Performance Development Policy Covered Staff

1. Login to UCPath
2. Select "Performance Workcenter" from the left side menu of the UCPath Dashboard
3. Select Current Team Docs under Manager Self Service
4. Select the NAME of the respective employee

• Mid-Year Performance Document Creation Schedule 
  Need a doc created mid-year? Contact ePerformance admin through HR ServiceNow

• Probationary Documents - Workflow/Due Dates
  Review the timing of the check-in and due dates for Probationary employees.
  Probation documents are created within 2-4 weeks of a career employee beginning probation.
  There is no Define Criteria phase on a Probation Document.

Sometimes a supervisor may inadvertently approve a phase in ePerformance before the employee has a chance to participate. If this is the case and no action has been taken to update or save the subsequent phase, the supervisor can REOPEN the prior phase.  

1. Login to UCPath and open the employee’s performance document 
2. Select the phase you want to access from the left side menu of the UCPath Dashboard (Example: DEFINE CRITERIA) 
3. Select REOPEN from the sub-menu that now appears under Define Criteria 
4. Click the REOPEN BUTTON that now appears in the upper right corner of the ePerformance screen 
5. Confirm and refresh.

The performance document is now open in the prior phase.

If you are unable to successfully reopen the document after following these instructions, please submit a ticket to the ePerformance Administrator via HR ServiceNow (Position Management-Workforce Administration)

Please submit a ticket to HR ServiceNow and select Position Management and Workforce Administration.
When an employee's Supervisor changes or needs to be updated on the Performance Document, the document can be re-assigned to a new supervisor.  

To request a document transfer, the Supervisor opens a ServiceNow ticket with HR and provides the following information:

• Explain in the ServiceNow ticket why the document(s) needs to be transferred
• Include the employee’s Name, Employee ID, and Department
• Include the current supervisor’s Name, Employee ID, and Department
• Include the new supervisor’s Name, Employee ID, and Department

The Supervisor's Manager should follow the link in the email titled “Request Requires Approval” or ... login to UCPath as described below to approve the Supervisor's Evaluation of employee.

OPTION 1:
Access Document via Email to Supervisor's Manager, requesting Approval:

OPTION 2:
Access Document via UCPath Dashboard:

1. Login to UCPath
2. UCPath Dashboard > Performance Workcenter > Manager Self Service > Performance Management > Approve Documents > Transaction to Approve

ACTION REQUIRED:

Approve or Deny the document, adding comments as needed

 The supervisor has several actions steps throughout the APPROVAL process which are not prompted by the system. Be sure to follow the steps below in order to bring your team's performance evaluations to a completed status. 

1. SUPERVISOR submits employee evaluation for Manager Approval
2. MANAGER reviews and clicks "approve" on the Performance Document adding comments if needed
3. SUPERVISOR clicks "share with employee" and meets with employee to discuss the evaluation
4. SUPERVISOR clicks "request acknowledgement" on the employee evaluation
5. EMPLOYEE clicks "acknowledge" on their evaluation
6. SUPERVISOR clicks "complete" on the employee's evaluation

1. Login to UCPath
2. Select "Performance Workcenter" from the left side menu of the UCPath Dashboard
3. Select Current Team Docs under Manager Self Service
4. Select the NAME of the respective employee

ACTION:  Supervisor opens Employee's performance document and clicks SUBMIT and AWE moves the document directly to the supervisor's manager for APPROVAL

RESULT:    Manager receives email notification that the Supervisor is requesting approval on the selected Performance Evaluation.

1. Approve via email Link
   The manager receives an email notification titled "Request Requires Approval" indicating that they have a performance evaluation to review and approve. Follow the link provided to access the Performance Document submitted for approval.
    
2. Approve without email link via UCPath Performance Workcenter:
   UCPath Dashboard  >  Performance Workcenter  >  Manager Self Service  >  Performance Management  >  Approve Documents > Transaction to Approve

   
   ACTION:   Manager clicks “APPROVE” or "DENY," adding comments as needed
   
   RESULT:     Supervisor receives email notification indicating their Manager approved the selected Performance Evaluation.

Upon the Supervisor receiving the email notification that their Manager approved the employee's Performance Evaluation, the Supervisor Shares the evaluation with their employee.

ACTION:   1) Supervisor opens selected performance document and clicks “Share with Employee"
                  2) Supervisor and Employee meet to discuss the employee's Performance Evaluation

RESULT:     Employee receives email notification indicating their Performance Evaluation is available for their review

After sharing the evaluation with the employee and meeting to discuss, the Supervisor must request that the employee acknowledge having received their Performance Evaluation.

ACTION:   Supervisor opens selected performance document and clicks “Request Acknowledgement"
                  
RESULT:     Employee receives email notification requesting they acknowledge having received their Performance Evaluation

The employee receives an email notification requesting that they acknowledge having received their Performance Evaluation.
 

ACTION:   Employee opens their performance document and clicks “Acknowledge"
                  
RESULT:     Supervisor receives email notification indicating the employee acknowledged  their Performance Evaluation 

The Supervisor receives an email notification indicating that the employee acknowledged the Performance Evaluation.

ACTION:   Supervisor opens their employee's performance document and clicks “Complete"

RESULT:     The Performance Evaluation is now complete

Once complete, the employee's performance document moves to TEAM'S HISTORIC DOCUMENTS. No further action required.