Recording Preliminary Ratings

ePerformance is designed to support the complete performance and development process from planning to evaluation. An Agency can implement the complete process or just portions of it. This section focuses on the part of the process where participants evaluate the employee’s performance or development needs against the evaluation criteria.

The capability to enter preliminary ratings for employees is available to managers only. These ratings are entered before the official rating data is entered in the manager’s evaluation, and they are not entered on the evaluation. They are entered on the Preliminary Ratings page. This enables the manager to enter preliminary ratings at any time after the document is created, including the Establish Criteria and Nomination steps.

Only the documents that are In Progress are displayed on the Preliminary Ratings page.

Preliminary ratings are used to generate the Ratings Distribution Summary report, which enables managers and HR administrators to compare preliminary ratings with desired and actual rating distributions. Employees cannot see preliminary ratings.

To enable the entry of preliminary ratings, the Preliminary Rating check box is selected for the Overall Summary section on the document template.

To Enter Preliminary Ratings:
Select the Manager Self Service menu.
Select Performance Management.
Select the Performance Documents menu item.
Select the Administrative Tasks menu item.
Select the Enter Preliminary Rating component. The Enter Preliminary Ratings page is displayed.
On the Enter Preliminary Ratings page, select one or more employees for whom to enter preliminary ratings.
Select Continue. The Enter Preliminary Ratings - Preliminary Ratings page is displayed.
OR
Select the Select All link to select all employees on the list.
OR
Select the Deselect All link to deselect the employees previously selected.
Complete the fields as follows:

Performance Documents	Description/Instruction
Employee	Populated with the employee selected.
Document Type	Populated with the document type for the employee selected.
Begin Date	Populated with the beginning date of the document.
End Date	Populated with the ending date of the document.
Job Title	Populated with the employee's job title.
Preliminary Rating	Enter a preliminary rating for the selected employee. The list of ratings from which is selected is defined by the rating model that is associated with the Overall Summary section of the document. Select data from the drop-down list.

Select Save. The Enter Preliminary Ratings - Save Confirmation page is displayed.
On the Enter Preliminary Ratings -Save Confirmation page, Select OK. The Enter Preliminary Ratings (results) page (MSS) is displayed.