ePerformance Forwarding to 2 nd reviewer and completing the process For this training:

1. ePerformance Forwarding to 2nd reviewer and completing the process For this training: The employee’s performance appraisal has been prepared and routed to the second reviewer. The second reviewer has reviewed and approved the appraisal. This module will assist you in the technical aspect of conducting the performance appraisal with your employee. After you have logged into the PeopleSoft system, the example below uses the left menu to navigate to the document area. Step 1 Step 2 Step 3 Step 4 Select the employee with whom you are conducting the performance appraisal discussion. Select “View “ to open the performance appraisal. Do NOT select “Mark Review Held” until you have completed the performance appraisal discussion.

2. The second reviewer has approved the appraisal. During the performance appraisal discussion with your employee you can make changes to the appraisal. You can also print the appraisal by clicking on the printer icon. If you must step away during the discussion, select “Save”. Final comments on the employee’s performance can be added by the manager at this time. After completing the discussion with the employee, select “ReviewHeld” and the appraisal will be sent to the employee to acknowledge. Select “OK” The “Mark Review Held “ button will change to “Acknowledge”. The employee now logs into HR Self Service and acknowledges that the performance appraisal discussion was held. If the employee refuses or is unable to complete the acknowledgement phase, you can force the process by selecting “Acknowledgement”.

3. Select “Acknowledge Review”. NOTE: If the employee had acknowledged the performance appraisal was held, he/she would have had the opportunity to provide comments in the appraisal document at that time. If the employee has not acknowledged the appraisal discussion was held, you will select either “Manager Override“ or “Employee Refused”, depending on your situation. If the employee is on leave, use Manager Override. Then select “OK”. Either your acknowledgment or the employee’s acknowledgement of the appraisal will move the process to the Complete phase. Select the “Complete” link.

4. You have one final opportunity to input comments in Section 8 of the appraisal. Select “Complete”. Select “Complete” again. Select “OK”. The performance appraisal process is now complete. The performance appraisal can not be revised once you select complete. It can only be reviewed.

5. For Second Reviewers: To review and approve the employee’s appraisal please follow the steps below Step 1 Step 3 Step 2 Select the employee’s performance appraisal that you will be approving. Select “Performance Appraisal Details” to review the appraisal document. Select “Approve” to release the appraisal back to the manager. Select “Deny” to return the appraisal to the manager for updates/edits. NOTE: If denying an appraisal, always include the reason why or your recommended changes in the comment field. The manager will make the changes and return it for your approval again.