Completing the Classified Evaluation in PeopleSoft UT Share ePerformance
Cara Wreyford
36 steps
29 minutes
Utsystem
Uttyler
Login to UTTyler UT Share
1
Navigate to <https://www.uttyler.edu/utshare/>\ Click PeopleSoft HR-Payroll and Finance Login. Enter your University username and password.
Manager View: Establish Criteria
2
Click "Manager Self Service"
3
Click Team Performance
4
Select the employee evaluation assignment you would like to complete.
5
Review Defining Essential Functions Instructions
6
Click "Expand All"
7
Click the Pencil Icon to begin adding the first essential function.
8
Edit the Title (if needed), add a Description and a Measurement. Once complete, click Update to save your work. Repeat for a minimum of 3 Essential Functions.
9
Click this button field.
10
Delete any unused Essential Functions.
11
12
Save, Submit, and Confirm to move the Evaluation to the next Manager Step.
13
14
Manager View: Complete Manager Evaluation
15
To move to the next step, Click Complete Manager Evaluation.
16
Review the Manager Instructions. Click "Expand All"
Tip! Save your work periodically.
17
Enter Performance Rating for each Essential Function and any Manager Comments. Any rating of Needs Improvement or below should always have a manager comment to support the rating.
18
If you need assistance with the Manager Ratings and Definitions you can click this icon to open up the ratings chart.
19
Review each rating definition and select the one that best describes the employee performance for this item.
20
Click "Select Proficiency" to pull selected rating back to the Essential Function.
21
If the employee has no supervisory duties, enter Not Applicable in the Supervisor section.
22
Enter an Overall Performance Rating.
23
Enter Goals for the upcoming year. Use the SMART method. Specific, Measurable, Attainable, Relevant, Time-based.
24
Review the Supervisor Acknowledgment Statement and add any relevant documents. Documents are optional and Managers can specify the audience in the dropdown.
Tip! Meet 1:1 with your employee to review the evaluation before sharing in the system.
25
When ready, click "Share with Employee" and "Confirm". They will receive an email notification with a link to login to UT Share and review.
26
Once the 1:1 meeting is complete, route the Evaluation for signature by Clicking "Request Acknowledgement" and "Confirm"
Employee View: Acknowledgment
27
Navigate to [https://my.utshare.utsystem.edu/psc/ZAIHPRD/EMPLOYEE/EMPL/c/NUI_FRAMEWORK.PT_LANDINGPAGE.GBL](https://my.utshare.utsystem.edu/psc/ZAIHPRD/EMPLOYEE/EMPL/c/NUI_FRAMEWORK.PT_LANDINGPAGE.GBL)?
28
Under Employee Self Service, select Performance Tile
29
Select the document Pending Acknowledgement.
30
After Reviewing, Acknowledge and Confirm.
Manager View: Final Steps
31
Reopen the document from Manager Self Service -> Team Performance.
32
33
Click on the Acknowledged Document and Review the Manager Instructions.
34
35
After reviewing the manager statement, Click "Complete"
36
Confirm.
Completing the Classified Evaluation in PeopleSoft UT Share ePerformance
Cara Wreyford
36 steps
29 minutes
Utsystem
Uttyler
Login to UTTyler UT Share
1
Navigate to <https://www.uttyler.edu/utshare/>\ Click PeopleSoft HR-Payroll and Finance Login. Enter your University username and password.
Manager View: Establish Criteria
2
Click "Manager Self Service"
3
Click Team Performance
4
Select the employee evaluation assignment you would like to complete.
5
Review Defining Essential Functions Instructions
6
Click "Expand All"
7
Click the Pencil Icon to begin adding the first essential function.
8
Edit the Title (if needed), add a Description and a Measurement. Once complete, click Update to save your work. Repeat for a minimum of 3 Essential Functions.
9
Click this button field.
10
Delete any unused Essential Functions.
11
12
Save, Submit, and Confirm to move the Evaluation to the next Manager Step.
13
14
Manager View: Complete Manager Evaluation
15
To move to the next step, Click Complete Manager Evaluation.
16
Review the Manager Instructions. Click "Expand All"
Tip! Save your work periodically.
17
Enter Performance Rating for each Essential Function and any Manager Comments. Any rating of Needs Improvement or below should always have a manager comment to support the rating.
18
If you need assistance with the Manager Ratings and Definitions you can click this icon to open up the ratings chart.
19
Review each rating definition and select the one that best describes the employee performance for this item.
20
Click "Select Proficiency" to pull selected rating back to the Essential Function.
21
If the employee has no supervisory duties, enter Not Applicable in the Supervisor section.
22
Enter an Overall Performance Rating.
23
Enter Goals for the upcoming year. Use the SMART method. Specific, Measurable, Attainable, Relevant, Time-based.
24
Review the Supervisor Acknowledgment Statement and add any relevant documents. Documents are optional and Managers can specify the audience in the dropdown.
Tip! Meet 1:1 with your employee to review the evaluation before sharing in the system.
25
When ready, click "Share with Employee" and "Confirm". They will receive an email notification with a link to login to UT Share and review.
26
Once the 1:1 meeting is complete, route the Evaluation for signature by Clicking "Request Acknowledgement" and "Confirm"
Employee View: Acknowledgment
27
Navigate to [https://my.utshare.utsystem.edu/psc/ZAIHPRD/EMPLOYEE/EMPL/c/NUI_FRAMEWORK.PT_LANDINGPAGE.GBL](https://my.utshare.utsystem.edu/psc/ZAIHPRD/EMPLOYEE/EMPL/c/NUI_FRAMEWORK.PT_LANDINGPAGE.GBL)?
28
Under Employee Self Service, select Performance Tile
29
Select the document Pending Acknowledgement.
30
After Reviewing, Acknowledge and Confirm.
Manager View: Final Steps
31
Reopen the document from Manager Self Service -> Team Performance.
32
33
Click on the Acknowledged Document and Review the Manager Instructions.
34
35
After reviewing the manager statement, Click "Complete"
36
Confirm.
