Tracking Spreadsheets

Instructions: How to validate the tracking spreadsheets

NOTE: Please don't change the formatting of the tracking spreadsheets. 

1. Share the tracking spreadsheet with your Division Process Owner(s) – if your division chooses.

IMPORTANT: Ensure access is restricted to HR field staff and Division Process Owner and not an open link since this spreadsheet will eventually include all employee ratings.

2. Review your tracking sheets for eligible employees. 

• Use the Eligibility Decision Tree to determine who is eligible for a review and/or merit increase.

• Complete updates/changes to eligibility status for relevant employees. Change the "review status" column to "Ineligible" if an employee is ineligible and include the reason in the comment field. Example: retired, terminated, etc... 

• IMPORTANT NOTE: Employees who have been reclassified or promoted after 4/1 are eligible for an annual review. They are not eligible for a merit increase. Please coordinate the review with the previous Supervisor / Manger to include an evaluation of the employee's performance for the review period. Reclassified and promoted employees should have a review status of "initialized."

3. To add an additional one-up reviewer:

• For a specific employee - modify column “X” in the Tracking spreadsheet (“Additional Reviewers”) and enter a comma-separated list of email addresses. An additional one-up reviewer is someone who is NOT the designated supervisor (e.g., one-up reviewer in a matrix Division).

• Do not add Division-wide one-up reviewers (e.g., Department Head or Division Director) - those should be added to the PMP Set Up Checklist.

4. Division Director(s): 

• Mark with a "Y" in the Division Director column “D” in order to receive the Division Director form. Only Division Director level positions should receive this form (no deputies, business managers, etc.). Leave column "D" for non-Division Directors blank. 

5. Once the Tracking Spreadsheet has been validated

1. Confirm completion of steps by indicating "Yes" in columns U in Checklist Tab #1

2. Request Data Upload - Send request email to pmp-support@lbl.gov when ready. PMP Support will confirm back to you when the tracking spreadsheet has been uploaded to the Google App.

3. Verify Uploaded Data in Google App .

Instructions for special cases:

• Probationary

• LOA

• Employees who have moved to a different division

• Limited Employees and Student Assistants

• Newly Eligible Employees

• Retired/Terminating (soon to be)

• Faculty/Joint Faculty Appointments

• Inter-location Appointments (ILA - includes MLA, IPA, IJE appointments)

• Promotional Reviews or Mid-term Reviews

• Reclassifications

• Rehired retirees

• Transfers

• Visiting Researchers

Making Changes After PMP App Launch

Click here for instructions for things such as division transfers, supervisor changes, newly eligible employees, etc.