Performance Pro - Employee Training - New Interface
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      2. Performance Pro - Employee Training - New Interface

      Performance Pro-Evaluating Goals in your Self-Appraisal-New Interface

      How to evaluate goals while in the employee role. Please follow the steps below and as illustrated in the video.


      Logged in as an employee, click Appraisals & Forms.
      app forms-1

      To start or continue the appraisal, click Open on the appraisal card.

      open

      Click Goals.

      click goals section

      You will see the goal name, weight, description, the score bar and the level descriptions.  

      Click the scoring bar to rate the item.

      eval goal-2

      If there are action steps assigned to a goal, view those by clicking View Action Steps.

      view action

      If your company requires each action step to be rated you will see rating dropdowns. Give each action step a score. Click Close. The ratings will combine to assign a score for the goal. You can edit this score if your company settings allow.

      rate action

      Note

      If your company includes Goal Progress in the appraisal, a section will appear on the Current Goals screen where both you and your manager can independently mark the progress. Use the up/down arrows or click the inner circle to adjust the percentage of completion. The appraiser will use the outer circle.

      Goal progress will display on the evaluation screen.

      progress-1

      Add comments (if desired or required) in the Employee Comment box.

      Scroll down to rate the next goal. When all goals are rated, click Next to move to the next area of the appraisal. 

      NOTE

      When all items are scored and commented on, enter comments on the Summary Comments screen. The final step is the Mark Ready step. Marking "ready" signals to your manager that you are through with your self-appraisal.