TalentEd Perform - Evaluation System

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1 TalentEd Perform - Evaluation System A Note about Perform IMPORTANT: All staff working in Perform should take their time and look closely at the forms they interact with. A signature indicates that the form has been read. Once a form is signed, it cannot be undone. Access Perform Access Perform by going to My Demographics (your name in the upper left corner of Extranet) and entering your password to get in. Access Perform Click on the item "Perform Employee Evaluation" near the bottom of the list. Main Teacher Window The main area that a teacher will view will be in My Folder and Tasks. Other areas that teachers can view would be a History of documents that have been viewed and/or signed, any Attachments that your supervisor has posted for you to access and your Profile. Finally, in the upper right corner is where you can see if you have an documents waiting to be signed. (red circle with number icon indicates documents waiting) TalentEd Perform - Evaluation System Page 1

2 Incomplete Tasks For the most part, any documents that need to be viewed and/or completed by a teacher will appear in the Incomplete Tasks area of the Tasks page. Click on Go to Form to view the document. Notice the icons to the left of each document. Those indicate the stage of completion. (discussed later) If an item shows a date under Scheduled, that generally indicates a due date for completion of that document or step on the evaluation process. Icon Legend If a teacher clicks on Show Icon Legend they will see what each icon means that may appear next to a document in Incomplete Tasks or History. TalentEd Perform - Evaluation System Page 2

3 Individual Growth and Development Plan The IGDP is one of the first forms that will be completed by a teacher. This form does not require signatures but is a required form in the workflow. To fill it out, the teacher will click Go to Form. IGDP Complete the IGDP by filling in the text fields. If a teacher has started this form in another document like a Google Doc, they can copy and paste that text into this form. TalentEd Perform - Evaluation System Page 3

4 Save or Submit In the case of forms that are completed and/or signed by a teacher, they will have the option to Save Progress if content has been added but the form is not ready to be submitted. Otherwise, once complete, Save & Submit can be clicked. Submit or Sign a Form When a teacher chooses Save & Submit they will see the following message. This is the final step in completing a form and should not be done until the form is completed and reviewed. Click Yes when ready to submit. View a Form If a form has been shared with a teacher for review but is not ready for signatures yet, they can click on "Go to Form" to view. In this case, it is a view only form so once the teacher reads through the document, they can click Save Complete. This will remove the sharing and allow all parties involved to sign if required. TalentEd Perform - Evaluation System Page 4

5 Save a Viewed Form As mentioned in the last step, clicking on Save Complete will remove sharing and make the form ready for completion. Click Yes. This document may still be listed as a document waiting for a signature. Sign a Form If there is a red circle in the upper right corner of the teacher window, the number indicates how many forms are waiting for a signature. Click on this icon. Sign a Form After clicking the Signatures icon in the upper right corner, a new page will appear with a list of forms to be signed. Click the Sign button to the right of the form name. TalentEd Perform - Evaluation System Page 5

6 Sign a Form The teacher will type their name in the Signature field, enter comments in the Comments field if desired and then click submit. View Completed Forms To view completed forms, a teacher can go to the History tab or while in a current form, they can click on the little icon (stack of paper) to the right of the window. View Completed Forms Once you click on that icon, you'll be able to click on the step number on the left, (in this case, step 2) and see that document. TalentEd Perform - Evaluation System Page 6