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General Services AdministrationePerformance in HR LinksCreating a Performance Plan & MidYear Reviews Quick Guide5/24/18IBM and GSA Confidential1
Supervisor Signature Process - OptionsComplete a Performance Plan in HR Links Options (Slides 3- 18):1. Supervisor and Employee sign Performance Plan2. Supervisor signs Performance Plan and overrides Employee signatureComplete a Mid-Year Progress Review in HR Links Options (Slides 19-29):1. Supervisor Skips Mid-Year Progress Review2. Supervisor Completes Mid-Year Progress ReviewAdditional Resources (Slide 30)IBM and GSA Confidential
Complete Performance PlanOPTIONS 1 & 2IBM and GSA Confidential3
Option 1SUPERVISOR AND EMPLOYEE SIGN PERFORMANCE PLANIBM and GSA Confidential4
Option 1 – Employee & Supervisor SignSupervisor Click 1Supervisor clicks “Team Performance” tile on ManagerSelf Service pageIBM and GSA Confidential5
Option 1 - Employee & Supervisor SignSupervisor Click 2Supervisor clicks employee’s recordIBM and GSA Confidential6
Option 1 - Employee & Supervisor SignSupervisor Clicks 3 & 43. Supervisor clicks “Sign and Submit”4. Supervisor clicks “Confirm”IBM and GSA Confidential7
Option 1 - Employee & Supervisor SignEmployee Click 1Supervisor clicks “Sign and Submit”IBM and GSA Confidential8
Option 1 - Employee & Supervisor SignEmployee Click 2Employee clicks employee’s performance documentIBM and GSA Confidential9
Option 1 - Employee & Supervisor SignEmployee Clicks 3, 4 & 53. Employee clicks “Acknowledge”4. Employee selects Agree or Disagree (enters comments, if applicable)5. Employee clicks “Confirm”IBM and GSA Confidential10
Option 1 - Employee & Supervisor SignPlan CompleteIBM and GSA Confidential11
Option 2SUPERVISOR SIGNS PLAN AND OVERRIDES EMPLOYEE SIGNATUREIBM and GSA Confidential12
Option 2 – Supervisor Signs & OverridesSupervisor Click 1Supervisor clicks “Team Performance” tile on ManagerSelf Service pageIBM and GSA Confidential13
Option 2 – Supervisor Signs & OverridesSupervisor Click 2Supervisor clicks employee’s performance documentIBM and GSA Confidential14
Option 2 – Supervisor Signs & OverridesSupervisor Clicks 3 & 43. Supervisor clicks “Sign and Submit”4. Supervisor clicks “Confirm”IBM and GSA Confidential15
Option 2 – Supervisor Signs & OverridesClick 5Supervisor clicks “Establish Performance Plan” to expandoptions, then clicks “Override Acknowledgment”IBM and GSA Confidential16
Option 2 – Supervisor Signs & OverridesClick 6Supervisor clicks “Override Acknowledgment”IBM and GSA Confidential17
Option 2 – Supervisor Signs & OverridesPlan CompleteIBM and GSA Confidential18
Complete Mid-Year Progress ReviewOPTIONS 1 & 2IBM and GSA Confidential19
Option 1SUPERVISOR SKIPS MID-YEAR PROGRESS REVIEWNOTE: 5 CFR 430.207(B) requires a progress review only in limitedcircumstances should the review be skipped. Contact YOUR SERVICINGHR OFFICE for assistance.IBM and GSA Confidential20
Option 1 – Supervisor Skips ReviewClick 1Supervisor clicks employee recordIBM and GSA Confidential21
Option 1 – Supervisor Skips ReviewClicks 2 & 3Supervisor clicks “Skip Mid-Year Progress Review”Supervisor clicks “Confirm”IBM and GSA Confidential22
Option 1 – Supervisor Skips ReviewClick 1Supervisor clicks employee recordIBM and GSA Confidential23
Option 1 – Supervisor Skips ReviewMid-Year ProgressReview SkippedIBM and GSA Confidential24
Option 2SUPERVISOR COMPLETES MID-YEAR PROGRESS REVIEWIBM and GSA Confidential25
Option 2 – Supervisor Completes Mid-Year ReviewClick 1Supervisor clicks employee recordIBM and GSA Confidential26
Option 2 – Supervisor Completes Mid-Year ReviewClicks 2 & 3Supervisor clicks “Sign and Submit”Supervisor clicks “Confirm”IBM and GSA Confidential27
Option 2 – Supervisor Completes Mid-Year ReviewTo Complete the Review, Supervisor must Override employeeAcknowledgment, or the Employee much Acknowledge the Review. Processesmirror the processes outlined in Section 1: Complete Performance PlanOverride:EmployeeAcknowledge:IBM and GSA Confidential28
Option 2 – Supervisor Completes Mid-Year ReviewMid-Year ProgressReview CompletedIBM and GSA Confidential29
Additional GuidancePerformance Management For Employees Module 23:1. Visit HR Links Training Page2. Reference Manual Sections 1 & 2Performance Management For Supervisors Module 24:1. Visit HR Links Training Page2. Reference Manual Sections 1 & 2Need more help:1. Servicing HR OfficeIBM and GSA Confidential
ePerformance in HR Links Creating a Performance Plan & Mid Year Reviews Quick Guide General Services Administration 5/24/18 IBM and GSA Confidential . Supervisor Signature Process - Options IBM and GSA Confidential Complete a Performance Plan in HR Links Options (Slides 3- 18): 1. Supervisor and Employee sign Performance Plan
