Reopen Performance Document

 

Once you have “sent” an on-line evaluation to an employee, you must re-open it to change it. When an evaluation is in the measurement criteria or plan stage, you reopen using one method. When you have sent an evaluation with ratings and comments to an employee, you re-open it a different way.

 

Step

Action

A1.

A. Reopen a Document To Revise Ratings and Comments

 

Select the Manager Self-Service link. The Manager Self-Service menu items will display.

A2.

Select the Performance Management Home link. The Performance Management menu items will display.

A3.

Select the Reopen Performance Documents link. The Reopen Documents page will display. This page will only show performance documents that are in the “Review Held” or “Acknowledge” stages.

A4.

Identify the document you wish to reopen. Select the Checkbox next to this employee's ID. A checkmark will appear in the box.

A5.

Select the Continue button. The Confirm Reopen Document page will display.

A6.

Confirm that the page is showing the employee document you want to reopen. Select the Save button. The Reopen Document Save Confirmation will display.

A7.

Select the OK button. You will be returned to the Reopen Documents page. Notice that the document that you reopened no longer appears on the Reopen Documents page. The document became a Current Document.

 

To edit the document you've reopened, select the Current Documents link. End

B1.

B. Reopen a Document To Revise Measurement Criteria

 

To reopen a document and revise measurement criteria (tasks and standards), select the Manager Self-Service link. The Manager Self-Service menu items will display.

B2.

Select the Performance Management Home link. The Performance Management menu items will display.

B3.

Select the Current Documents link. The Current Performance Documents page will display.

B4.

Select the HHS Performance link for the document you want to reopen. The Document Details page will display.

B5.

Select the View link. The Performance Criteria page will display.

B6.

Select the Reopen button. The Reopen Performance Criteria page displays.

B7.

Select the Reopen button. The Document Details page displays. You would select the action of Edit to revise measurement criteria. End.