Download Performance User Guide (pdf) PDF

TitlePerformance User Guide (pdf)
LanguageEnglish
File Size844.9 KB
Total Pages21
Document Text Contents
Page 1

2015


PERFORMANCE MODULE
USER GUIDE

Page 2

Table of Contents



Chapter 1: Welcome to BaylorCompass …………..……………………..…………………………….. 3

BaylorCompass Overview….. ..........……..….……………………………………………………3

Vocabulary List …………………………….………… ……………………………………. . . . . 3

Chapter 2: Navigating in BaylorCompass …………………..…………………………………………. 4

Logon to BaylorCompass………..…….………………………………………………………… 4

Tip (Make it a Favorite–Bookmark) ….….……………………………………………………. 4

Home screen…………………..….…..……………..…………………………………………….. 4

Profile…………………………………………………………………………………….……… 5

My Tasks......…………………….……………………………………..…………………………..5

Activity Tracker…………………………...……………………….………………………………5

Performance screen……………………….………………………..………………………………6

Profile………………………………………………….…………………………………..……… 6

Goals …………………….………………………………………………………………………6

Development Plans ..………………..………………………………………………………….....7

Evaluations………………………………………….………………………….…………………. 7

Chapter 3: Completing a Performance Self-Appraisal: Employee ..………………………………….. 8

Complete the self-appraisal…………………………..…………………………………………… 8

Acknowledge Receipt of Appraisal………………………………………………………………. 9

Chapter 4: Completing a Performance Appraisal: Manager ..……..………………………………… 10

Task Status Screen ………………………………………………………………………………10

Complete the appraisal form ……………………………………………………… ……………..11

Employee Goals ………………………………………………………………………….…….....12

Performance Indicator………………………………………………………………………….…13

Send for Review………………………………………………………………………….…….....14





User Guide 1

Page 10

Acknowledge Receipt of Appraisal:
1. Following the conversation, your manager will send the form to you and you will have a

task for Sign off your appraisal.

2. Click Sign off your appraisal under My Tasks.

3. Enter the date of the conversation meeting.

4. Choose an acknowledgement statement.

5. Click Sign off.



NOTE: If the second acknowledgement is chosen, then this process progresses and an addendum

is begun. The addendum allows for employee and manager comments in coordination with the

HR Client Relationship Manager.













User Guide 9

Page 11

Chapter 4



Completing a Performance Appraisal: Manager

This section provides an overview of completing a performance appraisal for managers.

Complete the appraisal:
1. Under My Tasks, click on Write appraisal for your direct reports



Task Status screen

• This tab shows tasks in the performance appraisal process so that you can track

your employees’ appraisal through the process

• The highlighted section shows the current status and the blue-text shows the

sections that require action from you.


2. Click on Edit Appraisal



User Guide 10

Page 20

Chapter 7

Signing Off on the Appraisal: Manager

This section provides instructions on signing off on the appraisal, which closes the process.

Sign Off on the appraisal:
1. Click on Sign-off appraisals for direct reports

2. Click on View Appraisal to view the employee’s acknowledgement selection

3. Click on Sign Off



4. The process is complete.

• A PDF of the form is housed in the employee’s My Performance > Evaluations

section of BaylorCompass.

• As a manager, you can view the appraisal by clicking on My Employees, finding

the employee’s record and clicking on the number under the Evaluations column.

User Guide 19

Page 21

BaylorCompass Performance Module – User Guide

Document Version: Issue 1

Issue Date: 2015-03-17

Revision History

Issue Date Comments

Issue 1 2015-03-17 Initial Publication

User Guide 20

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