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SUPPORTING TOOLS

ePerformance Management System

• The performance management process is supported by the PeopleSoft (PS) ePerformance Management System

• Web-based self-service performance evaluation application for managers, employees, and human resources (HR) administrators

• Used for planning, collaborating, communication, assessment and monitoring evaluations

FormsThe typical forms used in the Georgia Performance

Management Process are contained in the Appendices. Electronic forms are available through the SPA Website: http://www.spa.ga.gov/agencyservices/retention/pmp_index.asp

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NAVIGATING TO THE PERFORMANCE DOCUMENTS

To access screen: Self – Service Performance Management My Performance Documents Current Documents

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EMPLOYEE PLANNING PHASE

view

Click “View” to see your Performance Plan

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EMPLOYEE PLANNING PHASE

Review Statewide Core Competencies There five Statewide Core Competencies. These competencies will be pre-populated for all employees. There will be NO ability to add or delete in this section.  The following Statewide Core Competencies populated for all evaluations:•Customer Service Orientation\•Team Work and Cooperation•Results Orientation •Accountability•Judgment and Decision Making There are two additional Statewide Core Competencies pre-populated for those individuals in a managerial job.

•Transformers of Government•Talent Management Helpful Hints:

•Discussion prior to entry keeps changes to a minimum •Employees will click “cancel” to exit the document if there are no changes•The manager can re-open the plan to make changes if necessary•If you have a mid-year or quarterly performance plan steps are the same.

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PERFORMANCE NOTES

Access screen:

Self Service Performance Management My Performance Documents Performance Notes

1 – Click “Add a New Note” to enter a note2 – Add Subject3 – Add note 4 – Save

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Helpful Hints:•Track your accomplishments or significant events by entering in performance notes throughout the year•You can search on specific notes by entering in dates in the “Earliest Note Date” and “End Date” fields•Your manager will not be able to view the notes you •enter

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EMPLOYEE SELF EVALUATION

To access screen: Self Service Performance Management My Performance Documents Current Documents

Click “Annual Performance Review” to begin

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EMPLOYEE SELF EVALUATION

Click “Start” to begin

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EMPLOYEE SELF EVALUATIONSECTION 1

Section 1 – Statewide Core Competencies

1 - Enter comments 2 - Choose a rating from the drop down list

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EMPLOYEE SELF EVALUATIONSECTION 2

Section 2 – Individual Goals/Competencies

1 - Enter comments 2 - Choose a rating from the drop down list

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EMPLOYEE SELF EVALUATIONSECTION 3

Section 3 – Job Responsibilities

1 - Enter comments 2 - Choose a rating from the drop down list

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EMPLOYEE SELF EVALUATIONSECTION 5

Section 5 – Individual Development Plan

The Individual Development Plan is not included in the rating, you may provide comments about your accomplishments regarding your development throughout the year1 – Enter in Comments2 – Click Complete3 – Click Save

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EMPLOYEE SELF EVALUATIONCOMPLETING EVALUATION

Click “Complete” to continue

Click “OK” to return to the menu.

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EMPLOYEE SELF EVALUATIONEMPLOYEE ACKNOWLEDGEMENT

Enter your Performance Evaluation by Clicking “Annual Performance Review”

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EMPLOYEE SELF EVALUATIONEMPLOYEE ACKNOWLEDGEMENT

• This is not an approval of the evaluation, but an acknowledgment that a review and conversation about your performance was held.

1 – Click “Acknowledge Review”2 – Click “OK”

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EMPLOYEE SELF EVALUATIONEMPLOYEE ACKNOWLEDGEMENT

The status of the document is now noted as “Acknowledged.”

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PRINTING EVALUATION

Click “View Printable Evaluation”

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PRINTING EVALUATION

1 – Click “File”2 – Click “Page Setup”3 – Click “Portrait”4 – Click “OK”

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PRINTING EVALUATION

1 – Click “File”2 – Click “Print”3 – Click “Print”

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