Page 2 - Managing Employee Performance - EPMDS Training Manual

TABLE OF CONTENTS

Page Part 1: Welcome and Introduction

01 1.1 Welcome
02 1.2 Introduction
03 1.3 The Performance Appraisal Process (Overview and Summary)

04 1.4 The Performance Appraisal Process (Roles and Responsibilities)
05 1.5 Before we Start

Part 2: Accessing the Performance Appraisal
Page
Workbook

06 2.1 Locating the EPMDS Portal on SharePoint
07 2.2 Downloading the EPMDS Excel Workbook
08 2.3 Saving the EPMDS Excel Workbook on your Device

Part 3: Preparing the Performance Appraisal
Page
Workbook

11 3.1 Add Employee Name and Surname
12 3.2 Select the Relevant Occupational Group
13 3.3 Select the Final Review Date
14 3.4 Saving the Workbook
15 3.5 Updating Employee and Line Manager Details
16 3.6 Addressing Form Errors

Page Part 4: Line Manager Review

17 4.1 The Rating Scale
18 4.2 Reviewing Key Performance Areas
19 4.3 Allocating KPA Weightings
20 4.4 Allocating Ratings

21 4.5 The Summary Table
22 4.6 Submission of Workbook for Employee Review