A step-by-step guide has been developed for both the manager/supervisor and the employee/direct report. These guides take you through each step of the online process and will help you navigate the new system. These can be accessed on the Performance Management webpage, under Tools and Resources.
The job description that is currently in the performance management tool is the one that has been provided to HR and resides in PeopleSoft.
We recommend Chrome or FireFox. We have received reports of technical issues with Safari.
This usually happens when someone does not designate an audience that is allowed to see the attachment. You will see a drop down box for “attachment audience” after you upload your attachment. It defaults to “EE and Mgr”. You can also choose “Mgr only”. If you chose the blank space, then it will not stay attached to your form.
There are multiple possibilities, but often this results when either someone has been on leave and recently returned after the launch or someone has been in their current job less than six months. A form may be able to be created manually by the manager or HR. If not, call Randall Lucius x28941.
HR’s Learning and Organizational Development has scheduled multiple webinar training sessions for managers. These sessions walk participants through the process of how to navigate the performance management PeopleSoft tool. A recorded version of the webinar is also available through ELMS. Search for “PeopleSoft PM tool for Emory Managers – Webinar Recording.” A step-by-step guide is also available for managers.
Webinar training will not be provided for employees since the process is fairly simple, however, there is a step-by-step guide available.
No. The employee is not able to access the self-evaluation until the manager or HR launches the review process. Once this occurs, an email is automatically generated through PeopleSoft and is sent to the employee. The email message will include a link to access the self-evaluation. Employees are encouraged to log performance notes throughout the year so that they are prepared to complete their self-evaluation when the manager provides access.
Yes. These are called pre-defined goals. You can submit pre-defined goals to HR’s Learning and Organizational Development Department in advance to have them pre-loaded into the online system so that users can select and add them to their form. Contact Randy Lucius at 404-712-8941 or Jonathan Koestler 404-727-5618.
Please submit 1 month prior to the launch for your School/Division.
Either is acceptable.
At this time, they are not linked. The employee and manager will each have to type in the goals on their own. It is recommended that the goals be discussed and agreed upon in advance.
Several people have reported having technical problems saving their performance management documents. To help avoid this, do not run multiple, independent PeopleSoft sessions within your browser. If you need to open another document (e.g., last year’s review) while writing your evaluation, select the new window link in the upper right hand corner of your screen. Otherwise, PeopleSoft may not properly save your information.
If you have been invited to provide upward feedback, but have noticed that the date for completion has passed, go ahead and attempt to complete your feedback anyway. As long as your supervisor’s leader has not finished her/his evaluation, you can still provide your feedback. Please try it and see if it works. Your feedback is important!