USING PERFORMANCE PRO An Appraiser s Quickstart Guide. Hrperformancesolutions.net 4/2017 v. 3.9

Transcription

1 USING PERFORMANCE PRO An Appraiser s Quickstart Guide Hrperformancesolutions.net 4/2017 v. 3.9

2 Appraiser Quickstart Guide You have been asked to provide input on an appraisal as a primary appraiser. If you have done a self-appraisal in Performance Pro the process will be familiar to you. However, as a manager and owner of the process, you have additional steps to complete the appraisal. You must first change your role to Appraiser and select an employee. Once done, there may be up to nine steps to complete the appraisal. Keep in mind, steps vary depending on the system setup. You may be asked to evaluate ONLY Factors. On the other hand, you may be asked to evaluate ONLY Goals. When you go to each step in the process, if the system does not show any criterion for you to rate, simply go to the next step. If you have questions or have difficulty accessing the program, please contact your Human Resource Department or an Administrative User. Starting the Program To start the Program: 1. Open your browser and enter your client address in the address line. Please see your Administrative User if you do not have this link. 2. Enter your username and password in the Client Login fields. Press Enter on your keyboard or click the Login button. Completing an Appraisal Step 1: Review Previous Performance Documentation An employee s Performance History, including Appraisals, s, Forms, Additional Documents, and Peer Feedback completed during the appraisal period, should be reviewed before a performance appraisal is started. This ensures the appraisal will be consistent with the employee s performance throughout the entire period, and not just recent memory. The result is a more accurate and objective appraisal. 2. From the main menu, under Employee Documents, click Performance History. 4. Select the documents you wish to view. Step 2: Set New Goals (if applicable) 2. From the main menu, under Employee Documents, click Employee Goal Tools. ( that the term Goal may have been customized.) 4. The Current Goals tab will display. If you wish to add Goals to the current appraisal, stay on the Current Goals tab to enter the Goals. Click the Future Goals tab if you wish to add them to the next appraisal. If Appraiser Quickstart page 1

3 Goals are added on the Future Goals tab, they will display on the current appraisal as future Goals only. Comments and scores cannot be added to future Goals. Future Goals do not need to total 100%. 5. Click the Add Goal button. 6. Enter a new Goal name in the Name box. For easy viewing of the titles, keep them brief. 7. Enter a weight in the Weight box. The total weight of all Current Goals must equal 100%. Future Goals do not need to total 100%. 8. If you would like to assign this Goal a due date, enter the date in the Due Date field (dd-mm-yyyy) or click on the calendar icon and select the desired date. 9. Enter a detailed description of the Goal in the Description box. 10. Click Spell Check and/or Language Check to review your text. 11. Click Save on the toolbar. 12. If desired, add specific Goal Action Steps by clicking Add Action Step. Enter a Name, Description and Due Date for the Action Step in the box that appears. 13. Click Spell Check and/or Language Check to review your text. 14. Click Save to enter the Action Step or Cancel to leave the page without entering the Action Step. 15. Repeat until all Action Steps have been entered. 16. Enter a Check In Date, if desired, in the Check In Date field or click on the calendar icon and select the desired date. 17. Click Save on the toolbar. 18. Repeat steps 3-17 until all Goals and applicable Action Steps have been entered. 19. To assign the same Goal to the opposite period (Current vs. Future) on the selected employee, from the Future Goals tab, click the Copy icon beside the Goal you wish to assign. 20. To assign the same Goal to more than one employee, select the Goal you wish to assign and click the Admin button. Select either the Current Period or Future Period radio button to assign it to one of those periods. Click Copy Goal Action Steps if you would like to assign the Action Steps as well. (This option will only appear if the Goal has Action Steps.) From the list of employees displayed, (you may need to click Employees to expand the list), select the employees to whom the Goal will be assigned. Clicking Select All will select all employees in the list. Clicking Clear All will deselect all employee selections. When your selections are made, click Select to assign the Goal or Cancel to exit the screen without assigning the Goal. 21. Click Add to Library to add a copy of the Goal to My Library. 22. Click Save on the toolbar. Setting of Future Goals can also be done on the Evaluate Goals, Set Future Goals screen. Future Goals set on this screen will also appear on the Future Goals tab in Employee Goal Tools, and vice versa. Step 3: Evaluate Factors 2. From the main menu, click Appraisals, then click Evaluate Factors. ( that the term Factor may have been customized.) 4. The Overview tab lets you see at a glance the assigned Factors, any scores given, weight of each Factor, and if comments have been entered. A progress bar displays on the right side of the screen showing Appraiser Quickstart page 2

4 Overall Progress of the appraisal and the Factor Progress. (Scores and weights will not display if they are hidden in your system.) 5. Select the Factor you wish to evaluate from the Select Factor to Evaluate box. All Factors assigned to this position will appear in this list. (You can also select a Factor by clicking on the Evaluation tab and clicking Back or Next to move through the list.) 6. The weight of the selected Factor displays to the right of the Factor name (unless weights are hidden.) A full description of the Factor appears below the Factor name. If necessary, click on the expander at the bottom center of the Factor description to view the entire description. If Allow Sub-Factors is enabled, Factor Level Titles and Factor Level Descriptions will be disabled. 7. If a Factor has Sub-Factors, complete steps 8 10 and If there are no Sub-Factors, skip to step If the Factor you selected has Sub-Factors, a Sub-Factors box will appear below the Factor description. Expand the box to view all Sub-Factors and information by clicking the expander at the bottom center of the box. 9. Read the description of the Sub-Factors (if present). From the Rating dropdown box, click the down arrow and select a rating. 10. Continue until all Sub-Factors have been evaluated. Ratings on Sub-Factors will be averaged together to produce a score for the Factor. This score will automatically be reflected on the scoring bar and in the box above it. You may manually edit this score unless Prohibit Override was enabled in Company Settings. 11. If Sub-Factors are not applicable, evaluate the employee on the Factor. Select the value on the rating scale that best represents their performance by typing it in the box above the Appraiser scoring bar, clicking on the scoring bar at the appropriate level, or selecting the Performance Level Description on the left side of the screen (the level s number will automatically be assigned as the rating). 12. If the employee has been rated on the Factor during a previous review cycle, you will see a Last rating bar displaying the score received at that time, unless this feature is hidden in your system. If Allow Appraiser View has been activated in Appraisal Settings, you will see the self-appraisal rating the employee has entered for this current review of the Factor. 13. Click the Compare icon if you would like to compare scores given on the selected Factor with other employee scores on the same Factor. (The icon is located on the top right side of the Appraiser Comments box.) The employees shown will be those in your realm of responsibility, including Downline if that feature is activated. (If the Hide Scores feature is off, you may also give ratings to employees other than the one you are currently evaluating through this feature.) 14. Comment on a Factor (if desired or required) by placing your cursor in the Primary Appraiser Comments box and typing your comment. 15. If Allow Multiple Comments has been activated in Company Settings, and if additional comments are desired, click the Add button below the comment box and enter the additional comments. If there is not an Add button, this feature is not available in your system. If you would not like the additional comment to appear on the appraisal, deselect the Show Comment in Appraisal checkbox. 16. Additional comments can be deleted by clicking the delete icon above the comment. Comments can be edited by making changes in the comment boxes. 17. For comment suggestions click the Comment Coaching icon and select the comments you d like to include by clicking in the box to the left of the comment. (The icon is located on the top right side of the Primary Appraiser Comments box.) You may edit the comment suggestions at this point or wait until you Save and they are inserted into the Primary Appraiser Comments field. 18. When all desired comments are selected, click Save to insert the comments into the Primary Appraiser Comments box, or Close to exit the Comment Coaching box without saving, or Clear Selection to clear all your selected comments. 19. Edit the phrases as needed if you have not already done so. ( that comment coaching may not be available for every Factor.) Appraiser Quickstart page 3

5 20. Click Spell Check and/or Language Check to review your text. 21. Repeat until all Factors have been evaluated. 22. Factors you have evaluated are indicated in green text with a check mark ( ) next to it. : Some organizations do not use numerical Factor and Goal ratings and/or weightings. In these situations the weights and scoring do not display. Ratings and comments are automatically saved when you move to another area of the screen. Step 4: Evaluate Goals (if applicable) To evaluate Goals: 2. From the main menu, click Appraisals, then click Evaluate Goals. 4. The Overview tab lets you see at a glance the assigned Goals, any scores given, weight of each Goal, and if comments have been entered. Progress bars on the right side of the screen show Overall Progress of the appraisal and the Goal Progress. (Scores and weights will not display if they are hidden in your system.) 5. Select the Goal you wish to evaluate from the Select Goal to Evaluate box. All Goals assigned to this position will appear in this list. (You can also select a Goal by clicking on the Evaluation tab and clicking Back or Next to move through the list.) 6. The weight of the selected Goal displays to the right of the Goal name (unless weights are hidden.) A full description of the Goal appears below the Goal name. If necessary, click on the expander at the bottom center of the Goal description to view the entire description. 7. If a Goal has Action Steps, complete steps 8-10 and If there are no Action Steps, skip to step If the Goal you selected has Action Steps, an Action Steps box will appear below the Goal description. Expand the box to view all Action Steps and information by clicking the expander at the bottom center of the box. 9. Read the description of the Action Steps (if present). From the Rating dropdown box, click the down arrow and select a rating. Rate Action Steps must be activated on the Company Settings screen in order for the rating boxes to appear. 10. Continue until all Action Steps have been evaluated. Ratings on Action Steps will be averaged together to produce a score for the Goal. This score will automatically be reflected on the scoring bar and in the box above it. You may manually edit this score unless Prohibit Override was enabled in Company Settings. 11. If Action Steps are not applicable, from the Evaluation tab, evaluate the employee on the Goal. Select the rating that reflects their performance by typing it in the box above the Appraiser scoring bar, clicking on the scoring bar at the appropriate level, or selecting the Performance Level Description on the left side of the screen (the level s number will automatically be assigned as the rating). 12. Comment on the Goal (if desired or required) by placing your cursor in the Primary Appraiser Comments box and typing your comment. This first comment can be edited after saving, but not deleted. Appraiser Quickstart page 4

6 13. If Allow Multiple Comments has been activated in Company Settings, and if additional comments are desired, click the Add button and enter the information. If there is not an Add button, this feature is not available in your system. If you would not like the comment to appear on the appraisal, deselect the Show Comment in Appraisal checkbox. Additional comments can be deleted by clicking the delete icon above the comment. 14. For comment suggestions click the Comment Coaching icon and select the comments you d like to include by clicking in the box to the left of the comment. (The icon is located on the top right side of the Primary Appraiser Comments box.) You may edit the comment suggestions at this point or wait until you Save and they are inserted into the Primary Appraiser Comments field. 15. Comments can be edited by making changes in the comment boxes. The first comment that is entered cannot be deleted. 16. Click Spell Check and/or Language Check to review your text. 17. If the Set Goal Progress feature is activated, you can describe progress on the Goal by clicking the appropriate radio button in the Goal Progress area, Primary Appraiser box. Options are: Not Started, In Progress, or Complete. There are also radio buttons for the employee to mark progress. 18. Repeat until all Goals have been evaluated. 19. Goals you have evaluated are indicated in green text with a check mark ( ) next to it. Step 5: Summary Comments The term Summary Comments may have been customized to a term more suitable for your organization. 1. From the main menu, click Appraisals, then click Summary Comments. 2. Click the employee selection tool. In the pop-up window, double-click the employee you wish to view or 3. Enter any additional information, concerns, etc. in the available fields on the Summary Comments screen. There may be a variety of fields available on this screen (comment fields, check boxes, dropdown menus, etc.) 4. Click on the View Current Appraisal link if you should need to refer back to the appraisal. 5. Click Spell Check and/or Language Check to review your text. Step 6: Finish Appraisal (Mark Ready, Merge, Route) Appraisals must be merged unless the self-appraisal feature is disabled. To mark an appraisal as Ready: 2. From the main menu, click Appraisals, then click Finish Appraisal. 4. The Status Overview tab lists the steps in the appraisal process. A checkmark displays if the step is completed. Appraiser Quickstart page 5

7 5. Click on the Ready tab. The top section of this tab displays your next step. The Ready for Meeting checklist shows who has or has not marked the appraisal as Ready for Meeting. The Appraisal Checklist shows the status of each Factor and Goal. Make sure all Factors and Goals have been evaluated (evaluated items are indicated by a green check mark ( ) for completed and items still requiring attention are highlighted in yellow). If you haven t completed what is required, click on the item title to be taken to the corresponding section. 6. If you wish to view the appraisal before you mark it as Ready, click the View Current Appraisal link. The appraisal may also be printed from this screen. 7. When all items have been evaluated appropriately, click the Mark Ready button. To merge the employee self-appraisal and the appraiser s evaluations into a single appraisal: 2. From the main menu, click Appraisals, then click Finish Appraisal. 4. Click the Merge tab and click the Merge button. 5. If your company has chosen to make self-appraisals optional and you would like your employee to complete a self-appraisal, wait until they have marked Ready before merging. If you don t want your employee to complete a self-appraisal, click Merge. 6. A summary will now appear on the Merge tab listing the primary appraiser s and employee s ratings for each Goal and Factor and showing the final score. (Once you leave this screen, the summary will no longer appear.) The top section of the tab will display the next step in the process, either Complete or Route (if routing is activated in your system.) Click the View Current Appraisal link to view a copy of the merged appraisal if desired. 7. To allow the employee access to their merged appraisal, click the Allow Employee Access checkbox. (This option will only appear if it has been enabled in Company Settings.) 8. To remove the employee s access to their appraisal, simply deselect the Allow Employee Access checkbox. (This option will only appear if it has been enabled in Company Settings.) 9. You are now ready to conduct the appraisal meeting. After the appraisals have been merged, the employee scoring bars on the Factor and Goal Evaluation screens will display how the employee has evaluated him/herself. (If self-appraisal is used.) If the Routing feature is activated, the appraisal may be Routed for review by completing the Routing process. If the Routing feature is required, the appraisal must be reviewed by the appropriate users before it can be completed. When an appraisal is routed, the appraiser cannot make any changes until it is returned. To route the appraisal: 1. If you are required to route an appraisal for review (your organization may not utilize this feature), from the main menu, click Appraisals, then click Finish Appraisal. 2. Click the employee selection tool. In the pop-up window, double-click the employee you wish to view or 3. The Status Overview tab shows those steps that have been finished (noted by a green check mark) and those yet to be finished (noted by a red x). Click the Route the appraisal link or click the Route tab. Appraiser Quickstart page 6

8 4. Click the Route button if you would like to Route the appraisal. If a pre-determined Routing Path has been set up, the appraisal will automatically follow that Routing Path. If you are allowed to choose who the appraisal is Routed to, make those selections from the Route Setup dropdown list and then click the Route button. 5. Once the appraisal starts the Routing process, the Route Setup box will change to a Route Progress box on the Route tab. This will show where the appraisal is in the Routing process. Once the item has completed the routing process, a Route History box will display below the Route Setup. A routed appraisal cannot be edited or Completed until it has been released back to the Appraiser. Step 7: Meet with the Employee and Make Final Edits Once the appraisal has passed through your organization s approval process, the next step is to meet with the employee and conduct the appraisal meeting. Discuss your ratings, the employee s self-appraisal (if applicable), and their future Goals. Return to the appraisal screens and make any final edits you desire. Step 8: Finish Appraisal (Complete) This step must be done to convert the pending appraisal to a read-only version that is protected from any system changes. When this step is omitted, changes made within your system can result in vital appraisal information being replaced or removed. Any required changes to the appraisal must be made before it is marked as Complete. 2. From the main menu, click Appraisals, then click Finish Appraisal. 4. The Status Overview tab shows those steps that have been finished (noted by a green check mark) and those yet to be finished (noted by a red x). Click the Complete the appraisal link or click the Complete tab. If the appraisal is currently Routed, you will not be allowed to mark it Complete. Routing must be finished before the appraisal is Completed. 5. If all final edits have been made, click the Complete button. 6. A warning appears reminding you that no further changes may be made and asking if you are sure you want to Complete the appraisal. Click Cancel if you do NOT want to complete the appraisal at this time. Click Complete if you want to Complete the appraisal. 7. Once marked complete, a View tab appears displaying the appraisal. This tab will disappear once you move away from this screen. 8. The completed appraisal may now be viewed from Performance History. Step 9: E-Signing the Appraisal (if applicable) 1. If you are required to E-sign the appraisal (your organization may not utilize this feature), from the toolbar, click Home. 2. In the role box, make sure your role is set to Appraiser. The role defaults to Appraiser. 3. Under the To Be Signed widget, click the appropriate appraisal link. 4. Review the appraisal one last time. Appraiser Quickstart page 7

9 5. To move quickly to the E-Signature section, from the Jump To dropdown box, select E-Signature. Under the Signature heading, click the Sign link. 6. To exit the system, click Sign Out. Managers Resources Managers Resources, accessed from the Support menu link in the toolbar, provides a library of information to help appraisers complete appraisals, write Goals, and deal with corrective action and other related topics. (This feature may be disabled by your organization.) Performance History Performance Pro s documentation tools allow you to keep informal s, complete Forms, view past appraisals and attach documents to an employee record at any time. These items are located on the Performance History screen. To access Performance History: 2. From the main menu, under Employee Documents, click Performance History. 4. Select the documents you wish to view. Appraisal Forms To view and/or print a current or historical appraisal: 2. From the main menu, under Employee Documents, click Performance History. 4. Appraisals are listed on the Appraisal Form tab in chronological order, newest to oldest. The Status field will display Current if it is the current appraisal, or History if it is an historical appraisal that has been completed. The employee s final score for each historical appraisal is found to the right of the appraisal dates in the Score column. 5. From the list of appraisals, click on the one you wish to view or print. 6. The appraisal will open in the format that is selected as the default on the Company Settings screen. (Full if nothing has been selected). 7. To select a different format to view or print the appraisal from, click the View dropdown arrow and select the format you desire (Simple, Snapshot, Full, Multi-Appraiser). An option will not display for the format you are currently viewing. The Simple and Full appraisal formats provide more in-depth information than the Snapshot. 8. To move quickly to a specific section of the appraisal, choose the desired section from the Jump To dropdown box. Choices are Factors, Goals, Future Goals, Summary Comments, Final Score Calculation, and E-Signature. Appraiser Quickstart page 8

10 9. If the Downline feature is activated and you wish to view a report detailing edits that have been made to the appraisal by an Administrative User or managers who are NOT the primary appraiser, click the Appraisal Edit History button. 10. Click the down arrow beside Employee Information Summary if you want to hide the employee information section (name, hire date, position, department, etc.) Clicking it again will restore the information. The employee s position, department, division, and location displayed in the employee information section on historical appraisals is the information that was current at the time the appraisal was completed. 11. Click the Route Information button to see Route Progress, History, and s related to the selected appraisal. 12. Click the Expand all Comments button to expand all comments made throughout the appraisal so the entire text of comments are visible. The button name will then change to Collapse all Comments, which enables you to hide the comments again. 13. The appraisal may be printed by clicking the Print button. A new window opens. Print the document using your browser print function. If you would rather view and print the document from a.pdf format, click the PDF button and print through your PDF reader software. Forms To add a Form: 2. Click on the Forms tab. 4. Forms are listed in chronological order, newest to oldest. Click the Add Form button. 5. From the list of available forms highlight the appropriate one and click OK to choose the Form or Cancel to return to the Forms tab. 6. The blank Form will appear. 7. Enter the date, if different from today s defaulted date, by inserting your cursor in the Date box or clicking on the calendar. Enter the appropriate date using a month/day/four-digit year format (mm/dd/yyyy). 8. Populate data on the Form by clicking in the boxes or typing information in the fields displayed. Move through each field until you have completed the Form. Click Spell Check and/or Language Check to review your text. 9. If the Form has been set up to allow employee input, you will see a Send to Employee box near the top of the Form. In addition, the appraiser will be unable to populate data in any fields that have been designated as employee input fields. Click the Send to Employee box if you would like the employee to enter data into the Form. Once the appraiser saves the Form it will appear in the employee s Form Inbox on their Home Screen. Employee input is only allowed in areas of the Form that have been set up for employee input. 10. When you leave this screen, the Form will automatically be saved as Pending. This will allow you to return to the Form at a later date to perform edits. 11. If the Form is final and no edits will be needed, click the Save as Complete box at the top of the Form. Once this option is selected, no changes may be made without an Administrative User uncompleting the Form. 12. Forms that are marked Complete will display a status of Complete on the Forms tab. Documents that still allow for edits display a status of Pending on the Forms tab. When a Form is Saved as Complete, no edits will be possible by any other manager or employee. Appraiser Quickstart page 9

11 To E-Sign a Form (if applicable): 1. From the toolbar, click the Home button. 2. From the To Be Signed widget, click the appropriate Form link. 3. Click the Sign link at the bottom of the document. To view, edit, or print a Form: 2. Click on the Forms Tab. 4. Forms are listed in chronological order, newest to oldest. Click the Edit icon beside the Form you wish to view, edit, or print. 5. To edit, insert your cursor in the appropriate boxes and type your changes. 6. If you would like to be allowed to return to the Form at a later date to perform edits, simply leave the screen and your changes will automatically be saved, as the Form saves as Pending. 7. If the Form is final and no edits will be needed, click the Save as Complete box at the top of the Form. Once this option is selected, no changes may be made without an Administrative User uncompleting the Form. 8. The Form may be printed by clicking Edit and then clicking the Print button. A new window opens. Print the document using your browser print function. Signature lines for the employee and manager will be automatically added to the Form when printing. If you would rather view and print the document from a.pdf format, click the PDF button and print through your PDF reader software. Completed Forms may be viewed or printed, but not edited. Only the Administrative User may make changes to a completed Form. Pending Forms may be edited and saved. : When viewing Forms, users will have the option to see the Routing History of that Form. When a Form is complete, Routing History and s can be viewed by clicking the Route button at the top of the Form. To route a Form to the Administrative User or another manager (if applicable): 1. Add or access a pending Form as discussed above. 2. Click the Route button. The routing screen will appear. 3. If Manual Route has been enabled, you will have the option of choosing the recipient of the Route from a dropdown list, followed by clicking Route. 4. If Auto Route has been enabled, the routing information will display. If you do not wish to continue with the route at this point, click the Back button to return to the Form. If you do wish to route the item, click Route again and the Form will follow an established, assigned Routing Path. 5. If at this point you wish to cancel the route, click the Cancel button that appears. 6. If Routing Notification is activated on the Company Settings screen, the recipient of the routed item will be notified via . Appraiser Quickstart page 10

12 7. If the routed Form is not responded to within the established Routing Period, it will automatically be sent back to the appraiser or onto the next person in an Auto Routing Path. To send a Form to an employee for comments: : When sending a Form to an employee for input, the employee will be able to view all fields in the Form. There may be instances when an appraiser does not want the employee to view text the appraiser has input. If this is the case, the appraiser will need to send the Form to the employee prior to completing any of the appraiser fields. 2. In the role box, make sure your role is set to Appraiser. The role defaults to Appraiser. 3. Click on the Forms tab. 4. Click the employee selection tool. In the pop-up window, double-click the employee you wish to view or 5. Click the Edit icon beside the Form to be sent. (Determine if the Form has sections that allow employee input. If the Form allows employee input, there will be a Send to Employee? checkbox at the top of the Form and there will be fields that are shaded in which the appraiser cannot type.) 6. Check the Send to Employee? box. This will send the Form to the employee s Form Inbox on their Home Screen. 7. Once the Send to Employee? box is checked, a Cancel Send to Employee? box will appear. Clicking it will retrieve the Form from the employee's Inbox 8. Once the employee enters their information and sends to the Appraiser, the Form will appear in the appraiser s Form Inbox. s To create a new : 2. Click on the s tab. 4. s are listed in chronological order, newest to oldest. 5. Click the Add button. A blank appears. 6. If the Share feature has been activated and you wish to allow the employee access to this, click in the Shared box. Click in the Notify Employee box that appears. 7. Insert your cursor in the Title field and enter the title. 8. The Date will default to the current date. Edit the date by inserting your cursor in the Date field and typing or clicking on the calendar. Enter the appropriate date using a month/day/four-digit year format (mm/dd/yyyy). 9. Insert your cursor in the Description field and type the information you wish to include. You have control over basic formatting such as bold, italics, underline, strikethrough, numbered lists, and bullet lists. Click the appropriate icons to manipulate these options. 10. Click Spell Check and/or Language Check to review your text. 11. Click Save on the toolbar. 12. The dated documentation will appear in the employee s Performance History. Appraiser Quickstart page 11

13 To view, edit or print a : 2. Click on the s tab. 4. If there are notes previously created, they will be listed in chronological order. Deselecting the Log, Goal, and Route checkboxes will change the type of s that will be displayed. Log s are s created on the s tab. Goal s are s created on the Employee Goal Tools tabs and attached to specific Goals. Route s are s added during the Routing process.if the you wish to view, edit, or print is showing, click the Edit or View icon beside it. If the you wish to view, edit, or print is not showing, adjust the date range and click the Find s button. 5. To edit, insert your cursor in the appropriate boxes and type your changes. Click Save from the toolbar. 6. To print, click the Print button. A new window opens. Print the document using your browser print function. If you would rather view and print the document from a.pdf format, click the PDF button and print through your PDF reader software. : Routing notes can t be edited in the s tab. They can only be edited during the route. Goal notes can t be edited in the s tab. They can only be edited in Employee Goal Tools until the appraisal is completed. Additional Documents To upload a file: 2. Click on the Additional Documents tab. 4. Click the Add File button. 5. Insert your cursor in the Name field and enter the title of the file. 6. Insert your cursor in the Description field and type a brief description of the file. 7. Insert your cursor in the File field. Depending on the browser you are using, click Choose File or Browse. 8. Navigate to the file you wish to upload. Select that file and click Open. 9. Click Upload on the toolbar. 10. The file will now be listed on the Additional Documents tab. To view, edit, or print an uploaded file: 2. Click on the Additional Documents tab. Appraiser Quickstart page 12

14 4. Files are listed in chronological order, newest to oldest. 5. To view the file, click on the link to the file in the Name field. The file will open in the software it was created in (Word, Excel, etc.) Make any necessary changes, resave the file, and upload it again. 6. To edit a file name or description, click the Edit icon beside the file you wish to edit. 7. Insert your cursor in the Name or Description field and edit as needed. 8. Click Save on the toolbar. Peer Feedback To upload a file: 2. Click on the Peer Feedback tab. 4. Click the Add Feedback button. 5. Insert your cursor in the Feedback field and type any feedback you would like to provide. 6. Click Save. To view, or print an uploaded file: 2. Click on the Peer Feedback tab. 4. Files are listed in chronological order, newest to oldest. 5. To view the feedback, click on the View icon. 6. To print, click the Print button. A new window opens. Print the document using your browser print function. If you would rather view and print the document from a.pdf format, click the PDF button and print through your PDF reader software. Appraiser Quickstart page 13

15 Appraiser Quickstart page 14