Getting Started Performance Management System Tutorial for Managers Estimated Completion Time: 5 minutes Navigation instructions Begin the tutorial To exit the tutorial, click the button in the upper right corner of your web browser

Accessing the Performance Management System using the Manager Self Service. Selecting an employee under Direct Reports. The Performance Management System Main Menu Screen. Printing a Performance Plan or Review. Table of Contents NextBack Click the Next button  This section of the tutorial covers all steps necessary for beginning the Performance Management Process.

Getting Started From your Self Service Main Menu, click the Manager button. NextBack Click the Next button  The Manager main menu appears.

Getting Started Under your Manager main menu, click the Performance Management link. NextBack Click the Next button  The Performance Management menu appears.

Getting Started Click the Main Menu link to open the Performance Management System. NextBack A listing of your Direct Reports will appear. Click the Next button 

Getting Started To access the performance management system, select an employee. NextBack Click the Next button  The Performance Management Main Menu appears.

Getting Started Should you need to maximize the screen, click and drag the window to the left and then click the Maximize button in the upper right corner. NextBack Click the Next button 

Getting Started The Performance Management Main Menu will be your starting point to create & certify performance plans and reviews or view historical reviews. NextBack Click the Next button 

Getting Started Instructions on how to create/update a plan are covered in the Creating the Performance Plan section of this tutorial. NextBack Click the Next button 

Getting Started Instructions on how to create a review, certify/finalize a review, and add progress review notes are covered in the Completing the Performance Review section of this tutorial. NextBack Click the Next button 

Getting Started To view completed reviews, click the View Historical Reviews button. NextBack Click the Next button  The Historical Menu appears.

Getting Started You will not see any historical performance reviews on this menu until you have completed one using the Performance Management System Historical reviews are accessible by both the supervisor and employee NextBack Click the Next button 

Getting Started The most current performance review will be shown. NextBack Click the Next button  To select other completed reviews, click the drop down arrow next to the rating period.

Getting Started The print option is available on each of the main menus: Plan Menu, Review Menu, and Historical Menu. Remember to select the appropriate rating period before clicking the print button. NextBack Click the Next button 

Getting Started NextBack This concludes the Getting Started section of the Performance Management System Tutorial for Managers. If you have any questions on this section please contact your agency’s Human Resources Office or Performance Management Liaison. To exit this section, click the button in the upper right corner of your web browser

Navigation Instructions Returns you to the first page of the tutorial you are in Will take you to the navigation instructions Next Back Takes you to the first screen of the tutorial section you are in Takes you to the previous screen Takes you to the next screen Takes you to the last screen of the tutorial section you are in Most screens will have some animation. When the animation is complete, you will be prompted to click on a button These navigation buttons will show at the bottom of each screen in the tutorial Back Click the Back button 