conducting a 90-day evaluation in path 1june 2009

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Conducting a 90-Day Evaluation in PATH 1 June 2009

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Page 1: Conducting a 90-Day Evaluation in PATH 1June 2009

Conducting a 90-Day Evaluation in PATH

1June 2009

Page 2: Conducting a 90-Day Evaluation in PATH 1June 2009

90-Day Performance Evaluation

• Log into the system as usual.• Make sure your user type is set to Supervisor.• Select “Begin New Performance Evaluation”

under Evaluation on left navigation bar.• Select “Start Action” under “Performance

Evaluation: 90-Day Probationary Review”• Select “Search” for complete list of FT staff

employees for whom you may initiate evals.• If any of your direct reports are NOT listed, send

an email to HR.2June 2009

Page 3: Conducting a 90-Day Evaluation in PATH 1June 2009

Current group = supervisor

Select Begin New Performance Appraisal

3June 2009

PATH Screens

Page 4: Conducting a 90-Day Evaluation in PATH 1June 2009

Select Start Action under Performance Evaluation 90 Day Probationary Review

4June 2009

Page 5: Conducting a 90-Day Evaluation in PATH 1June 2009

Click Search. This will bring up the names of all your direct reports. Hint: Do not fill in any of the fields!

5June 2009

Page 6: Conducting a 90-Day Evaluation in PATH 1June 2009

Select Start Action under the name of the employee you wish to evaluate

6June 2009

Page 7: Conducting a 90-Day Evaluation in PATH 1June 2009

Type a name for the evaluation. Suggestion: 90-Day 20xx Employee First, Last Names

7June 2009

Page 8: Conducting a 90-Day Evaluation in PATH 1June 2009

Choose 90 Day Probationary Review from the drop down list for Evaluation Type

8June 2009

Page 9: Conducting a 90-Day Evaluation in PATH 1June 2009

Select the fiscal year from the drop down menu for Evaluation Cycle.

9June 2009

Page 10: Conducting a 90-Day Evaluation in PATH 1June 2009

Select appropriate action.

If the employee meets performance standards, list the employee’s goals and areas of growth in the comment box. If the employee needs improvement, list the areas for improvement in the comment box.

10June 2009

Page 11: Conducting a 90-Day Evaluation in PATH 1June 2009

Select Continue to Next Page

11June 2009

Page 12: Conducting a 90-Day Evaluation in PATH 1June 2009

If continued employment is NOT recommended or employee needs improvement, send to Employee Relations for Review.

Otherwise select Save without Submitting and schedule meeting with employee to discuss

12June 2009

Page 13: Conducting a 90-Day Evaluation in PATH 1June 2009

After the meeting, you need to send a copy of the evaluation to your employee. To do so, sign back

into PATH.

Click on Active Evaluations

Make sure User Group is set to Supervisor

13June 2009

Page 14: Conducting a 90-Day Evaluation in PATH 1June 2009

Select the evaluation you want to view and click on View

14June 2009

Page 15: Conducting a 90-Day Evaluation in PATH 1June 2009

Click on Continue to Next Page

15June 2009

Page 16: Conducting a 90-Day Evaluation in PATH 1June 2009

Select Evaluation Complete. Click on Continue

16June 2009

Page 17: Conducting a 90-Day Evaluation in PATH 1June 2009

Click on Confirm

17June 2009

Page 18: Conducting a 90-Day Evaluation in PATH 1June 2009

What happens next?

• The employee will receive a PATH Alert about the evaluation.

• The employee will view the evaluation in PATH and will mark it as complete.

• You will receive a PATH Alert when the employee has completed the evaluation. Follow up with the employee if you have not received a PATH Alert within a week.

18June 2009

Page 19: Conducting a 90-Day Evaluation in PATH 1June 2009

Questions?

• Contact Sheri Eadie at x3158 or Sandy Davis at x3164

19June 2009