The Employee Performance Review Form is used to complete the employee's performance review. You must be the originating review manager in order to access the Employee Performance Review Form. The performance factors, weights, and goals available on the Employee Performance Review Form depend on the template selected from the
Performance Worksheet page. Templates can be modified, via the Performance Review Template page.
If you are not the originating manager, or if the review has already been submitted, you will access the View Employee Performance Review Form, which is the display-only version of the Employee Performance Review Form.
To complete the Employee Performance Review Form, do the following: 1. Choose one of the following paths:
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From the Organization & Staffing tab, select Direct Reports. The Direct Reports page displays. Click the underlined employee Name, then select Performance Planning from the Employee Event selection menu.You may be required to use a standard template, in which case that template is selected for you and cannot be changed. However, depending on how you are set up, you may be able to select a performance template. If a template has not yet been assigned, a manager cannot update the performance review for his indirect report. In this case, the direct manager would need to first assign the performance template.
Completing Performance Reviews Completing Performance Review Forms Submitting Performance Worksheets for Approval
Viewing and Printing Performance Information
For a description of the fields on this page or for related tasks, click the (Help icon)
Completing Performance Reviews 5-5
The Performance Planning page displays.
To drill down and view performance worksheet data for performance managers who report to your direct report performance managers, click next to the Subordinate Manager name to access the corresponding Performance Planning page. To navigate back to a previous manager, click the manager's name in the Navigation field.Figure 5-2. Performance Planning Page
The header bar will display either Performance Planning or Direct Reports, indicating from which page you accessed the Performance Planning page. You can sort the columns on the Performance Planning page in ascending or descending order. Click the arrow(s) beside the column name to sort. A single red arrow indicates which column is being used for sorting, as well as the sort order (ascending or descending).
For a description of the fields on this page or for related tasks, click the
(Help icon) provided in the right-hand corner of the Self Service page
5-6 Completing Performance Reviews
2. Click your name under the Reviewing Manager column. The Performance Worksheet displays.
Figure 5-3. Performance Worksheet
To view employee performance review detail, click the employee's name. The View Employee Performance Review Form displays. Click the View Performance Historylink to access the Employee Performance History. Click Cancel to navigate back to the Performance Worksheet. See “Viewing and Printing Employee Performance History”
on page 5-16.
The Performance Worksheet provides the following performance information:
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Reviewing Manager – Displays the name of the reviewing manager.•
Performance Plan – Displays the type of performance plan.You can sort the columns on the Performance Worksheet page in ascending or descending order. Click the arrow(s) beside the column name to sort. A single red arrow indicates which column is being used for sorting, as well as the sort order (ascending or descending).
For a description of the fields on this page or for related tasks, click the
(Help icon) provided in the right-hand corner of the Self Service page
Completing Performance Reviews 5-7
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Template – Select the template you want to use for the performance review, if available. (If you are not the originating review manager, or if this review has already been submitted, this field is display only.) If you are required to use a standard template, the template name will be displayed in the Template field and cannot be changed. See Step 3.•
Overall Rating – Displays the overall performance rating from the Employee Performance Review Form, if applicable. This description is based on the Overall Rating Code.
The rating scheme may or may not be in whole numbers. However, the rating description is still based on the lowest matching rating scheme number for that description.•
Overall Goal – Displays the overall goal status from the Employee Performance Review Form, if applicable.•
Status – Displays the status of the review. Values are New, In Process, Rejected, and Complete.3. From the Template drop down list, select the template you want to use for this performance review. If you are required to use a standard template, the template name will be displayed in the Template field and cannot be changed. Also, if you are not the originating review manager, or if this review has already been submitted, this field is display only.
If there is already existing review information in the Employee Performance Review Form, changing the template will clear employee performance review information. 4. Click the underlined Employee Name whose performance review you want to complete.The Employee Performance Review Form page displays.
You must be the originating review manager in order to update the EmployeePerformance Review Form. If you are not the originating manager, or if the review has already been submitted, you will access the View Employee Performance Review Form, which is the display-only version of the Employee Performance Review Form.
A Save in Progress button is provided on the active version of the Employee
Performance Review Form. ADP Self Service will timeout after 20 minutes with what is perceived as no activity. Since completing a performance review can take longer than 20 minutes, it is recommended that you periodically save your changes using the Save in Progress button. This will let ADP Self Service know you are still active, save your changes to that point, and allow you to will remain in the Employee Performance Review Form. Once you have completed all changes, you can select the Save button, which returns you to the Performance Worksheet. You must click Save before you can submit the review for processing.
If a template has not yet been assigned, a manager cannot update the performance review for his indirect report. In this case, the direct manager would need to first assign the performance template.
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Figure 5-4. Employee Performance Review Form
The beginning sections of the Employee Performance Review Form display employee and review summary information.
The Overall Rating Code field is dynamically calculated and updated each time you select a rating in the Performance Factors area of the worksheet. The Overall Goal Status Code field is populated from the goal information entered in the Organizational Goals area of the worksheet.5. In the Performance Factors area, select the Rating for each performance factor and enter any comments in the corresponding Manager Comments field. Comments will be viewable by all approvers, as well as through Approval History. The Overall Rating Code is dynamically calculated and updated each time you select a rating.
For a description of the fields on this page or for related tasks, click the
(Help icon) provided in the right-hand corner of the Self Service page
Completing Performance Reviews 5-9
7. Select the Overall Goal Status Code that best describes the employee's overall goal status.
8. In the Manager Comments area, enter any Recommendations and/or Overall Comments in the appropriate fields. Comments will be viewable by all approvers, as well as through Approval History.
9. To print the performance review form, click Print. The printer-friendly version of the Employee Performance Review Form displays (see Figure 5-5), and then the print dialog box displays. Choose your printing parameters and click Print.
Figure 5-5. Printer-Friendly Version of the Employee Performance Review Form
10.Click Save to save your changes. You are returned to the refreshed Performance Worksheet.
Click Reset to reset the fields to their original values. Click Cancel to cancel any changes and return to the Performance Worksheet.You have completed the Employee Performance Review Form. Next, you will need to submit the performance review for approval.
For information on viewing and printing performance worksheets and performance review forms for your direct reports, as well as the direct reports of the managers who report into you, see “Viewing and Printing Performance Information” on page 5-11.
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