Entering SES Performance Appraisal Data

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Entering SES Performance Appraisal Data

To enter an SES performance appraisal, select the Payroll Documents menu group.
Select the SES Performance Appraisal component. The SES Performance Appraisal page - Find an Existing Value is displayed. The information entered will allow the user to locate an existing employee to enter or change a SES Performance Appraisal.

SES Performance Appraisal - Find an Existing Value

Enter the search criteria.
Select Search. The SES Appraisal page is displayed.

SES Appraisal Page

Complete the fields as follows:

Field	Description/Instruction
Name	Populated from the search criteria entered. The name of the employee is displayed from the Empl ID entered.
Empl ID	Populated from the search criteria.
Record	Displays the number of records for that employee.
SSN	Populated from the search criteria entered. The employee SSN is displayed based on the Empl ID.

Complete the SES Appraisal fields as follows:

Field	Description/Instruction
Effective Date	Required field. Populated with the beginning date of the current pay period. This is the date on which a table record becomes effective; the date that an action begins. This date also determines when to view or change information. Change the date by selecting the calendar icon.
Pay Period	Populated and cannot be changed.
Date Entered	Populated and cannot be changed.
User ID	Populated with the system identifier and name of the individual who generates the transaction.
Transaction Status	Defaults to In Progress. Select the down arrow to select a different status.

Complete the Appraisal Period as follows:

Field	Instruction
From Date	Enter the beginning date of the rating of record period or select a date from the calendar icon.
To Date	Enter the ending date of the rating of record period or select a date from the calendar icon.

Complete the Appraisal Rating field as follows:

Field	Instruction
Rating Scale	Enter the appraisal scale rating code.The valid values are H5, H4, H3, H2, and H1.
Adjective	Enter the adjective rating. The valid values H1-H5.
Retain	Select Yes or No from the drop-down list.
Bonus Percent	Select the applicable percent of the SES bonus. The valid values are 1 through 20. The bonus amount must also be entered.
Bonus Amount	Enter the amount of the SES bonus in dollars and cents. The bonus percent must also be entered and cannot be greater than 20 percent of the adjusted salary.
Award Type	Select the applicable radio button to select the type of award. The valid values are None, Distinguished, and Meritorious.

At this point, the following options are available:

Step	Description
Select Save	Saves the new data entered.
Select Return to Search	Returns the user to the applicable page to search for another record.
Select Previous in List	Returns to the previous person in the list.
Select Next in List	Advances to the next person in the list.
Select Notify	Notifies the next individual in the workflow.