# Presentation: 507286

## Creating Fiscal Year 2009 Performance Plans

**In EmpowHR **

- WGW July 31, 2008

## EmpowHR Performance Management Process 

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

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## Supervisor goes to Manager Self Service

**Supervisor goes to Manager Self Service**

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## Click on Tasks, 3 More

**Click on Tasks, 3 More**

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## Click on Performance

**Click on Performance**

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## Click on Performance Plan

**Click on Performance Plan**

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## Click on New Plan from the Employee List

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

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## Grades up to and including GS-13

**Start here**
**Grades 14 and 15 go to slide 21**

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## Enter the start date of the appraisal period.  

**Enter the start date of the appraisal period.  **

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## Click Add

**Click Add**

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## 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.  **

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## Select the 5 Tier Performance 

**Select the 5 Tier Performance**

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## 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. **

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## Note that two mandatory elements are already on a new plan based on supervisory status.    

**Note that two mandatory elements are already on a new plan based on supervisory status.    **
**Click View all to see all elements and to add the next element**.

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## Before you click Copy Plan do keep in mind the following, 1. if you wrote over the element descriptions then the copy function may not work properly. 2.   If the person changed positions from last year it is best not to use the Copy function.  

**You may click Copy Plan from Previous Year.  **
**Before you click Copy Plan do keep in mind the following, 1. if you wrote over the element descriptions then the copy function may not work properly. 2.   If the person changed positions from last year it is best not to use the Copy function.****  **

**Standard Language comes into element.  **

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## For each element you may accept the language that is that the system provides from the Copy Plan process.  If adding element manually you may highlight the standard language and cut and paste language from another external document.  

**For each element you may accept the language that is that the system provides from the Copy Plan process.  If adding element manually you may highlight the standard language and cut and paste language from another external document.  **

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## If you do not use the Copy Plan function Click the + key and another row will populate for a new element.  

**If you do not use the Copy Plan function Click the + key and another row will populate for a new element.  **

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

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## Select element from list by clicking on element.  

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

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## Be sure to indicate the Critical Indicator for any row that you add.  

**Be sure to indicate the Critical Indicator for any row that you add.  **

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

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

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## 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)

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## GS-14 and GS-15 Plans

**These plans are just a little different.  The system was set up to not put in the mandatory elements.  The following slides will give you instructions on how to prepare a plan for GS 14 and 15.**
**Grades below GS-13 go to Slide 37 **

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## Enter the start date of the plan

**Enter the start date of the plan**
** ****and **
**Click Add**

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## Click on the Look Up Glass to select the rating Scale.  

**Click on the Look Up Glass to select the rating Scale.  **

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## Select 5 Tier Performance

**Select 5 Tier Performance**

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## Click Elements and Standards

**Click Elements and Standards**

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## For GS 14 and 15s a blank row comes up first.  Click the – Key to delete this row.  

**For GS 14 and 15s a blank row comes up first.  Click the – Key to delete this row.  **

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## Click OK on this message box.  

**Click OK on this message box.**

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## For GS-14s and 15s the Copy function may work depending on changes from last year.  Click Copy Plan from Previous Year.  

**For GS-14s and 15s the Copy function may work depending on changes from last year.  Click Copy Plan from Previous Year.**

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## Insure that you have a Mission Results and EO/CR Element both Critical.  You may make any change to language with cut and paste.  You may add additional elements but need a minimum of three elements with at least two critical

**Insure that you have a Mission Results and EO/CR Element both Critical.  You may make any change to language with cut and paste.  You may add additional elements but need a minimum of three elements with at least two critical**

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## If you elect not to use the COPY function you may use select from list of elements by clicking on the Look Up Glass for the Pick Element.  

**If you elect not to use the COPY function you may use select from list of elements by clicking on the Look Up Glass for the Pick Element.**

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## Select an Element

**Select an Element**

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## You will need to designate Critical or Non Critical for any new element added

**You will need to designate Critical or Non Critical for any new element added**
**Click the + key to insert the next element **

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## The minimum requirement is 3 elements with a maximum of 7 elements.  

**The minimum requirement is 3 elements with a maximum of 7 elements**.

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## Click on View all to see all elements.  

**Click on View all to see all elements.**

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## Once you have completed adding your elements and standards click Previous Tab.  

**Once you have completed adding your elements and standards click Previous Tab.  **

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## At this point you may SAVE your plan.  The system will check the Created the Plan box and provide a date that the plan was created.  

**At this point you may SAVE your plan.  The system will check the Created the Plan box and provide a date that the plan was created.  **

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## Slide 36 ends the GS 14 and GS 15 

**plan development.  **
**The rest of the process is the same for all grades.  **

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## Reviewer Process

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## 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. **
**If the reviewer does not get a worklist item they may access Plans created by supervisors by going to Manager Self Service, Tasks, Performance Reviewer.  Find the 1****st**** level supervisor then employee and proceed as the following slides describe.  **

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

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

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## Click view all to see all elements.  

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

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## Slide 43

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

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

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

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

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## Click Reviewer Concurred and Save.  

**Click Reviewer Concurred and Save.**

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## 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.  **

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## Slide 48

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## Return to Supervisor with Concurred Plan

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## 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. **

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## Slide 51

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## Employee Process

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## Employee view of plan.  

**Employee view of plan.  **
**Click Employee Self Service, Tasks and Performance. **

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## Click Existing Plan.

**Click Existing Plan.**

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## Select date of appropriate plan.  You will most likely be looking for an October Review Period date.  

**Select date of appropriate plan.  You will most likely be looking for an October Review Period date.  **

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## Employee should click Elements and Standards tab.  

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

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## 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.    **

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## Employee attempt to edit or add.  

**Employee attempt to edit or add.  **

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## 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.**

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

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

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## Supervisor Worklist after Plan has been viewed by Employee

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## 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.  **

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## 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**

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## 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.  **

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

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

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## Slide 66

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## 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.  **

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