Creating the Staff Evaluation
In creating the Staff Evaluation, you will have the option to copy values (staff evaluation information) from a previous year.
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
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Step 2:
Enter the CWID in the Employee ID field
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Step 3:
Click the Copy values from previous year button
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Self Evaluation information not populating:
Information will not populate if:
- The manager differs from the previous evaluation
- The employee is in a new position
- The dates do not match what was inputted on the Pre-self Performance evaluation
Self Evaluation information option:
A PDF copy of the employee’s Pre-self performance evaluation is emailed to the manager which can then be copied and pasted into the Performance Evaluation if desired.
Step 4:
Click on the radial dial for the coordinating document to select it
Step 5:
Click the OK button
The page will refresh to show the employee's information populated
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
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Step 7: (Optional)
Click through the various tabs to verify / edit ratings
Step 8: (Optional)
Click on the Overall Rating Tab
Click on the Overall Rating drop-down caret to adjust if necessary
Step 9: (Optional)
Click on the Comments tab
Add any additional comments
Please make sure to fill out all sections. If the section is not applicable indicate 'n/a'
Step 10: (Optional)
Click on the Performance Goal Setting tab
Add information / comments to Performance Goals fields at your discretion
Step 11:
Click on the Supporting Documents tab
Any previously attached documents will show at the top
Step 12:
To add documents, click the Attach button
Documents attached should not compromise any Level 1 data
Please refer to CSU Data Classifications Level 1 2 3 PDF below for clarification on what comprises each level
The attached document will show under the Attach button
Step 13:
Click the Submit button
The screen will refresh to show a confirmation of submittal
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Step 1:
Click on the No radial dial
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Step 2:
Enter the CWID in the Employee ID field, hit Enter
The employee's information will populate
Step 3:
Enter the review period by clicking on the calendar icons
Step 4:
Click on the Evaluation Type drop-down caret
Step 5:
Select the appropriate option
Step 6:
Click on the Pre-Performance Evaluation tab to review any pre-evaluation information provided
Step 7:
Click through the various skills to specify the ratings
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Step 7a:
Make sure to click through each sub-tab
Step 7b:
Click the drop-down care to select criteria
Select the appropriate option
Step 8:
Click on the Additional Criteria tab
Step 9:
Enter any additional criteria
Please make sure to fill out all sections. If the section is not applicable indicate 'n/a'
If you add additional criteria, specify the importance to the position by clicking the drop-down caret to select the appropriate option
Step 10:
Click on the Overall Rating tab
Step 11:
Click on the Overall Rating drop-down caret to select appropriate option
Step 12:
Click on the Comments tab
Step 13:
Add comments to support ratings
Step 14:
Click on the Performance Goal Setting tab
Step 15:
Add applicable information in the goal setting fields
Step 16:
Click on the Supporting Documents tab
Any document(s) provided by the employee in the Pre-Evaluation will show at the top of the page
Step 17:
Click on the Attach button to add documents
Step 18:
Click the Submit button
A confirmation notice will appear
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Need More Help?
For questions or assistance, please contact HRDI at: