Self-Appraisal
Section 1 – Personal Goals
for
Clinician 1 – 4 & Wage RNs
5% appraisal weighting
ePerformance:
Section 1 - Rate Your Performance on Approved Goals
A. Click the Personal Goals tab. Under Section 1 – Personal Goals, Open the
Desired Goal(s)
 Track your progress and view deadlines at the left side of your screen
 Option 1 - Expand all goals at once by clicking the Expand All button
NOTE: option 1 lets you skip repeating step A.
 Option 2 - Expand one goal at a time by clicking the gray arrow before its name
NOTE: option 2 requires you to repeat step A for each goal.
Track your
progress &
deadlines
NEW!!
Tabs for
Sections
1-7
Option 1 –
Expand all goals
Option 2 –
Expand and work on one
goal at a time
NEW!
Reference
Materials and
Resources
ePerformance:
Section 1 - Rate Your Performance on Approved Goals
B. Rate Your Performance on Each Goal
 Select the appropriate rating number from the drop down list
Select Your Goal Rating from the
Drop Down List.
Click to See Rating Descriptions
All ratings require
supporting comments!
Be concise; bullets
suggested.
C. Add Performance Notes Related to Each Goal
 Click “Add Performance Notes” to access an editing text box. Either manually
type notes or import applicable notes from your Performance Notes file (also
see Job Aid - Creating, Editing, and Importing Performance Notes)
NEW!!
Click “Add Performance
Notes” to access an editing
text box for manual entry or
import of performance notes.
ePerformance:
Importing Existing Performance Notes
A. Access Performance Notes Entry Screen
 Performance Notes are entered and stored in their own folder in Self-Service
 Notes in that folder can be selected and imported into any Performance Notes
text box within your Performance Appraisal
 Best Practices:
 Add performance notes throughout the fiscal year
 Create notes related to personal goals
 Record details regarding dates, deadlines, measurable actions and outcomes
 If performance notes have not been created prior to your work on your
appraisal, simply manually enter your comments in the text box
All ratings require
supporting comments!
Click “Add Performance Notes” Be concise; bullets
suggested.
B. Open Stored Performance Notes
1.
Select “Performance Notes”
from the drop down list
2.
Click “Go”
ePerformance:
Importing Existing Performance Notes
C. Search Stored Performance Notes
 Entering a Date Range is NOT required but can be useful if you have a large
number of performance notes
Click Search
D. Select Desired Performance Note(s) then Add to Comments Section
1.
Select
individually or
use Select All
2.
Click “Add to Comments”
ePerformance:
Importing Existing Performance Notes
E. View Imported Performance Notes
F. Format then Save Imported Performance Notes
 Formatting is not required, however, it makes your notes more legible and
professional looking
Once desired
formatting is
complete,
click “Save
and Return”
This is an example of separating each imported
note by date (pressing enter in front of each
date) and formatting the date in bold and blue
font color (using the Editing Bar).
ePerformance:
Section 1 - Edit Approved Goals, if needed
A. Click the Edit [pencil ( )] icon located in the right section of the displayed
goal, to open the “Edit Item” screen.
NOTE: Approved goals cannot be deleted, only edited. Edits DO NOT appear
in your leader’s view (Performance Appraisal).
Edit
B. Make desired edits.
Update
when
done