Hit the tab key to populate information

Employee Information overview

Step 12: 

Select Evaluation Type

Box highlighting Evaluation type

Step 13:

Verify the date range is reflective of the Evaluation Type

box highlighting  Review Period fields

To edit, click in the date field

box highlighting  Review Period fields

Step 14: Employee Self Evaluation

Review the information provided


Employee Self Evaluation screen overview

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

Performance Factors / Ratings screen overview

Step 16: Performance Factors / Ratings

Enter supporting statements for each prompt.

Upon selecting the ratings, the Rating Suggestion field will populate

Box highlighting Rating Suggestion

Step 17:

You can edit the Overall Rating to your preference

Click the drop-down list and select your preference

Box highlighting Overall Rating field

Step 18: Supporting Statement for Ratings

Provide your statements supporting your ratings selections

Supporting Statement for Ratings screen overview

Step 19: Supporting Documents

Review any documentation provided

Box highlighting PDF attached

Step 20:

Attach any supporting documentation

Arrow pointing to Attach button

Step 21:

Click the Submit button

Arrow pointing to 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
Email notfication sample
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

Arrow pointing to document checkbox

Step 3:

Click Open

Arrow pointing to Open button

OR

Click on the document name link

Arrow pointing to title document name

Step 4:

Review the form (tabs)

Arrow pointing to tabs

Step 5:

Designate if you have input or not

Arrow pointing to input selections

If you have input proceed to Step 6

If you do not have input proceed to Step 10

Step 6:

Click on the Have Input button 

Arrow pointing to Have input button

Step 7:

A Confirm window will pop-up

Enter any additional comments in the Comment (Optional) field

Arrow pointing to Comments field

Step 8:

Click on the Confirm button 

Arrow pointing to Confirm button

Step 9:

Click on the OK button 

Arrow pointing to OK button

Submission

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

Email notification sample

Step 10 on - only if you selected No Input

Step 10:

Click the No Input button

Arrow pointing to No Input button

Step 11:

A Confirm window will pop-up

Enter any additional comments in the Comment (Optional) field

Arrow pointing to Comments field

Step 12:

Click on the Confirm button 

Arrow pointing to Confirm button

Step 13:

Click on the OK button 

Arrow pointing to OK button

Submission:

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

Email notification sample
Evaluation - Final Review

Step 1:

Click on the My Tasks tab

Arrow pointing to My Tasks tab

Step 2:

 Click on the Title name to open the document

Arrow pointing to document title

Step 3: 

Click on the Signature & Acknowledgment section

Arrow pointing to Signature & Acknowledgement tab

Step 4:

Check the affirmation statement checkbox

Circle highlighting Affirm statement

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

Screen overview after Affirm checkbox selected

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

Email notification sample
Employee Acknowledgement

Step 1:

Click on the My Tasks tab

Arrow pointing to My Tasks tab

Step 2:

Check the box of the document to select it

Arrow pointing to document checkbox

Click the Open button

Arrow pointing to Open button

OR

Click on the title name link to open the document

Arrow pointing to document title

Step 3:

Review the information provided in the Supporting Documents section

Arrow pointing to Supporting Documents

Step 4:

Review the information provided in the tabs

Arrow pointing to tabs

Step 5:

To complete the form and send to Appropriate Administrator

Click on the Signature & Acknowledgement section

Arrow pointing to Signature & Acknowledgement tab

Step 6:

Click on the "I affirm" statement

Arrow pointing to Affirm statement checkbox

Your signature will populate upon checking the box

Signature & Acknowledgement tab with populated signature

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

Email notification sample
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

Arrow pointing to document checkbox

Step 3:

Click the Open button

Arrow pointing to Open button

Step 4:

Click on the Signature & Acknowledgement section

Arrow pointing to Signature & Acknowledgment tab

Step 3:

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

Highlight of Complete statement checkbox

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:

[email protected]