Completing Administrative or Staff Performance Evaluations

hcm manager evaluations

This guide will cover:

Completing the Annual Performance Evaluation process for administrative and staff evaluations in WyoCloud

	This guide details the steps for completing this process using Supervisor/Manager and Basic Employee 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 WyoCloud under My Profile > Learning & Development > Learning Catalog > Search.

Note: There are seven steps to complete the Staff Evaluation. Four tasks for the supervisor to complete; two for the employee and one for the evaluation approver. Each task is completed in sequential order and must be completed before moving to the next step. An Evaluation is not considered complete until the Next Level Supervisor Approves the Evaluation.

Task #	Task Owner	Task
1.	(Employee)	Conducts Self-Evaluation
2.	(Supervisor)	Conducts Evaluation of Employee
3.	(Supervisor)	Shares Evaluation with Employee
4.	(Supervisor)	Confirms Review Meeting Held
5.	(Employee)	Confirms Review Meeting Held
6.	(Supervisor)	Submits Evaluation to their Supervisor for Approval
7.	(Next Level Supervisor)	Approves Document

Navigation

Navigate to the Evaluate Performance section of WyoCloud

Employees can find their evaluations by logging into WyoCloud from WyoWeb, then navigating to My Profile/Career and selecting Performance/Performance.

Supervisors can find evaluations for their employees by logging into WyoCloud from WyoWeb, then navigating to My Team/Performance.

	Note: Make sure the review period is for the year you are evaluating. If not, select the drop-down icon to select the correct review period.

Task One: (Employee) Conducts Self-Evaluation

Task One: (Employee) Self-Evaluation

Go to WyoCloud, and go to My Profile/Career and Performance/Performance as shown in navigation.
Open the evaluation for the correct review period.

Verify that both the combined total for goal percentages equal 100% and the combined total for competencies equal 100%. Edit and update if necessary.

Goals can be edited if necessary, by selecting Update your goals.

Then choose the applicable goal and select Edit Goal Details.

Update the correct information for the goal and select Update.

Employees can also update their goal progress by filling out the following information under Update your progress on the Goal Details page and selecting Update progress.

After finalizing edits for goals and competencies, scroll down to Competencies on the (Employee) Self-Evaluation page and select the first competency to rate.

	Note: This page lists all competencies assigned to staff per their job description, while administrators share the same six administrative competencies.

Rate the competency by selecting the correct star and provide any applicable comments. AI Assist can help draft desired comments.

	Note: Make sure to double-check any information provided by AI Assist for accuracy.

Once the competency rating and comments are completed, select Save and Next.

Repeat this process for all the Competencies.
The same process will be used for rating the Goals

	Note: Once “Save and Next” has been selected, the information submitted is saved in the system. It is not necessary to rate all competencies and/or goals at the same time.

To review the overall score for either competencies or goals, select Calculate under Summary within the applicable area.

General comments can be provided under Overall Summary at the top of the page by selecting Summary and then adding comments. AI assist is also available to help draft comments here. When comments are completed select Save and Close.

	Note: The summary score is generated automatically. Selecting the star under Summary does not contribute to or create the overall score.

When finished with all ratings and comments, select Submit at the top of the page on the right-hand side.

If any comment boxes are left blank, a warning will appear after selecting submit. If no additional comments are needed, select ignore and submit to move forward.

This completes task one, (Employee) Self-Evaluation. The next task, (Supervisor) Conduct Evaluation, is initiated by the supervisor.

Task Two: (Supervisor) Conducts Evaluation

Go to WyoCloud, and go to My Team/Performance as shown in navigation.
Select the correct Annual Review Period.

Open the applicable evaluation by selecting the title.

Verify the following information:
- no additional edits are required for the goals,
- goals are weighed appropriately,
- competencies are weighed appropriately,
- the combined total for goal percentages equal 100%,
- the combined total for competencies equal 100%.
If edits are needed, edit and update if necessary.

If necessary, goals can be edited by selecting Update your goals.

Then select the applicable goal and Edit Goal Details.

Finally, update with the correct information for the goal and select Update.
After finalizing edits for goals and competencies, scroll down to Competencies on the (Supervisor) “Conduct Evaluation of Workers” page and select the first competency to rate.

Rate this competency by selecting the correct star and provide any applicable comments.
- AI Assist can help draft desired comments, but remember to verify the information provided by AI Assist.

	Once Save and Next is selected, the submitted information is saved in the system. It is not necessary to rate all competencies and/or goals at the same time.

Repeat this process for all Competencies.
Once all competencies are completed, the overall score can be reviewed by selecting Calculate under summary under the applicable area.
Then select Save and Close.

The same process will be used for rating the Goals

General comments can be provided under Overall Summary at the top of the page by selecting Summary and then adding comments.
- AI assist is also available to help draft comments here.
When the comments are completed, select Save and Close.

	Note: The summary score is generated automatically. Selecting the star here does not contribute to the overall score.

When finished with all ratings and comments for both the competencies and the goals, select Submit at the top of the page on the right-hand side.

If any comment boxes are left blank, a warning will appear after selecting submit. Please select ignore and submit to move forward

	Note: Clicking Submit only moves the document to the Task Three, it does not share the evaluation with the employee!

This completes task two, (Supervisor) Conducts Evaluation. The next task, (Supervisor) Shares Evaluation with Employee is initiated by the supervisor.

Task Three: (Supervisor) Shares Evaluation with Employee

	Note: Task three allows the supervisor to share the evaluation with the employee electronically. This allows the employee to review the document before conducting an in-person review meeting. The Supervisor has the capability to Share and Release or Share and Retain.

	Share and Retain - The supervisor can Share and Retain the document. This allows the employee to review the document while the supervisor retains the ability to further edit the evaluation. Share and Retain will not move the document to the next task. The supervisor must Share and Release to move the document forward.

	Share and Release - To move the document to the next task the supervisor must select Share and Release this will allow the employee to view the document and the supervisor releases control, no longer having the ability to edit the document. The Supervisor must choose to Share and Release to move the document to the next task.

	Releasing the Document – After selecting Share and Release, if the document requires further editing, Human Resources must move the document task back for you.

Share and Retain:

From the Evaluation main page click Share and Retain.

Share and Release

	Note: The following steps guide the supervisor through Share and Releasing the performance document. The Supervisor must click Share and Release to move the document to the next performance task, (Supervisor) Confirm Review meeting Held.

Click the applicable evaluation to enter the document.
Click Share and Release.
- Add comments as needed. The employee will see these comments in their notification.
- Click Submit to move the document to the next task.

This completes task three, (Supervisor) Shares Evaluation with Employee. The next task, (Supervisor) Confirms the Review Meeting was Held is initiated by the supervisor.

Task Four: (Supervisor) Confirms Review Meeting Held

From the Evaluate Performance Page select the applicable evaluation.
It will immediately take you to the (Supervisor) Confirms Review Meeting Held page.
Provide the date and any needed comments and then select Schedule.
- Comments are not required.

This completes Task Four, (Supervisor) Confirms Review Meeting Held. The next task, (Employee) Confirms Review Meeting Held, is initiated by the employee.

Task Five: (Employee) Confirms Review Meeting Held

Open the evaluation.

Add any desired comments.
- This is not required
Select Confirm

This completes task five, (Employee) Confirms Review Meeting Held. The next task, (Supervisor) Submits Evaluation to their Supervisor for Approval, is initiated by the supervisor.

Task Six: (Supervisor) Submits Evaluation to their Supervisor for Approval

Select the applicable evaluation

This will open the (Supervisor) Submits Evaluation to their Supervisor for Approval page.
Select Submit

Provide any desired comments, add any appropriate documentation and then select Submit in the upper right hand corner.

This completes task six, (Supervisor) Submits Evaluation to their Supervisor for Approval. The next task, (Next Level Supervisor) Approves Document, is initiated by the next level supervisor.

	Note: An evaluation is not complete until it is approved by the next level supervisor.

Task Seven: (Next Level Supervisor) Approves Document

	Note: the Next Level Supervisor will receive a notification once the supervisor completes task six (Supervisor) Submits Evaluation to their Supervisor for Approval. Notifications can come in an Email or may be accessed in the Notification Bell within HCM. Both notifications have a hyperlink taking the next level supervisor to the evaluation.