HR Performance Review - Staff Employee - Presidents Office

Overview of Form, Workflow, and Document Storage for the HR Performance Review - Staff Employee - Presidents Office

Overview

This form is used by HR help facilitate the Presidents office evaluate the performance of employees they supervise. If an employee has dual supervisors, please have the primary supervisor complete the form and include the second supervisor in the Dual Reporting Supervisor section.

Form

The form automatically populates the supervisors Name and Email after it is provided a vandalnumber.

This section is followed by an Employee Lookup drop down, which will contain employees under that supervisor. Upon selecting an employee, information about that employee, as well as the next supervisor will be automatically populated.

Required fields include:

• Evaluation Type
  • Annual
  • 3-Month Probation
  • 6-Month Probation Reporting
• Period Start Date
• Period End Date
• Performance Level Rating
  • Needs Improvement
  • Meets/Exceeds Requirements
• Definitions of these ratings can be found here
• Compliance Training Completed (Yes/No)
• Safety (Yes/No)
• General Comments
• Comments Supporting "Needs Improvement" if applicable
• Future Expectation/Goals

There are additional Sections for the following Users

• Dual Reporting Supervisor
  • Do you have any additional comments or information (Yes/No)
  • Text box for additional comments
• Secondary Supervisor
  • Do you have any additional comments or information (Yes/No)
  • Text box for additional comments
• Employee Comments
  • Do you have any additional comments or information (Yes/No)
  • Text box for additional comments
• Acknowledgements

Workflow

The Approval Workflow Consists of the following steps:

• Form is submitted by Supervisor

  • If Dual Supervisor provided

    • Form routed to Dual Supervisor

    • Originator (Supervisor) re-approves

  • If Performance Rating Level needs improvement

    • Form routed to the HR Business Partners group

    • Form routed to Supervisor

  • Form routed to Employee

  • Form routed to Originator (Supervisor)

• Workflow complete, form filed to content

Document Storage

The final document is stored in Etrieve Content.

 

Additional Information

Link to Form

 

Additional Images