# Presentation: 507287

## EmpowHR Performance Management Process 

**EmpowHR Performance Management Process **
**These Slides Cover Grades up to GS-15**

## Supervisor goes to Manager Self Service

**Supervisor goes to Manager Self Service**

## Click on Tasks 3 More

**Click on Tasks 3 More**

## Click on Performance

**Click on Performance**

## Click on Performance Plan

**Click on Performance Plan**

## Click on New Plan from the Employee List

**Click on New Plan from the Employee List**

## Click on the calender and enter the start date of the appraisal period.  

**Click on the calender and enter the start date of the appraisal period.  **

## Click Add

**Click Add**

## Initial screen.  Review dates and Click on the Looking Glass to select Rating Scale Type.  

**Initial screen.  Review dates and Click on the Looking Glass to select Rating Scale Type.  **

## Select the 5 Tier Performance 

**Select the 5 Tier Performance**

## Click on Elements and Standards Tab

**Click on Elements and Standards Tab**
**Do not Save or Print at any time until you have entered all elements and standards.   There is no process to do an interim save.  A Save sends the plan to the reviewing official. **

## Note that two mandatory elements are already on a new plan based on whether the employee is supervisory or not.  

**Note that two mandatory elements are already on a new plan based on whether the employee is supervisory or not.  **
**Click View all to see all elements and to add the next element**.

## Standard Language comes into element.  

**Standard Language comes into element.  **

**Click Copy Plan from Previous Year** unless you have been notified otherwise

## You may add additional language as needed.  Scroll to end of language and you can type or cut an paste in other language from another source.

**You may add additional language as needed.  Scroll to end of language and you can type or cut an paste in other language from another source.**

## Employees will need more than two elements.  Click the + key on the second element and a new element block will insert.  

**Employees will need more than two elements.  Click the + key on the second element and a new element block will insert.  **

**Click the Pick Element Looking Glass to select an element from a list.  **

## Select element from list by clicking on element.  

**Select element from list by clicking on element.  **

## Slide 17

## Again, you can add language to standard text by cutting and pasting from another source.  

**Again, you can add language to standard text by cutting and pasting from another source.**
**Click the + key if you have additional element to add to the plan.  **
**Once complete with adding elements click Previous Tab **

## Review this page and then Click Save.  The Save action will send the Reviewer the plan for review and approval.  

**Review this page and then Click Save.  The Save action will send the Reviewer the plan for review and approval.**
**At this time it would be appropriate to print the plan.**  (Not required)

## Saved will appear quickly in the upper right and the Created the Plan will be checked and dated.  

**Saved will appear quickly in the upper right and the Created the Plan will be checked and dated.  **

## Reviewer Process

## The reviewer will get an email and worklist item.  Reviewer should click the Link. 

**The reviewer will get an email and worklist item.  Reviewer should click the Link. **

## Reviewer will see plan.  Click Elements and Standards Tab

**Reviewer will see plan.  Click Elements and Standards Tab**

## Click view all to see all elements.  

**Click view all to see all elements.**

## Slide 25

## Changes can be made to the language by the reviewer.  

**Changes can be made to the language by the reviewer.**

## Once reviewer has completed review click Performance Plan Tab or link 

**Once reviewer has completed review click Performance Plan Tab or link **

## Click Reviewer Concurred and Save.  

**Click Reviewer Concurred and Save.**

## If Reviewer would happen to forget to save this edit will come up.  Click OK to return to save or you will lose any changes you made.  

**If Reviewer would happen to forget to save this edit will come up.  Click OK to return to save or you will lose any changes you made.  **

## Slide 30

## Return to Supervisor with Concurred Plan

## At this point the supervisor will get a worklist item that the reviewer has concurred.  Click on the link.  No action needed here but just to view the plan.  That will clear the worklist item.  It supervisor makes changes after it is reviewed it does not go back to the reviewer.   The employee will have worklist item from Review that will bring up current plan. 

**At this point the supervisor will get a worklist item that the reviewer has concurred.  Click on the link.  No action needed here but just to view the plan.  That will clear the worklist item.  It supervisor makes changes after it is reviewed it does not go back to the reviewer.   The employee will have worklist item from Review that will bring up current plan. **

## Slide 33

## Employee Process

## Employee view of plan.  

**Employee view of plan.  **
**Employee should get a worklist Item to click and take them directly to the plan.  **
**Or employee may Click Employee Self Service, Tasks and Performance. **

## Click Existing Plan.

**Click Existing Plan.**

## Select date appropriate plan.  For FY-07 you will most likely be looking for an October Review Period date.  

**Select date appropriate plan.  For FY-07 you will most likely be looking for an October Review Period date.  **

## Employee should click Elements and Standards tab.  

**Employee should click Elements and Standards tab.  **

## Review Elements and Standards.  Employee cannot edit.  Contact supervisor to discuss plan and any needed changes.    

**Review Elements and Standards.  Employee cannot edit.  Contact supervisor to discuss plan and any needed changes.    **

## Slide 40

## Employee attempt to edit or add.  

**Employee attempt to edit or add.  **

## Upon save attempt the system will advise that changes cannot be made. Click OK, Edit out any changes and return to Save.    

**Upon save attempt the system will advise that changes cannot be made. Click OK, Edit out any changes and return to Save.**

## Click Viewed Discussed Plan or Refused to Sign and Save. 

**Click Viewed Discussed Plan or Refused to Sign and Save. **

## Supervisor Worklist after Plan has been viewed by Employee

## That will send a worklist item back to the supervisor that you have reviewed your plan.  

**That will send a worklist item back to the supervisor that you have reviewed your plan.  **

## Supervisor or Employee may want to print a copy of the plan.  Click Create Printable Form

**Supervisor or Employee may want to print a copy of the plan.  Click Create Printable Form**

## System will work for several seconds to even up to a minute.  The system is generating your form, be patient.  

**System will work for several seconds to even up to a minute.  The system is generating your form, be patient.  **
**The View Document link will appear to print the plan.  **

## An Adobe Document will come up that you may print.  

**An Adobe Document will come up that you may print.  **

## Slide 49

## Once supervisor exits the plan the worklist item will be gone.  

**Once supervisor exits the plan the worklist item will be gone.  **
**The Plan creation process has been Completed.  **