EmpowHR: Section 10 - Manage Performance

Report

The HR personnel can run queries to determine the status of performance documents. HR can report on the Supervisor Name or Agency, sub-Agency, and POI.

Missing Performance Plans

This option allows HR to report on missing performance plans.

To Report on Missing Performance Plans:

1. Select the Manage Performance menu group.
2. Select the Report menu.
3. Select the Missing Performance Plans component. The Missing Performance Plans page - Find an Existing Value tab is displayed.

   

4. Complete the fields as follows:

   Field	Instruction
   Run Control ID	Select data from the drop-down list.
   Case Sensitive	Click this field if the search criteria is case sensitive.

5. Click Search. The Missing Plan tab is displayed.

   OR

   Click Clear to clear the entry on the page. Another entry can be made at this time.

   OR

   Select the Add a New Value tab. The Missing Performance Plans page - Add a New Value tab is displayed.

   

6. Complete the field as follows:

   Field	Instruction
   Run Control ID	Enter the control ID.

7. Click Add. The Missing Plan tab is displayed.

   

8. Complete the fields as follows:

   Field	Description/Instruction
   Run Control ID	Populated based on the search criteria entered.
   Language	Defaults to English or select the applicable language from the drop-down list.
   Supervisor Name	Enter the name of the supervisor or select data by clicking the search icon. If data is entered in this field, the Agency, Sub-Agency, and Personnel Office ID fields must be left blank.
   Agency	Enter the two-position alpha Agency code or select data by clicking the search icon. If data is entered in this field, the Sub-Agency and Personnel Office ID fields must be completed, and the Supervisor Name field must be left blank.
   Sub-Agency	Enter the sub-Agency or select data by clicking the search icon. If data is entered in this field, the Agency and Personnel Office ID fields must be completed, and the Supervisor Name field must be left blank.
   Personnel Office ID	Enter the POI or select data by clicking the search icon. If data is entered in this field, the Agency and Sub-Agency fields must be completed, and the Supervisor Name field must be left blank.

   The following options are available:

   Step	Definition
   Click Save	Saves the document.
   Click Notify	Notifies the next person in the workflow that the transaction is in their worklist.
   Click Add	Returns to the Missing Performance Plans page - Add a New Value tab.
   Click Update/Display	Returns to the applicable page to update the information.

9. Click Run. The Process Scheduler Request page is displayed.

   

10. Click OK or Cancel to return to the Missing Plan tab.

Late Performance Plans

This option allows HR to inquire on late performance plans.

To Inquire on Late Performance Plans:

1. Select the Manage Performance menu group.
2. Select the Report menu.
3. Select the Late Performance Plans component. The Late Performance Plans page - Find an Existing Value tab is displayed.

   

4. Complete the fields as follows:

   Field	Instruction
   Run Control ID	Enter the Run Control ID.
   Case Sensitive	Check this box if the search criteria is case sensitive.

5. Click Search. The Late Performance Plans page is displayed

   OR

   Click Clear to clear the entry on the page. Another entry can be made at this time.

   OR

   Select the Add a New Value tab. The Late Performance Plans page - Add a New Value tab is displayed.

   

6. Complete the field as follows:

   Field	Instruction
   Run Control ID	Enter the control ID.

7. Click Add. The Report of Late Performance Plan page is displayed.

   

8. Complete the fields as follows:

   Field	Description/Instruction
   Run Control ID	Populated based on the search criteria entered.
   Language	Defaults to English or select the applicable language from the drop-down list.
   Supervisor Name	Enter the name of the supervisor or select data by clicking the search icon. If data is entered in this field, the Agency, Sub-Agency, and Personnel Office ID fields must be left blank.
   Agency	Enter the two-position alpha Agency code or search data by clicking the search icon. If data is entered in this field, the Sub-Agency and Personnel Office ID fields must also be completed, and the Supervisor Name field must be left blank.
   Sub-Agency	Enter the sub-Agency. If data is entered in this field, the Agency and Personnel Office ID fields must also be completed, and the Supervisor Name field must be left blank.
   Personnel Office ID	Enter the POI or select data by clicking the search icon. If data is entered in this field, the Agency and Sub-Agency fields must also be completed, and the Supervisor Name field must be left blank.

   The following options are available:

   Step	Definition
   Click Save	Saves the document.
   Click Return to Search	Returns to the applicable page to search for another performance review.
   Click Notify	Notifies the next person in the workflow that the transaction is in their worklist.
   Click Add	Returns to the Missing Performance Plans page - Add a New Value tab.
   Click Update/Display	Returns to the applicable page to update the information.

9. Click Run. The Process Scheduler Request page is displayed.

   

10. Click OK or Cancel to return to the Missing Plan tab.

Missing Performance Appraisals

This option allows HR to report on missing performance appraisals.

To Report on Missing Performance Appraisals:

1. Select the Manage Performance menu group.
2. Select the Report menu.
3. Select the Missing Performance Appraisal component. The Missing Performance Appraisal page - Find an Existing Value tab is displayed.

   

4. Complete the fields as follows:

   Field	Instruction
   Run Control ID	Click the down arrow to choose a search criteria.
   Case Sensitive	Click this field if the search criteria is case sensitive.

5. Click Search. The Missing Review tab is displayed.

   OR

   Click Clear to clear the entry on the page. Another entry can be made at this time.

   OR

   Select the Add a New Value tab. The Missing Performance Appraisal page - Add a New Value tab is displayed.

   

6. Complete the field as follows:

   Field	Instruction
   Run Control ID	Enter the control ID.

7. Click Add. The Missing Review tab is displayed.

   

8. Complete the fields as follows:

   Field	Description/Instruction
   Run Control ID	Populated with the search criteria entered.
   Language	Defaults to English or select the applicable language from the drop-down list.
   Supervisor Name	Enter the name of the supervisor or select data by clicking the search icon. If data is entered in this field, the Agency, Sub-Agency, and Personnel Office ID fields must be left blank.
   Agency	Enter the two-position alpha Agency code or search data by clicking the search icon. If data is entered in this field, the Sub-Agency and Personnel Office ID fields must also be completed, and the Supervisor Name field must be left blank.
   Sub-Agency	Enter the sub-Agency. If data is entered in this field, the Agency and Personnel Office ID fields must also be completed, and the Supervisor Name field must be left blank.
   Personnel Office ID	Enter the POI or select data by clicking the search icon. If data is entered in this field, the Agency and Sub-Agency fields must also be completed, and the Supervisor Name field must be left blank.

   The following options are available:

   Step	Definition
   Click Save	Saves the document.
   Click Return to Search	Returns to the applicable page to search for another performance review.
   Click Notify	Notifies the next person in the workflow that the transaction is in their worklist.
   Click Add	Returns to the Missing Performance Plans page - Add a New Value tab.
   Click Update/Display	Returns to the applicable page to update the information.

9. Click Run. The Process Scheduler Request page is displayed.

   

10. Click OK or Cancel to return to the Missing Plan tab.

Late Performance Appraisals

This option allows HR to report on late performance appraisals.

To Inquire on Late Performance Appraisals:

1. Select the Manage Performance menu group.
2. Select the Report menu.
3. Select the Late Performance Appraisal component. The Late Performance Appraisal page - Find an Existing Value tab is displayed.

   

4. Complete the fields as follows:

   Field	Instruction
   Run Control ID	Select a search criteria from the drop-down list.
   Case Sensitive	Click this field if the search criteria is case sensitive.

5. Click Search. The Late Performance Review page - Late Review tab is displayed.

   OR

   Click Clear to clear the entry on the page. Another entry can be made at this time.

   OR

   Click the Add a New Value tab. The Late Performance Appraisal page - Add a New Value tab is displayed.

   

6. Complete the field as follows:

   Field	Instruction
   Run Control ID	Enter the control ID.

7. Click Add. The Late Review tab is displayed.

   

8. Complete the fields as follows:

   Field	Description/Instruction
   Run Control ID	Populated with the search criteria entered.
   Language	Defaults to English or select the applicable language from the drop-down list.
   Supervisor Name	Enter the name of the supervisor or select data by clicking the search icon. If data is entered in this field, the Agency, Sub-Agency, and Personnel Office ID fields must be left blank.
   Agency	Enter the two-position alpha Agency code or search data by clicking the search icon. If data is entered in this field, the Sub-Agency and Personnel Office ID fields must also be completed, and the Supervisor Name field must be left blank.
   Sub-Agency	Enter the sub-Agency. If data is entered in this field, the Agency and Personnel Office ID fields must also be completed, and the Supervisor Name field must be left blank.
   Personnel Office ID	Enter the POI or select data by clicking the search icon. If data is entered in this field, the Agency and Sub-Agency fields must also be completed, and the Supervisor Name field must be left blank.

   The following options are available:

   Step	Definition
   Click Save	Saves the document.
   Click Return to Search	Returns to the applicable page to search for another performance review.
   Click Notify	Notifies the next person in the workflow that the transaction is in their worklist.
   Click Add	Returns to the Late Performance Appraisal page - Add a New Value tab.
   Click Update/Display	Returns to the applicable page to update the information.

9. Click Run. The Process Scheduler Request page is displayed.

   

10. Click OK or Cancel to return to the Missing Plan tab.

Review Rating Model

The Review Rating Model is used to set up the ratings used on the performance documents.

To Set Up a Review Rating Model:

1. Select the Manage Performance menu group.
2. Select the Setup menu.
3. Select the Review Rating Model component. The Review Rating Model page - Find an Existing Value tab is displayed.

   

4. Complete the fields as follows:

   Field	Instruction
   Rating Model	Enter the applicable model or select a model from the drop-down list.
   Description	Enter the applicable description or select a description from the drop-down list.
   Include History	Click this field to include historical data.
   Correct History	Click this field to correct historical data.
   Case Sensitive	Click this field if the search criteria is case sensitive.

5. Click Search. The Review Rating Model page is displayed.

   OR

6. Select the Add a New Value tab. The Review Rating Model page - Add a New Value tab is displayed.

   

7. Click Add. The Rating Model page - General tab is displayed.

   

8. Complete the fields as follows:

   Field	Description/Instruction
   Rating Model	Populated with the search criteria entered.
   Rating Model Description	Instruction
   *Effective Date	Required field. Enter the applicable date or select a date from the calendar icon.
   Status	Defaults to Active. Change by selecting data from the drop-down list.
   *Description	Required field. Enter the description of the rating system.
   Short Description	Enter the short description of the rating.
   Review Band	Checked when Correct History is selected.
   OPM Pattern	Select the applicable Office of Personnel Management (OPM) rating pattern from the drop-down list.
   Ratings	Instruction
   *Rating	Required field. Enter the number associated with the rating.
   *Description	Required field. Enter the description of the rating.
   Short Description	Short description for the rating number.
   Numeric Rating	Enter the rating number associated with the description.
   Career Strength/Development	Select the applicable information from the drop-down list.
   Rating Explanation	Click this icon to view or enter a rating explanation.

   The following options are available:

   Step	Description
   Click Save	Saves the document.
   Click Notify	Notifies the next person in the workflow that the transaction is in their worklist.
   Click Add	Returns to the Review Rating Model page - Add a New Value tab.
   Click Update/Display	Returns to the applicable page to update the information.
   Click Include History	Includes the transaction in history.
   Click Correct History	Corrects the transaction in history.

9. Select the Review Points tab. The Rating Model page - Review Points tab is displayed.

   

10. Complete the fields for the Review Points tab as follows.

    Note: The fields on the top of this page are generated from information that was entered on the Rating Model page - General tab.

    Field	Instruction
    *Rating	Required field. Enter the rating number.
    Review Points	Enter the applicable amount of points to be given during a review.
    From Points	Enter the minimum number of points for a review.
    To Points	Enter the maximum number of points for a review.
    Eligibility Points	Enter the applicable eligibility point for a review.

    The following options are available:

    Step	Description
    Click Save	Saves the document.
    Click Notify	Notifies the next person in the workflow that the transaction is in their worklist.
    Click Add	Returns to the Review Rating Model page - Add a New Value tab.
    Click Update/Display	Returns to the applicable page to update the information.
    Click Include History	Includes the transaction in history.
    Click Correct History	Corrects the transaction in history.

11. Select the Federal tab. The Rating Model page - Federal tab is displayed.

    

12. Complete the fields for the Federal tab as follows:

    Note: The fields on the top of this page are generated from information that was entered on the Rating Model page - General tab.

    Field	Instruction
    *Rating	Required field. Enter the rating number.
    OPM Rating	Select the applicable OPM rating explanation from the drop-down list.
    RIF Year	Enter the applicable number of year(s) for reduction in force (RIF) purposes for each OPM Rating.

    The following options are available:

    Step	Description
    Click Save	Saves the document.
    Click Notify	Notifies the next person in the workflow that the transaction is in their worklist.
    Click Add	Returns to the Review Rating Model page - Add a New Value tab.
    Click Update/Display	Returns to the applicable page to update the information.
    Click Include History	Includes the transaction in history.
    Click Correct History	Corrects the transaction in history.