Creighton Home page > Faculty and Staff Page > Human Resources > Performance Management Tab Faculty/Staff Home Page view:

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1 Creighton University Reference Guide Reference Name: Staff Performance Management System Guide Responsibility: The Human Resources Department will update this guide accordingly with additions/changes to the system. Department: This guide is for use by all employees completing goal planning and performance reviews. Creation Date: 2/5/2015 Updated Date: 4/6/2015 Version Number: 1 PURPOSE The purpose of this document is to provide instructions for the Creighton University Staff Performance Management System from the view of the employee. PROCESS STEPS 1. The Performance Management System can be accessed through the Human Resources web page on Human Resources Home Page view ( : Or through the Faculty/Staff page Creighton Home page > Faculty and Staff Page > Human Resources > Performance Management Tab Faculty/Staff Home Page view: Creighton University P a g e 1

2 Human Resources Home Page view ( : 2. On this page, the performance management system link is listed to access the Performance Management website. *Other information on this page includes key dates and Frequently Asked Questions (FAQs) surrounding the performance cycle and performance system. 3. Click on Creighton Performance Management System Access Link the link to access and enter the system. 4. Log in with your BLUE Credentials. Once entering, the first screen is the landing page. This is where all employees are directed to begin the review process. 5. Click on View My Performance to begin. PLANNING PHASE Creighton University P a g e 2

3 6. Employee identifying information (rectangle) is at the top of the webpage and the blue tabs are available to click to access goal planning/overview, self-assessment, objectives, competencies, summary, log and reports (circle). Tab Descriptions- PLANNING PHASE A. Overview The tab where you log your goals and objectives for the performance year. **If the performance review period has started (after April 1), this tab will become inactive and you will no longer be able to make edits. In addition to selecting a. The Copy option allows you to copy goals from last year if they still apply to this year s review. b. Add allows you to create a new goal for the performance year. B. Notes The notes feature is available year round for you as the employee to log achievements, copy and paste recognition from colleagues, log concerns or updates, etc. Note that this tab is viewable by both the employee and the manager. This is helpful to keep track of all of the happenings and achievements over the course of the performance year. 7. Be sure to SAVE often and when you have completed your Objectives tab, SUBMIT the goals to your manager. 8. After completion of the Objective Planning phase & the listed manager has approved the goals and objectives, the review tabs will become available during the Review phase and the employee will receive an that their manager has approved their objectives. REVIEW PHASE During the Review Phase, the employee is the first to log in and evaluate their performance on the Objectives, Competencies and Summary tabs. When they have completed these actions, they will submit their review to their managers for evaluation. The employee will receive an from the performance management system and will log in to sign the review electronically. Creighton University P a g e 3

4 Tab Descriptions- REVIEW PHASE (ONLY AVAILABLE FROM APRIL 1 JULY 31) A. Objectives You will see the goals you entered during the planning phase of the review cycle. During the review phase, you have the opportunity to provide feedback on how you achieved the goal as well as assign an overall rating in the space below. B. Competencies This tab will give the employee an opportunity to assign a rating and provide comments and feedback to each designated University competency. C. Summary This tab allows the employee to provide a summary statement to reflect on their performance year as a whole and start to discuss goals for the year to come. D. Notes Document performance notes, wins, developmental opportunities, etc. to reference when filling out the self-assessment and performance review. Only the employee can document on the log. E. Reports This tab serves as a library of past reviews, current reviews, etc. in PDF format to review year round or print for your records if desired. 1. Please complete the Objectives tab and provide your evaluation and comments in the Employee s Rating & Comments text box. Then select a rating for that specific objective. *If the objective deadline was missed, please list objective and evaluation in the same text field under Employee s Rating & Comments. a. Once all comments have been made, select Save. 2. Please then complete the Competencies tab. a. Once all comments and ratings have been assigned, select Save. Creighton University P a g e 4

5 3. The last step in the performance review is to complete the Summary tab, which asks employees to provide their desired Growth & Development Plan for the next performance cycle and any additional comments pertaining to the review period. a. Once all comments have been made and the employee is done with the self-assessment and performance review (Objectives, Competencies, Summary tab), select I have completed my Self- Review. b. An will then be sent to the manager/supervisor informing them the Self-Review has been completed by the employee. 4. The manager/supervisor then will provide their feedback/comments in the Manager comments/feedback text box that would populate once the employee submits their self-review. 5. Once the manager has completed and submitted feedback on the employee performance review, an will notify the employee that their manager has provided feedback. This can occur prior to the meeting or after the one-on-one meeting. 6. The employee and manager will then login and review the comments at a scheduled one-on-one, in-person meeting to discuss the review. Creighton University P a g e 5

6 7. To complete the process, the employee and manager will need to electronically sign the form by selecting Finalize and Share. 8. Other tabs include Notes and Reports. a. The Notes feature in the Creighton Performance Management System is a tool for employees and managers to track performance and development activities over the course of the performance cycle. It serves as a documented record of performance, where one can track accomplishments, department/personal wins and improvements. b. The Reports tab is available to employees to print off their objectives and annual performance review. *If the performance review is not listed, it has not been submitted by the employee at that time for manager review. 9. Once all documents have been completed within the system or the employee is done working in the system at that time, please log off by selecting Logout in the top right hand corner. Creighton University P a g e 6