Evaluate an Employee's Standard Performance Document

As a matrix manager, you might see competencies, goals, and an overall summary section on the Participant Feedback page, depending on how the performance document is set up.

You can view the ratings and comments provided by the employee, performance document manager, and other participants only if you’re assigned a participant role. Also, the Allow role to view worker and manager evaluations checkbox must be selected for your participant role on the Performance Roles page.

In our example, the standard performance document has the Competencies and Overall Summary sections set up.

1. Go the Participant Feedback page.
2. Expand each competency.
3. In Participation Proficiency, indicate your proficiency level. This isn't a required field.
4. In Participant Rating, provide your rating for the employee.
5. If you see a comments field, it’s recommended that you provide your comments to support your rating.
6. Click Save and Next.
7. Repeat steps 2 to 5 for the rest of the competencies.
8. Provide your overall rating for the employee’s performance, along with comments.
9. Click Save and Close.
10. Click Submit.