Supervisor Instructions for Completing Online Performance Review

advertisement
Accessing and Navigating the Staff and Administration Online
Performance Review Process
1.
Log into Parnassus by entering your username and password, then click the login button.
2.
First click on “IC Performance Review” to the left (under Main Menu), and click on “IC
Performance Review” just below. The “Process Overview” page is displayed. This page
provides a summary of the online process and the timelines associated with the Performance
Review Process.
3.
To begin the process click on “Continue to Performance Review” displayed at the top right side
of the page. The “Performance Review -- Organization Summary” page will then be displayed.
This page display provides a list of departments and a summary of the performance review
progress. You will have access to the performance review information for those employees who
report to you, as well as employees who report to those whom you supervise (if applicable).
To access the actual performance review form, click on the Organization name displayed on the
left side of the page.
4.
To complete the performance review form for each employee you will need to click on the
“Performance Review” link to the right of the individual’s name.
5.
The performance review form will be displayed for the individual selected. Enter your
comments, examples and feedback for each of the performance areas in the textboxes provided.
The textbox will automatically expand as you type. You will be required to choose a rating for
each of the performance areas. The ratings are as follows: Improvement Needed, Opportunity
for Development, Meeting Expectations, Meets and Exceeds Expectations, Consistently Exceeds
Expectations.
6.
Click on the [Save] button.
This will save the performance review and allow you to return to it later to be completed. The
status on the “Performance Review -- List Employees” will change to “Started – Not Submitted.”
Accessing and Using the Annual Review Increment Worksheet
Page 1 of 3
7.
Once you have completed the performance review form, click the [Submit for Review] link at the
top or bottom of the form to save the performance review. At this point you may include a
comment to your supervisor (next level supervisor) in the “Submit For Approval” box. Click
[Continue] at the top right of the Performance Evaluation/Feedback Review form to submit it to
the next level supervisor for review.
8.
Once you have submitted the performance review to the next level supervisor, the status on the
“Performance Review -- List Employees” will change to “Submitted” and under “Approver” the
next lever supervisor’s name will be listed.
9.
The next level supervisor will receive a workflow notification indicating the performance review
has been submitted for review.
10. The next level supervisor will be able to open the workflow notification and will select
“Approve,” “Return for Correction” or “Reassign.”
If the next level supervisor selects “Approve” or “Return for Correction,” the performance
review will be sent back to the first level supervisor for updates if required. A workflow
notification will be sent to the first level supervisor.
The next level supervisor has the opportunity to submit a comment that the supervisor and/or the
employee can view.
11. The “Performance Review -- List Employees” page will change to two yellow boxes -- meaning
the performance review is pending release to the employee from the first level supervisor.
12 The first level supervisor should then meet with the employee to discuss the Performance
Review. After the meeting, the supervisor will forward the performance review to the individual
for review and acknowledgement by clicking “Send to Employee.”
Accessing and Using the Annual Review Increment Worksheet
Page 2 of 3
13. The ‘Performance Review -- List Employees’ page will change to one yellow box and one green
box -- meaning the performance review is pending the employee’s acknowledgement.
14. The employee will receive a workflow notification, and is required to acknowledge the
performance review.
The employee will click on the subject to open the performance review. The employee has the
opportunity to include a comment.
The employee will then click the Acknowledge button on the next page that is displayed.
15. Once the employee has acknowledged the performance review, the performance review process
is complete. The document will then be electronically attached to the individual’s record in
Parnassus and will be accessible by the employee through IC Employee Self Service. The form
will have the electronic signatures of the first level supervisor, the next level supervisor and the
employee.
16. Logout of Parnassus when finished.
Accessing and Using the Annual Review Increment Worksheet
Page 3 of 3
Related documents
Download