PREVNEXTSUBMITContentsResourcesGlossaryNotesClear and return to MenuSearch ResultsFilterSlide TextNotesSearch in:Check to includeSearch...TermsDefinitiondefinitionresourcessearchpauseplayreplaysubmitnextpreviousvolume<html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Welcome. This course is designed to show you how to use the online Performance and Development Review (PDR) tool. A written guide for this process is available from the Human Resources web page listed in the Resources tab at the top right. For other help see PDR Help Resources in the Resources tab. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>To navigate through this tutorial click the Next and Previous buttons on the lower right. You may also jump to a page by selecting a link in the Contents on the left. To see the transcript of the narration click the Notes tab on the left next to Contents. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>You might ask why the EVPT areas are adopting this tool. Here are some of the reasons.</textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Here is a map of the 2013-14 end of year process. Your steps are in the maroon boxes, and you will: 1. Complete your self-assessment 2. Meet with your manager 3. Acknowledge receipt of the final form Your manager will attend to the steps in the gray boxes. The box in the center shows a meeting between you and your manager. Your manager may solicit feedback from others about your performance. The text of the feedback will be available only to your managers and HR. The rest of this tutorial shows you how to complete these steps using the online Performance and Development Review (PDR) system. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Begin at the HR web site and click the button to begin the Log in process.</textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Click to use certificates or enter your MIT username and password, then click Logon.</textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>This is the Home screen. From here you will navigate to your list of forms. Click Home and choose Performance & Development Review. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Be sure you are on the Performance & Development Review screen and looking at the Reviews tab. Only forms awaiting action by you are displayed when Inbox is selected in the My Forms area. To see other forms, click All Forms (or other display filters) in box on left. </textformat><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'> Click Display Options to hide or show column selection check-boxes. Be sure to open the form for 2013-14 Year End. The 2014-15 form is for the coming year's goal setting. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>The process begins by you completing your self-assessment which has four sections.</textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>The form contains the following sections from top to bottom. You will have a number of parts to complete. Some may be optional for your area, so be sure to check with your local HR person or PDR contact. Rating of goals and competencies on this form is required for those who participated in last year’s 2012-13 EVPT PDR process. You may need to check with your local HR person about how you should complete the form. It is expected that if you have been working on defined goals during 2013-14 you will copy and paste those goals into the form. There is no need to create new goals now for 2013-14. The following screens show how to take these actions.</textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Here's what the form looks like. There's a header area at the top with some basic information. You can check the name of the form to make sure you've opened the correct one. Here you'll also find the navigation menu at the top left and the personal menu on the top right. Use the personal menu with your name to log out. Next is the area for work goals and accomplishments. After that is the section for development goals and activities. The following section is for job knowledge and skills. And finally, the last section lists the MIT core competencies. Buttons to save or proceed are on the bottom right. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Double check that you have opened the correct form named 2013-14 PDR Yr End. Scroll to the Work Goals section. Click the Add Goal text. Be sure to click the text and not the plus symbol. A large blue Add Goal button will appear. Click the large button. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Click the Write a Goal button to enter or paste your first work goal. You will need to repeat these next few steps for each goal. Remember, you are simply adding the goals you've been working on during the 2013-14 review year. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Start by providing a concise name for your goal and then provide a more detailed description in the box below. Remember, fields with “*” are required. Leave the Visibility option on Private. This way only you, HR and your managers will see your goals. The tool provides you with Spell Check and Legal Scan, a feature that looks for legally inappropriate language (do not rely solely on this option if you have any concerns). Update the status of the goal by using the drop down feature and selecting the correct status. This is probably not necessary at this point. Use one of these buttons when you are ready. Save Changes saves what you’ve entered. Cancel closes the Add Goal dialog box without saving. The Back button will return you to the Create a New Goal screen but keeps what you've entered. While it may be useful in some circumstances you probably won't need to use it for the year end review process. Repeat this process to enter each of your work goals. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Once you've entered a goal you may add a rating and comments. ·Rating 2013-14 goals may be optional for your area so be sure to check with your local HR person or PDR administrator. If you need to change the goal you can Edit this goal, or even Delete it if necessary. To rate this goal click one of the circles. You can click the small question mark for help with the ratings. Click the empty space in the middle to open the Comment box. Add any comment about your performance on this goal. Your manager's comments will eventually appear here. By the way, this red box is not a button. It simply indicates that the status of this goal is "in progress" </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Here's a goal with the Comments box open. Enter or paste comments about your performance on this goal here. You can format text and add links. Spell Check and Legal Scan are available. When you click a goal and the Comments box opens the entire box becomes gray to indicate that this is where you are working. Three tabs on the right will show your manager's comments once they've been entered and details about this goal. The third tab for Other Details is not something MIT is currently using. This gray goal box remains active with the comments section open, until you click another goal. As for Saving your comments don't worry. The system will save your text after 5 seconds of inactivity. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>The next step is to add any accomplishments not already covered in your work goals. When you finish entering your text, should you have something to add here, pause for 5 seconds until your work is saved before you move on to the next step. Additional Accomplishments may be added by you or by your manager. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Now it's time to add development goals you may have been working on during the 2013-14 review cycle. ·Development goals may be optional for your area. Check with your local HR person or PDR administrator. Scroll to the Development Goals section. Click the Add Goal text. Be sure to click the text and not the plus symbol. A large blue Add Goal button will appear. Click the large button. Follow the same process to add a development goal as you did for adding a work goal. You can return to the Add Work Goals slide for instructions. Specify a name and description, then click Save Changes. Development goals are NOT rated but comments may be entered. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Enter any development activities not covered by your Development goals. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>This section is for knowledge and skills not covered by Core Competencies, which appear in the next section of the form. Entering Job Knowledge and Skills may be optional for your area. Check with your local HR person or PDR administrator. Enter the specific job knowledge and skills required for your job. You may enter these from a current job description. You may also add comments here. Your manager may revise your Job Knowledge and Skills, if necessary, then add comments.</textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Scroll to the last section of the form which lists the eight MIT Core Competencies. ·Rating and commenting on the Core Competencies may be optional for your area for 2013-14. Check with your local HR person or PDR administrator. </textformat><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Rating and commenting on the Core Competencies is required in 2013-14 for employees who participated in the 2012-13 EVPT PDR process. You may wish to try using the Writing Assistant which is shown on the next screen.</textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>You can use the Writing Assistant for help with comments. The writing assistant allows you to place pre-written text which pertains to the competency into the Comments box. Use of the Writing Assistant is optional. You can select how the text is structured e.g., first person for your comments. Your manager would use third person for their comments. Then select a topic and click Place Quote. The text is pasted into your Comments box where you may then edit the text. You may place more than one quote before clicking Cancel to return to the form. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Before you send your Self-Assessment to your manager you may want to save and print a copy. It’s best to use the print icon rather than your browser’s print function. Buttons for those actions and for creating a PDF are on the top right of the form. The system saves changes after 5 seconds of inactivity. If you are concerned about saving your work, you can click the Save icon to the left of the print icon. You will see a message next this icon telling you that changes have been saved. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>When you have completed all the steps in your self-assessment it is time to send the form to your manager. Scroll to the bottom of the form and locate the buttons on the right. Click the Save and Finish later button to save your work if you are not finished. You will be returned to the page which lists your forms. Click the Send to Manager after you have completed all the steps in your self-assessment. When you click the Send to Manager button, an additional Send to Manager box opens giving you a place to add a message to your manager. Adding a message is optional. When you are ready, click the Send to Manager button one last time. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Here are the next steps in the process. At some point you will have your review meeting with your manager. There is one final step on your part to complete the year-end review.</textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>You will be notified by email that your manager has finished entering final comments on your form. You will open the form one last time. Review the form and read your manager's Summary Comments. You may enter your own comments at this point if you wish. At the bottom, right of the form you will see the Acknowledge Receipt button. Click that button, add a message if you desire and click Acknowledge Receipt on the open message box. Acknowledge Receipt does not imply agreement or disagreement, simply that you have had an opportunity to review this form. This form will be available to you and your current and future managers. The End of Year Review process for 2013-14 is now complete. </textformat></html><html><textformat leading='1' tabstops='[48, 96]' leftmargin='0' indent='0'>Thanks for watching. Don't forget to look at the helpful inks in the Resources tab at the top right.</textformat></html>