HMH Leadership Form (Leader Guide)

Transcription

1 b a a b c Overview: Leadership Evaluation Form Getting Started: On the Home Page, you ll see a To-Do tile for any modules that have pending tasks assigned to you. Either (a) Click on the hyperlink to navigate to the Leadership Evaluation Form or (b) Click the next to Home to view your menu options and select Performance. You ll land on the Evaluations tab and will see a list of forms available to you. Click on the form you want to work on to launch the form. Action Buttons: Click the icon to enable spell check, legal scan, or to view information for the form. Click the icon to print the evaluation. Click the icon to save the evaluation as a PDF. Click the icon to save the form. Note: The system autosaves the form every to 0 seconds. Notification Tiles: a) Displays any incomplete required items. b) Displays the rank order of overall performance scores for all direct reports, with the same form. c) Displays the number of items where there is a gap between the Leader and Team Member s ratings. Leadership Evaluation Sections: Select an option to jump directly to that section of the leadership evaluation form. Note: The section you are in will be bold and highlighted. Route Map: The steps in the leadership evaluation process are listed here. - The current step is green. Remember to check here to see if the step has a Step Due Date. - All completed steps will have a small green check to the right of the step number. - The group icon indicates multiple people may be involved in a step, for example, users may be able to complete their self-evaluation or provide feedback, while the leader is still the owner of the form. - Click the information icon to see a description of the step, including responsibilities and the participants involved in the step. - An Action button will be visible if you need to move the form to the next step. Click on the button to see the options. Note: Click on the arrows on the left or right of the route map to view more steps. Note: In Step, Leader may begin drafting the evaluation without ratings/comments being visible to the Team Member, and the Team Member should complete their selfevaluation, without having to send form back and forth to each other. However, they cannot access the form at the same time. When exiting the form, each user must click Save and Close, otherwise the other user must wait 60 minutes before accessing it. In Step, Leader may send form back to Team Member to edit self-evaluation, or to other Leaders to collect Feedback, but Leader cannot access form again until user returns it to the Leader.

2 Evaluate Leadership Behaviors Behavior Ratings: Select a rating for each behavior based on observable behavior. Click the down arrow to show a list of the rating choices. Click the icon to see a definition of each rating. Note: Different sections of the form may have different rating scales. View Team Member s Self Rating: The ratings provided by the Team Member in the self-evaluation will appear here. Behavior Comments: Enter comments based on performance for the behavior. You can format comments and include a list or highlight with available Rich Text Features. Click on to spell check your comments. Click on to complete a legal scan, checking for potentially inadvisable words. Writing Assistant: Click the Writing Assistant icon to view suggested quotes specific to the behavior you re rating. Choose a behavioral statement from one of the columns (Improve, Meets, Exceeds, Outstanding) that best describes the Team Member s performance. Click on Place Quote to add the comment to the evaluation. Click Close to cancel or when you are finished adding quotes. Note: You can edit the quote once it s been placed in the comments box. View Team Member & Feedback Provider Comments: The comments provided by the Team Member in the self-evaluation or from the Feedback Providers will appear here.

3 Evaluate Job Specific Competencies Competency Rating: Select a rating based on observable behavior. Click the down arrow to show a list of the rating choices. Click the definition of each rating in the scale. Note: A * indicates a rating or comment is required. icon to see a Comments : Comments here are required. Enter a description of the work accomplished during the evaluation year related to job/position specific competencies. Your comments should describe what was done and how it impacted the Network, Medical Center, department, or unit. You may apply Rich Text Features to format your comments and to conduct a spell check or legal scan to check for potentially inadvisable words. View Team Member & Feedback Provider Comments: The ratings and comments provided by the Team Member in the self-evaluation or from the Feedback Providers will appear here.

4 Evaluate Goals Goal Ratings: Select a rating for each goal based on the achievement relative to the performance targets set. Click the down arrow to show a list of the rating choices. Click the icon to see a definition of each rating. Note: Different sections of the form may have different rating scales. Goal Comments: Enter comments based on performance of the goal. You can format comments and include a list or highlight with available Rich Text Features. Click on to spell check your comments. Click on to complete a legal scan. View Team Member Ratings & Comments & Feedback Provider Comments: The ratings and comments provided by the Team Member in the self-evaluation or from the Feedback Providers will appear here.

5 Note: When you click on the Send to [Team Member] button you will receive a pop up window and will need to click Send to Team Member one more time to officially submit the form. If the form is sent back to the Team Member for revisions, the Leader ratings and comments will not be visible. a b c d Performance Rating & Summary Overall Performance Rating: The overall rating is visible along with the unrounded rating. Note: If you make any changes to a rating, click Save to recalculate. Ratings: The ratings by behaviors and goals are displayed. Click on the name of one or the section name to quickly navigate to that section to review or edit the rating and add or revise comments. Overall Comments: Enter comments about overall performance. Note: Comments here are required and spell check and legal scan are available. Action Options: a) Save and Close to return to the form and complete later. b) Get Feedback to solicit comments from another Leader in Step [see next slide for instructions]. c) Send to [Team Member] to allow them to do, edit, or update their self-evaluation (they won t be able to see your ratings/comments at this point). d) Send to Next Step (Executive Review/Calibration) to forward the form when you are satisfied with all of the content. Note: You ll need to click Send to Next Step one more time to confirm and officially submit the form.

6 a b Get Feedback Get Feedback: a) Click on from the route map at the top of the form OR b) click on Get Feedback at the bottom of the form. Search by Filtering: A pop-up window will appear to search using filters or by name. Click on the drop down arrow to reveal the options and set the filters, then click on Search to provide a list of names that match the criteria. Click on the radio button by the name and chose Select [not shown]. Search by Name: Begin typing the name and a list will populate. Select the person you want to solicit feedback from. Once a name is chosen, the Select box will be highlighted and you will move to the next step. Confirm: The last step will show the name of the person you ve selected. Click Send to confirm. Note: The Leader ratings will not be visible to others during this step and you will not be able to work on the form until the Feedback Provider sends it back. You may also find the form in the En Route folder, click on it, and click Recall to recall the form back to your Inbox. Note: When you click on the Send to [Team Member] button you will receive a pop up window and will need to click Send to Team Member one more time to officially submit the form. If the form is sent back to the Team Member for revisions, the Leader ratings and comments will not be visible. 6