Quick Reference Guide Work Goal Form Employee

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1 INTRODUCTION This Quick Reference Guide provides instructions for completing your Year-End Self-Assessment via the 2016 Work Goal Year-End Review form. This Quick Reference Guide explains the process from the Employee s perspective. NAVIGATION The Work Goal Employee Self-Assessment form is available in your Performance inbox. You will receive an notification when the form is available. The notification will include a Username and Password. To the system In the upper left hand corner, under the Home menu, select Performance OR click Review Performance > Employee Self-Assessment from the Home Page ToDo tile. OR If you choose Home>Performance, you will be sent to your Performance inbox. From the Performance inbox, you may use the navigation menu on the left side of the screen to track your form (see below). All Forms - Lists all active and prior year completed forms and provides information such as employee name, current step, and where the form is currently located. Inbox - This window defaults to your Inbox, where all your current forms are listed. These can be new forms, forms you are currently working in or forms that have been sent to you for review or feedback. En Route - You have the option to see forms you have sent to another person. Click En Route on the left side of the screen to view. Completed - The Completed folder is where all completed forms and notes are stored. Form Status - Individual view provides a one line status for your performance review individual dashboard. From your Performance inbox, click the link to your 2016 Work Goal Year-end Review as shown below:

2 INFORMATION ABOUT ICONS AT TOP OF FORM Save - Save changes and update the entire form without closing the form. Your work is also saved if you send the form to another person or on to the next step Print Setup - Print desired sections of the form Save as a PDF Saves the form in a pdf format FORM SECTIONS AND ROUTE MAP Spell Check / Legal Scan Scan the form for spelling and possible sensitive legal content within comments on the form. Add to Outlook Add a link to the form as an Outlook calendar item or meeting (if applicable). The top of the form displays the form title, employee name and photo, the Route Map, and the Form sections. Click the photo to access your Goal Plan or other links. Click the Incomplete Items tile to view required items that are not yet completed. Click the section title links to advance to the selected area of the form. Sections: Self-Assessment Instructions Work Goals section give general information and instructions about the employee and the form. Goals and Competencies sections allow for comments and updates to goals and competencies.

3 Route Map: The Route Map displays the workflow steps of the form and the due date. The current step and owner are highlighted in a darker color. In this example, the employee has the form for self-assessment in the first step. ADD AND RATE GOALS AND ENTER COMMENTS 1. Click or scroll to the Goals section. 2. Click the in the lower right hand corner after the Self- Assessment Instructions 3. A box will open: 4. Enter the Goal Name, Measure of Success, Weight and Status. Remember that the Weight of all Goals must equal 100% 5. Click 6. Enter comments in the Employee Comments area of the form for each Work Goal NOTE: The form will auto-save after entering comments or making changes, however be sure to click the Save icon at the top of the form to ensure your Comments are saved.

4 REVIEW COMPETENCIES AND ENTER RATINGS 1. Click or scroll to the Competencies section. 2. The competency name displays on the left. 3. Required Action (indicated by a *): Select a Rating from the Rating drop-down. This is required for each competency. NOTES: As each rating is completed, the Incomplete Items reduces by one, until all ratings are complete and a zero displays. If you do not complete all ratings and try to send to the manager, you will receive an error message, reminding you of the missing rating(s). 4. OPTIONAL: Enter overall comments at the bottom of the Competencies section. ROUTE FORM TO MANAGER After entering comments and required ratings, route the form to your manager: STEP 1: Click Send to Manager from the bottom of the form (right image below). You may also click Cancel or Save and Close if you are not ready to send to your manager. STEP 2: You will be sent to a final confirmation page before the form is routed. Enter optional comments and click Send to Manager. If you decide you are not ready to send, click Cancel & Return to Form.

5 The form is routed to the manager, who reviews and comments on goals, and also rates competencies. From your Performance Inbox you may click your En Route folder to review the comments and updates you sent. You will not be able to see any updated versions of the form until it is re-routed to you in a future step. The manager may optionally route the form back to you for additional action during the Manager Assessment step. After final comments, ratings, and discussions are complete, the form is then routed back to you for Employee Acknowledgement. NOTES: To sign the form, click Sign and Acknowledge the Performance discussion was held. This sends the form to completion. You also have the option to click Return to Evaluation, which will send the form back to the HRBP step. Click your Completed folder to access a copy of the completed form with electronic signatures.