Create Employee Review Record

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Distribution

Chief Human Resource Officer

UVA HRMS Records Specialist

UVA HRMS Records Manager

Related Procedures

Performance Ratings PRO7001H (document in review)

Ownership

The Chief Human Resource Officer is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Date Tracking

IS HRMS
N ® People Enter & Maintain
Decision

1. If the current effective date is the date you wish to use, click on the [No] button. If not, click on the [Yes] button, enter the date you wish to use in the Effective Date field, and click on [OK].

Finding an Existing Person

2. Enter all or part of the person's last name in the Full Name field, using the wildcard character (%) as desired, to restrict your search.

3. Click on the [Find] button.

4. If the person is found in the database compare the first name, last name, social security number, or other known information with that in the database to ensure that it is the correct person.

Create Review Record

5. Click on the [Assignment] button.

6. Use the down arrow on the keyboard to locate the assignment you wish to change.

7. Click on the [Others...] button.

8. Select Reviews from the list of values and click on the [OK] button.

9. Click on the New Record icon on the toolbar to get a blank form on which you may enter new review information.

10. Complete the following fields:

Type: Use the list of values to select the type of performance review. (Required)
Location: Leave blank.
Date Start: Enter today's date or the start date of the review period. (Required)
Date End: Leave blank.
Time Start: Leave blank.
Time End: Leave blank.

11. Save your work.

12. Complete the following fields in the Reviewers region.

Name: Use the list of values to enter the name of the supervisor's manager. Search using the last name. (Required)
Number: Will automatically populate with the employee number of the reviewer.
Additional Booking Details Flexfield: Leave blank. (Used for recording applicant interviews.)

13. Save your work.

14. Repeat steps to create the review record for as many of the types of review as you wish.

If an employee will have both Probationary and Annual reviews, you may wish to create both review records at this time to save time when entering the performance rating.

15. Close all windows and return to the Navigator.

Effective: 05/18/05

Revision: 2 wss2d

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