Performance Workflows

PeopleFluent Talent Management 22.07
Performance Process Workflow Templates

This page lists the Performance workflow templates shipped in the standard configuration of PeopleFluent Talent Management.

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Table of Contents

Goal Setting Workflows:

Table 1: Goal Setting Workflow #1
Table 2: Goal Setting Workflow #2
Table 3: Goal Setting Workflow #3
Table 4: Goal Setting Workflow #4
Table 5: Goals, Competencies, and Development Planning
Table 6: Mandated Goal Setting Workflow #1
Table 7: Mandated Goal Setting Workflow #2
Table 8: Mandated Goal Setting Workflow #4
Table 9: Mandated Goal Setting Workflow #3

Interim Evaluation Workflows:

Table 10: Interim Evaluation Workflow #1
Table 11: Interim Evaluation Workflow With Competency Weight Adjustment #1
Table 12: Interim Evaluation Workflow With Competency Weight Adjustment #2
Table 13: Interim Evaluation Workflow With Competency Weight Adjustment #3
Table 14: Interim Evaluation Workflow With Clinical Competency Rating
Table 15: Interim Evaluation Workflow #2
Table 16: Interim Evaluation Workflow With Multi-Rater #7
Table 17: Interim Evaluation Workflow With Multi-Rater #1
Table 18: Interim Evaluation Workflow With Multi-Rater #2
Table 19: Interim Evaluation Workflow With Multi-Rater #3
Table 20: Interim Evaluation Workflow With Multi-Rater #4
Table 21: Interim Evaluation Workflow With Multi-Rater #5
Table 22: Interim Evaluation Workflow With Multi-Rater #6

Final Evaluation Workflows:

Table 23: Final Evaluation Workflow #1
Table 24: Final Evaluation Workflow With Multi-Rater #3
Table 25: Final Evaluation Workflow With Multi-Rater #4
Table 26: Final Evaluation Workflow With Multi-Rater #5
Table 27: Final Evaluation Workflow With Multi-Rater #6
Table 28: Final Evaluation Workflow With Multi-Rater #7
Table 29: Final Evaluation Workflow With Competency Weight Adjustment #1
Table 30: Final Evaluation Workflow With Competency Weight Adjustment #2
Table 31: Final Evaluation Workflow With Competency Weight Adjustment #3
Table 32: Final Evaluation Workflow With Clinical Competency Rating
Table 33: Integrated Talent Profile / Performance
Table 34: Final Evaluation Workflow #2
Table 35: Talent Review
Table 36: Job Profile Update
Table 37: Succession Planning
Table 38: Calibration
Table 39: Final Evaluation Workflow #4
Table 40: Final Evaluation Workflow #5
Table 41: Final Evaluation Workflow #6
Table 42: Final Evaluation Workflow #3
Table 43: Final Evaluation Workflow #7
Table 44: Final Evaluation Workflow With Multi-Rater #2
Table 45: Final Evaluation Workflow With Multi-Rater #1

Additional Feedback Workflows:

Table 46: Additional Feedback Collection During Evaluation

Multi-Rater Evaluation Workflows:

Table 47: Multi-Rater Evaluation Process #1
Table 48: Multi-Rater Evaluation Process #2
Table 49: Multi-Rater Evaluation Process #3

Interim Multi-Rater Evaluation Workflows:

Table 50: Interim Multi-Rater Evaluation Process #1
Table 51: Interim Multi-Rater Evaluation Process #2
Table 52: Interim Multi-Rater Evaluation Process #3

Table 1: Goal Setting Workflow #1

Process Description: Employee Sets Goals -> Manager Review -> Track Goal Progress

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Employee Sets Goals No No Participant Set your goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Set new goals Submit Clicking Submit will send your goals to your manager for review. Submit your goals for review to your manager. Please check your entries for accuracy and completeness before submitting them. Next Goal setting: Employee submits goals for Manager review - Text notification
          Goal setting: Reminder from Current User to Manager - Employee has not set goals          
Manager Review No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Manager - Complete review of employee goals Reopen Clicking Reopen will send the goals back to the employee for revision. Clicking Reopen will send the goals back to the employee for revision. Previous Goal setting: Goals reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the goal setting process. Clicking Accept will move the employee to next step in the goal setting process. Next Goal setting: Goals accepted in Manager Review state
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals Goal Tracking: Reminder from Current User to Employee - Track goal progress Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Process reopened from Goal Tracking state
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Communicate Changes Clicking Communicate Changes will notify the employee that changes have been made to the goals. Click OK to notify the employee that changes have been made to the goals. You may indicate the changes briefly in your comments. No Change Goal Tracking: Manager modifies employee goals in tracking stage
                    Goal Tracking: Employee modifies goals in tracking stage
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to Manager
                    Goal setting: Process completed announcement to HR
                    Goal setting: Process completed announcement to Employee
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 2: Goal Setting Workflow #2

Process Description: Employee Sets Goals -> Manager Review -> 2nd Level Manager Review -> Track Goal Progress

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Employee Sets Goals No No Participant Set your goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Set new goals Submit Clicking Submit will send your goals to your manager for review. Submit your goals for review to your manager. Please check your entries for accuracy and completeness before submitting them. Next Goal setting: Employee submits goals for Manager review - Text notification
          Goal setting: Reminder from Current User to Manager - Employee has not set goals          
Manager Review No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Manager - Complete review of employee goals Reopen Clicking Reopen will send the goals back to the employee for revision. Clicking Reopen will send the goals back to the employee for revision. Previous Goal setting: Goals reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the goal setting process. Clicking Accept will move the employee to next step in the goal setting process. Next Goal setting: Goals accepted in Manager Review state
2nd Level Manager Review No No Second-Level Manager Review [[Participant First Name]] [[Participant Last Name]]'s goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to 2nd Level Manager - Complete employee goals review Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Goals reopened in 2nd Level Manager Review state
            Accept Clicking Accept will move the employee to next step in the goal setting process. Clicking Accept will move the employee to next step in the goal setting process. Next Goal setting: Goals accepted in 2nd Level Manager Review state
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals Goal Tracking: Reminder from Current User to Employee - Track goal progress Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Process reopened from Goal Tracking state
            Communicate Changes Clicking Communicate Changes will notify your manager that changes have been made to your goals. Click OK to notify your manager that changes have been made to your goals. Please indicate the changes briefly in your comments. No Change Goal Tracking: Employee modifies goals in tracking stage
                    Goal Tracking: Manager modifies employee goals in tracking stage
            Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to HR
                    Goal setting: Process completed announcement to Employee
                    Goal setting: Process completed announcement to Manager
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 3: Goal Setting Workflow #3

Process Description: Employee Sets Goals -> Manager Review -> Employee Sign-Off -> Track Goal Progress

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Employee Sets Goals No No Participant Set your goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Set new goals Submit Clicking Submit will send your goals to your manager for review. Submit your goals for review to your manager. Please check your entries for accuracy and completeness before submitting them. Next Goal setting: Employee submits goals for Manager review - Text notification
          Goal setting: Reminder from Current User to Manager - Employee has not set goals          
Manager Review No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Manager - Complete review of employee goals Reopen Clicking Reopen will send the goals back to the employee for revision. Clicking Reopen will send the goals back to the employee for revision. Previous Goal setting: Goals reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the goal setting process. Clicking Accept will move the employee to next step in the goal setting process. Next Goal setting: Goals accepted in Manager Review state
Employee Sign-off No No Participant Sign-Off on your goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Sign-off on goals Reopen Clicking Reopen will send the goals back to the participant's manager for revision. Reopen the process to send the goals to the participant's manager for revision. You may indicate specific changes in your comments. Previous Goal setting: Goals reopened in Employee Sign-Off state
            Accept Clicking Accept indicates that you have finalized your goals. Signing off means that you have finalized your goals and are ready to start tracking your progress against them. Next Goal setting: Goals accepted by Employee in Employee Sign-Off state
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals Goal Tracking: Reminder from Current User to Employee - Track goal progress Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Process reopened from Goal Tracking state
            Communicate Changes Clicking Communicate Changes will notify the employee that changes have been made to the goals. Click OK to notify the employee that changes have been made to the goals. You may indicate the changes briefly in your comments. No Change Goal Tracking: Manager modifies employee goals in tracking stage
                    Goal Tracking: Employee modifies goals in tracking stage
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to Employee
                    Goal setting: Process completed announcement to HR
                    Goal setting: Process completed announcement to Manager
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 4: Goal Setting Workflow #4

Process Description: Manager Sets Goals -> Employee Review -> Face-to-Face -> Employee Sign-Off -> Track Goal Progress

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Manager Sets Goals No No Manager Set [[Participant First Name]] [[Participant Last Name]]'s goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Manager - Set employee goals Submit Clicking Submit will send the goals to the employee for review. Submit goals for the employee to review. You may include comments that you wish to communicate to the employee. Next Goal setting: Manager sets employee's goals - Text notification
Employee Review No No Participant Review goals set by [[Manager First Name]] [[Manager Last Name]] for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Complete review of goals set by manager Reopen Clicking Reopen will send the goals back to your manager for revision. Reopen the process to send these goals back to your manager for revision. You may indicate specific requests for changes in your comments. Previous Goal setting: Goals reopened by Employee from Employee Review State
            Accept Clicking Accept will communicate your acceptance of the goals to your manager. Accept the goals set by your manager. You may include any comments that you wish to communicate to your manager. Next Goal setting: Goals accepted by Employee in Employee Review state
Face-to-Face No No Manager Schedule and complete face-to-face meeting with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Manager - Schedule and complete face-to-face or goals review meeting Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Manager reopens goals from face-to-face state
            Complete Clicking Complete will move this employee's goals to the next step in the goal setting process. Clicking Complete will move this employee's goals to the next step in the goal setting process. Next Goal setting: Manager completes face-to-face with employee
Employee Sign-off No No Participant Sign-Off on your goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Sign-off on goals Reopen Clicking Reopen will send the goals back to the participant's manager for revision. Reopen the process to send the goals to the participant's manager for revision. You may indicate specific changes in your comments. Previous Goal setting: Goals reopened in Employee Sign-Off state
            Accept Clicking Accept indicates that you have finalized your goals. Signing off means that you have finalized your goals and are ready to start tracking your progress against them. Next Goal setting: Goals accepted by Employee in Employee Sign-Off state
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals Goal Tracking: Reminder from Current User to Employee - Track goal progress Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Process reopened from Goal Tracking state
            Communicate Changes Clicking Communicate Changes will notify your manager that changes have been made to your goals. Click OK to notify your manager that changes have been made to your goals. Please indicate the changes briefly in your comments. No Change Goal Tracking: Employee modifies goals in tracking stage
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Communicate Changes Clicking Communicate Changes will notify the employee that changes have been made to the goals. Click OK to notify the employee that changes have been made to the goals. You may indicate the changes briefly in your comments. No Change Goal Tracking: Manager modifies employee goals in tracking stage
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to Employee
                    Goal setting: Process completed announcement to HR
                    Goal setting: Process completed announcement to Manager
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 5: Goals, Competencies, and Development Planning

Process Description: Employee Sets Goals -> Employee Competency & Development Review -> Manager Review of Goals -> Manager Competency & Development Review -> Track Goal Progress -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Employee Sets Goals No No Participant Set your goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Set new goals Submit Clicking Submit will send your goals to your manager for review. Submit your goals for review to your manager. Please check your entries for accuracy and completeness before submitting them. Next Goal setting: Employee submits goals for Manager review - Text notification
          Goal setting: Reminder from Current User to Manager - Employee has not set goals          
Employee Competency & Development Review No No Participant Review your Competencies and Development Plan for [[Plan Year]] [[Evaluation Name]] Talent Profile Reminder from Current User to Participant Reopen Reopen the process to the previous state for review or adjustments. Reopen the process to the previous state for review or adjustments. Previous Talent Profile Participant Reopens to Previous State
            Submit Submit your competencies and development plan to your manager for review. Submit your competencies and development plan to your manager for review. Please check your entries for accuracy and completeness before submitting them. Next Talent Profile Participant Submits to Next State Owner
Manager Review No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Manager - Complete review of employee goals Reopen Clicking Reopen will send the goals back to the employee for revision. Clicking Reopen will send the goals back to the employee for revision. Previous Goal setting: Goals reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the goal setting process. Clicking Accept will move the employee to next step in the goal setting process. Next Goal setting: Goals accepted in Manager Review state
Manager Competency & Development Review No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s Competencies and Development Plan for [[Plan Year]] [[Evaluation Name]] Talent Profile Reminder from Current User to Manager Reopen Reopen the process to the previous state for review or adjustments. Reopen the process to the previous state for review or adjustments. Previous Talent Profile Manager Reopens to Previous State
            Submit Submit to move the employee to the next step in the planning process. Submit to move the employee to the next step in the planning process. Please check your entries for accuracy and completeness before submitting them. Next Talent Profile Manager Submits to Next State Owner
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals Goal Tracking: Reminder from Current User to Employee - Track goal progress Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Process reopened from Goal Tracking state
            Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Communicate Changes Clicking Communicate Changes will notify the employee that changes have been made to the goals. Click OK to notify the employee that changes have been made to the goals. You may indicate the changes briefly in your comments. No Change Goal Tracking: Manager modifies employee goals in tracking stage
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Communicate Changes Clicking Communicate Changes will notify your manager that changes have been made to your goals. Click OK to notify your manager that changes have been made to your goals. Please indicate the changes briefly in your comments. No Change Goal Tracking: Employee modifies goals in tracking stage
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to Employee
                    Goal setting: Process completed announcement to Manager
                    Goal setting: Process completed announcement to HR
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 6: Mandated Goal Setting Workflow #1

Process Description: Track Goal Progress

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals   Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Communicate Changes Clicking Communicate Changes will notify the employee that changes have been made to the goals. Click OK to notify the employee that changes have been made to the goals. You may indicate the changes briefly in your comments. No Change Goal Tracking: Manager modifies employee goals in tracking stage
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Communicate Changes Clicking Communicate Changes will notify your manager that changes have been made to your goals. Click OK to notify your manager that changes have been made to your goals. Please indicate the changes briefly in your comments. No Change Goal Tracking: Employee modifies goals in tracking stage
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to Employee
                    Goal setting: Process completed announcement to Manager
                    Goal setting: Process completed announcement to HR
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 7: Mandated Goal Setting Workflow #2

Process Description: Employee Sign-Off -> Track Goal Progress

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Employee Sign-off No No Participant Sign-Off on your goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Sign-off on goals Accept Clicking Accept indicates that you have finalized your goals. Signing off means that you have finalized your goals and are ready to start tracking your progress against them. Next Goal setting: Goals accepted by Employee in Employee Sign-Off state
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals Goal Tracking: Reminder from Current User to Employee - Track goal progress Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Process reopened from Goal Tracking state
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Communicate Changes Clicking Communicate Changes will notify your manager that changes have been made to your goals. Click OK to notify your manager that changes have been made to your goals. Please indicate the changes briefly in your comments. No Change Goal Tracking: Employee modifies goals in tracking stage
                    Goal Tracking: Manager modifies employee goals in tracking stage
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to Manager
                    Goal setting: Process completed announcement to Employee
                    Goal setting: Process completed announcement to HR
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 8: Mandated Goal Setting Workflow #4

Process Description: Face-to-Face -> Employee Sign-Off -> Track Goal Progress

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Face-to-Face No No Manager Schedule and complete face-to-face meeting with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Manager - Schedule and complete face-to-face or goals review meeting Complete Clicking Complete will move this employee's goals to the next step in the goal setting process. Clicking Complete will move this employee's goals to the next step in the goal setting process. Next Goal setting: Manager completes face-to-face with employee
Employee Sign-off No No Participant Sign-Off on your goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Employee - Sign-off on goals Reopen Clicking Reopen will send the goals back to the participant's manager for revision. Reopen the process to send the goals to the participant's manager for revision. You may indicate specific changes in your comments. Previous Goal setting: Goals reopened in Employee Sign-Off state
            Accept Clicking Accept indicates that you have finalized your goals. Signing off means that you have finalized your goals and are ready to start tracking your progress against them. Next Goal setting: Goals accepted by Employee in Employee Sign-Off state
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals Goal Tracking: Reminder from Current User to Employee - Track goal progress Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Process reopened from Goal Tracking state
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Communicate Changes Clicking Communicate Changes will notify the employee that changes have been made to the goals. Click OK to notify the employee that changes have been made to the goals. You may indicate the changes briefly in your comments. No Change Goal Tracking: Manager modifies employee goals in tracking stage
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Communicate Changes Clicking Communicate Changes will notify your manager that changes have been made to your goals. Click OK to notify your manager that changes have been made to your goals. Please indicate the changes briefly in your comments. No Change Goal Tracking: Employee modifies goals in tracking stage
            Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to Employee
                    Goal setting: Process completed announcement to HR
                    Goal setting: Process completed announcement to Manager
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 9: Mandated Goal Setting Workflow #3

Process Description: Manager Sign-Off -> Track Goal Progress

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process Initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Goal setting: Process initiated announcement to Employee
Manager Sign-off No No Manager Sign-Off on [[Participant First Name]] [[Participant Last Name]]'s goals for [[Plan Year]] [[Evaluation Name]] Goal setting: Reminder from Current User to Manager - Sign-off on employee's goals Accept Clicking Accept indicated that you have completed the final review of the employee's goals and are in agreement with it. Signing off on the employee's goals means that you accept the goals that have been set and would like the employee to start tracking their progress against them. Next Goal setting: Manager accepts goals in Manager Sign-Off state
Track Goal Progress No No Participant Track progress against [[Plan Year]] [[Evaluation Name]] goals Goal Tracking: Reminder from Current User to Employee - Track goal progress Reopen Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Clicking Reopen will send the employee's goals to the previous step in the goal setting process. Previous Goal setting: Process reopened from Goal Tracking state
            Acknowledge Changes Clicking Acknowledge Changes indicates that you acknowledge that your manager has made changes to your goals. Click OK to inform your manager that you acknowledge the changes made to your goals. Please be sure to confirm all changes before you acknowledge. No Change Goal Tracking: Employee acknowledges goal changes by manager
            Communicate Changes Clicking Communicate Changes will notify the employee that changes have been made to the goals. Click OK to notify the employee that changes have been made to the goals. You may indicate the changes briefly in your comments. No Change Goal Tracking: Manager modifies employee goals in tracking stage
                    Goal Tracking: Employee modifies goals in tracking stage
            Request Changes Clicking Request Changes will send a request to your manager to have one or more of your goals modified. Click OK to send the request for changes to your manager. Please include a brief summary of the required changes in your comments. No Change Goal Tracking: Employee requests changes to goals
            Accept Changes Clicking Accept Changes will indicate that all changes made to this employee's goals have been accepted unanimously by you and this employee. Click OK to finalize the changes made to this employee's goals. No Change Goal Tracking: Manager accepts employee goal changes
            Complete Clicking Complete will complete the goal setting process. Clicking Complete will complete the goal setting process. Next Goal setting: Process completed announcement to Manager
                    Goal setting: Process completed announcement to HR
                    Goal setting: Process completed announcement to Employee
Complete No Yes System Complete goals process   Reopen Reopen Clicking Reopen will move the employee to the previous state. Previous Goal setting: Goals reopened by Current User from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 10: Interim Evaluation Workflow #1

Process Description: Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 11: Interim Evaluation Workflow With Competency Weight Adjustment #1

Process Description: Employee Competency Weight Adjustment -> Manager Competency Weight Adjustment -> Awaiting Start of Evaluation Process -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Employee Competency Weight Adjustment No No Participant Set your competency weights for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Participant - Set competency weights Submit Clicking Submit will send the competency weights to your manager for review. Submitting will send the competency weights for review to your manager. The competency weights for your evaluation should be reviewed and approved before they are used. Be sure to check the weights and ensure they match your expectations. Enter any required comments and click OK to proceed. Next Evaluation: Participant submits competency weights to Manager
Manager Competency Weight Adjustment No No Manager Review competency weights for [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Manager - Review competency weights submitted by Participant Reopen Clicking Reopen will reopen the workflow to the employee to enable review or adjustments. Reopening the competency weight adjustment process to the employee indicates that further review or adjustments are required. Enter any required comments to the employee and click OK to proceed. Previous Evaluation: Manager reopens competency weights to Participant
            Accept Clicking Accept will finalize the competency weights for this employee's evaluation process. Accepting competency weights will finalize the current weights and ensure that they are used in this employee's evaluation process. Enter any required comments and click OK to proceed. Next Evaluation: Manager accepts competency weights to Participant
Awaiting Start of Evaluation Process No No System Awaiting Start of Evaluation Process   Reopen Clicking Reopen will reopen the workflow to the immediately previous stage. Reopening the workflow to immediately previous stage will allow further reviews and adjustments. Enter any required comments and click OK to proceed. Previous Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Participant
                    Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Manager
            Begin Evaluation Process Clicking Begin Evaluation Process will initiate the evaluation workflow where the finalized competency weights will be used. Beginning the evaluation process will initiate the workflow into the first state. The evaluation will be conducted with the finalized competency weights. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 12: Interim Evaluation Workflow With Competency Weight Adjustment #2

Process Description: Manager Competency Weight Adjustment -> Employee Competency Weight Adjustment -> Awaiting Start of Evaluation Process -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Manager Competency Weight Adjustment No No Manager Review competency weights for [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Manager - Set competency weights for Participant Submit Clicking Submit will finalize the competency weights for this employee's evaluation process. Submitting competency weights will finalize the current weights and ensure that they are used in this employee's evaluation process. Enter any required comments and click OK to proceed. Next Evaluation: Manager accepts competency weights to Participant
Employee Competency Weight Adjustment No No Participant Set your competency weights for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Participant - Review competency weights submitted by Manager Reopen Clicking Reopen will move the evaluation to the previous state in the workflow process. Reopening will move the evaluation to the previous state in the workflow process. Enter any required comments and click OK to proceed. Previous Evaluation: Participant reopens competency weights to Manager
            Submit Clicking Submit will move the evaluation to the next state in the workflow process. Submitting will move the evaluation to the next state in the workflow process. Enter any required comments and click OK to proceed. Next Evaluation: Participant accepts competency weights to Manager
Awaiting Start of Evaluation Process No No System Awaiting Start of Evaluation Process   Reopen Clicking Reopen will reopen the workflow to the immediately previous stage. Reopening the workflow to immediately previous stage will allow further reviews and adjustments. Enter any required comments and click OK to proceed. Previous Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Manager
                    Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Participant
            Begin Evaluation Process Clicking Begin Evaluation Process will initiate the evaluation workflow where the finalized competency weights will be used. Beginning the evaluation process will initiate the workflow into the first state. The evaluation will be conducted with the finalized competency weights. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 13: Interim Evaluation Workflow With Competency Weight Adjustment #3

Process Description: Manager Competency Weight Adjustment -> Awaiting Start of Evaluation Process -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Manager Competency Weight Adjustment No No Manager Review competency weights for [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Manager - Set competency weights for Participant Submit Clicking Submit will finalize the competency weights for this employee's evaluation process. Submitting competency weights will finalize the current weights and ensure that they are used in this employee's evaluation process. Enter any required comments and click OK to proceed. Next Evaluation: Manager accepts competency weights to Participant
Awaiting Start of Evaluation Process No No System Awaiting Start of Evaluation Process   Reopen Clicking Reopen will reopen the workflow to the immediately previous stage. Reopening the workflow to immediately previous stage will allow further reviews and adjustments. Enter any required comments and click OK to proceed. Previous Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Participant
                    Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Manager
            Begin Evaluation Process Clicking Begin Evaluation Process will initiate the evaluation workflow where the finalized competency weights will be used. Beginning the evaluation process will initiate the workflow into the first state. The evaluation will be conducted with the finalized competency weights. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 14: Interim Evaluation Workflow With Clinical Competency Rating

Process Description: Clinical Competency Evaluation -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System IM_STATE36_ACTIVITY1.taskKey   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. Next Clinical Competency Evaluation: HR is informed that clinical competency evaluation process has been initiated
                    Clinical Competency Evaluation: Clinical Competency Rater is requested to evaluate employee
                    Clinical Competency Evaluation: Manager is informed that clinical competency evaluation process has been initiated
Clinical Competency Evaluation No No Clinical Competency Rater Evaluate clinical competencies for [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Clinical Competency Evaluation: Reminder from System to Clinical Competency Rater to evaluate employee Submit Clicking Submit will move the workflow process forward to the next state. Clicking Submit will move the workflow process forward to the next state. Next Clinical Competency Evaluation: Manager is informed that clinical competency ratings have been submitted
                    Clinical Competency Evaluation: HR is informed that clinical competency ratings have been submitted
Complete No Yes System IM_STATE37_ACTIVITY1.taskKey   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Clinical Competency Evaluation: Manager is informed that clinical competency evaluation process is reopened
                    Clinical Competency Evaluation: HR is informed that clinical competency evaluation process is reopened
                    Clinical Competency Evaluation: Clinical Competency Rater is informed that the evaluation process is reopened
            Finalize System Finalizes System Finalizes. No Change  

Table 15: Interim Evaluation Workflow #2

Process Description: Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Submit Employee evaluation Submit Clicking Submit will send your employee's evaluation to HR for review. Submit your employee's evaluation to HR. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Manager submits employee evaluation - For Manager Evaluation workflow
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 16: Interim Evaluation Workflow With Multi-Rater #7

Process Description: Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 17: Interim Evaluation Workflow With Multi-Rater #1

Process Description: Employee Nominations -> Manager Nominations -> Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Employee Nominations No No Participant Submit nominations for multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Participant: Please submit multi-rater nominations Submit Clicking Submit will submit your nominations for review. Clicking this button will submit the nominations for approval. Next Evaluation: Multi-Rater - Participant submits multi-rater nominations to Manager
Manager Nominations No No Manager Review and submit nominations for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Manager: Review list of multi-rater nominations from Participant Reopen Clicking Reopen will move this workflow to the previous state. Nominations will not be affected by this state transition. Clicking Reopen will move this workflow to the previous state. Nominations will not be affected by this state transition. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Manager reopens multi-rater nominations to Participant
            Move Workflow Forward Click to move this workflow forward. Nominations may be reviewed independent of this workflow. This workflow will move to the next state. You may continue to review, approve and reject nominations independent of this workflow. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - Manager approves multi-rater nominations
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 18: Interim Evaluation Workflow With Multi-Rater #2

Process Description: Manager Nominations -> Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Manager Nominations No No Manager Review and submit nominations for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Manager: Review list of multi-rater nominations from Participant Submit Clicking Submit will move this workflow to the next state. Each nomination should be approved individually. Clicking Submit will move this workflow to the next state. Nominations should be approved individually so that evaluation requests can be sent to the raters. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - Manager submits multi-rater nominations
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
            Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 19: Interim Evaluation Workflow With Multi-Rater #3

Process Description: Manager Nominations -> Employee Nominations -> Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Manager Nominations No No Manager Review and submit nominations for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Manager: Review list of multi-rater nominations from Participant Submit Clicking Submit will move this workflow to the next state. Each nomination should be approved individually. Clicking Submit will move this workflow to the next state. Nominations should be approved individually so that evaluation requests can be sent to the raters. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - Manager submits multi-rater nominations
Employee Nominations No No Participant Submit nominations for multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Participant: Please submit multi-rater nominations Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
            Submit Clicking Submit will submit your nominations for review. Clicking Submit will submit your nominations for review. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - Participant submits multi-rater nominations to Manager
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 20: Interim Evaluation Workflow With Multi-Rater #4

Process Description: Awaiting Multi-Rater Evaluations -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 21: Interim Evaluation Workflow With Multi-Rater #5

Process Description: Awaiting Multi-Rater Evaluations -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
Awaiting Multi-Rater Evaluations No No HR Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by HR
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 22: Interim Evaluation Workflow With Multi-Rater #6

Process Description: HR Nominations -> Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate Comments included here will be displayed in the notification sent to the Participant. Next Evaluation: Performance Ratings cycle open announcement
HR Nominations No No HR Manager Review and submit nominations for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to HR: Please submit multi-rater nominations Submit Clicking Submit will move this workflow to the next state. Each nomination should be approved individually. Clicking Submit will move this workflow to the next state. Nominations should be approved individually so that evaluation requests can be sent to the raters. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - HR submits multi-rater nominations
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Assessment No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete interim evaluation process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 23: Final Evaluation Workflow #1

Process Description: Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 24: Final Evaluation Workflow With Multi-Rater #3

Process Description: Manager Nominations -> Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Manager Nominations No No Manager Review and submit nominations for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Manager: Please submit multi-rater nominations Submit Clicking Submit will move this workflow to the next state. Each nomination should be approved individually. Clicking Submit will move this workflow to the next state. Nominations should be approved individually so that evaluation requests can be sent to the raters. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - Participant requested to complete self-evaluation
                    Evaluation: Multi-Rater - Manager submits multi-rater nominations
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 25: Final Evaluation Workflow With Multi-Rater #4

Process Description: Manager Nominations -> Employee Nominations -> Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Manager Nominations No No Manager Review and submit nominations for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Manager: Please submit multi-rater nominations Submit Clicking Submit will move this workflow to the next state. Each nomination should be approved individually. Clicking Submit will move this workflow to the next state. Nominations should be approved individually so that evaluation requests can be sent to the raters. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - Manager submits multi-rater nominations
                    Evaluation: Multi-Rater - Participant requested to complete self-evaluation
Employee Nominations No No Participant Submit nominations for multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Participant: Please submit multi-rater nominations Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
            Submit Clicking Submit will submit your nominations for review. Clicking Submit will submit your nominations for review. Enter any required comments and click OK to proceed. Next  
                    Evaluation: Multi-Rater - Participant submits multi-rater nominations to Manager
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 26: Final Evaluation Workflow With Multi-Rater #5

Process Description: Awaiting Multi-Rater Evaluations -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
                    Evaluation: Multi-Rater - Participant requested to complete self-evaluation
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
            Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 27: Final Evaluation Workflow With Multi-Rater #6

Process Description: Awaiting Multi-Rater Evaluations -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Awaiting Multi-Rater Evaluations No No HR Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by HR
                    Evaluation: Multi-Rater - Participant requested to complete self-evaluation
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 28: Final Evaluation Workflow With Multi-Rater #7

Process Description: HR Nominations -> Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
HR Nominations No No HR Manager Review and submit nominations for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to HR: Please submit multi-rater nominations Submit Clicking Submit will move this workflow to the next state. Each nomination should be approved individually. Clicking Submit will move this workflow to the next state. Nominations should be approved individually so that evaluation requests can be sent to the raters. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - HR submits multi-rater nominations
                    Evaluation: Multi-Rater - Participant requested to complete self-evaluation
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 29: Final Evaluation Workflow With Competency Weight Adjustment #1

Process Description: Employee Competency Weight Adjustment -> Manager Competency Weight Adjustment -> Awaiting Start of Evaluation Process -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Employee Competency Weight Adjustment No No Participant Set your competency weights for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Participant - Set competency weights Submit Clicking Submit will send the competency weights to your manager for review. Submitting will send the competency weights for review to your manager. The competency weights for your evaluation should be reviewed and approved before they are used. Be sure to check the weights and ensure they match your expectations. Enter any required comments and click OK to proceed. Next Evaluation: Participant submits competency weights to Manager
Manager Competency Weight Adjustment No No Manager Review competency weights for [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Manager - Review competency weights submitted by Participant Reopen Clicking Reopen will reopen the workflow to the employee to enable review or adjustments. Reopening the competency weight adjustment process to the employee indicates that further review or adjustments are required. Enter any required comments to the employee and click OK to proceed. Previous Evaluation: Manager reopens competency weights to Participant
            Accept Clicking Accept will finalize the competency weights for this employee's evaluation process. Accepting competency weights will finalize the current weights and ensure that they are used in this employee's evaluation process. Enter any required comments and click OK to proceed. Next Evaluation: Manager accepts competency weights to Participant
Awaiting Start of Evaluation Process No No System Awaiting Start of Evaluation Process   Reopen Clicking Reopen will reopen the workflow to the immediately previous stage. Reopening the workflow to immediately previous stage will allow further reviews and adjustments. Enter any required comments and click OK to proceed. Previous Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Manager
                    Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Participant
            Begin Evaluation Process Clicking Begin Evaluation Process will initiate the evaluation workflow where the finalized competency weights will be used. Beginning the evaluation process will initiate the workflow into the first state. The evaluation will be conducted with the finalized competency weights. Next Evaluation: Multi-Rater - Participant requested to complete self-evaluation
                    Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
            Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 30: Final Evaluation Workflow With Competency Weight Adjustment #2

Process Description: Manager Competency Weight Adjustment -> Employee Competency Weight Adjustment -> Awaiting Start of Evaluation Process -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Manager Competency Weight Adjustment No No Manager Review competency weights for [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Manager - Set competency weights for Participant Submit Clicking Submit will finalize the competency weights for this employee's evaluation process. Submitting competency weights will finalize the current weights and ensure that they are used in this employee's evaluation process. Enter any required comments and click OK to proceed. Next Evaluation: Manager accepts competency weights to Participant
Employee Competency Weight Adjustment No No Participant Set your competency weights for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Participant - Review competency weights submitted by Manager Reopen Clicking Reopen will move the evaluation to the previous state in the workflow process. Reopening will move the evaluation to the previous state in the workflow process. Enter any required comments and click OK to proceed. Previous Evaluation: Participant reopens competency weights to Manager
            Submit Clicking Submit will move the evaluation to the next state in the workflow process. Submitting will move the evaluation to the next state in the workflow process. Enter any required comments and click OK to proceed. Next Evaluation: Participant accepts competency weights to Manager
Awaiting Start of Evaluation Process No No System Awaiting Start of Evaluation Process   Reopen Clicking Reopen will reopen the workflow to the immediately previous stage. Reopening the workflow to immediately previous stage will allow further reviews and adjustments. Enter any required comments and click OK to proceed. Previous Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Manager
                    Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Participant
            Begin Evaluation Process Clicking Begin Evaluation Process will initiate the evaluation workflow where the finalized competency weights will be used. Beginning the evaluation process will initiate the workflow into the first state. The evaluation will be conducted with the finalized competency weights. Next Evaluation: Multi-Rater - Participant requested to complete self-evaluation
                    Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 31: Final Evaluation Workflow With Competency Weight Adjustment #3

Process Description: Manager Competency Weight Adjustment -> Awaiting Start of Evaluation Process -> Self Evaluation -> Manager Evaluation -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Manager Competency Weight Adjustment No No Manager Review competency weights for [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from System to Manager - Set competency weights for Participant Submit Clicking Submit will finalize the competency weights for this employee's evaluation process. Submitting competency weights will finalize the current weights and ensure that they are used in this employee's evaluation process. Enter any required comments and click OK to proceed. Next Evaluation: Manager accepts competency weights to Participant
Awaiting Start of Evaluation Process No No System Awaiting Start of Evaluation Process   Reopen Clicking Reopen will reopen the workflow to the immediately previous stage. Reopening the workflow to immediately previous stage will allow further reviews and adjustments. Enter any required comments and click OK to proceed. Previous Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Manager
                    Evaluation: Competency weights review is reopened from Awaiting Start of Evaluation Process state to Participant
            Begin Evaluation Process Clicking Begin Evaluation Process will initiate the evaluation workflow where the finalized competency weights will be used. Beginning the evaluation process will initiate the workflow into the first state. The evaluation will be conducted with the finalized competency weights. Next Evaluation: Multi-Rater - Participant requested to complete self-evaluation
                    Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 32: Final Evaluation Workflow With Clinical Competency Rating

Process Description: Clinical Competency Evaluation -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System FREV4_STATE46_ACTIVITY1.taskKey   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. Next Clinical Competency Evaluation: Clinical Competency Rater is requested to evaluate employee
                    Clinical Competency Evaluation: Manager is informed that clinical competency evaluation process has been initiated
                    Clinical Competency Evaluation: HR is informed that clinical competency evaluation process has been initiated
Clinical Competency Evaluation No No Clinical Competency Rater Evaluate clinical competencies for [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Clinical Competency Evaluation: Reminder from System to Clinical Competency Rater to evaluate employee Submit Clicking Submit will move the workflow process forward to the next state. Clicking Submit will move the workflow process forward to the next state. Next Clinical Competency Evaluation: Manager is informed that clinical competency ratings have been submitted
                    Clinical Competency Evaluation: HR is informed that clinical competency ratings have been submitted
Complete No Yes System FREV4_STATE47_ACTIVITY1.taskKey   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Clinical Competency Evaluation: Clinical Competency Rater is informed that the evaluation process is reopened
                    Clinical Competency Evaluation: Manager is informed that clinical competency evaluation process is reopened
                    Clinical Competency Evaluation: HR is informed that clinical competency evaluation process is reopened
            Finalize System Finalizes System Finalizes. No Change  

Table 33: Integrated Talent Profile / Performance

Process Description: Employee Update Education, Work History, & Career Interests -> Rate Competencies, Strengths, & Accomplishments -> Employee Review and Update Development Plan -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Employee Update Education, Work History, & Career Interests No No Participant Review your Education, Work History, Career Interests for [[Plan Year]] [[Evaluation Name]] Talent Profile Reminder from Current User to Participant Submit Submit to move the process to the next step in the workflow. Submit to move forward in the workflow process. Please check your entries for accuracy and completeness before submitting them. Next Talent Profile Participant Submits to Next State Owner
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
            Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Employee Review and Update Development Plan No No Participant Review your Development Plan for [[Plan Year]] [[Evaluation Name]] Talent Profile Reminder from Current User to Participant Reopen Reopen the process to the previous state for review or adjustments. Reopen the process to the previous state for review or adjustments. Previous Talent Profile Participant Reopens to Previous State
            Complete Submit your development plan and move the process to the next step in the workflow. Submit your development plan and move to the next step in the workflow process. Please check your entries for accuracy and completeness before submitting them. Next Talent Profile Participant Completes Process
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 34: Final Evaluation Workflow #2

Process Description: Self Evaluation -> Manager Evaluation -> HR Review -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
HR Review No No HR Manager Review [[Participant First Name]] [[Participant Last Name]]'s evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to HR - Complete HR review Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in HR Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in HR Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 35: Talent Review

Process Description: Employee Update Talent Profile -> Talent Review Self Evaluation -> Talent Review Manager Evaluation -> Manager Review Talent Profile -> Manager Update Succession Plan -> Manager Update Development Plan -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Employee Update Talent Profile No No Participant Update your Talent Profile for [[Plan Year]] [[Evaluation Name]] Talent Profile Reminder from Current User to Participant Submit Submit to move the process to the next step in the workflow. Submit to move forward in the workflow process. Please check your entries for accuracy and completeness before submitting them. Next Talent Profile Participant Submits to Next State Owner
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Manager Review Talent Profile No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s Talent Profile for [[Plan Year]] [[Evaluation Name]] Talent Profile Reminder from Current User to Manager Reopen Reopen the process to the previous state for review or adjustments. Reopen the process to the previous state for review or adjustments. Previous Talent Profile Manager Reopens to Previous State
            Submit Submit to move the employee to the next step in the review process. Submit to move the employee to the next step in the review process. Please check your entries for accuracy and completeness before submitting them. Next Talent Profile Manager Submits to Next State Owner
Manager Update Succession Plan No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s Succession Plan for [[Plan Year]] [[Evaluation Name]] Succession Plan Reminder from Current User to Manager Reopen Reopen the process to the previous state for review or adjustments. Reopen the process to the previous state for review or adjustments. Previous Succession Plan Manager Reopens to Previous State
            Submit Submit to move the employee to the next step in the review process. Submit to move the employee to the next step in the review process. Please check your entries for accuracy and completeness before submitting them. Next Succession Plan Manager Submits to Next State Owner
Manager Update Development Plan No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s Development Plan for [[Plan Year]] [[Evaluation Name]] Talent Profile Reminder from Current User to Manager Reopen Reopen the process to the previous state for review or adjustments. Reopen the process to the previous state for review or adjustments. Previous Talent Profile Manager Reopens to Previous State
            Complete Submit to move the employee to the next step in the review process. Submit to move the employee to the next step in the review process. Please check your entries for accuracy and completeness before submitting them. Next Talent Profile Manager Completes Process
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 36: Job Profile Update

Process Description: Review and Update Job Profiles -> HR Finalize Job Profiles -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Review and Update Job Profiles No No Participant Review Job Profiles for [[Plan Year]] [[Evaluation Name]] Job Profile Reminder from Current User to Participant Submit Submit to move to the next step in the review process. Submit to move to the next step in the review process. Please make sure to complete your review of ALL jobs in your organization before completing the Submit action. Next Job Profile Participant Submits to Next State Owner
HR Finalize Job Profiles No No HR Manager Finalize Job Profiles for [[Plan Year]] [[Evaluation Name]] Job Profile Reminder from Current User to HR Reopen Reopen the process to the previous state for review or adjustments. Reopen the process to the previous state for review or adjustments. Previous Job Profile HR Reopens to Previous State
            Complete Submit to move to the next step in the review process. Click OK to move to the next step in the review process. Please make sure to review ALL jobs in your area of responsibility before confirming the Complete action. Next Job Profile HR Completes Process
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 37: Succession Planning

Process Description: Manager Create Succession Plan -> 2nd Level Manager Review Succession Plan -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Manager Create Succession Plan No No Manager Review [[Participant First Name]] [[Participant Last Name]]'s Succession Plan for [[Plan Year]] [[Evaluation Name]] Succession Plan Reminder from Current User to Manager Submit Submit to move the employee to the next step in the review process. Submit to move the employee to the next step in the review process. Please check your entries for accuracy and completeness before submitting them. Next Succession Plan Manager Submits to Next State Owner
2nd Level Manager Review Succession Plan No No Second-Level Manager Review [[Participant First Name]] [[Participant Last Name]]'s Succession Plan for [[Plan Year]] [[Evaluation Name]] Succession Plan Reminder from Current User to 2nd Level Manager Reopen Reopen the process to the previous state for review or adjustments. Reopen the process to the previous state for review or adjustments. Previous Succession Plan 2nd Level Manager Reopens to Previous State
            Approve Submit to move the employee to the next step in the review process. Submit to move the employee to the next step in the review process. Please check your entries for accuracy and completeness before submitting them. Next Succession Plan 2nd Level Manager Informs Manager of Approval
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 38: Calibration

Process Description: Calibrate Team Ratings -> Completed

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Calibrate Team Ratings No No Participant Calibrate Team Ratings for [[Plan Year]] [[Evaluation Name]] Calibration Reminder from Current User to Participant Complete Submit to move to the next step in the calibration process. Submit to move to the next step in the calibration process. Please check your assessments to ensure that they are both accurate and complete before submitting them. Next Calibration Participant Completes Process
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 39: Final Evaluation Workflow #4

Process Description: Self Evaluation -> Manager Evaluation -> 2nd Level Manager Review -> Face-to-Face -> Employee Sign-Off -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
2nd Level Manager Review No No Second-Level Manager Review [[Participant First Name]] [[Participant Last Name]]'s evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Second Level Manager - Complete employee evaluation Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in 2nd Level Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in 2nd Level Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Employee Sign-Off No No Participant Sign-Off on your [[Plan Year]] [[Evaluation Name]] evaluation Evaluation: Reminder from Current User to Employee - Sign-off on performance evaluation Reopen Clicking Reopen will send this evaluation to the participant's manager for revision. Reopen this evaluation and send it to the participant's manager for revision. You may indicate your reasons in the comments section. Previous Evaluation: Admin reopens workflow from Employee sign-off state
            Acknowledge Clicking Acknowledge indicates that your performance review has been completed. It does not necessarily imply that you agree with the results of the evaluation. Acknowledge that your manager has met with you to discuss your evaluation. It does not necessarily imply agreement with the results. Comments included here will be displayed in the notification sent to your Manager and Human Resources. Next Evaluation: Employee sign-off completed announcement to Manager
                    Evaluation: Employee sign-off completed announcement to HR - Text notification
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 40: Final Evaluation Workflow #5

Process Description: Self Evaluation -> Manager Evaluation -> 2nd Level Manager Review -> Face-to-Face -> Employee Sign-Off -> HR Review -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
2nd Level Manager Review No No Second-Level Manager Review [[Participant First Name]] [[Participant Last Name]]'s evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Second Level Manager - Complete employee evaluation Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in 2nd Level Manager Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in 2nd Level Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Employee Sign-Off No No Participant Sign-Off on your [[Plan Year]] [[Evaluation Name]] evaluation Evaluation: Reminder from Current User to Employee - Sign-off on performance evaluation Reopen Clicking Reopen will send this evaluation to the participant's manager for revision. Reopen this evaluation and send it to the participant's manager for revision. You may indicate your reasons in the comments section. Previous Evaluation: Admin reopens workflow from Employee sign-off state
            Acknowledge Clicking Acknowledge indicates that your performance review has been completed. It does not necessarily imply that you agree with the results of the evaluation. Acknowledge that your manager has met with you to discuss your evaluation. It does not necessarily imply agreement with the results. Comments included here will be displayed in the notification sent to your Manager and Human Resources. Next Evaluation: Employee sign-off completed announcement to Manager
                    Evaluation: Employee sign-off completed announcement to HR - Text notification
HR Review No No HR Manager Review [[Participant First Name]] [[Participant Last Name]]'s evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to HR - Complete HR review Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in HR Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in HR Review state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 41: Final Evaluation Workflow #6

Process Description: Self Evaluation -> Manager Evaluation -> Face-to-Face -> Employee Sign-Off -> HR Review -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Employee Sign-Off No No Participant Sign-Off on your [[Plan Year]] [[Evaluation Name]] evaluation Evaluation: Reminder from Current User to Employee - Sign-off on performance evaluation Reopen Clicking Reopen will send this evaluation to the participant's manager for revision. Reopen this evaluation and send it to the participant's manager for revision. You may indicate your reasons in the comments section. Previous Evaluation: Admin reopens workflow from Employee sign-off state
            Acknowledge Clicking Acknowledge indicates that your performance review has been completed. It does not necessarily imply that you agree with the results of the evaluation. Acknowledge that your manager has met with you to discuss your evaluation. It does not necessarily imply agreement with the results. Comments included here will be displayed in the notification sent to your Manager and Human Resources. Next Evaluation: Employee sign-off completed announcement to HR - Text notification
                    Evaluation: Employee sign-off completed announcement to Manager
HR Review No No HR Manager Review [[Participant First Name]] [[Participant Last Name]]'s evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to HR - Complete HR review Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in HR Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in HR Review state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 42: Final Evaluation Workflow #3

Process Description: Self Evaluation -> Manager Evaluation -> Face-to-Face -> Employee Sign-Off -> and Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Employee Sign-Off No No Participant Sign-Off on your [[Plan Year]] [[Evaluation Name]] evaluation Evaluation: Reminder from Current User to Employee - Sign-off on performance evaluation Reopen Clicking Reopen will send this evaluation to the participant's manager for revision. Reopen this evaluation and send it to the participant's manager for revision. You may indicate your reasons in the comments section. Previous Evaluation: Admin reopens workflow from Employee sign-off state
            Acknowledge Clicking Acknowledge indicates that your performance review has been completed. It does not necessarily imply that you agree with the results of the evaluation. Acknowledge that your manager has met with you to discuss your evaluation. It does not necessarily imply agreement with the results. Comments included here will be displayed in the notification sent to your Manager and Human Resources. Next Evaluation: Employee sign-off completed announcement to Manager
                    Evaluation: Employee sign-off completed announcement to HR - Text notification
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 43: Final Evaluation Workflow #7

Process Description: Manager Evaluation -> HR Review -> Face-to-Face -> Manager Sign-Off -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Submit Employee evaluation Submit Clicking Submit will send your employee's evaluation to HR for review. Submit your employee's evaluation to HR. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Manager submits employee evaluation - For Manager Evaluation workflow
HR Review No No HR Manager Review [[Participant First Name]] [[Participant Last Name]]'s evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to HR - Complete HR review Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in HR Review state
            Accept Clicking Accept will move the employee to next step in the evaluation process. Clicking Accept will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in HR Review state
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Manager Sign-Off No No Manager Sign-Off on [[Participant First Name]] [[Participant Last Name]]'s evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Sign-off on employee evaluation Reopen Clicking Reopen will send this evaluation to the participant's manager for revision. Reopen this evaluation and send it to the participant's manager for revision. You may indicate your reasons in the comments section. Previous Evaluation: Admin reopens workflow from Manager sign-off state
            Accept Clicking Accept indicates that your employee's performance review has been completed. Comments included here will be displayed in the notification sent to the participant and Human Resources. Next Evaluation: Manager sign-off completed announcement to HR
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 44: Final Evaluation Workflow With Multi-Rater #2

Process Description: Employee Nominations -> Manager Nominations -> Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Employee Nominations No No Participant Submit nominations for multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Participant: Please submit multi-rater nominations Submit Clicking Submit will submit your nominations for review. Clicking Submit will submit your nominations for review. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - Participant submits multi-rater nominations to Manager
Manager Nominations No No Manager Review and submit nominations for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Evaluation: Multi-Rater - Reminder from System to Manager: Review list of multi-rater nominations from Participant Reopen Clicking Reopen will move this workflow to the previous state. Nominations will not be affected by this state transition. Clicking Reopen will move this workflow to the previous state. Nominations will not be affected by this state transition. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Manager reopens multi-rater nominations to Participant
            Move Workflow Forward Click to move this workflow forward. Nominations may be reviewed independent of this workflow. This workflow will move to the next state. You may continue to review, approve and reject nominations independent of this workflow. Enter any required comments and click OK to proceed. Next Evaluation: Multi-Rater - Participant requested to complete self-evaluation
                    Evaluation: Multi-Rater - Manager approves multi-rater nominations
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous  
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
          Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 45: Final Evaluation Workflow With Multi-Rater #1

Process Description: Self Evaluation -> Manager Evaluation -> Awaiting Multi-Rater Evaluations -> Face-to-Face -> Accepted

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Process Initiation Yes No System Process initiation   Initiate Initiate To initiate the participants into the workflow, click Yes. Any comments you enter will be displayed in the workflow activity log. To send notifications to initiated participants, check the Send Out Notifications box. Next Evaluation: Performance Ratings cycle open announcement
Self Evaluation No No Participant Complete your self evaluation for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Employee - Complete your self-evaluation Submit Clicking Submit will send your self-evaluation to your manager for review. Submit your self-evaluation to your manager. Review all of your entries for accuracy and completeness before you submit. Next Evaluation: Employee submits completed performance evaluation - Text notification
          Evaluation: Reminder from Current User to Manager - Employee should complete self-evaluation          
Manager Evaluation No No Manager Evaluate [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Complete Employee evaluation Reopen Clicking Reopen will send the evaluation back to the employee for revision. Clicking Reopen will send the evaluation back to the employee for revision. Previous Evaluation: Evaluation reopened in Manager Review state
            Submit Clicking Submit will move the employee to next step in the evaluation process. Clicking Submit will move the employee to next step in the evaluation process. Next Evaluation: Evaluation accepted in Manager Review state
Awaiting Multi-Rater Evaluations No No Manager Awaiting completion of multi-rater evaluations for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the previous state in the process. Enter any required comments and click OK to proceed. Previous Evaluation: Multi-Rater - Process is reopened by Manager
            Complete Pending Reviews and Proceed Clicking this button will mark all pending multi-rater reviews Complete and move the workflow forward. Clicking this button will mark all pending multi-rater evaluations Complete and move the workflow forward. Use this option if rater evaluations are pending, but the workflow needs to proceed to the next state. Click OK to proceed. Next Evaluation: Multi-Rater - All pending evaluations are marked Complete by Manager
Face-to-Face No No Manager Conduct performance review with [[Participant First Name]] [[Participant Last Name]] for [[Plan Year]] [[Evaluation Name]] Evaluation: Reminder from Current User to Manager - Schedule and complete face-to-face or final review meeting Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Evaluation reopened in Face-to-Face state
            Complete Clicking Complete will move this employee to the next step in the evaluation process. Clicking Complete will move this employee to the next step in the evaluation process. Next Evaluation: Evaluation accepted in Face-to-Face state
Accepted No No System Accept Evaluation   Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. Clicking Reopen will send the employee to the previous step in the evaluation process. Previous Evaluation: Performance evaluation process reopened
            Complete Clicking Complete will complete the evaluation process. Clicking Complete will complete the evaluation process. Next Evaluation: Performance evaluation process successfully completed
Complete No Yes System Complete Evaluation Process   Reopen Reopen Clicking Reopen will send the employee to the previous step in the evaluation process. This particular action will clear any snapshot data that was taken when the employee was moved to Completed state. Previous Evaluation: Current User reopens performance evaluation from Completed state
            Finalize System Finalizes System Finalizes. No Change  

Table 46: Additional Feedback Collection During Evaluation

Process Description: Provide Feedback -> Review Feedback

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Request Feedback Yes No Feedback Reviewer Request Feedback   Initiate Initiate Comments included here will be displayed in the notification sent to the feedback provider. Next Evaluation Feedback: Manager requests feedback for employee
Feedback Requested No No Feedback Provider Provide feedback for [[Participant First Name]] [[Participant Last Name]] - [[Plan Year]] [[Evaluation Name]] Evaluation Feedback: Reminder from Current User to Feedback Provider - Please provide feedback Submit Feedback Clicking this button will submit your feedback about this employee to the manager. Your feedback about this employee will be sent to the manager for reference during the performance evaluation process. Be sure that you have checked the feedback for accuracy. Click Cancel if you are not ready to submit yet. Next Evaluation Feedback: Feedback Provider submits feedback
Feedback Review No No Feedback Reviewer Review feedback for [[Participant First Name]] [[Participant Last Name]] by [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]]   Reopen Clicking this button will reopen the feedback process. The feedback provider will be notified that the process has been reopened. Please include your reasons for reopening. Click Cancel if you are not yet sure of reopening the process. Previous Evaluation Feedback: Manager reopens feedback
            Accept Feedback Clicking this button will complete the feedback process. The performance feedback process will be completed. Click Cancel if you are not ready to accept. Next Evaluation Feedback: Manager accepts feedback
Feedback Accepted No Yes System Feedback Accepted   Finalize Finalize Finalize No Change  

Table 47: Multi-Rater Evaluation Process #1

Process Description: Nomination in Progress (Manager-owned state) -> Multi-Rater Evaluation -> Multi-Rater Evaluation Review.

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Initiate Yes No System Initiate Nominee   Initiate Initiate Initiate Next Multi-Rater Evaluation: Multi-rater nominations sent to Manager for review and approval
Nomination in Progress No No Feedback Reviewer Review nomination submitted by [[Participant First Name]] [[Participant Last Name]] - [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Manager: Review multi-rater nominations Reject Clicking Reject will remove this nomination from this employee's nomination form. Rejecting a nomination will exclude the rater from this employee's evaluation process. The employee will be informed of this rejection. Enter any required comments to the employee and click OK to proceed. No Change Multi-Rater Evaluation: Manager rejects multi-rater from list of nominations
            Approve Clicking Approve will approve this nomination and send an evaluation request to the rater. Approving a nomination will send an evaluation request to the rater. Enter any required comments to the rater and click OK to proceed. Next Multi-Rater Evaluation: Manager requests evaluation of participant from Rater
Multi-Rater Evaluation No No Feedback Provider Provide performance evaluation for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Rater: Evaluate participant as requested Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the immediately previous state in this process and allow adjustments. Click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from rater evaluation state to Manager
            Decline Clicking Decline will return this evaluation request to the reviewer and indicate that you wish to opt out of this request. Declining an evaluation request will return the request to the reviewer, indicating that you wish to opt out. Enter any required comments to the reviewer and click OK to proceed. No Change Multi-Rater Evaluation: Rater declines request for evaluation to Manager
            Submit Clicking Submit will send your evaluation of this employee to the reviewer. Submitting your evaluation of an employee will send it to the reviewer for review. Be sure you have reviewed your comments thoroughly before submitting the evaluation. Enter any required comments to the reviewer and click OK to proceed. Next Multi-Rater Evaluation: Rater submits evaluation to Manager
Multi-Rater Evaluation Review No No Feedback Reviewer Review evaluation provided for [[Participant First Name]] [[Participant Last Name]] by [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Manager: Review evaluation from Rater Reopen Clicking Reopen will return this evaluation to the rater for review or adjustments. Reopening an evaluation will return it to the rater, allowing for further reviews or adjustments. Be sure to enter comments indicating reasons for reopening and click OK to proceed. Previous Multi-Rater Evaluation: Manager reopens evaluation provided by Rater
            Exclude Clicking Exclude will exclude this rater's rating and comments from this employee's multi-rater aggregate data. Excluding a rater's rating and comments regarding an employee will exclude it altogether from the multi-rater aggregate calculation for the employee. Enter any required comments and click OK to proceed. No Change Multi-Rater Evaluation: Manager excludes evaluation provided by Rater
            Accept Clicking Accept will complete the evaluation process of this rater for this employee. Accepting an evaluation will finalize the rater's evaluation of this employee. Enter any required comments and click OK to proceed. Next Multi-Rater Evaluation: Manager accepts evaluation provided by Rater
Completed No Yes System Completed   Reopen Clicking Reopen will move this workflow to the previous state in the process. Reopening a workflow will move it to the immediately previous state in this process. Enter any required comments and click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from Completed state to HR
                    Multi-Rater Evaluation: Process reopened from Completed state to Manager
            Finalize Finalize Finalize No Change  

Table 48: Multi-Rater Evaluation Process #2

Process Description: Nomination in Progress (HR-owned state) -> Multi-Rater Evaluation -> Multi-Rater Evaluation Review

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Initiate Yes No System Initiate Nominee   Initiate Initiate Initiate Next Multi-Rater Evaluation: Multi-rater nominations sent to Manager for review and approval
Nomination in Progress No No HR Manager Review nomination submitted by [[Participant First Name]] [[Participant Last Name]] - [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to HR: Review multi-rater nominations Reject Clicking Reject will remove this nomination from this employee's nomination form. Rejecting a nomination will exclude the rater from this employee's evaluation process. The employee will be informed of this rejection. Enter any required comments to the employee and click OK to proceed. No Change Multi-Rater Evaluation: HR rejects multi-rater from list of nominations to Participant
                    Multi-Rater Evaluation: HR rejects multi-rater from list of nominations to Manager
            Approve Clicking Approve will approve this nomination and send an evaluation request to the rater. Approving a nomination will send an evaluation request to the rater. Enter any required comments to the rater and click OK to proceed. Next Multi-Rater Evaluation: HR requests evaluation of participant from Rater
Multi-Rater Evaluation No No Feedback Provider Provide performance evaluation for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Rater: Evaluate participant as requested Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the immediately previous state in this process and allow adjustments. Click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from rater evaluation state to Manager
            Decline Clicking Decline will return this evaluation request to the reviewer and indicate that you wish to opt out of this request. Declining an evaluation request will return the request to the reviewer, indicating that you wish to opt out. Enter any required comments to the reviewer and click OK to proceed. No Change Multi-Rater Evaluation: Rater declines request for evaluation to Manager
            Submit Clicking Submit will send your evaluation of this employee to the reviewer. Submitting your evaluation of an employee will send it to the reviewer for review. Be sure you have reviewed your comments thoroughly before submitting the evaluation. Enter any required comments to the reviewer and click OK to proceed. Next Multi-Rater Evaluation: Rater submits evaluation to Manager
Multi-Rater Evaluation Review No No HR Manager Review evaluation provided for [[Participant First Name]] [[Participant Last Name]] by [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to HR: Review evaluation from Rater Reopen Clicking Reopen will return this evaluation to the rater for review or adjustments. Reopening an evaluation will return it to the rater, allowing for further reviews or adjustments. Be sure to enter comments indicating reasons for reopening and click OK to proceed. Previous Multi-Rater Evaluation: HR reopens evaluation provided by Rater
            Exclude Clicking Exclude will exclude this rater's rating and comments from this employee's multi-rater aggregate data. Excluding a rater's rating and comments regarding an employee will exclude it altogether from the multi-rater aggregate calculation for the employee. Enter any required comments and click OK to proceed. No Change Multi-Rater Evaluation: HR excludes evaluation provided by Rater
            Accept Clicking Accept will complete the evaluation process of this rater for this employee. Accepting an evaluation will finalize the rater's evaluation of this employee. Enter any required comments and click OK to proceed. Next Multi-Rater Evaluation: HR accepts evaluation provided by Rater
Completed No Yes System Completed   Reopen Clicking Reopen will move this workflow to the previous state in the process. Reopening a workflow will move it to the immediately previous state in this process. Enter any required comments and click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from Completed state to HR
                    Multi-Rater Evaluation: Process reopened from Completed state to Manager
            Finalize Finalize Finalize No Change  

Table 49: Multi-Rater Evaluation Process #3

Process Description: Multi-Rater Evaluation -> Multi-Rater Evaluation Review

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Initiate Yes No System Initiate   Initiate Initiate Initiate Next Multi-Rater Evaluation: Manager requests evaluation of participant from Rater
Multi-Rater Evaluation No No Feedback Provider Provide performance evaluation for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Rater: Evaluate participant as requested Decline Clicking Decline will return this evaluation request to the reviewer and indicate that you wish to opt out of this request. Declining an evaluation request will return the request to the reviewer, indicating that you wish to opt out. Enter any required comments to the reviewer and click OK to proceed. No Change Multi-Rater Evaluation: Rater declines request for evaluation to Manager
            Submit Clicking Submit will send your evaluation of this employee to the reviewer. Submitting your evaluation of an employee will send it to the reviewer for review. Be sure you have reviewed your comments thoroughly before submitting the evaluation. Enter any required comments to the reviewer and click OK to proceed. Next Multi-Rater Evaluation: Rater submits evaluation to Manager
Multi-Rater Evaluation Review No No Feedback Reviewer Review evaluation provided for [[Participant First Name]] [[Participant Last Name]] by [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Manager: Review evaluation from Rater Reopen Clicking Reopen will return this evaluation to the rater for review or adjustments. Reopening an evaluation will return it to the rater, allowing for further reviews or adjustments. Be sure to enter comments indicating reasons for reopening and click OK to proceed. Previous Multi-Rater Evaluation: Manager reopens evaluation provided by Rater
            Exclude Clicking Exclude will exclude this rater's rating and comments from this employee's multi-rater aggregate data. Excluding a rater's rating and comments regarding an employee will exclude it altogether from the multi-rater aggregate calculation for the employee. Enter any required comments and click OK to proceed. No Change Multi-Rater Evaluation: Manager excludes evaluation provided by Rater
            Accept Clicking Accept will complete the evaluation process of this rater for this employee. Accepting an evaluation will finalize the rater's evaluation of this employee. Enter any required comments and click OK to proceed. Next Multi-Rater Evaluation: Manager accepts evaluation provided by Rater
Completed No Yes System Completed   Reopen Clicking Reopen will move this workflow to the previous state in the process. Reopening a workflow will move it to the immediately previous state in this process. Enter any required comments and click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from Completed state to Manager
                    Multi-Rater Evaluation: Process reopened from Completed state to HR
            Finalize Finalize Finalize No Change  

Table 50: Interim Multi-Rater Evaluation Process #1

Process Description: Nomination in Progress (Manager-owned state) -> Multi-Rater Evaluation -> Multi-Rater Evaluation Review.

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Initiate Yes No System Initiate Nominee   Initiate Initiate Initiate Next Multi-Rater Evaluation: Multi-rater nominations sent to Manager for review and approval
Nomination in Progress No No Feedback Reviewer Review nomination submitted by [[Participant First Name]] [[Participant Last Name]] - [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Manager: Review multi-rater nominations Reject Clicking Reject will remove this nomination from this employee's nomination form. Rejecting a nomination will remove this nomination from this employee's nomination form. The employee will be informed of this rejection. Enter any required comments to the employee and click OK to proceed. No Change Multi-Rater Evaluation: Manager rejects multi-rater from list of nominations
            Approve Clicking Approve will approve this nomination and send an evaluation request to the rater. Approving a nomination will send an evaluation request to the rater. Enter any required comments to the rater and click OK to proceed. Next Multi-Rater Evaluation: Manager requests evaluation of participant from Rater
Multi-Rater Evaluation No No Feedback Provider Provide performance evaluation for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Rater: Evaluate participant as requested Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the immediately previous state in this process and allow adjustments. Click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from rater evaluation state to Manager
            Decline Clicking Decline will return this evaluation request to the reviewer and indicate that you wish to opt out of this request. Declining an evaluation request will return the request to the reviewer, indicating that you wish to opt out. Enter any required comments to the reviewer and click OK to proceed. No Change Multi-Rater Evaluation: Rater declines request for evaluation to Manager
            Submit Clicking Submit will send your evaluation of this employee to the reviewer. Submitting your evaluation of an employee will send it to the reviewer for review. Be sure you have reviewed your comments thoroughly before submitting the evaluation. Enter any required comments to the reviewer and click OK to proceed. Next Multi-Rater Evaluation: Rater submits evaluation to Manager
Multi-Rater Evaluation Review No No Feedback Reviewer Review evaluation provided for [[Participant First Name]] [[Participant Last Name]] by [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Manager: Review evaluation from Rater Reopen Clicking Reopen will return this evaluation to the rater for review or adjustments. Reopening an evaluation will return it to the rater, allowing for further reviews or adjustments. Be sure to enter comments indicating reasons for reopening and click OK to proceed. Previous Multi-Rater Evaluation: Manager reopens evaluation provided by Rater
            Exclude Clicking Exclude will exclude this rater's rating and comments from this employee's multi-rater aggregate data. Excluding a rater's rating and comments regarding an employee will exclude it altogether from the multi-rater aggregate calculation for the employee. Enter any required comments and click OK to proceed. No Change Multi-Rater Evaluation: Manager excludes evaluation provided by Rater
            Accept Clicking Accept will complete the evaluation process of this rater for this employee. Accepting an evaluation will finalize the rater's evaluation of this employee. Enter any required comments and click OK to proceed. Next Multi-Rater Evaluation: Manager accepts evaluation provided by Rater
Completed No Yes System Completed   Reopen Clicking Reopen will move this workflow to the previous state in the process. Reopening a workflow will move it to the immediately previous state in this process. Enter any required comments and click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from Completed state to HR
                    Multi-Rater Evaluation: Process reopened from Completed state to Manager
            Finalize Finalize Finalize No Change  

Table 51: Interim Multi-Rater Evaluation Process #2

Process Description: Nomination in Progress (HR-owned state) -> Multi-Rater Evaluation -> Multi-Rater Evaluation Review

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Initiate Yes No System Initiate Nominee   Initiate Initiate Initiate Next Multi-Rater Evaluation: Multi-rater nominations sent to Manager for review and approval
Nomination in Progress No No HR Manager Review nomination submitted by [[Participant First Name]] [[Participant Last Name]] - [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to HR: Review multi-rater nominations Reject Clicking Reject will remove this nomination from this employee's nomination form. Rejecting a nomination will remove this nomination from this employee's nomination form. The employee will be informed of this rejection. Enter any required comments to the employee and click OK to proceed. No Change Multi-Rater Evaluation: HR rejects multi-rater from list of nominations to Participant
            Approve Clicking Approve will approve this nomination and send an evaluation request to the rater. Approving a nomination will send an evaluation request to the rater. Enter any required comments to the rater and click OK to proceed. Next Multi-Rater Evaluation: HR rejects multi-rater from list of nominations to Manager
                    Multi-Rater Evaluation: HR requests evaluation of participant from Rater
Multi-Rater Evaluation No No Feedback Provider Provide performance evaluation for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Rater: Evaluate participant as requested Reopen Clicking Reopen will move this workflow to the previous state in the process. Clicking Reopen will move this workflow to the immediately previous state in this process and allow adjustments. Click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from rater evaluation state to Manager
            Decline Clicking Decline will return this evaluation request to the reviewer and indicate that you wish to opt out of this request. Declining an evaluation request will return the request to the reviewer, indicating that you wish to opt out. Enter any required comments to the reviewer and click OK to proceed. No Change Multi-Rater Evaluation: Rater declines request for evaluation to Manager
            Submit Clicking Submit will send your evaluation of this employee to the reviewer. Submitting your evaluation of an employee will send it to the reviewer for review. Be sure you have reviewed your comments thoroughly before submitting the evaluation. Enter any required comments to the reviewer and click OK to proceed. Next Multi-Rater Evaluation: Rater submits evaluation to Manager
Multi-Rater Evaluation Review No No HR Manager Review evaluation provided for [[Participant First Name]] [[Participant Last Name]] by [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to HR: Review evaluation from Rater Reopen Clicking Reopen will return this evaluation to the rater for review or adjustments. Reopening an evaluation will return it to the rater, allowing for further reviews or adjustments. Be sure to enter comments indicating reasons for reopening and click OK to proceed. Previous Multi-Rater Evaluation: HR reopens evaluation provided by Rater
            Exclude Clicking Exclude will exclude this rater's rating and comments from this employee's multi-rater aggregate data. Excluding a rater's rating and comments regarding an employee will exclude it altogether from the multi-rater aggregate calculation for the employee. Enter any required comments and click OK to proceed. No Change Multi-Rater Evaluation: HR excludes evaluation provided by Rater
            Accept Clicking Accept will complete the evaluation process of this rater for this employee. Accepting an evaluation will finalize the rater's evaluation of this employee. Enter any required comments and click OK to proceed. Next Multi-Rater Evaluation: HR accepts evaluation provided by Rater
Completed No Yes System Completed   Reopen Clicking Reopen will move this workflow to the previous state in the process. Reopening a workflow will move it to the immediately previous state in this process. Enter any required comments and click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from Completed state to HR
                    Multi-Rater Evaluation: Process reopened from Completed state to Manager
            Finalize Finalize Finalize No Change  

Table 52: Interim Multi-Rater Evaluation Process #3

Process Description: Multi-Rater Evaluation -> Multi-Rater Evaluation Review

State Name Is Initial State Is Final State State Owner Task Text Reminder Notification Action Name Action Description Action Instructions Transition To State Transition Notifications
Initiate Yes No System Initiate   Initiate Initiate Initiate Next Multi-Rater Evaluation: Manager requests evaluation of participant from Rater
Multi-Rater Evaluation No No Feedback Provider Provide performance evaluation for [[Participant First Name]] [[Participant Last Name]]'s multi-rater evaluation - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Rater: Evaluate participant as requested Decline Clicking Decline will return this evaluation request to the reviewer and indicate that you wish to opt out of this request. Declining an evaluation request will return the request to the reviewer, indicating that you wish to opt out. Enter any required comments to the reviewer and click OK to proceed. No Change Multi-Rater Evaluation: Rater declines request for evaluation to Manager
            Submit Clicking Submit will send your evaluation of this employee to the reviewer. Submitting your evaluation of an employee will send it to the reviewer for review. Be sure you have reviewed your comments thoroughly before submitting the evaluation. Enter any required comments to the reviewer and click OK to proceed. Next Multi-Rater Evaluation: Rater submits evaluation to Manager
Multi-Rater Evaluation Review No No Feedback Reviewer Review evaluation provided for [[Participant First Name]] [[Participant Last Name]] by [[FeedbackProvider First Name]] [[FeedbackProvider Last Name]] - [[Plan Year]] [[Evaluation Name]] Multi-Rater Evaluation: Reminder from System to Manager: Review evaluation from Rater Reopen Clicking Reopen will return this evaluation to the rater for review or adjustments. Reopening an evaluation will return it to the rater, allowing for further reviews or adjustments. Be sure to enter comments indicating reasons for reopening and click OK to proceed. Previous Multi-Rater Evaluation: Manager reopens evaluation provided by Rater
            Exclude Clicking Exclude will exclude this rater's rating and comments from this employee's multi-rater aggregate data. Excluding a rater's rating and comments regarding an employee will exclude it altogether from the multi-rater aggregate calculation for the employee. Enter any required comments and click OK to proceed. No Change Multi-Rater Evaluation: Manager excludes evaluation provided by Rater
            Accept Clicking Accept will complete the evaluation process of this rater for this employee. Accepting an evaluation will finalize the rater's evaluation of this employee. Enter any required comments and click OK to proceed. Next Multi-Rater Evaluation: Manager accepts evaluation provided by Rater
Completed No Yes System Completed   Reopen Clicking Reopen will move this workflow to the previous state in the process. Reopening a workflow will move it to the immediately previous state in this process. Enter any required comments and click OK to proceed. Previous Multi-Rater Evaluation: Process reopened from Completed state to Manager
                    Multi-Rater Evaluation: Process reopened from Completed state to HR
            Finalize Finalize Finalize No Change