Probationary/Step-up Employee Evaluations - Caldwell...

FIREHOUSE INSTRUCTION MANUAL

Probationary/Step-up Employee Evaluations

Table of Contents Starting the Evaluation Process ................................................................................................................. 1 Staff Activity Screen ................................................................................................................................. 1 Participant Detail Screen ........................................................................................................................... 2 Entering the Employee Evaluation.............................................................................................................. 3 Finishing the Employee Evaluation ............................................................................................................. 5 Printing Blank Forms ................................................................................................................................ 9 Printing Completed Evaluations ............................................................................................................... 10 Sample Report ....................................................................................................................................... 12

Starting the Evaluation Process

Start by clicking on the Activity icon on the main icon taskbar.

Staff Activity Screen

After selecting the Activity icon,

the staff activity screen will open.

For a probationary evaluation, use the code PRE in the Default

Activity Code.

For a step up evaluation, use the

code SE in the Default Activity

Code.


After entering the Default Activity Code select the Add button to add

the participant detail record for the staff member being evaluated.

Participant Detail Screen

After the Participant Detail screen opens,

enter the Staff ID for the person being evaluated.

Enter the Position for the person being

evaluated.

Next select the Other button to start entering the evaluation record.

NOTE: The Attendance Required field is disabled when you start each evaluation record. This field will be used later in the evaluation process to hide the evaluation record in the user fields table.


Next select the User Fields button to continue.

Entering the Employee Evaluation

The Evaluations(1) tab is where you will enter the information relating to

staff member evaluation.

NOTE: The tab will not turn red; you need to select the Evaluations(1) tab.

Complete the Evaluation Type field by selecting one of the options.

24 Hour,

48 Hour, Training Academy, or

Step Up

The Evaluators Staff ID will be

automatically entered.

Next, enter your evaluation scores in

the appropriate evaluation area.

NOTE: At least one field in each of the rating areas must be entered. The areas include - Station Work Public / Personal Relations and K/S/A


The comment fields on the

Evaluations(2) tab cover a spectrum of activities the evaluated staff member

may have encountered during their shift.

If the staff member did not respond on any calls during their shift, a zero value

can be entered in the Number of Incidents Responded On field.

The evaluation criterions for each comment area are shown next to the

comment field; this is the minimum expectation for comments on all

evaluations. Any additional thoughts or comments can be recorded in these

fields.

Before leaving each of the comment

fields, you should push the F7 button to spell check your work.

The example, on the left, shows the type of comments that are expected, by

senior staff, for staff member evaluations.

Once you have completed all the

required fields in the user fields, select

the Save and Close button to close the record.


Finishing the Employee Evaluation

After the employee evaluation has been

completed, select the Save button and then the Close button to close out of the

Participant Detail screen.

After selecting the Save button you will

get a Validation Results message on your screen.

Select the OK button and return to the

Participant Detail record.

The Attendance Required field is now open and needs to be checked to complete your

staff evaluation record.


Once you check the Attendance Required field, the field will be disabled. Once you

check the field your evaluation is considered locked and cannot be modified.

After the field becomes disabled, the only

staff personnel, who can look at the user field

information after it is locked, hold the rank of

Chief, Deputy Chief or

Battalion Chief

Note that there are 11 total tabs across

the top of the user fields, including the Evaluations(1) and Evaluations(2)

tabs.

In the example on the left, note the two

Evaluation tabs are missing from the

user fields tab list.

The information that you entered is still there, it is just now in view for anybody

to read.


You can create multiple staff

evaluations on one activity record.

Once you have entered all your

evaluations, you will need to lock the staff activity.

Select the Other tab to prepare the

activity record for locking.

Select the Record Lock Status button to open the lock record.

Once the record lock status screen opens, check the

Record Lock field and then select the OK button to close this screen.


Select Save and Close to finish

entering your daily evaluation.

You have now completed entering a probationary or step-up employee evaluation.


Printing Blank Forms

To print blank forms, you can access the reports in one of two ways.

Use the Emplyee Eval button on the left task bar

or

Select Reports from the main Firehouse

taskbar,

Select Favorite Reports,

Select Administrative Reports, and

Then select Employee Evaluation

When the Output Report To screen opens up do the following,

Make sure Default Printer is checked,

Check the Print a Blank Form with No Data box,

Select the number of copies you want to print, and

Then click the OK button

Make sure that all the boxes are checked for each form that you want

to print blank copies of and then select the OK button to print the forms.


Printing Completed Evaluations

To print completed forms, you can access the

reports in one of two ways.

Use the Emplyee Eval button on the left task

bar

or

Select Reports from the main Firehouse

taskbar,

Select Favorite Reports,

Select Administrative Reports, and

Then select Employee Evaluation

When the Output Report To screen opens up do the following,

Make sure Default Printer is checked,

Check the Print a Blank Form with No Data box,

Select the number of copies you want to print, and

Then click the OK button

Make sure that all the boxes are checked for each page of the report that you want to print blank copies of and then select the OK button

to print the forms.

To proceed with the printing process, select the OK button. The

report Query Filter screen will open.


To run the report, the following information

needs to be entered in the query filters.

Staff ID is the staff ID for the person being

evaluated. You can enter more than one staff ID on this filter line.

Evaluation Start Date is the date that was

entered in the main staff activity screen.

After entering this information click on the

Run Query button to run the report.

You have now completed entering and printing a probationary/step up employee evaluation.

Document last updated - 11/30/2012


Sample Report

Probationary/Step-up Employee Evaluations - Caldwell...

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