edocuments Module Supervisor

Transcription

1 Employee Menu Mid-Point Review Self Annual Appraisal Self Welcome to CAS2Net You are logged in as Cora Munro Change ) Logout This software supports the Department of Defense Civilian Acquisition Workforce Personnel Demonstration Program with the Contribution-based Compensation and Appraisal System (CCAS). CCAS is the process under which Demonstration employees are evaluated and compensated based on their contribution to the acquisition community mission. CCAS is arguably the cornerstone of the Demonstration program, being the central intervention from the Title V civil service system around which most of the other initiatives revolve. Simplified classification processes facilitate assignment of employees to the Demonstration program. Similarly, the Federal Employees Pay Comparability Act, Developmental Opportunities Program and Voluntary Emeritus Corps interventions address employee acquisition and retention issues. These and other interventions supplement the CCAS process and taken together, form a cohesive system for improving the quality of personnel management. Supervisor I Menu Additional Feedback Mid-Point Review Annual Appraisal Welcome Module Supervisor click

2 2 CAS2Net Module - Supervisor Employee Menu Mid-Point Review Self Annual Appraisal Self Supervisor I Menu Additional Feedback Mid-Point Review Annual Appraisal Welcome Click edocument Status Annual Appraisal(s) for Year: Employee Joe Contributor Rose Sayer Bruce Wayne Key: (Blank) Complete. Incomplete. Not Provided. Employee Signature Supervisor Signature You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout Manager Signature (Optional) 2018 edocument Status For supervisors and managers, the edocument Status page lists Annual Appraisals by employee for a given appraisal cycle. Use the Year dropdown to select a fiscal year. Click the Employee Name link to go to the edocument update page.

3 CAS2Net Module - Supervisor Employee Menu You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout edocument 2018 Annual Appraisal for Joe Contributor Mid-Point Review Self Annual Appraisal Self Supervisor I Menu File Name Date Posted The 2018 Annual Appraisal for Joe Contributor has not yet been uploaded. To request a new document, click the CAS2Net report link: [ Generate 2018 Annual Appraisal PDF ] You will need to save the generated report file to your computer for signing and uploading to the CAS2Net Document Repository. To upload a signed document, use the browse button below to locate your saved document and click Upload File. File to upload: Browse Upload File Click Additional Feedback Mid-Point Review Annual Appraisal Welcome Maintenance View Supervisor and managers Note. Refer will questions need related to to get this the document Annual to the Pay Appraisal Pool Administrator to attach their signature. For the first or person Joe Contributor s to sign, 2016 CAS2Net edocument Supervisor, provides Cora a Munro. report link to generate the PDF appraisal file. Click the Generate 2018 Annual Appraisal PDF link to produce an unsigned copy of the CAS2Net report Appraisal Parts I, II, and III. Exit 3

4 Save the Generated PDF File When you clicked [Generate Adobe PDF File], CAS2Net created the Annual Appraisal as an Adobe PDF file and displayed it in a new window. Use the file save feature to store the document on your local drive. CCAS SALARY APPRAISAL DOCUMENT FOR OCT SEP-18 Charles Allnutt, Pay Pool Manager January 1, 2018 SAVE THE DOCUMENT: To Save, Click File in the upper left corner, then click Save CLICK FILE IN THE UPPER LEFT CORNER OF THE TOOL BAR, THEN as CLICK SAVE AS. After saving the PDF file to your local drive, you will use the Adobe Pro DC for the digital signature. 4

5 Use Adobe Pro / Adobe Reader to Sign the Appraisal In the File Name Box - Rename the rwservlet.pdf file to 2018 Annual Appraisal for First Name Last Name For example 2018 Annual Appraisal for Joe Contributor rwservlet.pdf 1/13/2018 1:12 PM Adobe Acrobat D 18 KB 1. Rename 2. Click Save 5

6 Save the Generated PDF File CCAS SALARY APPRAISAL DOCUMENT FOR 2018 Click to Exit 01-OCT SEP-18 6

7 Use Adobe Pro / Adobe Reader to Sign the Appraisal May need to use Windows File Explorer to locate the PDF file. Find the folder with the saved annual appraisal For example Desktop then 2018 Annual Appraisal for Joe Contributor 2017 Annual Appraisal for Joe Contributor.pdf 1/13/2018 1:12 PM Adobe Acrobat D 18 KB 7

8 The Appraisal will open up in Adobe Pro DC Click on file name, see next slide Or Right-Mouse Click on file name and select Edit with Adobe Acrobat Annual Appraisal for Joe Contributor.pdf 1/13/2018 1/13/2017 1:12 PM Adobe Acrobat D 18 KB Click 8

9 Joe Contributor COL Heidi Ho, Pay Pool Manager Your appraisal will open in Adobe Acrobat Pro DC Click on Certificates on the right side of your screen

10 Joe Contributor COL Heidi Ho, Pay Pool Manager Look horizontally below the icons on the tool bar and click on digitally sign

11 Joe Contrib COL Heidi Ho, Pay Pool Manager Using your mouse, click and drag to draw the area where you would like the signature to appear. Once you finish dragging out the directed area, click OK.

12 Contributor, Joe, Contributor, Joe, Choose the Digital ID that you want to use for signing.

13 Click on Sign

14 Use Adobe Pro / Adobe Reader to Sign the Appraisal At the prompt to save, either leave the file name as is or choose a new one Annual Appraisal for Joe Contributor.pdf 1/13/2018 1:12 PM Adobe Acrobat D 18 KB save the file name as is or choose a new one Click 14

15 Use Adobe Pro / Adobe Reader to Sign the Appraisal At the prompt The file already exists. Replace existing file? Click Yes then Save Annual Appraisal for Joe Contributor.pdf 1/13/2018 1:12 PM Adobe Acrobat D 18 KB? C:\Desktop\2018 CCAS esignatures\2018 Annual Appraisal for Joe Contributor.pdf. The file already exists. Replace existing file? 1. Click Yes No 2. Click 15

16 Use Adobe Pro / Adobe Reader to Sign the Appraisal Click to Exit Part I: CCAS Salary Appraisal Form Oct Sep-18 Charles Allnutt, Pay Pool Manager January 1, 2019 Signed, just a few more steps! 16

17 17 CAS2Net Module - Supervisor Employee Menu Mid-Point Review Self Annual Appraisal Self Supervisor I Menu Additional Feedback Mid-Point Review Annual Appraisal Welcome edocument 2018 Annual Appraisal for Joe Contributor File Name Date Posted The 2018 Annual Appraisal for Joe Contributor has not yet been uploaded. To request a new document, click the CAS2Net report link: [ Generate 2018 Annual Appraisal PDF ] You will need to save the generated report file to your computer for signing and uploading to the CAS2Net Document Repository. To upload a signed document, use the browse button below to locate your saved document and click Upload File. File to upload: Browse Upload File Maintenance View You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout Note. Refer questions related to this document to the Pay Pool Administrator or Joe Contributor s 2016 edocument Supervisor, Cameron Poe. Click Need to add the signed appraisal to the CAS2Net Document Repository. Supervisor uses the Browser to locate the signed appraisal file. Exit

18 CAS2Net Module - Supervisor 1. Select File Annual Appraisal for Joe Contributor.pdf 1/13/2017 1/13/2018 1:12 PM Adobe Acrobat D 18 KB 2. Click Open Open Cancel 18

19 19 CAS2Net Module - Supervisor Employee Menu You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout edocument 2018 Annual Appraisal for Joe Contributor Mid-Point Review Self Annual Appraisal Self Supervisor I Menu Additional Feedback Mid-Point Review Annual Appraisal Welcome File Name Date Posted The 2018 Annual Appraisal for Joe Contributor has not yet been uploaded. To request a new document, click the CAS2Net report link: [ Generate 2018 Annual Appraisal PDF ] You will need to save the generated report file to your computer for signing and uploading to the CAS2Net Document Repository. To upload a signed document, use the browse button below to locate your saved document and click Upload File. File to upload: C:\munro\desktop\2016 Annual Appraisal for Joe Contributor.pdf Browse Upload File Maintenance View Note. Refer questions related to this document to the Pay Pool Administrator or Joe Contributor s 2018 edocument Supervisor, Cora Munro. Click the Upload File button to add the signed appraisal to the CAS2Net Document Repository. Exit Click

20 UPLOAD YOUR SIGNED PDF FILE FIRST THEN CLICK THE SUPERVISOR SIGNATURE COMPLETE BOX 20

21 The signing process ends when signature certified complete is checked and saved so if you do this first you ll be locked out and won t be able to upload your pdf file 21

22 CAS2Net Module - Supervisor Employee If necessary, Menu enter or update Mid-Point Review Self Name Annual Appraisal Self Enter Date Signed and Signature Method Supervisor I Menu Check Additional Feedback Signature Certified Complete Mid-Point Review Annual Appraisal Welcome Check edocument 2018 Annual Appraisal for Joe Contributor File upload successful. The edocument has been added to the CAS2Net Document Repository. File Name Date Posted 2018 Annual Appraisal for Joe Contributor.pdf 13-Jan :13:13 PM Click the file name to open the document. To save to your computer, right click the file name and choose Save Target As To upload a signed document, use the browse button below to locate your saved document and click Upload File. File to upload: First Level Supervisor Signature Certified Complete Name: Cora Munro Signature Status Browse Date Signed: Upload File Calendar Signature Method: Digital Handwritten Check You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout Click Successful Upload Save Click Save Maintenance View Note. Refer questions related to this document to the Pay Pool Administrator or Joe Contributor s 2018 edocument Supervisor, Cora Munro. Exit 22

23 CAS2Net Module - Supervisor Employee If necessary, Menu enter or update Mid-Point Review Self Name Annual Appraisal Self Enter Date Signed and Signature Method Supervisor I Menu Check Additional Feedback Signature Certified Complete Mid-Point Review Annual Appraisal Welcome Click Save edocument 2018 Annual Appraisal for Joe Contributor File upload successful. The edocument has been added to the CAS2Net Document Repository. File Name Date Posted 2018 Annual Appraisal for Joe Contributor.pdf 13-JAN :13:13 PM Click the file name to open the document. To save to your computer, right click the file name and choose Save Target As To upload a signed document, use the browse button below to locate your saved document and click Upload File. File to upload: First Level Supervisor Signature Certified Complete Maintenance View Name: Signature Status Browse Date Signed: Note. Refer questions related to this document to the Pay Pool Administrator or Joe Contributor s 2016 edocument Supervisor, Cora Munro. You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout Upload File Cora Munro 1/13/2019 Calendar Signature Method: Digital Handwritten Click Save Save Exit 23

24 CAS2Net Module - Supervisor Employee Menu edocument 2018 Annual Appraisal for Joe Contributor Signature successfully updated. You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout Mid-Point Review Self File Name Date Posted Annual Appraisal Self 2018 Annual Appraisal for Joe Contributor.pdf 13-JAN :13:13 PM Click the file name to open the document. To save to your computer, right click the file name and choose Save Target As To upload a signed document, use the browse button below to locate your saved document and click Upload File. Supervisor I Menu File to upload: Browse Upload File Signature Status Additional Feedback Mid-Point Review Annual Appraisal Welcome First Level Supervisor Signature Certified Complete Name: Date Signed: Cora Munro 1/13/2019 Calendar Signature Method: Digital Handwritten Save 1. Click Maintenance View Note. Refer questions related to this document to the Pay Pool Administrator or Joe Contributor s 2018 edocument Supervisor, Cora Munro. Exit 24

25 RECOMMEND THAT YOU DOUBLE CHECK THAT YOU UPLOADED THE CORRECT FILE AND THAT IT S NOT SOMEONE ELSE S APPRAISAL OR SOME OTHER DOCUMENT NOT RELATED TO CCAS (yes, it happens) 25

26 CAS2Net Module - Supervisor Employee If necessary, Menu enter or update Mid-Point Review Self Name Annual Appraisal Self Enter Date Signed and Signature Method Supervisor I Menu Check Additional Feedback Signature Certified Complete Mid-Point Review Annual Appraisal Welcome edocument 2018 Annual Appraisal for Joe Contributor File upload successful. The edocument has been added to the CAS2Net Document Repository. File Name Date Posted 2018 Annual Appraisal for Joe Contributor.pdf 13-JAN :13:13 PM Click the file name to open the document. To save to your computer, right click the file name and choose Save Target As To upload a signed document, use the browse button below to locate your saved document and click Upload File. File to upload: First Level Supervisor Signature Status You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout Browse Upload File Name: Date Signed: To Signature check, double click on the file name. It ll be Certified Cora Munro 1/13/2018 Calendar Complete highlighted in blue. Signature Method: Digital Handwritten Save Click Save Maintenance View Note. Refer questions related to this document to the Pay Pool Administrator or Joe Contributor s 2018 edocument Supervisor, Cora Munro. Exit 26

27 27 CAS2Net Module - Supervisor Employee Menu You are logged in as Cora Munro (cora.munro.civ@mail.mil Change ) Logout edocument 2018 Annual Appraisal for Joe Contributor Signature successfully updated. Mid-Point Review Self File Name Date Posted Annual Appraisal Self 2018 Annual Appraisal for Joe Contributor.pdf 13-JAN :13:13 PM Click the file name to open the document. To save to your computer, right click the file name and choose Save Target As Signature Status Supervisor I Menu Additional Feedback Mid-Point Review First Level Supervisor Signature Certified Complete Name: Date Signed: Cora Munro 1/13/2019 Signature Method: Digital Annual Appraisal Welcome Maintenance View Note. Refer questions related to this document to the Pay Pool Administrator or Joe Contributor s 2018 edocument Supervisor, Cora Munro. Exit 1. Click

28 28 CAS2Net Module - Supervisor Employee Menu Mid-Point Review Self Annual Appraisal Self Supervisor I Menu Additional Feedback Mid-Point Review Annual Appraisal edocument Status Annual Appraisal(s) for Year: Employee Cora Munro Joe Contributor Bruce Wayne Key: (Blank) Complete. Incomplete. Not Provided. Employee Signature Supervisor Signature You are logged in as Cameron Poe (cameron.poe.civ@mail.mil Change ) Logout Manager Signature (Optional) 2018 edocument Status is confirmation that the signed appraisal is in the CAS2Net Repository and now available for the employee to esign. esign the remaining employee appraisals. Welcome

29 29 CAS2Net Employee Menu Mid-Point Review Self Annual Appraisal Self Supervisor I Menu Additional Feedback Mid-Point Review Annual Appraisal Welcome Now tell, phone or your employee(s) that they can access CAS2Net to review and digitally sign their CCAS annual appraisals. Please make sure all appraisals have both supervisor and employee signatures and are re-uploaded into CAS2Net through the module NLT 18 January 2019

30 That s it! Thanks! 30