Employee Online Draft Book 2018 Process

Transcription

1 The 2018 abbreviated process includes the following steps and time frames Online Form Launch Date Day Planning Days th Quarter Update Days End of Year Evaluation (Rating) Days Review Sign Off Days Procedure / Description Visual Login The Online Draft Book (Powered by Page Up) can be accessed from or via a link in one of the messages received from the system. This system uses single sign on. Log in using Lehigh user name and password. Tips: Disable internet browser pop-up blocker if needed The online Draft Book has AUTO SAVE (with two minor exceptions which are clearly noted in this user guide) Welcome Page Access the performance review by clicking on 2018 Lehigh Staff Member Performance Review in the green My Performance Reviews section. Page 1 of 5 Employee Online Draft Book 2018 Lehigh University, 2018

2 Online Performance Draft Book Start Page Please review the introductory information on this page before proceeding. The Planning step is up to 14 days in duration. To transition the form from the Planning step to the Fourth Quarter Update step, both employee and manager must click I acknowledge in the Next Steps section. Navigation Bar (Section Types) Overview: Start Planning Worksheet Introductory/informational page Optional freeform sheet Quarterly Updates & Final Assessment Self- Assessment/ Development Plan Next Steps Used for entering key accountabilities and goals A series of questions that provide important information/feedback for the manager Acknowledgement page completed at the close of the Performance Review There are multiple ways to navigate the Performance Review steps: Click on a Section Type Title to access a section OR Click the Next button at the bottom of the page to move to the next section type Page 2 of 5 Employee Online Draft Book 2018 Lehigh University, 2018

3 Planning Worksheet Use of the Planning Worksheet is optional. Quarterly Updates Quarterly Updates contains four boxes (accountabilities, goals, core success factors, and managerial success factors). Information may be entered into the accountabilities and goals sections. Employees who are not managers must delete the Managerial Success Factors box. Attaching Documents Use the Upload Document buttons to attach files, such as a Position Description*, notes of progress toward goals/accomplishments, and/or notes from meetings (quarterly and more) with the supervisor. *this may require scanning a printed copy of the PD Page 3 of 5 Employee Online Draft Book 2018 Lehigh University, 2018

4 Self-Assessment Section The questions in the Self-Assessment/ Development Plan section of the form must be completed prior to the end of the Fourth Quarter Update step. The Performance Review form automatically transitions to the manager at the close of the Fourth Quarter Update step and the employee can no longer edit the review. End of Year Evaluation (Rating) The manager has 29 days to complete the evaluation. During this stage, the manager adds comments and assigns star ratings for key accountabilities, success factors, and goals. Next Steps (Acknowledgement) Review all ratings and comments in the Quarterly Updates & Final Assessment sections. Your final comments regarding accountabilities, goals, and success factors may be added as well. Comments must be saved. Comments do not auto save. Enter a "shared comment to save. Shared comments are visible to the manager. Selecting I acknowledge in Next Steps confirms the evaluation has been reviewed and discussed with you. Page 4 of 5 Employee Online Draft Book 2018 Lehigh University, 2018

5 Accessing Completed Forms via My Performance Reviews Under About Me menu select Performance Reviews Appendix From the I want to drop down click Open review, which will open the review in a new window. Page 5 of 5 Employee Online Draft Book 2018 Lehigh University, 2018