Create Employee Performance Record

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Distribution

Chief Human Resource Officer

UVA HRMS Records Specialist

UVA HRMS Records Manager

Related Procedures

Performance Ratings PRO7001H (document under 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 Performance 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 Performance 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) If there is only one review set up, it will automatically populate this field. If there are no reviews set up, you must set one up prior to entering performance. Refer to Create Employee Review Record.
Location: Leave blank.
Date: Change this date to the date of the most recent performance review. (Required)
Rating: Use the list of values to select the rating.
Next Date: Enter the end date of the next scheduled performance review period.

11. Save your work.

12. Close all windows and return to the Navigator.

Effective: 05/18/05

Revision: 2 wss2d

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