Performance Review Process Instructions & Resources
Employee Instructions
Step 1 - Access your online self assessment form
- Check your email for the 2019 Performance Review Form, with the subject line “FY19 Self Assessment for...” and click on link in the email.
Or, login to the Performance Review Website, pmp.lbl.gov, and click the "2019 Self Assessment" button
Supervisor Instructions
Step 1 - Access employee's performance review form
Check your email for the 2019 Performance Review Form, with the subject line “FY19 Performance Review for...” and click on link in the email.
Or, login to the Performance Review Website, pmp.lbl.gov, and click the Performance Review link on the row for the employee you wish to evaluate.
Step 2 - Enter feedback in employee performance review
Review the employee's self assessment.
Enter your review of the employee's performance.
For the PMP form, enter your comments in the white boxes directly below the blue colored sections which are reserved for supervisor comments.
For the PRD form (represented employees), it can be helpful to create sub-categories or headings to organize your comments based on expectations from goals of the previous performance year and/or the employee’s position description.
PRD performance reviews for represented staff must include a performance rating in the review form.
Use of bullet points is highly recommended.
If you wish to copy and paste, only do so separately, within each section you are editing
Step 3 - Record employee ratings
Go to the Performance Management Process Website.
Find the row for the employee in the "Supervisor Table."
Select the proposed rating from the drop-down list (selection is saved automatically).
Provide ratings:
For Represented staff this rating must match the rating you selected on the PRD form.
Non-represented staff ratings are provided ONLY via the pmp.lbl.gov dashboard. There is no ability to enter the rating on the PMP review form.
Postdocs receive a performance evaluation without a rating.
Step 4 - Submit review to one-up reviewers (DUE DATE: JULY 8, 2019)
- Go to the Performance Management Process Website.
- Find the row for the employee in the "Supervisor Table."
- Click the "Share with reviewer(s)" button.
- Reviewers will receive an email notification alerting them that the performance document is ready for their review.
- You will receive an automatic email notification when one-up reviews are completed.
Step 5 - Incorporate and respond to one-up reviewer comments
- Look for suggested changes or comment boxes, which appear in the right margin throughout the review. If you don't see them, click the "Comments" button in the top right-hand corner of your browser window:
- You can accept suggested text by clicking on the check in the comment box or reject it by clicking on the "x."
- You can reply to a comment and/or resolve the comment once the issue has been addressed.
- If you'd like to address a comment to a specific person (i.e. one-up reviewer), type a plus sign followed by their email address (e.g.: +[email protected]). That person will receive an email with your comment.
- Resolving a discussion removes the comment from the margin; it can still be accessed using the “Comments” button.
- Any comments or suggested edits not accepted/addressed will be deleted during the finalization process.
- All comments and revision history is deleted when the document is finalized.
Step 6 - “Release” employee’s written review only once authorization has been received from ETA Management. Authorization will be sent via email.
Note: Releasing the document will share the document automatically with the employee.
Once you have resolved all reviewer comments, accepted or rejected suggested edits and received clearance to release the review, go to the Performance Management Process Website and click the "Release the review to employee" button for that employee in the "Supervisor Table."
Click the "Submit" button.
Viewing "released" employee review
- Login to pmp.lbl.gov.
- Click on the link next to the employee's name to view the document.
- Once the review is in "released" status, the review is shared with the employee and s/he can view it prior to the review discussion meeting.
Step 7 - Conduct the review discussion
It is recommended that you have a tablet or computer available to electronically sign the performance review during the performance discussion.
Discuss the employee's performance using facts and descriptions of their impact and your expectations.
Contact HR if you need guidance to deliver a difficult performance review.
You and the employee will electronically sign the review to complete the performance review process.
Step 8 - Sign final review
Signatures are obtained electronically through HelloSign and are initiated by the supervisor.
Once your Division has been authorized to proceed, the "Initiate Signing" button will become available on the Performance Management Process Website.
Login to pmp.lbl.gov and click the "Initiate signing" button.
Click the "Submit" button.
This will initiate the signature process and send an email to the employee requesting for him/her to sign the document.
Once the employee has signed, check your email inbox for an email with the subject line "[employee name] 2018 Performance Review - Signature requested by Performance Review Process Team."
Click the button in the email to be taken to HelloSign to sign the employee's performance review electronically.
Follow the instructions on screen from HelloSign to sign electronically.
Both you and the employee will receive copies of the signed review in PDF format via email.
Additional Supervisor Resources
Supervisor Guidance (for non-represented staff)
For tips on the Performance Review Discussion conversation, see "Enhancing Employee Performance" in the Supervisor Toolkit
One-up Reviewer Instructions
You will receive an email each time a performance document in your management line is ready for one-up review. However, you are only required to complete one-up reviews for employees that report to your direct reports (unless otherwise specified by the ETA Area Office or Division Director).
If you wish to filter the email notifications received from the system, refer to the instructions to set up a GMail filter.
Step 1 - Access employee’s review form
You will receive an email with a link the the drafted performance review; click on link in the email.
Or, you may go to the Performance Review Website at pmp.lbl.gov to access the form.
Step 2 - Propose suggested text (similar to track changes mode in Microsoft Word)
Suggest text
Suggesting changes is for editing language directly and suggesting specific wording to the supervisor.
As you insert, delete, or revise text, your updates are provided to the supervisor as “suggested” revisions.
Your revisions will be tracked and appear in a colored font.
If the Supervisor accepts your changes, they will change to the default font color (black).
Step 3 - Enter comments
Commenting is best for offering general thoughts or feedback about sections or text in the document.
Highlight or select the text you'd like to comment on.
From the Insert menu, select "Comment."
Type your comment in the box that appears in the right margin of the document.
Click the “Comment” button to save your comment.
After inserting a comment, there are two main places you can view/edit/resolve it:
Comment box
Discussions thread
Access the comments by clicking the "Comments" button in the top right-hand corner of your browser window.
You can reply to a comment with a new post, edit or delete a previous comment you’ve inserted, and resolve the discussion when you’re ready to remove it.
Resolving a discussion removes the comment from the margin; it can still be accessed using the “Comments” button in the right-hand corner of your document.
If you'd like to address your comment to a specific person (i.e. to the supervisor to indicate document has been reviewed), type a plus sign followed by their email address (e.g.: +[email protected]). That person will receive an email with your comment.
Step 4 - Complete/submit your one-up review
Go to the Performance Review Website at pmp.lbl.gov.
Check the “Mark reviewed” button in the One-up Review Table.
The Supervisor will receive an email informing him/her you have completed your review.
Additional One-up Reviewer Resources
Announcements
2019 Performance Management Process
Posted: May 22, 2019
Dear ETA Colleagues,
The attached memorandum provides advance notice that the Lab's 2019 Performance Management Process (PMP) will begin on June 3, 2019, at which time you will receive a link to the PMP web based platform for self-assessments due on June 17, 2019. All career and term employees who were hired or reclassified before April 1, 2019 are eligible (this would include any reclassifications into Career/Term appointment).
Most non-represented staff (scientific, technical, and professional) and postdoctoral scholars will participate in the PMP. Represented staff (primarily Research Associates and Administrative Assistants) will be reviewed using Performance Review and Development (PRD) process and forms.
We all share the responsibility to foster excellent performance focused on discovery, innovation and operational efficiencies that contribute toward ETA and the Laboratory's missions. We look forward to participating in this process and hope that you find it helpful to your career development.
Best regards,
Jerri Carmo
Informational Seminar: Writing Your PMP Self Assessment
Posted: May 22, 2019
You're invited to attend this Energy Technologies Area (ETA) seminar.
TITLE: Writing Your PMP Self Assessment 2019, Best Practices, and Process
SPEAKER: Shannon Kotter, Senior HR Division Partner - Energy Technologies Area
LOCATION: 90-3122, LBNL, Berkeley, CA
DATE & TIME: June 5, 2018, 12:00pm - 1:00pm
ABSTRACT: Annual Performance Review Season is Here! Performance self-assessments are due in mid-June. At this brown-bag session we will discuss:
- Preview the updated self -General Assessment drafting tips;
- The PMP (non-represented), PRD (union represented), and Post Doc evaluation process.
