Performance Management Training

Training for CDOT Individual Contributors & Supervisors

This class teaches you the Performance Management (PM) process in detail, including performance planning, the process, rating levels, competency areas, final ratings, and dispute resolution. This page includes info about this class as well as training and how-to instructions to help you complete the PM process.

Performance Management - Schedule

Here is the schedule for Goal Setting, Mid-Year Review, and Year-End Review:

FY24+ - Performance Management Cycle.pdf

How-To Instructions

General Instructions

How to Access Performance Management Inbox (Employees & Supervisors)

How to Access the Performance Management InBox

How to Write SMART Goals (Employees & Supervisors)

How to Write SMART Goals

Supervisor Instructions

Start of Year:

How to Enter an Employee's Goals in SAP/Create Their Performance Management Plan (PMP)

How to Enter an Employee's Goals in SAP/Create Their Performance Management Plan (PMP)

Mid-Year:

How to Complete Mid-Year Review in SAP & Set 2H Goals Then Send to Your Employee

How to Complete Mid-Year Review & Set 2H Goals in SAP Then Send to Your Employee

Year-End:

How to Complete Year-End Review in SAP and Send it for Approval (Routes to Reviewer then Employee)

How to Complete Year-End Review in SAP and Send it for Approval


How to Create a Performance Improvement Plan (PIP) 

How to Create a Performance Improvement Plan (PIP) in SAP

How to Create a Performance Documentation Form (Two options: Standalone document or Form in SAP)

How to Create a Performance Documentation Form (PDF) - Two Options

How to Add a Note to a PMP

How to Add a Note to a PMP

How to View Prior Year PMPs in SAP

How to View Prior Year PMPs in SAP - Reports

Employee Instructions

Start of Year:

How to Acknowledge Your Beginning of Year Goals in SAP

How to Acknowledge Your Goals in SAP

Mid-Year:

How to Acknowledge Your Mid-Year Review in SAP

How to Acknowledge Your Mid-Year Review in SAP

Year-End:

How to Acknowledge Your Year-End Review in SAP & Sign Your Final Review

How to Acknowlege Your Year-End Review in SAP & Sign Your Final PMP


How to Submit a PM Dispute Form in SAP

How to Create a Dispute Resolution Form in SAP

Tools