Page 8 - Managing Employee Performance - EPMDS Training Manual

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T H E P E R F O R M A N C E

A P P R A I S A L P R O C E S S
Overview and Summary

NR STEP DESCRIPTION

01 Updating the EPMDS employment details and Key Performance Areas/Indicators as per the
In this step, the Line Manager review and update his direct reports'
Employee Database
employee's approved job description. This step is critical in order to
ensure that the employee is appraised on the correct KPAs and KPIs.

02 Accessing and Downloading Performance Appraisal Excel Workbook from the EPMDS Portal
The Line Manager will be required to download and save the
the Performance Appraisal
Excel Workbook on SharePoint. This process is outlined in Part 2 of this manual.

03 Preparing the Employee and updating employee and line manager details. The date for the
In this step, the Line Manager prepares the workbook by reviewing
Performance Appraisal
Workbook final review meeting is also set during this step. This step is
discussed in greater detail in Part 3 of this manual.

04 Line Manager Review the Line Manager can now conduct an assessment and rating of the
After preparing the Employee Performance Appraisal Workbook,
employee's Key Performance Areas (KPAs). This process is outlined
and discussed in Part 4 of this manual.

Once the line manager review has been completed, the employee
05 Employee Self- this step, the employee will also be required to review, update and
can now commence with his/her self-assessment of KPAs. During
Assessment
confirm essential employee and line manager details. This step is
discussed in Part 5 of this manual.

During the final review, actual performance is to be reviewed and
06 Final Review Meeting clarity of differences in ratings resolved to the satisfaction of both
line manager and employee. The final review meeting also
includes an assessment of performance factors and completion of
the employee's personal development plan.

After the final review meeting has been conducted, the line
07 Sign-Off and Submission Appraisal Workbook. After the workbook has been signed by both
manager and employee must sign the completed Performance
of Documentation
parties, the line manager must upload and submit all performance
review documentation via SharePoint.

Part 1: Welcome & Introduction | 03