ePerformance
Executive Template
Employee Completes Criteria
Log into PeopleSoft and select the P.A.S.S. Site link to
begin the ePerformance process
Navigation
Select the ‘My Performance Documents’ link
Navigation
Select the ‘Current Documents’ link
To begin the process, select the Performance Document link.
Establish Performance Criteria
Click the Start link to begin establishing the
performance criteria.
Establish Performance Criteria
Review Section 1-Mission Statement and Section 2Initiatives.
Establish Performance Criteria
Section 3-Employee Goals:
Add SMART goals and weigh each goal added.
Click to
Delete
Click to
Edit
Click to
Add a
new goal
Enter the
weight for
each goal
Establish Performance Criteria
Adding Goals
Step 1:
Click to
Add a
new goal
Step 2:
Enter Title
&
Description
Click
Update to
save/add
goal
Click to
Spellcheck
Establish Performance Criteria
Section Weight
Enter
Weight for
Section
Establish Performance Criteria
For the remaining sections: 4-Managerial Responsibilities, 5Responsibilties, 6-Customer Service, & 7-Competencies:
•
•
•
Add any additional items for the section
Weight each item inside of a section
Set the Section Weight
Establish Performance Criteria
Saving & Completing
Once finished establishing performance criteria, adding
items, weighting items within a section, and setting the
weight for each overall section…review your document and
when done click the Save button to save you entries and
Complete button to submit to your Manager.
Click to
Save
Entries
Click to
complete
and submit
to Manager
Establish Performance Criteria
Saving & Completing
If you Save your document and your section total does not
equal 100%, you will receive the below error message
notifying you of the amount to be adjusted and will need to
go back and update your weight settings for your sections.
Establish Performance Criteria
Saving & Completing
Once the document has been saved, click the ‘Complete’
button to submit to Manager to evaluate criteria and rate
employee.
Click to
complete
and submit
to Manager
Establish Performance Criteria
Your Current Performance Documents screen reflects the
completed status.
Manager Evaluates and Rates
Employee
Navigation
Under the Main Menu, select the ‘Manager Self Service’
link  ‘Performance Management’
Navigation
Under the Performance Documents section, select the
‘Current Documents’ link
Evaluating & Rating
To begin the evaluating and rating process for an
employee, select the Performance Document link next to
their name.
Evaluating & Rating
Click the Start link to begin the Manager Evaluation
portion.
Review the established criteria for each section.
Evaluating & Rating
Sections
For every section, rate each item and input comments,
if needed.
Select the
appropriate
rating from
the dropdown menu
Add
comments if
applicable
Click to view
definition of
ratings
Click to
spellcheck
Definition of Ratings
Evaluating & Rating
Sections
Once all items have been rated, you have the option to calculate
the ratings for the section via the Calculator icon. Please note,
that rating at each summary section is optional and you will be
able to calculate all sections/entire document at the end.
Add
comments if
applicable
Calculator
icon-sums all
ratings for a
section
Evaluating & Rating
Adding Comments
Once all ratings have been made, you are able to input
your comments.
Evaluating & Rating
Final Calculation
Once all items have been rated, click the ‘Calculator Icon’ of
‘Calculate All Ratings’ button for the overall ratings. When finished
click ‘Save’ and ‘Available for Review’ buttons.
Add
comments if
applicable
Click to get
overall ratings
for evaluation
Checks for
inappropriate
language
Manager Marks Document Available
for Review
Once you select the ‘Submit for Approval’ button, you will be
routed to the ‘Available for Review’ screen. Click the ‘OK’ button
to continue.
Manager Marks Document Available
for Review
The status now reflects ‘Available for Review’ and the employee
can now review the document.
Employee Reviews Document
Employee Reviews Document
Step 1:
Select link to
access
document
Step 2:
Select link to
review
Employee Reviews Document
Employee Reviews Document
Add comments, if applicable, and when complete click the ‘Save’ button
Manager & Employee meet to
Review Document
Manager & Employee Meet
Review Held
Once the manager and employee meet, manager will ‘Mark
Review Held’ on the document.
Manager & Employee Meet
Review Held
Click the Save and then Review Held button to continue.
Manager & Employee Meet
Review Held
Click the OK button to confirm selection. An email notification will
now be sent to the employee to acknowledge the document.
Manager & Employee Meet
Reopening the Document
Note: If you
reopen, you will
have to restart
the evaluation
process
Manager & Employee Meet
Review Held
Status is updated to ‘Review Held.’ Additionally, if the employee is
unable to Acknowledge the form, the Manager can do so for them
by clicking the ‘Acknowledge’ link.
Employee Acknowledges
Document
Employee Acknowledges Document
To Acknowledge the document, click on the ‘Performance
Document’ link.
Employee Acknowledges Document
Click the link to
Acknowledge the
document.
Employee Acknowledges Document
Click the
Acknowledge
Review button.
Employee Acknowledges Document
Review the document, input any comments if applicable, save the
document and click the ‘Acknowledge Review’ button
Employee Acknowledges Document
Click OK button
to Acknowledge
document.
Employee Acknowledges Document
Document status updated and evaluation is now subbmitted.
Employee Acknowledges Document
Email notification of Acknowledged status that is sent to Managers
Document routed to HR
Administrator for Approval