Completing performance appraisal cycles

The steps may differ depending on the processes that are used by your organization.

  1. Sign in as Employee.
  2. Review your manager's finalized appraisal.
    1. Click My Reviews.
    2. On the Performance Appraisals page, click the Finalized tab.
    3. Select Appraisal to generate a PDF version of the consolidated appraisal to save or print it.
  3. Meet with your manager to discuss the appraisal.

    If the meeting results in changes that must be made to the appraisal, your manager can revert the status of the appraisal. Your manager can make the changes and mark the appraisal as finalized.

    When all changes are complete, the manager submits the form to you for acknowledgment. Alternatively, an upline manager might be required to approve it before it is sent to you.

    At this point, additional changes are not possible.

  4. Acknowledge your appraisal.

    This can be done in one of two ways. If the appraisal form was defined to use the default routing, the form is sent directly to you when your manager submits it. Alternatively, you can access a more complex routing flow in your My Inbasket queue.

    Your organization may notify you of the process.

    • If the appraisal uses the default acknowledgment process:

      1. Click My Reviews.
      2. On the Performance Appraisals pane, click the Acknowledge tab.
      3. Optionally, select Appraisal to generate a PDF.
      4. To acknowledge the appraisal, select Acknowledge, add comments, and click OK.

    • If the appraisal is routed through a flow:

      1. Click the You have new content toolbar icon, select Inbox, and open the appraisal work unit.
      2. Click Acknowledge, add comments, and click OK.

        The appraisal is sent to the manager's My Inbasket queue.

        The manager completes the cycle by acknowledging the appraisal.

    After the appraisal is acknowledged, it is displayed on the Historical tab on My Reviews.

  5. Optionally, click Appraisal to generate and print a PDF.