Suggested first Step and general overview:
If you just want to look at your employee’s existing plan
and print a Plan go to Manager Self Service, Tasks,
Performance and select Existing Plan or Progress Review
and print a plan from either of those menu items.
The Summary Rating process is much like the creation of
the plan process, it is not for looking thinking, it was built
for execution of the job of doing a summary rating. As
with the Creation of the Plan process the Summary Rating
process invokes workflow to the Rating reviewer upon the
clicking of the Save or Create Printable Form buttons. If
you just print a plan after going into Summary Rating then
a save of a blank rating may occur.
The Summary Rating process will do the mathematical
calculations based upon your ratings for each element.
When done the Summary Rating process will generate a
AD-435 and send the rating to NFC in early October saving
your HR staff individual input of ratings.
Manager initiates summary rating.
Go to Manger Self Service, Tasks,
Click on Summary Rating
Select staff person and click New
Rating to initiate a new rating.
Click the Dropdown to
find the performance
plan that will be rated.
Click the link to the plan.
On the Summary Rating Tab you may
add any comments in the Reviewer
Do Not Click SAVE or Create Printable
Form at this time.
Click on the Elements
and Standards tab.
Click on the look up for each element to assign a
Click on the
When you have assigned a value for each
element Click on the Summary Rating Tab
DO NOT SAVE at this point.
At this point you may click Save.
The Summary Rating value will be
assigned upon the SAVE. You may click
Save or Click Create Printable Form.
Either will save the plan and send it to
The Reviewer will get an email
and worklist item