FY13 Evaluation Directions

1. FY13 Evaluation Directions Completing Teacher and Assistant Principal Evaluations in PeopleSoft Follow steps on the next slides in order.

2. 2 3 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text Completing FY13 Teacher & AP Evaluations 4 5 6 7 8 Instructions for Principals To panel list main

3. 2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 PeopleSoft Pathway - Main Menu Manager Self Service Performance Management PB DeptEvaluation Pathway Navigation 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. To panel list main To panel board main

4. 2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 • Select the type of evaluation “Tch Annual” for Final Evaluation and “Tch Mid Yr” for Mid-Year Evaluation, then select search. • The search results will be shown below the search option when the screen refreshes. • To proceed click on the Teacher category for processing. 7 8 Evaluation Type Selection To panel list main This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. To panel board main

5. 2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 Release to Teacher or AP for Signature • If the Eval Code is correct, place a check in the box “Prin/Dir Approve Eval” to open the evaluation up to Teacher or AP to sign. • Then select “Submit” to save the action. • Select “Next in List” to proceed to the next category group to complete the employees you supervise. • Complete this process for all categories that you supervise to open up the Evaluation for all employees. 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. To panel list main To panel board main

6. 2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 • Notice that from this page a Principal can monitor the progress of the process, once the Teachers or AP signs the evaluation the Principal can see if the they agreed/disagreed, and signed. • Please Note: Any Employee who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. • Upon seeing that the employee has signed or that they are coded as Not Evaluated, then the Principal can complete the process by clicking the “Select” button by the Teacher or AP’s name. 6 5 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Monitoring To panel list main To panel board main

7. 2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 • Review the individual page for the Teacher or the Assistant Principal, the employee has either agreed/disagreed and has signed the document or was Not Evaluated in FY13. • The Principal will then select “Prin/Dir Submit Signature” and then select “Save” to complete the processing for this employee. 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Supervisor Process Completion To panel list main To panel board main

8. 2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 • Teachers or Assistant Principal who are not available to sign evaluation: From the grid, click the “Select” button by the employee’s name, go to the bottom of the form and click the box “Employee Not Available to Sign”, also select “Supporting Document Received” and enter the Certified Mail Receipt Numberand Date Mailed to indicate that the document has been mailed to the employee via Certified Mail. • Select the “Prin/Dir Submit Signature” and then select “Save” to complete the processing for this Teacher. • Select “Printable Version” to have a copy that is mailed to the employee. 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Principal Not Available for Signature To panel list main To panel board main

9. 2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text 3 4 6 5 • Teacher or AP’s Refuses to Sign: From the grid, click the “Select” button by the Employee’s name, go to the bottom of the form and click the box “Employee Refused to Sign”, then proceed to the box titled “Witness Emplid” and enter the Employee Identification number of a witness to a conference where the Employee refused to sign. • Select “Save” so the witness name is then seen on the screen, proceed to the “Prin/Dir Submit Signature” button and then select “Save” to complete the processing for this employee. Select “Printable Version” and present a copy of the evaluation to the employee. 7 8 This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Teacher or AP’s Refused to Sign To panel list main To panel board main

10. 2 1 • A content placeholder. Use for text, graphics, tables and graphs. You can change this text or delete it. • Here is a placeholder for more text. You may delete this text • Here is a placeholder for more text. You may delete this text • The grid can be personalized by selecting the personalize option on the far right of the screen. You can also print an excel version of this grid by selecting the grid icon with the red arrow to the right of the personalize feature. 3 4 Please Remember: Any Employee who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. 6 5 7 8 Report Queries will be provided to assist with monitoring this process. This slide is hyperlinked. Clicking on the numbered boxes will take you to that corresponding slide. Additional Notes To panel list main To panel board main

11. To panel board main Screenshot Layouts Click for Step 1 Pathway Navigation Click for Step 2Evaluation Type Selection Click for Step 3Release to Teacher or AP for Signature Click for Step 4Monitoring Click for Step 5Supervisor Process Completion Click for Step 6Teacher or AP Not Available for Signature Click for Step 7Teacher or AP Refused to Sign Click for Step 8Additional Notes

12. To panel list main Panel 1 Pathway Navigation To panel board main 1 2 3 4 5 6 7 8

13. To panel list main Panel 2 Evaluation Type Selection To panel board main 1 2 3 4 5 6 7 8

14. To panel list main Panel 3 Release to Teacher or AP for Signatures To panel board main 1 2 3 4 5 6 7 8

15. To panel list main Panel 4 Monitoring To panel board main 1 2 3 4 5 6 7 You can monitor from this screen the actions completed by the Teacher or Assistant Principal, if they agreed/disagreed and signed the evaluation. 8

16. To panel list main Panel 5 Supervisor Process Completion To panel board main 1 2 3 4 5 6 7 8

17. To panel list main Panel 6 Teacher or AP Not Available for Signature To panel board main 1 2 3 4 Enter the Certified Mail Receipt # and the date mailed. If employee signs in person, state date signed. 5 6 7 8

18. To panel list main Panel 7 Teacher or AP Refused to Sign To panel board main 1 2 3 4 5 6 7 8

19. To panel list main Panel 8 Additional Notes To panel board main 1 2 3 • The grid can be personalized by selecting the personalize option on the far right of the screen. You can also print an excel version of this grid by selecting the grid icon with the red arrow to the right of the personalize feature. 4 5 Please Note: Any Teacher or Assistant Principal who has an Evaluation Code of NOT EVALUATED will only need the final signed by the supervisor, no copy is required to be mailed to the employee. Completing Steps 3, 4, & 5 will finalize the process. Report Queries will be provided to assist with monitoring this process. 6 7 8