Performance Evaluation Phase: |
Action Taken: |
Email Sent To: |
Define Criteria |
Employee selects Ready for Manager Review button |
Manager |
Define Criteria |
Due Date reminders sent via batch process 7 days before Define Criteria due date, unless already approved |
Employee and Manager |
Checkpoint |
Employee selects Share with Manager button |
Manager |
Checkpoint |
Manager selects Share with Employee button |
Employee |
Checkpoint |
Due Date reminders sent via batch process 7 days before Checkpoint due date, unless already completed |
Employee and Manager |
Finalize Criteria |
Employee selects Share with Manager button |
Manager |
Finalize Criteria |
Manager selects Share with Employee button |
Employee |
Finalize Criteria |
Due Date reminders sent via batch process 7 days before Finalize Criteria due date, unless already completed |
Employee and Manager |
Nominate Participants |
Manager selects Submit Nominations button |
Nominee |
Nominate Participants |
Nominee selects Accept button |
Manager |
Nominate Participants |
Nominee selects Decline button |
Manager |
Nominate Participants |
Manager selects Cancel button |
Nominee |
Participant Evaluation |
Participant selects Complete button |
Manager |
Participant Evaluation |
Due Date reminders sent via batch process 30, 15 and 7 days before Participant Evaluation due date, unless already completed |
Participant |
Employee Self Evaluation |
Employee selects Complete button |
Manager |
Employee Self Evaluation |
Manager selects Reopen hyperlink/button to send completed Self Evaluation back to employee for rework |
Employee |
Employee Self Evaluation |
Due Date reminders sent via batch process 30, 15 and 7 days before Employee Self Evaluation due date, unless already completed |
Employee |
Manager Evaluation |
Manager selects Share with Employee button |
Employee |
Manager Evaluation |
Employee selects Acknowledge button |
Manager |
Manager Evaluation |
Due Date reminders sent via batch process 30, 15 and 7 days before Manager Evaluation due date, unless already completed
|
Manager |
Any |
Manager submits delegation request to give ability to perform evaluations on behalf of the Manager |
Manager and requested Proxy |
Any |
Proxy accepts or denies delegation request |
Manager and requested Proxy |
Any |
Delegation end date has passed or delegation revoked |
Proxy |