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A maximum of seven task display in the ‘Pending Performance Document Task’ section. To view the complete list, go to the Performance Documents page.
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Review your institutional and individual goals. Enter optional self-assessment and submit the task. This will route to the manager. If the self-assessment is not completed by March 31, the task will move on to the manager automatically.
[Annual Appraisal] Employee Self-Assessment Step
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Click Get Started to begin.
Section 2: Institutional Goals
This section is read-only. Click Next to continue.
Section 3: Individual Goals
This section is read-only. Review your individual goals to assist with the completion of your self-assessment.
Click Next to continue.
Section 4: Employee Self-Assessment
Use the comment box to add your self-assessment. This is an opportunity for you, as an employee, to reflect on your performance, accomplishments, strengths, areas for improvement, and overall contribution to the organization.
If you are NOT ready to submit your self-assessment to your manager and need more time to finish, click Save & Exit.
If you do make changes, you need to Save as Draft for the system to keep your updated changes.
If you are ready to submit your self-assessment to your manager, click Submit.
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[Annual Appraisal] Manager Review Step
*This is a required step for managers. You have 30 days to complete it from the assigned date.
Section 1: Overview
This section provides specific details for the task as well as the ‘Review Step Progression’.
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SHRA goals will show the Weight
EHRA goals do not have Weight
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Section 5: Manager Review - EHRA NF Annual Overall Rating and Comments
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If you are NOT ready to submit the appraisal and need more time to finish, click Save & Exit.
If you are ready to submit the appraisal for HR checkpoint, click Submit.
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Managers can make updates on the manager review step without submitting a help desk ticket before April 30-11:59pm. If you do make changes, you need to click the submit button again or else the system will keep your previous submittal. |
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The final Manager Sign & Release step will be assigned to managers on May 21. Managers have until June 3 to sign and release the appraisals to employees.
Go to Performance → Performance Documents to access the appraisals and complete the sign & release step. Use the Performance Documents - Task Summary for help navigating that page.
Navigate to the final section to sign & release the appraisal.
To release the appraisal to your employee, check the acknowledgement, click the Sign button, enter any additional comments and click Submit.
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[Annual Appraisal] Employee Acknowledgement Step
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