1. Navigation instructions Begin the tutorial Creating the Performance Plan Performance Management System Tutorial for Managers Estimated Time to Complete: 25 minutes To exit the tutorial, click the button in the upper right corner of your web browser

2. Process Overview Selecting a Rating Period Preventing Employee Access to the Performance Plan Copying Competencies/Objectives from a Previous Plan Adding/Deleting/Changing Competencies Adding/Deleting/Changing Objectives/Factors Adding Comments to the Progress Review/Comments Area Certifying & De-Certifying the Performance Plan Table of Contents NextBack Click the Next button 

3. Process Overview Update or Create a Plan This section of the tutorial will cover all steps necessary for creating a Performance Plan on an employee using the Performance Management System The Process Flow Overview gives you a visual idea of how the process works. The Update or Create a Plan section guides you step by step through how to use the Performance Management System to create a Performance Plan on an employee. Table of Contents To go directly to a section click the button to the left OR NextBack Click the Next button 

4. Here is the basic process for creating a performance plan These are only the main steps of the process There are intervening steps that will be covered in more detail in this tutorial Process Overview NextBack Click the Next button  HR sets up initial performance record in Lawson Process Overview Email notification is received by supervisor Supervisor creates performance plan on Manager Self-Service Supervisor certifies performance plan Email notification is sent to employee Employee certifies performance plan on Employee Self-Service Supervisor & employee discuss the performance plan Email notification is sent to supervisor

5. HR sets up initial performance record in Lawson Process Overview Email notification is received by supervisor Supervisor creates performance plan on Manager Self-Service Supervisor certifies performance plan Email notification is sent to employee Employee certifies performance plan on Employee Self-Service Supervisor & employee discuss the performance plan Email notification is sent to supervisor As you can see, your first indication that a plan must be created is when you receive an email notification If you do not have email, the notification will come from your agency’s HR office Process Overview NextBack Click the Next button 

6. Now let’s begin creating a new performance plan! Process Overview NextBack Click the Next button  HR sets up initial performance record in Lawson Process Overview Email notification is received by supervisor Supervisor creates performance plan on Manager Self-Service Supervisor certifies performance plan Email notification is sent to employee Employee certifies performance plan on Employee Self-Service Supervisor & employee discuss the performance plan Email notification is sent to supervisor

7. From the Performance Management Main Menu-Manager screen, click the Create/Update an Uncertified Plan button. If you do not know how to get to this screen, please review the Getting Started section of this tutorial by clicking the button in the upper right corner to return to the Table of Contents. Creating the Performance Plan NextBack Click the Next button 

8. The Plan Menu appears showing the name, process level, and current position of the employee you selected from your Direct Reports screen. Creating the Performance Plan NextBack Click the Next button 

9. NextBack The most current rating period shows in the Select Rating Period area. Click the Next button  Creating the Performance Plan

10. NextBack The rating period dates are system generated based upon the dates entered by HR when the initial performance record is set up in HRMN. Click the Next button  After the initial dates are set up, the subsequent rating periods will automatically generate after each performance review is completed. Creating the Performance Plan

11. By checking the Prevent Employee Access box you can prevent your employee’s ability to view the performance plan. NextBack Click the Next button  Creating the Performance Plan

12. NextBack One of the many benefits of the performance management system is the optional participation of your employee in creating and/or reviewing their performance plan before certification. In order to do this, the Prevent Employee Access box must be un-checked to allow the employee access to the plan from their self service account. Click the Next button  The Prevent Employee Access feature enables you to create the performance plan prior to your one-on-one discussion with your employee. Creating the Performance Plan Once you have completed and certified the plan, you will not be able to prevent employee access to the plan.

13. NextBack For this tutorial we will leave the box checked and prevent employee access. Click the Next button  Creating the Performance Plan

14. NextBack Another benefit of the Performance Management System is the ability to copy the competencies and objectives from a previous plan to use in a new plan. Click the Next button  Creating the Performance Plan

15. NextBack If you use the copy previous plan feature, you will see the competencies & objectives of the previous plan and be able to make changes to them. Click the Next button  Creating the Performance Plan If this is a new employee, or the first performance plan using this system, there will be no data to copy until the first performance plan and review have been completed and certified.

16. NextBack To begin creating the first performance plan in the new system, you will need to select the competencies that will be evaluated for this rating period. To do this, click the Competencies button. Click the Next button  Creating the Performance Plan

17. The Selected Competencies Screen appears showing any required competencies based on your employee’s job group code. Group 1 employees do not have any required competencies; therefore, you will be sent directly to the Select/Add Competencies screen. NextBack Click the Next button  Creating the Performance Plan

18. To add a competency click the Select/Add Competencies button. NextBack Click the Next button  The Select/Add Competencies screen appears. Any competencies listed on the previous screen will already be selected on this screen. Creating the Performance Plan

19. To add a competency click the box to the left of the competency. NextBack To save, click the Save Selections to Plan button. Click the Next button  Creating the Performance Plan

20. When you return to the Selected Competencies screen, only your selected competencies will be listed. NextBack Click the Next button  Creating the Performance Plan

21. To delete a competency, click the check box under the Delete column to the right of the competency. Then click the Save Changes to Current Plan button. NextBack Click the Next button  Creating the Performance Plan

22. The competency you selected will be deleted from the Selected Competencies screen. NextBack You will be prompted to verify the change. Click OK to save changes to the Selected Competencies. Click the Next button  Creating the Performance Plan

23. NextBack The Full Description button next to each competency provides additional information/details about the competency. This text box is informational only and cannot be modified. Click the Next button  Creating the Performance Plan

24. NextBack The Comments button allows you to add additional comments to the competency. The comments should be specific to your employee’s job. Click the Next button  Creating the Performance Plan

25. NextBack Click the Next button  Creating the Performance Plan Enter your comments into the text box. You are limited to 10,000 characters, including spaces, for this text box.

26. NextBack Click the Next button  Creating the Performance Plan If your web browser is not properly set up, a text box will appear with instructions on how to adjust your web browser settings to enable this feature. Each text box has a spell check feature available. You must have Microsoft Word on your computer in order to use this feature. Otherwise, the spell check box appears.

27. A red asterisk ( ) will appear next to the comments button indicating that there are comments entered for this competency. NextBack Click the Next button  Creating the Performance Plan To Save, click the Save Comments button. Then click the Back to Selected Competencies button.

28. NextBack The Development Plan button allows you to add development details to the competency. Click the Development Plan button. Click the Next button  Creating the Performance Plan

29. NextBack Click the Next button  Creating the Performance Plan Enter your development plan details into the text box. You are limited to 10,000 characters, including spaces, for this text box. Again, the a spell check feature is also available.

30. NextBack Click the Next button  Creating the Performance Plan To Save, click the Save button. A red asterisk ( ) will appear next to the development plan button indicating that there are development plans entered for this competency. Then click the Back to Selected Competencies button.

31. NextBack You also have access to the Behaviorally Anchored Rating Scales (BARS) documentation from this screen. The link directs you to the appropriate group information based on the group code entered in the HRMN system. Click the Next button  Creating the Performance Plan Click the Link to BARS Document button. To return to the Selected Competencies screen, click the in the upper right-hand corner of the web browser screen.

32. NextBack Click the Next button  Creating the Performance Plan After completing this section of the performance plan, click the Save Changes to Current Plan button then the Return to Plan Menu button.

33. NextBack Click the Next button  Creating the Performance Plan A red asterisk ( ) will appear next to the Competencies button Indicating that competencies have been selected and comments added to this area.

34. Your next step is to add objectives to the performance plan. NextBack Click the Objectives/Factors button. Click the Next button  Creating the Performance Plan

35. When you first enter this area, a blank text box will appear on your screen. NextBack Enter the first objective in to the text box. You are limited to 3,000 characters, including spaces, in this text box. Again, the spell check feature is available to you. To save this objective, click the Save Changes button. Click the Next button  Creating the Performance Plan

36. To add a new objective, click the Add New Objective button. NextBack Click the Next button  Creating the Performance Plan Each objective will be labeled with consecutive numbers and shown on the blue bar in parentheses.

37. If you copied the objectives from a previous plan, the first objective with text will appear on your screen. Again, each objective will be labeled with consecutive numbers and shown on the blue bar in parentheses. NextBack Click the Next button  Creating the Performance Plan

38. You can navigate to each objective by clicking the Next or Previous buttons at the bottom of the screen. NextBack Click the Next button  Creating the Performance Plan

39. If you do not have changes to the copied objectives, click the Save Changes button. The objectives from the previous plan will be saved to the new plan. NextBack Click the Next button  Creating the Performance Plan Click the Back to Plan Menu button to return to the Plan Main Menu screen.

40. To add a new objective, click the Add New Objective button. NextBack Click the Next button  Creating the Performance Plan A new blank objectives screen appears. Enter the next objective into the text box. When each objective is saved the system will number it automatically.

41. Now let’s go over how to delete an objective. First you will need to navigate to the objective you want to delete by clicking the Next or Previous buttons at the bottom of the screen. For this example, we will delete objective 3. NextBack Click the Next button  Creating the Performance Plan

42. Click the Delete this Objective button. A warning message will appear verifying that you want to delete this objective. Click OK to delete the objective or Cancel to return to the Objectives screen. For this example, we will click OK to delete. NextBack Click the Next button  Creating the Performance Plan

43. The objectives will re-number automatically after each deletion. NextBack Click the Next button  Creating the Performance Plan

44. To make changes to an existing objective, select the objective you want to edit, then click in the text box and make changes. When finished, click the Save Changes button. Then, click the Back to Plan Menu button. NextBack Click the Next button  Creating the Performance Plan A red asterisk ( ) will appear next to the Competencies button Indicating that objectives have been added to this area.

45. NextBack The Progress Review/Comments Area can be used by both you and your employee to communicate progress and issues. Click the Next button  Creating the Performance Plan Click the Progress Review/Comments button.

46. The Progress Review/Comments screen appears. To add comments, click in the Supervisor text box. To save comments, click the Save Supervisor Progress Review/Comments button. NextBack Click the Next button  Creating the Performance Plan

47. Click the Back to Plan Menu button to return to the Plan Main Menu. NextBack Click the Next button  Creating the Performance Plan A red asterisk ( ) will appear next to the Progress Review button Indicating that comments have been added to this area.

48. Now would be the time to schedule your face-to-face meeting with your employee to discuss the performance plan. NextBack Click the Next button  If you would like your employee to review the plan on-line prior to your discussion, the Prevent Employee Access button must be un-checked. After you’ve had your discussion and made any necessary changes to the plan, you are ready to certify it. Creating the Performance Plan

49. This concludes the Creating the Performance Plan 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. NextBack To exit this section, click the button in the upper right corner of your web browser

50. 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 