Step 2a: Employee proceeds to self-evaluate. Typically, this would occur after April 1st.
*Please do not edit/add Work Objectives or Learning Goals in this step; if changes are required they should be made in Step 1 – Establishing Evaluation Criteria.
- Employee opens their Performance Document to complete self-evaluation by selecting: Self-Service > Performance Management > Performance Documents > Current Documents > Start (Complete Self Evaluation row)
- Employee reviews Work Objectives (section 1) and provides ratings and can comment on each.
- Employee reviews Competencies (section 2) and provides ratings andcan comment on each.
- For 15/16, the ratings for competencies are aligned to the Behaviour Scale Levels (1-6)
- Employees = Levels 1-2 hi-med-low
- Supervisors & Managers = Levels 2-3 hi-med-low
- Directors / Superintendents Levels = 3-4 hi-med-low
- ADM Levels = 5-6 hi-med-low
- DM / CEO Levels = 6 hi-med-low
- Once employee has finalized self-evaluating the sections, click Complete. To ensure you don’t lose your work, sign-out of PeopleSoft instead of closing screen (red X) so you will be notified of any un-saved work.
Step 2b: Supervisor proceeds to view employee’s self-evaluation or starts and completes their Manager Evaluation. If a third party was nominated and they haven’t answered by the time the Manager Evaluation is complete, the third party nomination will auto-cancel.
For 15/16, Managers can Override the Overall Performance Rating
For 15/16 the system rates all manager / supervisors against the DM Level 6, as a result the overall rating may not reflect the actual performance of the employee. Managers can select Override in Section 9 and select an appropriate rating.
Please note this has been fixed for 16/17 Performance Documents.
- Supervisors can review their employee’s self-evaluation by following this path: Manager Self-Service > Performance Management > Performance Documents > Current Documents> View (in the Review Self Evaluation row). Note, Supervisors are unable to input comments on the employee’s Self-Evaluation, only in the Manager Evaluation section.
- Supervisors can start Manager Evaluation by following this path: Manager Self-Service > Performance Management > Performance Documents > Current Documents> Start (in the Complete Manager Evaluation row)
- Supervisor reviews Work Objectives (section 1) and provides ratings and can comment on each.
- Supervisor reviews Competencies (section 2) and provides ratings and can comment on each.
- For 15/16, the ratings for competencies are aligned to the Behaviour Scale Levels (1-6)
- Employees = Levels 1-2 hi-med-low
- Supervisors & Managers = Levels 2-3 hi-med-low
- Directors / Superintendents = Levels 3-4 hi-med-low
- ADM = Levels 5-6 hi-med-low
- DM / CEO = Levels 6 hi-med-low
- Once Supervisor has completed the Manager Evaluation, clickSave andAvailable for Review. To ensure you don’t lose your work, sign-out of PeopleSoft instead of closing screen (red X) so you will be notified of any un-saved work.