Performance Evaluations Munis Version 11 2 5 12162016

Performance Evaluations Munis Version 11. 2. 5 12/16/2016 Munis - Performance Evaluation Training 1

Merit • Tied to Evaluation Scores • Departments will be required to force a distribution (forced ranking). Departments that failed to do this will be required to do it before merit is distributed. County Council has also voted that, to participate, Elected and Appointed Offices must also have a forced ranking. Departments that do not have a forced ranking will not be given merit funding. • Imperative to document/justify all ratings! Munis - Performance Evaluation Training 2

Two Important Department Head Decisions 1. Who releases the evaluations to employees AFTER the review process? (p. 30 of manual) 2. How is the performance evaluation review meeting conducted: 1) print off hardcopy, then have employee acknowledge on ESS or 2) Review on ESS and have employee acknowledge. (p. 41 of manual) • Either way, the employee must acknowledge on ESS before the process is finalized. Munis - Performance Evaluation Training 3

For training: http: //hceaglema: 55001 Munis - Performance Evaluation Training 4

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Enter in employee number (use yours for training), then TAB down to 360 Source. Munis - Performance Evaluation Training 12

From the drop-down menu, select Employee Evaluation for training purposes. Munis - Performance Evaluation Training 13

Make sure Employee Evaluation is listed for 360 Source before moving on. Munis - Performance Evaluation Training 14

Using the dropdown menu for Review Type, select Employee Annual. Munis - Performance Evaluation Training 15

Ignore Scheduled Date & Completed Date. Munis - Performance Evaluation Training 16

Review period should be 07/01/2015 – 06/30/2016. TAB through to Overall Rating and the Reviewer Number & name will appear. Reviewer Number is not appearing here because of training. Munis - Performance Evaluation Training 17

Click the Post Online box. Munis - Performance Evaluation Training 18

DO NOT click the Employee Receipt box! Ignore both the Overall Rating and Needed Score. We will not need them for our purposes. Munis - Performance Evaluation Training 19

Click the Evaluation Tab. Ignore the Recommendation and Goals tabs. We will not use them for our purposes. Munis - Performance Evaluation Training 20

For each Competency, click the drop-down menu under Rating to provide a rating. Munis - Performance Evaluation Training 21

Our rating system is still a 5 point scale, with 1 being unacceptable and 5 being exceptional. Note that the score for each competency is below “ 1. ” This is due to weighting each competency so that Total Score will be between 1 and 5. Job Performance is weighted more heavily than the other competencies. Also note that the Job Performance replaces Job Productivity in the previous evaluation form. Goals cannot be incorporated into the Total Score in Munis. Goals that are assigned to employees should be rated within the Job Performance competency. In addition, the Department Criteria category should be rated in the Job Performance competency as well as it cannot be accommodated in Munis. You can find weightings for all competencies in the appendix. Munis - Performance Evaluation Training 22

Once all ratings have been made, click Accept Munis - Performance Evaluation Training 23

Double-click under the Comment column to add comments for each competency. Munis - Performance Evaluation Training 24

A text box will appear and you may record the justifications for the competency’s rating. Munis - Performance Evaluation Training 25

When the justification is complete, click File and Save. Munis - Performance Evaluation Training 26

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Then click File and Exit. Munis - Performance Evaluation Training 28

Your comment(s) is now saved. Repeat for each competency. It is HIGHLY recommended that you type your justifications in a separate Word document and copy and paste your justifications in for each competency rather than typing directly into Munis. Because of Munis glitches, you may have to start the process over and your comments MAY NOT be saved. Munis - Performance Evaluation Training 29

From here, click Release. Munis - Performance Evaluation Training 30

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From here, click Yes. Munis - Performance Evaluation Training 32

Once all of your comments have been completed, the evaluation should be reviewed. You may exit or Add another evaluation at this point. Information recorded in comments is vital to the evaluation process as it provides the documentation and justification for ratings. Please ensure that this section of the evaluations is completed accurately and thoroughly. Munis - Performance Evaluation Training 33

Click search to find the correct employee. Munis - Performance Evaluation Training 34

Type in the employee number and click Accept. Munis - Performance Evaluation Training 35

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Click Update. Munis - Performance Evaluation Training 37

Click Post Online and Accept. DO NOT CHECK EMPLOYEE RECEIPT! Munis - Performance Evaluation Training 38

After clicking Accept, the screen will jump top the Evaluation tab. Click the Review tab. Munis - Performance Evaluation Training 39

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Appraisers should now schedule performance evaluation reviews with his or her employees. During the review, the employee should electronically sign off on the evaluation though ESS, so a computer in the county network should be available. The process is as follows: Munis - Performance Evaluation Training 41

http: //hceaglews/esstrain/default. aspx Munis - Performance Evaluation Training 42

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Click Log In. Munis - Performance Evaluation Training 44

Your User Name is your employee number. Your password DOES NOT sync with your regular login for your County computer. However, it is recommended when you are required to change your password for the regular system that you also change it for ESS. Changing it in ESS Live will automatically change it in ESS Train. Contact IT for assistance. Munis - Performance Evaluation Training 45

Once your information is entered, click Log In. Munis - Performance Evaluation Training 46

You will be on the Employee Self Service screen. Munis - Performance Evaluation Training 47

Click Performance Evaluations. Munis - Performance Evaluation Training 48

Under Evaluations by my supervisors, evaluations will be listed. Click Acknowledge. Note that clicking Acknowledge here DOES NOT acknowledge the evaluation. Acknowledge at this point indicates an evaluation that needs acknowledgement. Once an evaluation is acknowledged, the word Details will be displayed by the evaluation line. Munis - Performance Evaluation Training 49

The weighted score, comments, and the definition of each competency will be displayed. Munis - Performance Evaluation Training 50

Employees may provide comments in the Employee comments box. Munis - Performance Evaluation Training 51

After adding comments, or if no comments are added, the employee should then click the box beside the acknowledgement statement and then click Acknowledge Evaluation. Munis - Performance Evaluation Training 52

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The message indicating that the evaluation has been successfully acknowledged should appear at the top of the evaluation. Employees may print a copy of the evaluation is they wish. Munis - Performance Evaluation Training 54

This is the display at the bottom of the evaluation after the evaluation is acknowledged. Displaying the Total Score will display in ESS Live. Munis - Performance Evaluation Training 55

To view the evaluation after employee acknowledgement, select Search. Munis - Performance Evaluation Training 56

Enter employee number and click Accept. Munis - Performance Evaluation Training 57

Employee comments are visible and Employee Receipt is checked after employee acknowledges evaluation. Munis - Performance Evaluation Training 58

Click Status button twice if it is blank and Completed will appear. Munis - Performance Evaluation Training 59

Status one click. Shows Pending. Munis - Performance Evaluation Training 60

You can also use the Search feature to pull up all of your department’s evaluations. Click Search and Accept. Status two clicks. Reports can be ran to show completed versus not completed (pending or blank). Munis - Performance Evaluation Training 61

That’s it! Munis - Performance Evaluation Training 62