EVALUATE AN EMPLOYEE

[Pages:3]EVALUATE AN EMPLOYEE

FOR: CAREER MANAGERS

TOPICS COVERED

? Evaluate an Employee for Annual Summary ? Send Self Evaluation Back to an Employee ? Delegate Manager Evaluation ? Evaluate an Employee for ISO 9001/AS9100 Qualification

OVERVIEW

Booz Allen Hamilton evaluates employee performance through Annual Summaries (senior staff only) on an annual basis. The Annual Summary Manager Evaluation addresses the employee's Goals, their Strengths and Growth Areas related to the Firmwide Behaviors and Performance Expectations, as well as our purpose and values.

EVALUATE AN EMPLOYEE FOR ANNUAL SUMMARY

NEED TO KNOW:

? The Annual Summary (for senior staff only) highlights 360? feedback ? The employee has two weeks to complete their Self Evaluation. After the two weeks, the Self Evaluation is locked and sent to the career manager automatically ? even

if it is incomplete. ? The career manager can send it back to the employee upon the employee's request ? You will receive an email notification in your Outlook inbox and a Workday Inbox action to complete a Manager Evaluation for your employee's Annual Summary ? Goals that meet at least one of the following three criteria: (1) created in the past 12 months (2) due date within period of performance or (3) completed during the

period of performance will prepopulate into the Annual Summary as well as the goal analytic pop-up window ? If you do not complete the Manager Evaluation by the Due Date, notifications will trigger to yourself and your Manager as a reminder.

WORKDAY STEPS

1. Navigate to your Workday Inbox 2. Select the Manager Evaluation task

Result: A page displays with the text: Complete Manager Evaluation.

Note: A BAH-Employee Talent Analysis analytic box displays. Review details for those with PIP or DA within the past 3 years. If the PIP is still active, ensure the employee is progressing and include areas for development in the evaluation. This box will also display the goals that meet the identified criteria for that employee. Click the x to close this box. 3. Click Go to Guided Editor or Go to Summary Editor Note: If you select the Guided Editor click Next after each section to proceed.

4. Click the Pencil icon to provide a list of individuals (first and last name) whose feedback is reflected in the evaluation

Note:

? It is not necessary to list every source

? If a PDF of the evaluation is created before submission, the Representative Sources section will not appear. This section is visible to the employee once the evaluation is submitted on the PDF

? Navigate to the employee's Profile to view feedback received. This helps supplement feedback you gathered. Employees may have added/edited goals directly in the Self Evaluation, review for accuracy

5. Click Next when completed Result: If the employee completes a Self Evaluation, the employees' goals and comments display for your review.

6. Enter comments in the Comments field 7. Click the Checkbox to Use Existing Goals in the form

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Result: A field with a prompt icon displays. 8. Click the prompt to select a goal to add to the form Result: The fields related to the goal populate below the prompt field 9. Make edits in the fields related to the Goal as needed 10. Enter text in the Comments field 11. Click Add to add more goals to the Self Evaluation 12. Enter text in the blank fields (Goal, Description, Relates to, Category, etc.) to add a new goal 13. Enter comments in the Answer field Note: Highlight the Firmwide Behaviors and Performance Expectations and firmwide values that are employee strengths and on which they should focus. Support comments with relevant examples. 14. Click Submit

Result: A page with the text Success! Event submitted displays and a To Do to meet with the employee is assigned to you. 15. Click To Do 16. Read the Instructions carefully 17. Click Close or Save for Later 18. Click Done

AFTER MEETING WITH THE EMPLOYEE

19. Click on the Meet with Employee to Discuss action in your Workday Inbox 20. Enter comments 21. Click Submit

Result: A page displays with the text You have marked as Complete. 22. Click Done

WHAT HAPPENS NEXT: The employee receives an action in their Workday Inbox to acknowledge the evaluation

SEND SELF EVALUATION BACK TO AN EMPLOYEE

NEED TO KNOW:

? Career Managers and employees cannot edit the evaluation at the same time. If you send the Self Evaluation back to the employee you will need to wait until they resubmit it to you before you write your Manager Evaluation.

WORKDAY STEPS

1. Navigate to your Workday Inbox 2. Select the Manager Evaluation task

3. Click Go to Summary Editor 4. Click Send Back 5. Write a reason for sending the evaluation back and click Submit

DELEGATE MANAGER EVALUATION

NEED TO KNOW:

? Some career managers may choose to Delegate a portion of the Manager Evaluation. The Delegate task means a career manager may delegate individual tasks within the Annual Summary process (Manager Evaluation, and/or "To-do" step to Debrief employee) to peer managers, superiors, or subordinates within the supervisory organization.

? The individual who is delegated a task will see a slightly different screen that shows them acting as a Delegated Manager

WORKDAY STEPS

1. Click the Gear icon in the upper right-hand corner 2. Select Delegate Task

3. Search for the Proposed Delegate POC, or choose from the drop downs 4. Click Submit

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COMPLETE MANAGER EVALUATION FOR ISO 9100 / AS9100 QUALIFICATION

NEED TO KNOW:

? Career Managers of employees doing client work related to engineering, science, or technology receive a Workday inbox action to complete an additional Manager evaluation for the ISO 9001/AS9100 Qualification Form. Completion of the form is essential to maintaining the firm's ISO 9001/AS9100 certifications

WORKDAY STEPS

1. Navigate to your Workday Inbox 2. Select the Manager Evaluation: ISO 9001/AS9100 Qualification Form task

Result: A page displays with the text: Complete Manager Evaluation Note: A BAH-Employee Talent Analysis box displays. Review details for those with PIP or DA within the past 3 years. If the PIP is still active, ensure the employee is progressing and include areas for development in the evaluation. Click the x to close this box. 3. Click Go to Guided Editor or Go to Summary Editor Note: If you select the Guided Editor click Next after each section to proceed. 4. Click Select One in the Rating field to answer each question Note: All items must be answered to proceed. 5. Add comments in the Comments field as needed 6. Review your responses 7. Click Submit Result: A page displays with the text: Success! Event submitted.

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