1. Completing Principal Evaluations in PeopleSoft Follow steps on the next slides in order.

2. 1 23 456 78 To panel list main Completing FY14 Principal Evaluations Instructions for Area Superintendents

3. Pathway Navigation This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. 1 2 34 PeopleSoft Pathway - Main Menu  Manager Self Service  Performance Management  PB Dept Evaluation 5 6 78 To panel board main To panel list main

4. 1 2 3 From PB Dept Evaluation screen you will be able to select the School/Department, fiscal year, and evaluation type (Principal Annual). Select “Principal Annual” and then select “Search” to get a list of all Principals that report to you in the search results. Select the first school number in the list to open the Principal Evaluation for processing 4 5 6 78 To panel board main To panel list main Evaluation Type Selection This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide.

5. 1 2 3 If the Eval Code is correct, place a check in the box “Prin/Dir Approve Eval” to open the evaluation up to Principal to sign. Then select “Submit” to save the action. Select “Next in List” to proceed to the next School that you supervise. Complete this process for all Schools that you supervise to open up the Evaluation for all Principals in your area. 4 5 6 78 To panel board main To panel list main Release to Principal for Signature This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide.

6. 1 2 34 5 6 78 To panel board main To panel list main Monitoring This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Notice that from this page an Area Superintendent can monitor the progress of the process, once the Principal signs the evaluation the Area Superintendent can see if the Principal agreed/disagreed, and signed. Please Note: Any Employee who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. Upon seeing that the Principal has signed or that they have a code of Not Evaluated then the Area Superintendent can complete the process by clicking the “Select” button by the Principal’s name

7. 1 2 3 Review the individual page for the Principal, the Principal has either agreed/disagreed and has signed the document or was Not Evaluated in FY13. The Area Superintendent will then select “Prin/Dir Submit Signature” and then select “Save” to complete the processing for this Principal. 5 4 6 78 To panel board main To panel list main Supervisor Process Completion This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide.

8. 1 2 3 6 4 5 78 To panel board main To panel list main Principal Not Available for Signature This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Principals not available to sign evaluation: From the grid, click the “Select” button by the Principal’s name, go to the bottom of the form and click the box “Employee Not Available to Sign”, also select “Supporting Document Received” and enter the Certified Mail Receipt Number and Date Mailed to indicate that the document has been mailed to the Principal via Certified Mail. Select the “Prin/Dir Submit Signature” and then select “Save” to complete the processing for this Teacher. Select “Printable Version” to have a copy that is mailed to the Principal.

9. 1 2 3 Principal Refuses to Sign: From the grid, click the “Select” button by the Principal’s name, go to the bottom of the form and click the box “Employee Refuses to Sign”, then proceed to the box titled “Witness Emplid” and enter the Employee Identification number of a witness to a conference where the Principal refused to sign. Select “Save” so the witness name is then seen on the screen, proceed to the “Prin/Dir Submit Signature” button and then select “Save” to complete the processing for this Principal. Select “Printable Version” and present a copy of the evaluation to the Principal. 7 4 5 6 8 To panel board main To panel list main Principal Refused to Sign This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide.

10. 1 2 3 The grid can be personalized by selecting the personalize option on the far right of the screen. You can also print an excel version of this grid by selecting the grid icon with the red arrow to the right of the personalize feature. 8 4 5 6 To panel board main To panel list main 7 Additional Notes This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Please Note: Any Principal who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. Report Queries will be provided to assist with monitoring this process.

11. Click for Step 1 Pathway Navigation Click for Step 2 Evaluation Type Selection Click for Step 3 Release to Principal for Signature Click for Step 4 Monitoring Click for Step 5 Supervisor Process Completion Click for Step 6 Principal Not Available for Signature Click for Step 7 Principal Refused to Sign Click for Step 8 Additional Notes To panel board main

12. 1 2 3 4 5 6 7 8 To panel list main

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15. 2 3 4 1 5 6 7 8 To panel board main To panel list main You can monitor from this screen the actions completed by the principals, if they agreed/disagreed and signed the evaluation.

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17. 2 3 4 6 1 5 7 8 To panel board main To panel list main Enter the Certified Mail Receipt # and the date mailed. If employee signs in person, state date signed.

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19. 2 3 4 8 1 5 6 7 To panel board main To panel list main Please Note: Any Principal who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. Report Queries will be provided to assist with monitoring this process. The grid can be personalized by selecting the personalize option on the far right of the screen. You can also print an excel version of this grid by selecting the grid icon with the red arrow to the right of the personalize feature.