Transfer Performance Evaluations

This guide will cover:

• How to transfer a performance evaluation to a previous supervisor, and how the receiving supervisor can view the transferred evaluation.

This guide details the steps for completing this process using Supervisor/Manager WyoCloud access.  Note: If you do not see the features described in this guide, your assigned WyoCloud training is likely incomplete.  This training is available within HCM under My Profile > Learning > Required Learning.

Note: PD 4-2010-2 states, “Employees who have a mid-year change of supervisor due to transfer or change in supervisors should be evaluated by the new supervisor if the change is effective prior to October 1st. The previous supervisor should conduct the evaluation if the transfer or promotion is effective between October 1st and December 31st. In either case it is appropriate for the current supervisor to contact the prior supervisor for feedback.”

 

Step One

Navigate to the Performance section of WyoCloud HCM.

• Upon logging into WyoCloud from WyoWeb, navigate to My Team using the Navigator bar in the upper left corner.

• First click My Team to expand, then Performance.

• The Evaluate Performance page will display.

Transfer an Employee Evaluation (Current Supervisor)

Current supervisor transfers employee evaluation to previous supervisor.

• From the Evaluate Performance page click the three dots next the employee’s name you want to transfer.

• The Evaluation menu options will open. Select Transfer.

• The Transfer Evaluation page will open.

• In the text field, type in the last name of the supervisor you want to transfer the evaluation to.

• Then click the name of the supervisor.

• Once the Manager field is populated with a full name, click Save and Close in the upper right corner of the page.

• The evaluation will transfer to the selected supervisor.

This completes the process to Transfer an Employee Evaluation.

View a Transferred Employee Evaluation (Receiving Supervisor)

Receiving supervisor views the transferred employee evaluation.

Note: The Evaluate Performance page has a default filter that only allows the supervisor to see their direct reports. The receiving supervisor must adjust these filters, to see the employee’s evaluation that is transferred to them.

 

• From the Evaluate Performance page click Show Filters.

• The filter menu will open.

• Under the Employees section, click All Evaluatees.

• The transferred evaluation can now be viewed.

This completes the process to View a Transferred Employee Evaluation.