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 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 clicks "share with employee" and meets with employee to discuss the evaluation
2. SUPERVISOR clicks "request acknowledgement" on the employee evaluation
3. EMPLOYEE clicks "acknowledge" on their evaluation
4. 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:   1) Supervisor opens the 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.