Performance Evaluation for Separating Employee

1. Evaluation Required

1.1. Has Performance Plan in Place

1.1.1. Manager Complete Separating Employee Evaluation (5 Days)

1.1.1.1. Optional

1.1.1.1.1. Add Co-Planner

1.1.1.1.2. Add Overall Attachments on Overview page

1.1.1.1.3. Print PDF of Evaluation

1.1.1.2. Goal Related Tasks

1.1.1.2.1. Cannot update Goals progress from within Evaluation task (Go to Goals page to update)

1.1.1.2.2. Add Comments on Goals

1.1.1.2.3. Add Attachments to Goals, as necessary

1.1.1.2.4. Assign Performance Rating of:

1.1.1.3. Values Related Tasks

1.1.1.3.1. Add Comments

1.1.1.3.2. Cannot add Attachments to Values (add as Overall Attachments on Overview page)

1.1.1.3.3. Assign Performance Rating of:

1.1.1.4. Summary Tasks

1.1.1.4.1. Review Overall Rating

1.1.1.4.2. Review Goal Rating

1.1.1.4.3. Review Values Rating

1.1.1.4.4. Submit

1.1.2. Separating Employee Sign-Off (2 Days)

1.1.2.1. Optional

1.1.2.1.1. Add Overall Attachments on Overview page

1.1.2.1.2. Print PDF of Evaluation

1.1.2.2. Goal Related Tasks

1.1.2.2.1. Review comments, attachments, and ratings

1.1.2.3. Values Related Tasks

1.1.2.3.1. Review comments, attachments, and ratings

1.1.2.4. Summary Tasks

1.1.2.4.1. Review Overall Rating

1.1.2.4.2. Review Goal Rating

1.1.2.4.3. Review Values Rating

1.1.2.4.4. Sign-Off

1.1.2.4.5. Add Final Comments

1.1.2.4.6. Submit

1.1.3. Manager Sign-Off (3 Days)

1.1.3.1. General Tasks

1.1.3.1.1. None

1.1.3.2. Goal Related Tasks

1.1.3.2.1. None

1.1.3.3. Values Related Tasks

1.1.3.3.1. None

1.1.3.4. Summary Tasks

1.1.3.4.1. Sign-Off

1.1.3.4.2. Add Final Comments

1.1.3.4.3. Submit

2. Evaluation Not Required

2.1. No Performance Plan in Place

2.2. Employee dismissed because of documented disciplinary action

2.3. Employee retired

2.4. Employee on disability

2.5. Separation due to illness

2.6. Separation due to death