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    • SHRA Probationary Review Task/ Mid-Cycle Review Workflow

    Owned by Jessica Procel
    Last updated: Dec 12, 2024
    3 min read

    On this page

    Launching the SHRA Probationary Review Task

    • Launch the task from the Carolina Talent email or directly within Carolina Talent’s Homepage ‘Pending Performance Document Task’ section.

    • To launch the task, click on the task name.

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    [Probationary Review/Mid-Cycle Review] Employee Self-Assessment Step

    The self-assessment is optional. This step is assigned to eligible employees on the [information here] and it expires after 15 days from the assigned date.

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    Section 1: Overview

    This section provides specific details for the task as well as the ‘Review Step Progression’.

    • Click Get Started to begin.

    Section 2: 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 are ready to submit your self-assessment to your manager, click Submit.

     

    • You can make any edits to your self-assessment without submitting a help desk ticket before March 31-11:59pm. If you do make changes, you need to click the submit button again or else the system will keep your previous submittal.

    • Self-assessments in ‘Draft’ will be released to your manager after March 31, 20XX at 11:59pm, even if you have not clicked the submit button.

    [Probationary Review/Mid-Cycle Review] Manager Review Step

    Section 1: Overview

    This section provides specific details for the task as well as the ‘Review Step Progression’.

    • Click Get Started to begin.

    Section 2: Review Employee Self-Assessment

    Employees are not required to complete their self-assessment.

    • Managers should read the self-assessment first and then move on to the next sections.

    • Click Save and Continue.

    Section 3: Manager Comments

    • Enter probationary review comments.

    • Click Save and Continue.

     

    Section 4: Manager Signature

    Finally check the acknowledgement box and click the Sign button. You can enter additional comments.

    • 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 review, click Submit.

     

     

    [Probationary Review/Mid-Cycle Review] Employee Acknowledgement Step

    The employee acknowledgment step is optional. After your manager signs your review, you will receive the Employee Acknowledgment step. You have 15 days to acknowledge your review.

    1. Review your managers comments, if you have any questions regarding your manager’s comments please talk to your manager or HR representative.

    2. Finally, click the Sign bottom.

    3. Click Submit to complete the task.

    This will complete the task. If the acknowledgment is not completed within 15 days, the task will complete automatically. This appraisal will be available in your performance document Snapshot.

    Return to topics on this page:

    1 Launching the SHRA Probationary Review Task | 2 [Probationary Review/Mid-Cycle Review] Employee Self-Assessment Step | 3 [Probationary Review/Mid-Cycle Review] Manager Review Step | 4 [Probationary Review/Mid-Cycle Review] Employee Acknowledgement Step

     

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