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Establish Templates with Performance Appraisal Certification Settings

Updated

Templates must be configured with Performance Appraisal Certification settings to use the third level review process. To make these configurations, an administrator with Non-SES Templates permissions can configure the template to allow the Performance Appraisal Certification process.

  1. Click Admin.

  2. Click Manage Non-SES Templates under Other Performance Configurations.

  3. Select the template to edit from the Template Name column.

  4. The View Template tab opens. Click Edit Template in the top right-hand corner if the plan is active. A confirmation message will appear. Click OK.

  5. Navigate to the Performance Plan Workflow settings. 

  6. The Performance Appraisal Certification settings will appear. Select the option under “Is an additional review required in the Rating Phase?”.

    • Note: If you require review After the Rating Official signs in the Rating Phase or After the Reviewing Official signs in the Rating Phase, you must select Rating under Select which phases require a reviewing official’s signature.
  7. There are four possible configurations.

Performance Appraisal Certification Configurations

Description

No additional review is requiredThe Performance Appraisal Certification will not be included in the template settings if this option is selected.
After the Rating Official signs in the Rating Phase

The Performance Appraisal Certification will take place after the Rating Official signs. The signature workflow is as follows:

  1. Rating Official rates and signs the plan.
  2. Performance Appraisal Certifier certifies or bypasses.
  3. Reviewing Official signs the plan.
  4. Rating Official releases the plan to the Employee.
  5. Employee signs the plan.
After the Reviewing Official signs in the Rating Phase

The Performance Appraisal Certification will take place after the Reviewing Official signs. The signature workflow is as follows:

  1. Rating Official rates and signs the plan.
  2. Reviewing Official signs the plan.
  3. Performance Appraisal Certifier certifies or bypasses.
  4. Rating Official releases the plan to the Employee.
  5. Employee signs the plan.
After the Employee signs in the Rating Phase (if reviewing official’s signature required)

The Performance Appraisal Certification will take place after the Employee signs. The signature workflow is as follows:

  1. Rating Official rates and signs the plan.
  2. Reviewing Official signs the plan.
  3. Rating Official releases the plan to the Employee.
  4. Employee signs the plan.
  5. Performance Appraisal Certifier certifies or bypasses.
After the Employee signs in the Rating Phase (No reviewing official’s signature required)
  1. Rating Official rates and signs the plan.
  2. Has the option to release to the employee either while signing or at a later point.
  3. Reviewing Official signs the plan (optional).
  4. Rating Official releases the plan to the Employee.
  5. Unless already released in Step 1.
  6. Employee signs the plan.
  7. Performance Appraisal Certifier certifies or bypasses.

  1. Click Save at the top right corner.

  2. Click Finish. The template is available to assign to employees.  

     

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