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GOV:OPM–HOWTOCOMPLETEANINTERIMAPPRAISALUSINGAPIPQUESTIONNAIRE

SummaryInthismoduleyouwilllearnhowtocompleteaninterimappraisalusingaPIP(orperformanceimprovementplan)questionnaire.

Steps1. WelcometothetrainingmoduleformanagersonHowtoCompleteanInterimAppraisal

UsingaPIPQuestionnaire!

2. We’restartingattheHomepage.First,selectGOVManagerSelf-Service.

GOV:OPM-HowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire

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NOTES 3. Then,selectPerformanceManagement.

4. ThePerformanceManagementTaskListpagedisplays.Forthisscenario,you’recreatinganinterimperformanceappraisalforanunderperformingemployee.SelectCreateStandardAppraisal.


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NOTES 5. TheCreateStandardAppraisal:PeopleinHierarchypagedisplays.Thispagedisplaysalistofyourdirectreports.Forthisscenario,youwillappraiseemployee,SamanthaSupervisor.Tobeginthethree-stepappraisalprocess,selecttheActioniconfortheemployeebeingappraised.

6. Then,selecttheAppraisalPurposedrop-downmenu.

7. SelectInterimAppraisalasthepurposeofthisappraisal.


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NOTES 8. SelectthePeriodStartDatefield.

9. Youcanusethepop-upcalendartoselecttheperiodstartdate,oryoucantypethedateinmanually.Typetheperiodstartdate,“02/01/2017.”

10. Now,selectthePeriodEndDatefield.


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NOTES 11. Youcanusethepop-upcalendartoselecttheperiodenddate,oryoucantypethedateinmanually.Typetheperiodenddate,“6/30/2017.”

12. SelecttheSearchiconacrossfromtheTemplatefieldtochoosetheappraisalcriteria.

13. TheSearchandSelect:Templatepop-upwindowdisplays.SelectGotolocateappraisaltemplateoptions.


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NOTES 14. ChooseyourdesiredtemplatebyselectingtheassociatedQuickSelecticon.Inthisscenario,selecttheQuickSelecticonfor“InterimAppraisal.”

15. Withtheappropriatetemplatechosen,selectNext.


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NOTES 16. ForStep2oftheappraisalprocess,theCreateStandardAppraisal:Overviewpagedisplays.Thispagedisplaystheselectedtemplate'slistofcorecompetencies.YoumayselectAddCompetenciestoidentifyjobcompetenciestoaddtothelistofcorecompetencies.Scrolldownthepagetoselecttheemployee’sperformanceratingsforthecompetencies.

17. Forthisscenario,selectthePerformanceRatingdrop-downmenufor“CoreCommunication.”


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NOTES 18. Select0-DoesNotMeetExpectationsbecausetheemployeeisunderperforminginthisscenario.

19. Selectadditionalperformanceratingsasneededforallcompetenciesbeingevaluated.


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NOTES 20. Scrolldownthepagetoselectadditionalappraisaloptions.

21. YoucanallowothermanagementstafftoparticipateintheappraisalbyselectingAddParticipant.

22. TheAddParticipantpagedisplays.Now,selecttheParticipantNamefield.


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NOTES 23. Enterthelastname,"Douglas."

24. Alistofparticipantsmatchingyoursearchresultsdisplays.Selectthenameoftheadditionalparticipant.

25. Theparticipant’snamepopulatestheParticipantNamefield.TheParticipationTypefieldallowsyoutoselecttheparticipant’sroleinyouremployee’sappraisal.Forthisscenario,theparticipationtypeis“Reviewer.”SelectApply.


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NOTES 26. TheCreateStandardAppraisal:Overviewpagedisplays.Thistimethepagedisplaysthecompetencyperformanceratingsforallcompetenciesbeingevaluatedfortheemployee.Scrolldownthepagetoaddcommentsfortheadditionalparticipant.

27. IntheOverallRatingandCommentssection,selecttheOverallCommentsfield.


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NOTES 28. Enterthecomment,“Therearesignificantissuesinperformanceatthistime.Pleasereviewquestionnaire.”

29. Then,selectCompleteQuestionnaire.


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NOTES 30. TheAnswerQuestionnairepagedisplays.ThePIPQuestionnaireformappears.Itdocumentstherequiredplanofactionfortheemployee’sperformanceimprovement.Thisformmustbecompletedforanyemployeewhodoesnotmeetexpectationsforjobcompetencies.SelecttheEmployeeNamefield.

31. Nowyoucanaddinformationabouttheemployeewhoneedstheappraisal.Type“Samantha,”thefirstnameoftheemployeewhoisbeingappraised,intotheEmployeeNamefield.Then,goontocompletethequestionnaire.


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NOTES 32. Then,selectApply.

33. TheCreateStandardAppraisal:Overviewpagedisplays.SelectNexttomovetoStep3.


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NOTES 34. NoticethattheCreateStandardAppraisal:Reviewpagedisplays.Confirmyourperformanceratingselections.Then,selectApply.

35. TheMainAppraiserReviewpagedisplays,confirmingthatyourchangesasthemainappraiserhavebeensaved.Now,scrolldownthepage.


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NOTES 36. Youmustactivatetheadditionalparticipanttoincludehisorherfeedbackinyouremployee’sappraisal.Selecttheadditionalparticipant.

37. Then,selectRequestFeedback.


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NOTES 38. Now,selecttheNotificationMessagefield.

39. Enterthemessage,“PleasereviewInterimAppraisalandPIPQuestionnaire.Let’sdiscuss.”Thismessageismeantforyourappraisalparticipant.

40. Afterverifyingyourmessage,selectSubmit.


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NOTES 41. TheMainAppraiserReviewpagedisplayswithanotificationthatyourparticipanthasbeennotified.SelectUpdateAppraisal.

42. TheUpdateStandardAppraisal:Overviewpagedisplays.Fromhereyoucanreviewtheemployee’sappraisalbeforesharingitwithhimorher.Scrolldownthepage.


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NOTES 43. Afterfinalizingtheappraisal,youcanshareitwiththeemployee.SelectSharewithAppraisee.

44. TheShareAppraisalDetailswithAppraiseepagedisplays.Fromhereyoucanselecttheappraisalcomponentsthataresharedwiththeemployee,determineownershipoftheappraisal,anddecideiftheappraiseecanupdateorprovidefeedbackontheappraisal.Youcanalsoenteramessageregardingtheappraisalfortheemployee.SelecttheNotificationMessagetoAppraiseefield.


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NOTES 45. Enteryourcomment,“Let’smeettodiscusstheInterimAppraisalandthePerformanceImprovementQuestionnaire.”

46. Then,selectSubmit.


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NOTES 47. TheConfirmationpagedisplays.Itnotifiesyouthattheappraisalhasbeensenttotheappraisee.Theemployee’sappraisalisfinished.SelecttheHomeicontoreturntotheHomepage.

48. YouhavecompletedthetrainingmoduleformanagersonHowtoCompleteanInterimAppraisalUsingaPIPQuestionnaire.

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Key Points and Best Practices

gov-ug-mgr - how to complete an interim … county/forgov/resources/gov-ug-mgr...gov: opm - how to...

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