Employee Self Service (ESS) Performance Management

This section discusses how to generate/edit documents as an employee. The selection of the document type determines the page that is displayed.

Note: This option is only available to Agencies configured for employee entry.

To generate or edit documents as an employee, select the Employee Self Service menu.
Select the Performance Management menu group.
Select the My Performance Documents menu item.
OR
Select the Development Documents menu item.
Select the Create Documents component.
Complete the fields on the Create Performance Documents page.
Select Create Documents to create the document.

To change the supervisor, select the Select A Different Supervisor link to change the name and choose a different supervisor.
Complete the fields.
Select the Start link next to the applicable Status. For more information regarding Status, refer to Document Statuses During Review and Approval. The Sections that were setup for the selected Template will display. The Performance Document - Performance Criteria - Draft page displays the details of the employee. This page displays the Plan Definitions in Section.

At this point, the following options are available: These options are also at the bottom of the page for ease of use.

Step	Description
Select Save	Saves the the information.
Select Add Attachment	Allows the user to add attachment to a Performance Document. The Add Attachment page is displayed.
Select Cancel	Cancels and returns to the previous page.
Select the Return to Document Detail link	Returns to the Complete Status - Document Detail page.
Select Reviewed/Discussed	Allows for the review of the document.

To add an attachment on the document, select Add Attachment.
Select Browse.
Locate the document.
Select Upload to attach a document or file.
OR
Select Cancel to return to the previous page.

Section 1 - Plan Definitions

Section 1 - Plan Definitions contains descriptions of what the Performance Documents will include.

Section 2 - Strategic Goals

Section 2 - Strategic Goals contains the goals of the Performance Plan. Strategic Goals is a management-approved expression of the performance, threshold(s), or expectation(s) that must be met to be appraised at a particular level of performance. A strategic goal may include, but is not limited to, quality, cost-efficiency, timeliness, and manner of performance.

Section 3 - Targets

Section 3 - Targets may include, but is not limited to, quality, cost-efficiency, timeliness, and manner of performance.

To add pre-defined or add your own items, select the + to add additional targets. The Add An Item - Performance Document page is displayed.
Complete the fields.
Select Search. The Pre-Defined Results page is displayed. Select the applicable titles.
OR
Select Clear to clear the entry.
Select Save. The pre-defined item is added to the document.
Complete the fields.
Select Update. The added item will appear on the document.
OR
Select the Return To Performance Criteria link to return to the document.

Section 4 - Priorities

Section 4 - Priorities contains priorities of the unit.

Section 5 - Major Area of Responsibility:

Section 5 - Major Area of Responsibility contains the major area of responsibilities of the employee, the performance requirements, and the expectations of the employee. This section also allows the Manager to add the weight (criticality) of the responsibility. This section will be evaluated by the Employee and the Manager.

Below is a description of the types of responsibility and performance requirement.

Types of Responsibility	Performance Requirements
Major Duties	A critical element is a work assignment or responsibilities of such importance, that unacceptable performance in the element would result in a determination that the employee’s overall performance is unacceptable.
Performance Requirement	The performance standard is a management approved expression of the performance, threshold(s), or expectation(s) that must be met to be appraised at a particular level of performance.
Expectations	An expectation may include, but is not limited to, quality, cost-efficiency, timeliness, and manner of performance.

Section Summary

The Section Summary list documents created and their statuses.

At this point, the following options are available:

Step	Description
Select Save	Saves the information.
Select Complete	Finalizes the criteria.
Select Add Attachment	Allows the user to add attachment to a Performance Document. The Add Attachment page is displayed.
Select Cancel	Cancels and returns to the previous page.
Select Return to Document Detail	Returns to the Performance Documents page - Document Details tab.
Select Ready for Review	Allows for the review of the document.