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Off-Cycle reviews are performance reviews that specifically tell an employee how they would be rated at a specific time in the cycle that is not the annual performance appraisal. They include transfer, employee requested, management driven, and other summary performance appraisals that are used to help keep the employee on track with meeting their goals and clearly state their current rating.
These will be entered as PROGRESS NOTES.
Quarterly Probationary Reviews - use this drop down to learn more...
Quarterly Probationary Reviews - use this drop down to learn more...
The ‘Probationary Quarterly Review’ is a required Off-Cycle review for new employees (probationary and time limited). The manager/supervisor must conduct quarterly performance reviews during the first 12 months of employment.
If the performance plan has not been established by Oct. 1 for a probationary or time limited employee, during the employee’s first performance appraisal cycle, then the employee shall have an extended performance cycle and shall receive a first annual performance appraisal at the end of the next cycle.
USE THE INSTRUCTIONS BELOW to complete the "Probationary Quarterly Review" Action Item.
SUPERVISOR
SUPERVISOR
FIRST OFF-CYCLE REVIEW IN CURRENT CYCLE
FIRST OFF-CYCLE REVIEW IN CURRENT CYCLE
1. In Your Action Items, click the Item with the Description "Off Cycle Review".
2. Enter the following:
Use drop down to select Review Type
Feedback
Today's Date
Remove the entry if you are removing this review
3. Click Complete and it will route to the employee for Acknowledgement. It will then route back to you for addition entires as needed.
SECOND OR MORE OFF-CYCLE REVIEW IN CURRENT CYCLE
SECOND OR MORE OFF-CYCLE REVIEW IN CURRENT CYCLE
1. Click My Employees' Reviews in the left menu to locate Off Cycle Reviews.
2. Click Employee name.
3. Click Off Cycle Review.
4. In Actions drop down, select Revise.
5. Click Add Entry to begin a new entry.
6. When finished, click Revise to route to the employee.
FINAL REVIEW IN CURRENT CYCLE
FINAL REVIEW IN CURRENT CYCLE
When you are finished entering your Off-Cycle reviews for the ‘Entire Performance Cycle’ --meaning you will not enter any more Off-Cycle Reviews for the year--you can close out the process by selecting the ‘Final Off-Cycle Review- Completes the Process."
Once you have completed, you will close the review cycle for your employee and the task can not be re-opened without HR intervention. Ensure that you are at the final review for your employee before completing. The system will automatically prompt you with the question of “Aare you sure you want to complete this action”, click ‘OK’ and you will see a prompt notifying you that the Supervisor Evaluation has been marked as complete.
EMPLOYEE
EMPLOYEE
1. In Your Action Items, click description title or View.
2. Review the information.
3. Add any comments, and then click Acknowledge.
It then goes back to your immediate supervisor for additional entries if they choose to log them throughout the year.
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