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I1838e00 PDF
I1838e00 PDF
I1838e00 PDF
Management
Year End Phase Tutorial
Table of contents
Introduction ................................................................................................................................ 2
Logon to Oracle .......................................................................................................................... 3
Section 1: Self Evaluation (Staff member) ............................................................................... 4
Workplan Objectives .............................................................................................................. 4
Developmental Objectives ..................................................................................................... 8
Competencies ....................................................................................................................... 12
Submit to Supervisor ............................................................................................................ 15
Printing ................................................................................................................................. 16
Section 2: 360 Feedback (Multirater)....................................................................................... 18
Workplan Objectives ............................................................................................................ 18
Competencies ....................................................................................................................... 21
Section 3: Final Evaluation (Supervisor) ................................................................................. 24
Review your staff PEMS agreements................................................................................... 24
Workplan Objectives ............................................................................................................ 26
Developmental Objective(s) ................................................................................................. 32
Competencies ....................................................................................................................... 38
Return to Staff Member........................................................................................................ 43
Printing a copy ..................................................................................................................... 46
Section 4: Accepting Final PEMS Evaluation (Staff member) ................................................ 47
Section 5: Multirater Report ..................................................................................................... 50
Contact us ................................................................................................................................. 55
1
Introduction
The following tutorial will introduce you to the Year End Functionality in Oracle
Performance Management. It will guide you through the process from the perspective of a
staff member (Self Evaluation), multirater (360 Feedback) and supervisor (Final Evaluation).
Once you have completed this tutorial, you will have the necessary tools to give feedback
during the Year End review.
If you wish to refresh on the Planning or Mid-Year phase functionality in Oracle Performance
Management please refer to our reference guide: “Oracle Performance Management Planning
Phase and Mid Year Phase Tutorial”. This is available on the PEMS website under PEMS
Planning Phase – Oracle Training Guide
http://intranet.fao.org/offsiteframe.jsp?uu=http://afintra01.fao.org/internal/ois/AFP_Pages/PE
MS/Oracle_Tutorial.pdf
Email: Performance-Management@fao.org
Extension: 53000
If you do not have a skype account please login with the following:
Username: pems.client
Password: pems
Then dial: fao.performance.management
2
Logon to Oracle
This section will show you how to access your appraisal page in the Oracle system.
Step Action
1. Enter your username into the Username field.
2. Enter your password into the Password field.
3. Click the Login button.
4. This page provides you with the list of all your responsibilities with their
associated functions. Click the FAO PEMS Employee link.
3
Section 1: Self Evaluation (Staff member)
Workplan Objectives
You will learn how to open your PEMS agreement and give your self evaluation or feedback
of your Workplan Objectives.
Step Action
1 This is "My Appraisal" page where you can start your self evaluation by clicking on
Step Action
2 Click the Feedback icon for the first Workplan Objective.
Step Action
7 Click in the Comments box to add any comments to the selected rating.
If written in a positive way, comments will greatly increase the quality and
effectiveness of your feedback.
8 N.B. For ratings of Did not Achieve or Exceptionally Achieved, Comments
are mandatory.
A reminder that at any time, you may press the Save as Draft button,
to save your PEMS agreement so that you can resume it at any point.
Step Action
1 Click the Feedback icon for the first Developmental Objective.
Step Action
5 Select the desired rating by clicking on it.
A reminder that at any time, you may press the Save as Draft button,
to save your PEMS agreement so that you can resume it at any point.
Step Action
1 Click the Feedback icon for the first Competency.
Step Action
2 Read the Description and Behavioral Indicators for your first Competency, near the
top of the screen.
3 The information on the right hand side of the page gives a detailed explanation of the
proficiency ratings and corresponding behavioural indicators.
4 Click on the Proficiency Rating drop down indicator to display the ratings.
Step Action
6 Click in the Comments box to add any comments to the selected rating.
If written in a positive way, comments will greatly increase the quality and
effectiveness of your feedback.
7 N.B. For ratings of Not Proficient or Exceptional Proficiency, Comments are
mandatory.
Step Action
1 Click the Submit for Approval button.
Step Action
2 Add any comments you wish to make in the Comments box.
These comments only appear in the notification message to your Supervisor. They are
NOT recorded in your PEMS agreement.
3 Click on the Submit button. This will send your PEMS agreement to your supervisor.
4 You will receive a confirmation message, as below. The Self Evaluation pencil icon
will be white (not blue) meaning you cannot change your self evaluation
In this section you will learn how to print hard copies of your PEMS agreement showing your self
evaluation.
You can do this from the My Appraisals page
Step Action
1 Click on the Review button. This opens a new window where you can see an updated
summary of your PEMS agreement.
Step Action
1 Click on the FAO PEMS Employee responsibility.
2 Then click on the Multirater function
Workplan Objectives
You will learn how to open the PEMS agreement of a person you have agreed to be a
Multirater for and give your feedback and comments on their Workplan Objectives.
Step Action
1 Click on the Feedback pencil icon of the Staff Member you want to give feedback on.
Step Action
8. Click on the Apply button.
Competencies
Now you will see how to give feedback and comments on their Competencies
Step Action
1 Click on the Feedback icon for the first competency.
Step Action
6 Click on the Apply button.
7 This will save and apply your feedback and return you to the Multirater Feedback
Review page
8 Repeat steps 1 to 6 for all other Competencies that you need to give feedback on.
9 When you have completed giving feedback on Workplan Objectives, you can Complete
your feedback in the Oracle system.
Step Action
10 Note that once you submit you cannot change your feedback. If you want to change any
feedback click on Cancel, otherwise...
11 Click on the Submit button.
12 You will now receive a confirmation message on the next Oracle page.
13 You can proceed to give feedback on another staff member.
Step Action
1 Click on the FAO PEMS Supervisor responsibility.
2 Then click on the Year-End function
Step Action
1 This page displays all of your direct reports. If you want to see details of a particular
PEMS agreement, click on the Review button.
In this section you will learn how to open the staff member’s PEMS agreement and give your
feedback and final evaluation of their Workplan Objectives.
Step Action
1 Click on the Feedback pencil icon of the Staff Member you want to give feedback on.
This will open the Main Appraiser Review page
Step Action
2 Click on the Supervisor Feedback button.
N.B. You will also see not only the staff member’s self evaluation but
an average of the multiraters feedback. This is displayed when a
minimum of 3 multiraters have given feedback.
In the example above “1 out of 6” means only one out of six
nominated Multiraters has given feedback, so far. So, no average is
given.
Step Action
7 Select the desired Performance Rating by clicking on it.
A reminder that at any time, you may press the Save as Draft button,
to save your PEMS agreement so that you can resume it at any point.
Step Action
13 Click on the Overall Rating indicator.
Step Action
16 Click on the Apply button. This will take you back to the Main Appraiser Review page.
Step Action
1 Click on the Supervisor Feedback button.
Step Action
2 Click on the Feedback pencil icon of the first Developmental Objective
Step Action
6 Select the desired rating by clicking on it.
A reminder that at any time, you may press the Save as Draft button,
to save your PEMS agreement so that you can resume it at any point.
Step Action
9 Click on the Apply button.
10 This will save and apply your rating and take you back to the Overview page where you
can repeat steps 2 to 9 for the second Development Objective, if there is one.
Step Action
12 Click on the Overall Rating indicator.
13 Select the desired Rating.
A reminder that at any time, you may press the Save as Draft button,
to save your PEMS agreement so that you can resume it at any point.
Step Action
1 Click on the Supervisor Feedback button.
Step Action
2 Click the Feedback icon for the first Competency.
Step Action
6 Select the desired rating by clicking on it.
Step Action
9 Click on the Apply button.
10 This will save and apply your rating and take you back to the Overview page where
you can repeat steps 2 to 9 for the other Competencies.
Step Action
13 Click in the Comments box to add any comments to the selected rating.
A reminder that at any time, you may press the Save as Draft button,
to save your PEMS agreement so that you can resume it at any point.
You have completed giving feedback. Now you will need to send the evaluation to the Staff Member
for them to agree or disagree with it.
Step Action
1 You have now completed entering the Year End review information in Oracle.
2 If you want to change any ratings or comments, click on the Supervisor Feedback button,
and then select the relevant feedback icon or icons. If you do make any changes, remember
to click on the Apply button to save them.
3 When you have finalized the information, click on the Submit button
Step Action
6 Click on the Submit button to return the PEMS agreement to the Staff Member for them to
agree or disagree with the final evaluation.
- Select Disagree and Submit. This will record the fact that the staff
member disagrees with the supervisor’s final evaluation. In this case
they will need to state their detailed reasons in the Comments box
which will appear when they submit their final Comment.
Step Action
7 You will receive a Confirmation message.
8 The Supervisor Feedback icon is now white, which indicates it is inactive and you may not
make further changes.
9 You can however see what you have written by using the Review button. This will open a
new window
In this lesson, you will learn how to print hard copies of PEMS agreements you have finalised.
You can do this from the Appraisals As Main Appraiser page
Step Action
1 Click on the Review button. This opens a new window where you can see the updated
summary of the Staff Member’s PEMS agreement.
Step Action
1 You can print a hard copy by clicking on the Print icon.
2 To close the window, click on the X in the top right corner of the screen,
Step Action
1 Follow steps 4 & 5 of Logon to Oracle on page 4
Step Action
2 Click on the Acceptance icon.
Step Action
3 Click on the Final Acceptance drop down indicator.
N.B. If the Staff member Agrees, this will bring the Year End Phase
to a close.
If the Staff member Disagrees, they will have various options they
can follow:
- The staff member can try to discuss further with their supervisor in
order to reach an agreement
- Contact the PEMS Team for assistance/ mediation in order to reach
an agreement
- Discuss the matter with a more senior manager to try to reach an
agreement
Step Action
Step Action
7 Add any comments you wish to make in the Comments box.
These comments only appear in the notification message to your Supervisor. They
are NOT recorded in your PEMS agreement
8 Click on the Submit button. This will send your PEMS agreement to your
supervisor.
9 You will receive a confirmation message, as below. The Self Evaluation pencil icon
will be white (not blue) meaning you cannot change your self evaluation
Step Action
10 Your PEMS status will change to Agreed.
Step Action
1. Go to the Oracle Navigator page.
Step Action
2 Select the FAO PEMS Employee responsibility.
3 Click on Reports. After about half a minute you will see the following page.
Step Action
4. Click on the OK button to run a single request.
Step Action
6. Select the FAO PEMS Multirater Feedback – Staff Member Report and then click
on the OK button.
Step Action
8. Click the Submit button.
Step Action
10. Click on the View Output button to see details of your Multiraters’ feedback.
Remember.
1. Multiraters do NOT give feedback on Developmental Objective(s).
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Additional Notes:
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