HowDoI…
AGuidetoCompletingKeyActionsinDCIPSPerformanceAppraisalApplication(PAA)
FY2018
Contents
USINGTHEGUIDE.........................................................................................................1
ACCESSING
THEDEFENSECIVILIANINTELLIGENCEPERSONNELSYSTEM(DCIPS)PERFORMANCEAPPRAISALAPPLICATION(PAA)........................................................................................1 IMPORTANT
DATES.......................................................................................................1 SECTION
1:EMPLOYEE–HOWDOI...................................................................................3 EMPLOYEE
PERFORMANCEPLAN
..........................................................................3AddMission/StrategicGoals?
.....................................................................................3AddPerformanceObjectives?
....................................................................................4DeletePerformanceObjectives?
.................................................................................4UpdatePerformanceObjectives?
................................................................................4ViewMyPerformanceElements?
.................................................................................5TransferMyPerformancePlantoMyRatingOfficial?
........................................................5AcknowledgeMyPerformancePlan?
.............................................................................6TrackProgressofMyPerformancePlanDuringthePerformanceCycle?
.................................6 MIDPOINT
..........7CreateSelf-AssessmentforMyMidpointReviewundertheSingleAssessmentsOption?
...............7AcknowledgeMyCompletedMidpointReview?
................................................................8 PERFORMANCEEVALUATION(ANNUALAPPRAISAL–DCIPS,CLOSEOUT–EARLYANNUAL–DCIPS,ORCLOSEOUT-DCIPS)
8 CreateMySelf-AssessmentundertheIndividualAssessmentsOption?
....................................8CreateMySelf-AssessmentundertheSingleAssessmentOption?
..........................................9AcknowledgeMyCompletedPerformanceEvaluation?
.....................................................10ViewMyCompletedPerformanceEvaluation?
................................................................10MOCKSELF-ASSESSMENT..................................................................................................11
UpdateorViewMyMockSelf-Assessment?
....................................................................11DocumentCompletionofMyMockSelf-Assessment?
........................................................11ViewMyCompletedMockSelf-Assessment?
...................................................................12 SECTION
2–RATINGOFFICIAL–HOWDOI........................................................................13 PERFORMANCEPLAN......................................................................................................13
CreateorCopyanEmployee’sPerformancePlan?
..........................................................13CopyEmployee’sCurrentPerformancePlanforNextRatingCycleonMultipleEmployeesatOneTime?
...............................14UpdatePerformancePlanDetails?
..............................................................................15AddMissionGoals?
.................................................................................................15
AddPerformanceObjectives?
...................................................................................16DeletePerformanceObjectives?
................................................................................16UpdatePerformanceObjectives?
...............................................................................17ApprovePerformanceObjectives?
..............................................................................17Re-ApprovePerformanceObjectives?
..........................................................................18ViewthePerformanceElements?
...............................................................................19RequestorDocumentReviewingOfficialApproval?
.........................................................20RequestorDocumentHigherLevelReviewofthePlanonMultipleEmployeesatOneTime?
.......21DocumentCommunicationofthePerformancePlantotheEmployeeafterReviewingOfficialApproval?
............................................................................................................21
DocumentCommunicationofthePerformancePlansforMultipleEmployeesatOneTime?
........22 GuidetoCompletingKeyActionsinDCIPSPAA i FY2018 RetrieveaPerformancePlanorAppraisal?
...................................................................23RetrievePlan/AppraisalfromEmployeeforMultipleEmployeesatOneTime?
........................23RetrievePlan/AppraisalfromReviewingOfficialforMultipleEmployeesatOneTime?
..............23ChangetheRatingOfficialandReviewingOfficial?
.........................................................24ChangetheRatingOfficialonMultipleEmployeesatOneTime?
.........................................24ChangetheReviewingOfficialonMultipleEmployeesatOneTime?
.....................................25TransfertotheEmployee?
.......................................................................................25TransfertoMultipleEmployeesatOneTime?
................................................................25DocumentEmployeeAcknowledgment?
.......................................................................26CloseaDuplicate,ExtraneousorUnfinishedPerformancePlan?
.........................................26DeleteaPendingPerformancePlan?
...........................................................................27TrackProgressofthePerformancePlanDuringthePerformanceCycleforMyEmployees?
.........27ProduceaReportShowingtheStatusofthePerformancePlansforMyEmployees?
..................28MIDPOINTREVIEW.........................................................................................................29
CreateaMidpointReview?
.......................................................................................29AssessanEmployee’sPerformance?
............................................................................29RequestorDocumentReviewingOfficialApproval?
.........................................................30RequestorDocumentHigherLevelReviewofMidpointReviewonMultipleEmployeesatOneTime?
...................................31DocumentCommunicationoftheMidpointReviewforMultipleEmployeesatOneTime?
...........32ProduceaReportShowingtheStatusoftheMidpointReviewsforMyEmployees?
....................33PERFORMANCEEVALUATION(ANNUALAPPRAISAL–DCIPS,CLOSEOUT–EARLYANNUAL–DCIPS,ORCLOSEOUT-DCIPS)
..........................34RateanEmployee’sPerformanceundertheSingleAssessmentOption?
................................34SubmitamendedPerformanceEvaluationofRecord?
..............................................35DocumentCommunicationofthePerformanceEvaluationtotheEmployee?
..........................36DocumentCommunicationofthePerformanceEvaluationforMultipleEmployeesatOneTime?
.36View/PrintCurrentEmployeeAppraisalInformationforMultipleEmployeesatOneTime?
.........37VieworPrintaCompletedPerformanceEvaluationforMyEmployees?
.................................37ProduceaReportShowingtheStatusofthePerformanceEvaluationsforMyEmployees?
..........38MOCKEVALUATIONANDRATING..........................................................................................39
EnterYourMockEvaluationandRatings?
......................................................................39SubmitaMockmendedPerformanceEvaluationofRecord?
......................................40MANAGEGUESTPARTICIPANTS............................................................................................41
AddaParticipantandRequestFeedback?
....................................................................41SuspendFeedback?
................................................................................................42 SECTION
3–REVIEWINGOFFICIAL–HOWDOI...................................................................43 PERFORMANCEPLAN......................................................................................................43
ApproveaPerformancePlan?
...................................................................................43ApprovePerformancePlansonMultipleEmployeesatOneTime?
........................................43ReturnaPerformancePlantoRatingOfficialforCorrection?
.............................................44ChangetheRatingOfficialonMultipleEmployeesatOneTime?
.........................................44ChangetheReviewingOfficialonMultipleEmployeesatOneTime?
.....................................45 MIDPOINTREVIEW.........................................................................................................45
ApproveaMidpointReview?
.....................................................................................45ReturnaMidpointReviewtoRatingOfficialforCorrection?
..............................................46 PERFORMANCEEVALUATION(ANNUALAPPRAISAL–DCIPS,CLOSEOUT–EARLYANNUAL–DCIPS,ORCLOSEOUT-DCIPS)
...........46ReviewamendedEvaluationofRecordundertheSingleAssessmentOption?
.................47AddReviewingOfficialComments?
.............................................................................48ApproveamendedPerformanceEvaluationofRecord?
............................................48 GuidetoCompletingKeyActionsinDCIPSPAA i FY2018 ApprovemendedPerformanceEvaluationsonMultipleEmployeesatOneTime?
.............49ReturnamendedEvaluationofRecordtoRatingOfficialforCorrection?
......................49MOCKEVALUATIONAND
........................................................50ReturnaMockEvaluationtoRatingOfficialforCorrection?
...............................................51 SECTION4–GUESTRATER–HOWDOI.............................................................................52 PROVIDEAGUESTRATINGUNDERTHEINDIVIDUALASSESSMENTSOPTION?
................................................52PROVIDEAGUESTRATINGUNDERTHESINGLEASSESSMENTOPTION?
.....................................................52 SECTION5–GUESTREVIEWER–HOWDOI........................................................................54 PROVIDEAGUESTREVIEW?
.............................................................................55ShowManageAssignmentofTrustedAgentforSelectedEmployees?
....................................56AssignTrustedAgent?
.............................................................................................56
TerminateTrustedAgent?
........................................................................................56 SECTION
7–PAYPOOLADMINISTRATOR–HOWDOI............................................................57 PERFORMANCEPLAN
....................................57ChangetheRatingOfficialonMultipleEmployeesinMyPayPoolatOneTime?
.......................58ChangetheReviewingOfficialonMultipleEmployeesinMyPayPoolatOneTime?
..................59ChangethePAAStatusonanEmployeeinMyPayPool?
....................................................59ChangethePAAStatusonMultipleEmployeesinMyPayPoolatOneTime?
...........................60ChangethePAAAppraisalTypeorAppraisalDatesonanEmployeeinMyPayPool?
..................61CloseaDuplicate,ExtraneousorUnfinishedPerformancePlanforanEmployeeinMyPayPool?
.62DeleteaPendingPerformancePlanforanEmployeeinMyPayPool?
...................................62ResetPAAStatustoPendingApprovalbyReviewingOfficialwhenPrematurelyApprovedPriortoPMPRAReviewforEmployeesinMyPayPool?
...............................................................63TrackProgressofthePerformancePlanDuringthePerformanceCycleforanEmployeeinMyPayPool?
.................................................................................................................64
TransferaPerformancePlanfromanEmployeeinMyPayPooltotheRatingOfficial?
..............64 PERFORMANCEPLANSTATUSREPORTS...................................................................................65ProduceaReportShowingtheStatusofthePerformancePlansforMyPayPool?
.....................65ProduceaReportShowingtheStatusoftheMidpointReviewsforMyPayPool?
......................66ProduceaReportShowingtheStatusofthePerformanceEvaluationsforMyPayPool?
.............67ProduceaReportShowingPerformanceEvaluationInformationforEmployeesinMyPayPool?
...69PrintaPerformanceEvaluationforanEmployeeinMyPayPoolorforanEx-Employee?
...........70 DELEGATETRUSTEDAGENT
...........................................................71AssignTrustedAgent?
.............................................................................................72
TerminateTrustedAgent?
........................................................................................72 SECTION
8–TROUBLESHOOTING....................................................................................
1 FY2018 NLT30daysafterthecloseoftheevaluationperiod—Ratingpletetheirmendedevaluationsofrecordandtransferthemtotheirreviewingofficialsforapproval. NLT45daysafterthecloseoftheevaluationperiod—Reviewingofficialsapprovethemendedevaluationsandratingsandreturntheapprovedevaluationsandratingstoratingofficials,whoreturntheapprovedevaluationsandratingstoemployeesforacknowledgment.Note:ThePMPRAmustreviewtheratingsbeforethereviewingofficialsreturnapprovedratingstotheRatingOfficial. CompleteaCloseout–DCIPSPerformanceEvaluationofRecord(Closeout-DCIPS)—Iftheemployeeand/orratingofficialischangingandthechangeursbefore90daysfromtheendoftheperformancecycle,acloseoutevaluationofrecordisconducted.ConsultwithyourComponentanizationregardingspecifictimingrequirements. CompleteaCloseout—EarlyAnnual–DCIPSPerformanceEvaluation(Closeout-EarlyAnnual-DCIPS)—Iftheemployeeand/orratingofficialischangingandthechangeurswithin90daysoftheendoftheperformancecycle,anearlyannualevaluationofrecordisconducted.ConsultwithyourComponentanizationregardingspecificrequirements. Animportantnote:Theprocessingofaperformanceplanoranevaluationofrecordissequentialandownershipoftheperformanceplanandevaluationofrecordpassesbetweentheemployee,evaluatorandreviewer.ItisimportanttounderstandthatchangestotheperformanceplanorevaluationofrecordcannotbeplishedbyanyofthesethreewhodonotowntheplaninthePAA. GuidetoCompletingKeyActionsinDCIPSPAA
2 FY2018 Section1:Employee–HowDoI... Animportantnote:Thefirsttimethe‘Go’buttonisselectedfor‘CreateNewPlan’or‘View’or‘Update’ontheMyPerformanceMainPage,an‘UnclassifiedInformationOnly’pagewilldisplay.Youmustagreethatyouwillnotenteranyclassifiedinformationbycheckingtheboxandselectingthe‘Continue’buttoninordertocontinue. EmployeePerformancePlan CreateorCopyMyPerformancePlan?
1.BeginattheMyPerformanceMainPage.2.Select‘DefenseCivilianIntelligencePersonnelSystem’fromthe‘ChooseaPlanType’ drop-downmenu.3.Selectthe‘Go’linktodisplaytheCreatePerformancePlan:SetupDetailspage.4.Reviewtheinformationandmakeanynecessarychangestothedefaultvalues.5.Selectthe‘BuildNewPerformancePlan’linkor‘CopyanExistingPerformancePlan’ link.AnerrormessagewillbereceivedifyouarenotcurrentlyassignedtoaDCIPSPayPool.6.Selectoneofthefollowing: Selectthe‘Next’linktocontinuethe‘BuildNewPerformancePlan’process. Selectthe‘Find’linkafterenteringsearchcriteria,selectthe‘Copy’linkfortheperformanceplantobecopiedandthenconfirmyourwishtocopytheperformanceplanidentifiedbyselecting‘Yes’tocontinuethe‘CopyanExistingPerformancePlan’process. Selectthe‘Logout’linktoendyoursession. AddMission/StrategicGoals?
1.BeginattheMyPerformanceMainPage.2.Openanexistingperformanceplanbyselecting‘Update’fromthe‘Action’drop-down menufortheplanandselectthe‘Go’link.3.SelecttheMissionGoalstab.4.Enteranization’sgoalsandpriorities. Ifinformationisnotincludedaboutponent’sgoalsandpriorities,employeesareencouragedtoprovidethisinformation.Ithelpsyouwriteeffectiveperformanceobjectivesthatalignwithponent’smissiongoalsandpriorities. Youmaytypedirectlyintothetextboxorcopyandpastefromanotherdocument.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.5.Selectthe‘Next’linkorPerformanceObjectivestabtocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. GuidetoCompletingKeyActionsinDCIPSPAA
3 FY2018 AddPerformanceObjectives?
1.BeginattheMyPerformanceMainPage. Openanexistingperformanceplan. Select‘Update’fromthe‘Action’drop-downmenufortheperformanceplanlisted. Selectthe‘Go’link.
2.SelectthePerformanceObjectivestab.3.Selectthe‘AddPerformanceObjective’linktocreateanewperformanceobjective.4.Enterameaningfulperformanceobjectivetitle.5.Changethestartdateifthedefaultvalueisincorrect.6.Enteryourdraftperformanceobjectivetext.Youmayselectthe‘SpellCheck’button tocheckthespellingofthetext.7.Selectoneofthefollowinglinks: Select‘Save’periodicallytosavetheperformanceobjectiveandcontinuewriting. Select‘SaveandAddAnotherPerformanceObjective’tosaveandbeginwritinganotherperformanceobjective. Select‘SaveandReturntoPerformanceObjectivesTab’whenyouarefinishedenteringperformanceobjectives.
8.Afteryoupletedaddingperformanceobjectivesandselected‘SaveandReturntoPerformanceObjectivesTab,’selectthe‘Next’linktocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. DeletePerformanceObjectives?
Note:YoumaynotdeleteaperformanceobjectiveonceitisapprovedbyyourRatingandReviewingOfficials.1.BeginattheMyPerformanceMainPage.2.Openanexistingperformanceplanbyselecting‘Update’fromthe‘Action’drop-down menufortheplanlisted.3.Selectthe‘Go’link.4.SelectthePerformanceObjectivestabtolistyourperformanceobjectives.5.Selectthe‘Delete’iconfortheperformanceobjectiveyouwanttodelete.6.Selectthe‘Next’linktocontinuewiththeprocess,orselectthe‘Logout’linktoend yoursession. UpdatePerformanceObjectives?
Note:Youmaynotupdateanapprovedperformanceobjective.ChangestoapprovedobjectivesmustbemadebyyourRatingOfficial.Employeescanaddnewperformanceobjectivesaftertheperformanceplanhasbeenapproved. GuidetoCompletingKeyActionsinDCIPSPAA
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1.BeginattheMyPerformanceMainPage.2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’drop- downmenu.3.Selectthe‘Go’link.4.SelectthePerformanceObjectivestabtolistyourperformanceobjectives.5.Selectthe‘Update’linkfortheperformanceobjectiveyouwanttoupdate.6.Updateanyoftheperformanceobjectiveinformation: PerformanceobjectivetitleStartdatePerformanceobjectivetext7.Selectoneofthefollowinglinkswhenyourperformanceobjectiveinformationplete:Select‘Save’tosavetheperformanceobjectiveandcontinuewriting.Select‘SaveandUpdateAnotherPerformanceObjective’tosaveandbegin updatinganotherperformanceobjective.Select‘SaveandReturntoPerformanceObjectivesTab’whenyouarefinished updatingperformanceobjectives.8.Afteryoupletedupdatingperformanceobjectivesandselected‘Saveand ReturntoPerformanceObjectivesTab,’selectthe‘Next’linktocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. ViewMyPerformanceElements?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’or‘View’fromthe‘Action’drop-downmenu.
3.Selectthe‘Go’link.
4.SelectthePerformanceElementstabtolistyourperformanceelements. Note:ThePerformanceElementsareauto-populatedbasedonthesupervisorylevelforyourpositionasoftheAppraisalPeriodStartDateandcannotbechanged.Ifincorrect,thePerformancePlanwillneedtobedeletedandanewPerformancePlancreatedwiththeappropriateAppraisalPeriodStartDatewhenthesupervisorylevelhasbeencorrected.
5.Afteryoupletedviewingyourperformanceelements,selectthe‘Next’linktocontinuetothenexttab,selectthe‘ReturntoMainPage’linktocontinuetheprocessorselectthe‘Logout’linktoendyoursession. TransferMyPerformancePlantoMyRatingOfficial?
1.BeginattheMyPerformanceMainPage. GuidetoCompletingKeyActionsinDCIPSPAA
5 FY2018
2.Select‘TransfertoRatingOfficial’fromthe‘Action’drop-downmenufortheperformanceplanlisted.YoumayalsotransferyourperformanceplantoyourRatingOfficialbyselectingthe‘TransfertoRatingOfficial’buttoninupperrighthandcornerofscreenatanytimeduringtheprocess.
3.Selectthe‘Go’link.4.Writeane-mailmessagetotheratingofficialindicatingthatyouaretransferringthe performanceplan.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage.5.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. AcknowledgeMyPerformancePlan?
1.BeginattheMyPerformanceMainPage.2.Openyourcurrentperformanceplanbyselecting‘Update’or'View'fromthe‘Action’ drop-downmenu.3.Selectthe‘Go’link.4.SelectthePerformancePlantab,followedbyApprovals&Acknowledgmentstab.5.In‘Step4:EmployeeAcknowledgment,’selectthe‘AcknowledgeReceipt’linkwhich willbeavailableonceStep3haspleted.6.Selectthe‘ReturntoMainPage’linktocontinuewiththeprocess,orselectthe ‘Logout’linktoendyoursession. TrackProgressofMyPerformancePlanDuringthePerformanceCycle?
Note:SelectingtheLinkintheLinkscolumnwillnavigateyoudirectlytotheapplicabletabwithintheDCIPSPAA.Table1–EmployeeTrackProgressLinksindicateswhentheLinkswillappear.
1.BeginattheMyPerformanceMainPage.
2.Openyourperformanceplanbyselectingthe‘Go’linknexttoeither‘Update’or‘View’inthe‘Action’column.
3.Selectthe‘TrackProgress’link.
4.Selectthe‘ReturntoPrevious’linktocontinueorselectthe‘Logout’linktoendyoursession. OR
5.BeginattheMyPerformanceMainPage.
6.Select‘TrackProgress’fromthe‘Action’drop-downmenuforyourcurrentperformanceplan.
7.Selectthe‘Go’link. GuidetoCompletingKeyActionsinDCIPSPAA
6 FY2018
8.Selectthe‘ReturntoPrevious’linktocontinueorselectthe‘Logout’linktoendyoursession. MidpointReview CreateSelf-AssessmentforMyMidpointReviewundertheIndividualAssessmentsOption?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’dropdownmenufortheplanlisted. Note:TheDCIPSPAAstatusis‘PlanApproved.’
3.Selectthe‘Go’link.
4.SelecttheMidpointReviewtab.
5.Selectthe‘CreateMidpointReview’link.
6.SelectthePerformanceObjectiveAssessmentstab.
7.Selecttheradiobuttonfortheperformanceobjectiveforwhichyouwanttowriteanassessment.
8.Enteryourself-assessmentintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
9.Repeatsteps7and8untileachassessmentplete. 10.SelectthePerformanceElementAssessmentstab. 11.Selecttheradiobuttonfortheperformanceelementforwhichyouwanttowriteanassessment. 12.Enteryourself-assessmentintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext. 13.Repeatsteps11and12untileachassessmentplete. 14.Selectthe‘ReturntoMidpointReviews’linkatofthescreenwhenyoupletedenteringyourself-assessmentforallyourperformanceobjectivesandperformanceelements. 15.Selectthe‘TransfertoRatingOfficial’linkontheMidpointReviewtabtotransferyourmidpointreviewtoyourratingofficial. 16.Typeane-mailmessagetoyourratingofficialrequestingareview.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage. 17.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. CreateSelf-AssessmentforMyMidpointReviewundertheSingleAssessmentsOption?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’dropdownmenufortheplanlisted. Note:TheDCIPSPAAstatusis‘PlanApproved.’ GuidetoCompletingKeyActionsinDCIPSPAA
7 FY2018
3.Selectthe‘Go’link.
4.SelecttheMidpointReviewtab.
5.Selectthe‘CreateMidpointReview’link.
6.SelectthePerformanceObjectiveAssessmentstab.
7.Selectthe‘ShowPerformanceObjectives’linkandthenthe‘Show’linkunder‘Details’nexttothe‘PerformanceObjective’,orselectthe‘ShowAllDetails’linktoreviewperformanceobjectives.
8.Typeyourconsolidatedperformanceobjectivesandperformanceelementsself-reportofplishmentsintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
9.Selectthe‘ReturntoMidpointReviews’linkatofthescreenwhenyoupletedenteringyourself-assessmentforyourconsolidatedperformanceobjectivesandperformanceelements. 10.Selectthe‘TransfertoRatingOfficial’linkontheMidpointReviewtabtotransferyourmidpointreviewtoyourratingofficial. 11.Typeane-mailmessagetoyourratingofficialrequestingareview.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage. 12.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. AcknowledgeMyCompletedMidpointReview?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’or'View'fromthe‘Action’dropdownmenu.
3.Selectthe‘Go’link. Note:TheDCIPSPAAstatuswillbe‘MidpointinProgress.’
4.SelecttheMidpointReviewtaband‘Update’button,followedbyApprovals&Acknowledgmentstab.
5.In‘Step4:EmployeeAcknowledgment,’selectthe‘AcknowledgeReceipt’linkwhichwillbeavailableonceStep3pleted.
6.Selectthe‘ReturntoMidpointReviews’linktocontinue,orselectthe‘Logout’linktoendyoursession. PerformanceEvaluation(AnnualAppraisal–DCIPS,Closeout–EarlyAnnual–DCIPS,orCloseout-DCIPS) CreateMySelf-AssessmentundertheIndividualAssessmentsOption?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’dropdownmenu. Note:TheDCIPSPAAstatuswillbe‘MidpointReviewCompleted’or‘PlanApproved.’
3.Selectthe‘Go’link. GuidetoCompletingKeyActionsinDCIPSPAA
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4.Check‘AppraisalType’fieldfromthePerformancePlanDetailstabtoensurecorrecttypehasbeenselected-either‘AnnualAppraisal–DCIPS’,‘Closeout–EarlyAnnual–DCIPS’or‘Closeout–DCIPS’.Ifincorrect,notifyyourRatingOfficialastheRatingOfficialwillbeabletochangeitonceyourPerformanceEvaluationhasbeentransferredtotheRatingOfficial.
5.SelectthePerformanceEvaluationtabfollowedbyPerformanceObjectiveAssessmentstab.
6.Selecttheradiobuttonfortheperformanceobjectiveforwhichyouwanttowriteanassessment.
7.Typeyourself-assessmentintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
8.SelectthePerformanceElementAssessmentstab.
9.Selecttheradiobuttonfortheperformanceelementforwhichyouwanttowriteanassessment.Toprovideasummaryforallperformanceelements,enteryoursummaryintheblockforPerformanceElement1. 10.Typeyourself-assessmentintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext. 11.Whenyoupletedenteringyourself-assessmentforallyourperformanceobjectivesandperformanceelements,transferyourperformanceevaluationtoyourratingofficialbyselectingthe‘TransfertoRatingOfficial’linkatofthepage. 12.Typeane-mailmessagetoyourratingofficialrequestingareview.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage. 13.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. CreateMySelf-AssessmentundertheSingleAssessmentOption?
Note:ThesingleassessmentoptiondoesnotapplytotheMockPayPoolInfoassessmentswithintheDCIPSPAA.
1.BeginatthePerformanceAppraisalApplicationmainpage.
2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’dropdownmenu.
3.Selectthe‘Go’link. Note:TheDCIPSPAAstatuswillbe‘MidpointReviewCompleted’or‘PlanApproved.’
4.Check‘AppraisalType’fieldfromthePerformancePlanDetailstabtoensurecorrecttypehasbeenselected-either‘AnnualAppraisal–DCIPS’,‘Closeout–EarlyAnnual–DCIPS’or‘Closeout–DCIPS’.Ifincorrect,notifyyourRatingOfficialastheRatingOfficialwillbeabletochangeitonceyourPerformanceEvaluationhasbeentransferredtotheRatingOfficial.
5.SelectthePerformanceEvaluationtabfollowedbyPerformanceObjectiveAssessmentstab.
6.Selectthe‘ShowPerformanceObjectives’linkandthenthe‘Show’linkunder‘Details’nexttothe‘PerformanceObjective’,orselectthe‘ShowAllDetails’linktoreviewperformanceobjectives. GuidetoCompletingKeyActionsinDCIPSPAA
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7.Typeyourconsolidatedperformanceobjectivesandperformanceelementsself-reportofplishmentsintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintothisboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
8.Whenyoupletedenteringyourself-reportofplishmentsforyourperformanceevaluation,transferyourperformanceevaluationtoyourratingofficialbyselectingthe‘TransfertoRatingOfficial’linkatofthepage.
9.Typeane-mailmessagetoyourratingofficialrequestingareview.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage. 10.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. AcknowledgeMyCompletedPerformanceEvaluation?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’or'View'fromthe‘Action’drop-downmenu.
3.Selectthe‘Go’link.
4.SelectthePerformanceEvaluationtab.
5.SelecttheApprovals&Acknowledgmentstab.
6.In‘Step4:EmployeeAcknowledgment,’selectthe‘AcknowledgeReceipt’linkwhichwillbeavailableonceStep3pleted.Click‘OK’whentheConfirmationnoticeisreceived.
7.Selectthe‘Logout’linktoendyoursession. ViewMyCompletedPerformanceEvaluation?
1.BeginattheMyPerformanceMainPage.
2.Selectthe‘ShowCompletedPlans/Appraisals’link.
3.EntertheYearintheAppraisalYearandselect‘DCIPSPerformanceEvaluation’or'DCIPSCloseoutEvaluation'whentheAppraisalTypeis'Closeout-DCIPS'fromthelistofvaluesfortheEventtolimityoursearch.
4.Selectthe‘Find’button.
5.SelectthePrintericonundertheReports/FormscolumnfortheDCIPSPerformanceEvaluation.
6.Clicktheboxtotheleftof‘Select/DeselectAll’toview/printboththeevaluationandtheguestfeedbackorclicktheboxtotheleftof‘DCIPSCloseoutorDCIPSPerformanceEvaluation’toview/printonlytheDDForm2906D.
7.Select‘View/PrintSelectedSections’buttoninlowerrighthandcornerofscreentoviewand/orprintthereport.
8.Selectthe‘Logout’linktoendyoursession. GuidetoCompletingKeyActionsinDCIPSPAA 10 FY2018 MockSelf-Assessment UpdateorViewMyMockSelf-Assessment?
1.BeginattheMyPerformanceMainPage.
2.Sinceyoudonothavetohaveownershipofyourperformanceplantowriteyourmockself-assessment,openyourperformanceplanbyselecting‘Update’or‘View’fromthe‘Action’drop–downmenu.
3.Selectthe‘Go’button.
4.SelecttheMockPayPoolInfotab. Note:ThePerformancePlanmustbeapprovedbeforetheMockPayPoolInfotabisavailable.TheMockPayPoolInfotabwillonlybeavailablefromFebruary1stthroughAugust31st.
5.SelecttheMockPerformanceObjectivestab.
6.Select‘ImportMidpointReview’tocopytheinformationfromyourmidpoint. Note:Ifyoudidpleteamidpointself-assessment,youcannotusethisoption. Or
7.Selecttheradiobuttonnexttoeachperformanceobjectivetodisplaytheperformanceobjectivetext.
8.Enteryourself-assessmentintothe‘EmployeeMockSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWord.
9.Repeatsteps7and8untileachassessmentplete. 10.SelecttheMockPerformanceElementstab. 11.Selecttheradiobuttonfortheperformanceelementforwhichyouwanttowriteanassessment.Toprovideasummaryforallperformanceelements,enteryoursummaryintheblockforPerformanceElement1. 12.Typeyourself-assessmentintothe‘EmployeeMockSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWord. 13.Repeatsteps11and12untileachassessmentplete. 14.Selectthe‘ReturntoMainPage’buttontostartanewprocess,orselectthe‘Logout’linktoendyoursession. DocumentCompletionofMyMockSelf-Assessment?
1.BeginattheMyPerformanceMainPage.
2.Sinceyoudonothavetohaveownershipofyourperformanceplantopletionofyourmockself-assessment,openyourPerformancePlanbyselecting‘Update’or‘View’fromthe‘Action’drop–downmenu.
3.Selectthe‘Go’button.
4.SelecttheMockPayPoolInfotab.
5.SelecttheMockApprovalsandAcknowledgmentstab.
6.Selectthe‘Complete’buttontopletionofyourmockself-assessment. Note:Onceyouhavepletionofyourmockself-assessment,youwill GuidetoCompletingKeyActionsinDCIPSPAA 11 FY2018 notbeallowedtomakeanychangesunlessyourratingofficialrequestsachange.
7.Selectthe‘Show’linktoviewthedatepletedyourmockself-assessment.8.Selectthe‘ReturntoMainPage’buttontobeginanewprocess,orselectthe‘Logout’ linktoendyoursession. ViewMyCompletedMockSelf-Assessment?
1.BeginattheMyPerformanceMainPage.
2.OpenyourPerformancePlanbyselecting‘Update’or‘View’fromthe‘Action’dropdownmenu.
3.Selectthe‘Go’button.4.SelecttheReports/Formstab.5.Select‘MockReport’asReporttype.6.SelectPerformanceElementswithMockAssessmentsandPerformanceObjectiveswith MockAssessments.7.Select‘View/PrintSelectedSections’buttoninlowerrighthandcornerofscreento viewand/orprintreport.OR
8.SelecttheMockPayPoolInfotab.9.SelecttheMockPerformanceObjectivestabtoviewbothemployeemockself- assessmentsandratingofficialmockassessmentsforeachperformanceobjective.10.SelecttheMockPerformanceElementstabtoviewbothemployeemockself- assessmentsandratingofficialmockassessmentsforeachperformanceelement.11.Selectthe‘ReturntoMainPage’buttontobeginanewprocess,orselectthe‘Logout’ linktoendyoursession. GuidetoCompletingKeyActionsinDCIPSPAA 12 FY2018 Section2–RatingOfficial–HowDoI... Animportantnote:Thefirsttimethe‘Go’buttonisselectedfor‘CreateNewPlan’or‘View’or‘Update’ontheMyPerformanceMainPage,an‘UnclassifiedInformationOnly’pagewilldisplay.Youmustagreethatyouwillnotenteranyclassifiedinformationbycheckingtheboxandselectingthe‘Continue’buttoninordertocontinue. PerformancePlan CreateorCopyanEmployee’sPerformancePlan?
1.BeginattheMyPerformanceMainPage.
2.Createanewperformanceplanbyselecting‘DefenseCivilianIntelligencePersonnelSystem’fromthe‘ChooseaPlanType’drop-downmenu.
3.Selectthe‘Go’link,whichdisplaystheemployeesinyourhierarchy.
4.Identifytheemployeeforwhomyouwishtocreateaplanandselect‘Create’fromthePerformancePlancolumn.
5.ReviewtheSetupDetailsinformationandmakeanynecessarychangestothedefaultvaluesintheperformanceplansetupdetails. Iftheinformationisnotcorrect: Selectthecorrectappraisaltypefromthelistofvalues. SelecttheCalendariconnexttotheappraisalperiodstartdatetochangeit Selectanewappraisalperiodstartdate. SelecttheCalendariconnexttotheappraisalperiodenddatetochangeit Selectanewappraisalperiodenddate. SelecttheMagnifyingGlassicontotherightofthenameoftheratingofficialorhigherlevelreviewerifyouneedtochangethem.
6.Selectthe‘BuildNewPerformancePlan’linkorthe‘CopyanExistingPerformancePlan’link.AnerrormessagewillbereceivediftheemployeeisnotcurrentlyassignedtoaDCIPSPayPool.
7.Selectoneofthefollowing: TobuildanewPerformancePlan,selectthe‘Next’linktocontinuethe‘BuildNewPerformancePlan’process. TocopyanexistingPerformancePlan,selectthe‘Find’linkafterenteringsearchcriteria,selectthe‘Copy’linkfortheperformanceplantobecopiedandthenconfirmyourwishtocopytheperformanceplanidentifiedbyselecting‘Yes’tocontinuethe‘CopyanExistingPerformancePlan’process. Note:The‘EmployeeName’isauto-populatedwiththeselectedemployee’sname.Usethe‘Clear’buttontosearchforadifferentPerformancePlantocopyfromfortheselectedemployee.YoumaycopyfromanyPerformancePlanforanyemployeeinyourSelfServiceHierarchyorfromanyPerformancePlaninwhichyouwereidentifiedastheRatingOfficialonthePerformancePlan. GuidetoCompletingKeyActionsinDCIPSPAA 13 FY2018
8.Selectthe‘Logout’linktoendyoursession. CopyEmployee’sCurrentPerformancePlanforNextRatingCycleonMultipleEmployeesatOneTime?
1.SelecttheApplyAction(s)toMultipleEmployeeslinkunderthemenuitemslistedontheNavigatorpage.
2.Select‘DCIPS–RatingOfficial’fortheSystemandRoleandthenselectthe‘Start’button.
3.Select‘CopyEmployee’sCurrentPlanforNextRatingCycle’fromthe‘AvailableActions’listedandthenselectthe‘Start’button.
4.EnterthecurrentRatingOfficial’snameandclickthe‘Find’buttontoproducealistingofemployeestoselectfrom.
5.Selecttheemployeestowhichtheactionshouldbeappliedandthenselectthe‘Next’button. Note:OnlyemployeeswiththeDCIPSPlanStatusof‘Approved’willappear.
6.CompletethePlanSetupDetailsandselectthe‘Copy’buttontoexecutetheaction.
7.AStatusLogthenappearsthatnotifiestheRatingOfficialwhatplanswereessfullycreatedforthenextratingcycle.AnerrormessagewillbereceivedforanyemployeenotcurrentlyassignedtoaDCIPSPayPool.
8.Select‘ReturntoAvailableActions’orthe‘Home’linktocontinueorselectthe‘Logout’linktoendyoursession. CopyOneActivePerformancePlantoMultipleEmployeesatOneTime?
1.SelecttheApplyAction(s)toMultipleEmployeeslinkunderthemenuitemslistedontheNavigatorpage.
2.Select‘DCIPS–RatingOfficial’fortheSystemandRoleandthenselectthe‘Start’button.
3.Select‘CopyOneActivePlantoMultipleEmployees’fromthe‘AvailableActions’listedandthenselectthe‘Start’button.
4.Selecttheemployeestowhichtheactionshouldbeappliedandthenselectthe‘Next’button.
5.SelectthePlantoCopybyenteringtheEmployeeNameorAppraisalIDoftheplanyouwishtocopy,selectthe‘Find’button,selecttherecordandthenselectthe‘Next’button.Note:OnlyemployeeswiththeDCIPSPlanStatusof‘Approved’willappear. GuidetoCompletingKeyActionsinDCIPSPAA 14 FY2018
6.CompletethePlanSetupDetailsandselectthe‘Copy’buttontoexecutetheaction.
7.AStatusLogthenappearsthatnotifiestheRatingOfficialwhatplanswereessfullycreated.AnerrormessagewillbereceivedforanyemployeenotcurrentlyassignedtoaDCIPSPayPool.
8.Select‘ReturntoAvailableActions’orthe‘Home’linktocontinueorselectthe‘Logout’linktoendyoursession. UpdatePerformancePlanDetails?
1.BeginattheMyPerformanceMainPage.2.Openanexistingperformanceplan: Selectthe‘Update’fromthe‘Action’drop-downmenufortheemployeewhoseperformanceplanyouwishtoupdate. Selectthe‘Go’link.ReviewtheinformationinPerformancePlanDetailstabtoensureitiscorrect.Iftheinformationisnotcorrect:SelectthecorrectAppraisalTypefromthelistofvalues. SelecttheCalendariconnexttotheAppraisalPeriodStartDatetochangeit. Selectanewappraisalperiodstartdate.SelecttheCalendariconnexttotheAppraisalPeriodEndDatetochangeit.Selectanewappraisalperiodenddate.Selectthe‘ChangeRatingOfficialand/orHigherLevelReviewer’link.SelectMagnifyingGlassicontotherightoftheRatingOfficialNameor HigherLevelReviewerifyouwanttochangethem.Selectthe‘SaveandReturntoPerformancePlanDetails’linktocontinue withtheprocess.Note:TheaboveAppraisalType,AppraisalPeriodStartDateandAppraisalPeriodEndDatefieldsareclosedforupdateonceStep1onthe'Approvals&Acknowledgments'tabunderthePerformanceEvaluationhaspleted.TheAppraisalTypeandAppraisalPeriodEndDatefieldsareopenforupdateonthePerformanceEvaluationassessmenttabsuntilStep2onthe'Approvals&Acknowledgments'tabunderthePerformanceEvaluationhaspleted.3.Selectthe‘Next’linktocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. AddMissionGoals?
1.BeginattheMyPerformanceMainPage.2.Openanexistingperformanceplan: GuidetoCompletingKeyActionsinDCIPSPAA 15 FY2018 Selectthe‘Update’fromthe‘Action’drop-downmenu,andselectthe‘Go’link.
3.SelecttheMissionGoalstab.
4.Enteranization’sgoalsandpriorities. Ifinformationisnotincludedaboutanization’sgoalsandpriorities,youareencouragedtoprovidethisinformation.Ithelpsyouremployeeswriteeffectiveperformanceobjectivesthatalignwithanization’sgoalsandpriorities. Youmaytypedirectlyintothetextboxorcopyandpastefromanotherdocument.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
5.Selectthe‘Next’linkorPerformanceObjectivestabtocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. AddPerformanceObjectives?
1.BeginattheMyPerformanceMainPage.
2.Openanemployee’sexistingperformanceplanbyselecting‘Update’fromthe‘Action’drop-downmenu.
3.Selectthe‘Go’link.
4.SelectthePerformanceObjectivestab.
5.Select
THEDEFENSECIVILIANINTELLIGENCEPERSONNELSYSTEM(DCIPS)PERFORMANCEAPPRAISALAPPLICATION(PAA)........................................................................................1 IMPORTANT
DATES.......................................................................................................1 SECTION
1:EMPLOYEE–HOWDOI...................................................................................3 EMPLOYEE
PERFORMANCEPLAN
............................................................................................
3CreateorCopyMyPerformancePlan?..........................................................................3AddMission/StrategicGoals?
.....................................................................................3AddPerformanceObjectives?
....................................................................................4DeletePerformanceObjectives?
.................................................................................4UpdatePerformanceObjectives?
................................................................................4ViewMyPerformanceElements?
.................................................................................5TransferMyPerformancePlantoMyRatingOfficial?
........................................................5AcknowledgeMyPerformancePlan?
.............................................................................6TrackProgressofMyPerformancePlanDuringthePerformanceCycle?
.................................6 MIDPOINT
REVIEW..........................................................................................................
7CreateSelf-AssessmentforMyMidpointReviewundertheIndividualAssessmentsOption?..........7CreateSelf-AssessmentforMyMidpointReviewundertheSingleAssessmentsOption?
...............7AcknowledgeMyCompletedMidpointReview?
................................................................8 PERFORMANCEEVALUATION(ANNUALAPPRAISAL–DCIPS,CLOSEOUT–EARLYANNUAL–DCIPS,ORCLOSEOUT-DCIPS)
..........................................................................................................................
8 CreateMySelf-AssessmentundertheIndividualAssessmentsOption?
....................................8CreateMySelf-AssessmentundertheSingleAssessmentOption?
..........................................9AcknowledgeMyCompletedPerformanceEvaluation?
.....................................................10ViewMyCompletedPerformanceEvaluation?
................................................................10MOCKSELF-ASSESSMENT..................................................................................................11
UpdateorViewMyMockSelf-Assessment?
....................................................................11DocumentCompletionofMyMockSelf-Assessment?
........................................................11ViewMyCompletedMockSelf-Assessment?
...................................................................12 SECTION
2–RATINGOFFICIAL–HOWDOI........................................................................13 PERFORMANCEPLAN......................................................................................................13
CreateorCopyanEmployee’sPerformancePlan?
..........................................................13CopyEmployee’sCurrentPerformancePlanforNextRatingCycleonMultipleEmployeesatOneTime?
.................................................................................................................
14CopyOneActivePerformancePlantoMultipleEmployeesatOneTime?...............................14UpdatePerformancePlanDetails?
..............................................................................15AddMissionGoals?
.................................................................................................15
AddPerformanceObjectives?
...................................................................................16DeletePerformanceObjectives?
................................................................................16UpdatePerformanceObjectives?
...............................................................................17ApprovePerformanceObjectives?
..............................................................................17Re-ApprovePerformanceObjectives?
..........................................................................18ViewthePerformanceElements?
...............................................................................19RequestorDocumentReviewingOfficialApproval?
.........................................................20RequestorDocumentHigherLevelReviewofthePlanonMultipleEmployeesatOneTime?
.......21DocumentCommunicationofthePerformancePlantotheEmployeeafterReviewingOfficialApproval?
............................................................................................................21
DocumentCommunicationofthePerformancePlansforMultipleEmployeesatOneTime?
........22 GuidetoCompletingKeyActionsinDCIPSPAA i FY2018 RetrieveaPerformancePlanorAppraisal?
...................................................................23RetrievePlan/AppraisalfromEmployeeforMultipleEmployeesatOneTime?
........................23RetrievePlan/AppraisalfromReviewingOfficialforMultipleEmployeesatOneTime?
..............23ChangetheRatingOfficialandReviewingOfficial?
.........................................................24ChangetheRatingOfficialonMultipleEmployeesatOneTime?
.........................................24ChangetheReviewingOfficialonMultipleEmployeesatOneTime?
.....................................25TransfertotheEmployee?
.......................................................................................25TransfertoMultipleEmployeesatOneTime?
................................................................25DocumentEmployeeAcknowledgment?
.......................................................................26CloseaDuplicate,ExtraneousorUnfinishedPerformancePlan?
.........................................26DeleteaPendingPerformancePlan?
...........................................................................27TrackProgressofthePerformancePlanDuringthePerformanceCycleforMyEmployees?
.........27ProduceaReportShowingtheStatusofthePerformancePlansforMyEmployees?
..................28MIDPOINTREVIEW.........................................................................................................29
CreateaMidpointReview?
.......................................................................................29AssessanEmployee’sPerformance?
............................................................................29RequestorDocumentReviewingOfficialApproval?
.........................................................30RequestorDocumentHigherLevelReviewofMidpointReviewonMultipleEmployeesatOneTime?
.................................................................................................................
31DocumentCommunicationoftheMidpointReviewtotheEmployee?...................................31DocumentCommunicationoftheMidpointReviewforMultipleEmployeesatOneTime?
...........32ProduceaReportShowingtheStatusoftheMidpointReviewsforMyEmployees?
....................33PERFORMANCEEVALUATION(ANNUALAPPRAISAL–DCIPS,CLOSEOUT–EARLYANNUAL–DCIPS,ORCLOSEOUT-DCIPS)
.........................................................................................................................
34RateanEmployee’sPerformanceundertheIndividualAssessmentsOption?..........................34RateanEmployee’sPerformanceundertheSingleAssessmentOption?
................................34SubmitamendedPerformanceEvaluationofRecord?
..............................................35DocumentCommunicationofthePerformanceEvaluationtotheEmployee?
..........................36DocumentCommunicationofthePerformanceEvaluationforMultipleEmployeesatOneTime?
.36View/PrintCurrentEmployeeAppraisalInformationforMultipleEmployeesatOneTime?
.........37VieworPrintaCompletedPerformanceEvaluationforMyEmployees?
.................................37ProduceaReportShowingtheStatusofthePerformanceEvaluationsforMyEmployees?
..........38MOCKEVALUATIONANDRATING..........................................................................................39
EnterYourMockEvaluationandRatings?
......................................................................39SubmitaMockmendedPerformanceEvaluationofRecord?
......................................40MANAGEGUESTPARTICIPANTS............................................................................................41
AddaParticipantandRequestFeedback?
....................................................................41SuspendFeedback?
................................................................................................42 SECTION
3–REVIEWINGOFFICIAL–HOWDOI...................................................................43 PERFORMANCEPLAN......................................................................................................43
ApproveaPerformancePlan?
...................................................................................43ApprovePerformancePlansonMultipleEmployeesatOneTime?
........................................43ReturnaPerformancePlantoRatingOfficialforCorrection?
.............................................44ChangetheRatingOfficialonMultipleEmployeesatOneTime?
.........................................44ChangetheReviewingOfficialonMultipleEmployeesatOneTime?
.....................................45 MIDPOINTREVIEW.........................................................................................................45
ApproveaMidpointReview?
.....................................................................................45ReturnaMidpointReviewtoRatingOfficialforCorrection?
..............................................46 PERFORMANCEEVALUATION(ANNUALAPPRAISAL–DCIPS,CLOSEOUT–EARLYANNUAL–DCIPS,ORCLOSEOUT-DCIPS)
.........................................................................................................................
46 ReviewamendedEvaluationofRecordundertheIndividualAssessmentsOption?...........46ReviewamendedEvaluationofRecordundertheSingleAssessmentOption?
.................47AddReviewingOfficialComments?
.............................................................................48ApproveamendedPerformanceEvaluationofRecord?
............................................48 GuidetoCompletingKeyActionsinDCIPSPAA i FY2018 ApprovemendedPerformanceEvaluationsonMultipleEmployeesatOneTime?
.............49ReturnamendedEvaluationofRecordtoRatingOfficialforCorrection?
......................49MOCKEVALUATIONAND
RATING..........................................................................................
50ReviewandApproveaMockEvaluationandRating?........................................................50ReturnaMockEvaluationtoRatingOfficialforCorrection?
...............................................51 SECTION4–GUESTRATER–HOWDOI.............................................................................52 PROVIDEAGUESTRATINGUNDERTHEINDIVIDUALASSESSMENTSOPTION?
................................................52PROVIDEAGUESTRATINGUNDERTHESINGLEASSESSMENTOPTION?
.....................................................52 SECTION5–GUESTREVIEWER–HOWDOI........................................................................54 PROVIDEAGUESTREVIEW?
..............................................................................................
54 SECTION6–TRUSTEDAGENT–HOWDOI.........................................................................55 MANAGETRUSTEDAGENTASSIGNMENTS.................................................................................55AuthorizetheTrustedAgentRole?.............................................................................55ShowManageAssignmentofTrustedAgentforSelectedEmployees?
....................................56AssignTrustedAgent?
.............................................................................................56
TerminateTrustedAgent?
........................................................................................56 SECTION
7–PAYPOOLADMINISTRATOR–HOWDOI............................................................57 PERFORMANCEPLAN
.....................................................................................................
57AssigntheSingle-AssessmentOptiontoEmployeesinMyPayPool?....................................57ChangetheRatingOfficialonMultipleEmployeesinMyPayPoolatOneTime?
.......................58ChangetheReviewingOfficialonMultipleEmployeesinMyPayPoolatOneTime?
..................59ChangethePAAStatusonanEmployeeinMyPayPool?
....................................................59ChangethePAAStatusonMultipleEmployeesinMyPayPoolatOneTime?
...........................60ChangethePAAAppraisalTypeorAppraisalDatesonanEmployeeinMyPayPool?
..................61CloseaDuplicate,ExtraneousorUnfinishedPerformancePlanforanEmployeeinMyPayPool?
.62DeleteaPendingPerformancePlanforanEmployeeinMyPayPool?
...................................62ResetPAAStatustoPendingApprovalbyReviewingOfficialwhenPrematurelyApprovedPriortoPMPRAReviewforEmployeesinMyPayPool?
...............................................................63TrackProgressofthePerformancePlanDuringthePerformanceCycleforanEmployeeinMyPayPool?
.................................................................................................................64
TransferaPerformancePlanfromanEmployeeinMyPayPooltotheRatingOfficial?
..............64 PERFORMANCEPLANSTATUSREPORTS...................................................................................65ProduceaReportShowingtheStatusofthePerformancePlansforMyPayPool?
.....................65ProduceaReportShowingtheStatusoftheMidpointReviewsforMyPayPool?
......................66ProduceaReportShowingtheStatusofthePerformanceEvaluationsforMyPayPool?
.............67ProduceaReportShowingPerformanceEvaluationInformationforEmployeesinMyPayPool?
...69PrintaPerformanceEvaluationforanEmployeeinMyPayPoolorforanEx-Employee?
...........70 DELEGATETRUSTEDAGENT
ASSIGNMENTS................................................................................
71AssignorTerminateaPAATrustedAgentAuthorizationonbehalfoftheRatingOfficialand/orReviewingOfficialforEmployeesinMyPayPool?...........................................................71AssignTrustedAgent?
.............................................................................................72
TerminateTrustedAgent?
........................................................................................72 SECTION
8–TROUBLESHOOTING....................................................................................
73 EMPLOYEES...............................................................................................................
73RATINGOFFICIALS........................................................................................................
75REVIEWINGOFFICIAL.....................................................................................................
77 TABLE1–EMPLOYEETRACKPROGRESSLINKS...................................................................78TABLE2–RATINGOFFICIAL/REVIEWINGOFFICIALTRACKPROGRESSLINKS...............................80RATINGFLOWCHART..................................................................................................
85 GuidetoCompletingKeyActionsinDCIPSPAA iii FY2018 UsingtheGuide Basedonyourrole,HowDoI...:AGuidetoCompletingKeyActionsinDCIPSPAAprovidesstep-by-stepinstructionforplanning,managing,andratingperformance.Theguideanizedintoeightsections: Section1:Employee–HowDoI... Section2:RatingOfficial–HowDoI... Section3:ReviewingOfficial–HowDoI... Section4:GuestRater–HowDoI... Section5:GuestReviewer–HowDoI... Section6:TrustedAgent–HowDoI... Section7:PayPoolAdministrator–HowDoI... Section8:TroubleshootingFortheinformationtobemostusefultoyou,refertotheappropriatesectionaspletekeyactivities.EachactivitybeginsfromtheMyPerformanceMainPageorfromthespecifiedNavigatormenuandprovidesthemostefficientwaypletetheactivity.Animportantreminder:OnlinehelpisavailablebyselectingtheNeedHelplinkoneachPAApage. essingtheDefenseCivilianIntelligencePersonnelSystem(DCIPS)PerformanceAppraisalApplication(PAA) EmployeesandRatingOfficials/ReviewingOfficialscanesstheDCIPSPAAthrough"MyBiz+".Tonavigatetothe'MyPerformanceMainPage',employeesselect'MyPerformance'andRatingOfficials/ReviewingOfficialsselect'PerformanceManagementandAppraisal'under'ManagerFunctions'in‘KeyServices'in"MyBiz+".IfyoudonothaveaDCPDSounttoess"MyBiz+",contactyourhumanresourcesadministratorforassistance. ImportantDates Establishanapprovedperformanceplan:TheperformanceplanshouldpletedbyOctober31orwithin30daysofbeingassignedtoaDCIPSposition.CompleteaMidpointReview:TheMidpointReviewisusuallyconductedinApril,sixmonthsaftertheperformancecyclebegins.Componentshavediscretionregardingtheinvolvementofreviewingofficials.Completeanannualperformanceevaluation(AnnualAppraisal–DCIPS): Nolaterthan(NLT)15daysafterthecloseoftheevaluationperiod—pletetheirself-assessment(alsoknownasaplishmentreport)andtransferittotheirratingofficials. GuidetoCompletingKeyActionsinDCIPSPAA1 FY2018 NLT30daysafterthecloseoftheevaluationperiod—Ratingpletetheirmendedevaluationsofrecordandtransferthemtotheirreviewingofficialsforapproval. NLT45daysafterthecloseoftheevaluationperiod—Reviewingofficialsapprovethemendedevaluationsandratingsandreturntheapprovedevaluationsandratingstoratingofficials,whoreturntheapprovedevaluationsandratingstoemployeesforacknowledgment.Note:ThePMPRAmustreviewtheratingsbeforethereviewingofficialsreturnapprovedratingstotheRatingOfficial. CompleteaCloseout–DCIPSPerformanceEvaluationofRecord(Closeout-DCIPS)—Iftheemployeeand/orratingofficialischangingandthechangeursbefore90daysfromtheendoftheperformancecycle,acloseoutevaluationofrecordisconducted.ConsultwithyourComponentanizationregardingspecifictimingrequirements. CompleteaCloseout—EarlyAnnual–DCIPSPerformanceEvaluation(Closeout-EarlyAnnual-DCIPS)—Iftheemployeeand/orratingofficialischangingandthechangeurswithin90daysoftheendoftheperformancecycle,anearlyannualevaluationofrecordisconducted.ConsultwithyourComponentanizationregardingspecificrequirements. Animportantnote:Theprocessingofaperformanceplanoranevaluationofrecordissequentialandownershipoftheperformanceplanandevaluationofrecordpassesbetweentheemployee,evaluatorandreviewer.ItisimportanttounderstandthatchangestotheperformanceplanorevaluationofrecordcannotbeplishedbyanyofthesethreewhodonotowntheplaninthePAA. GuidetoCompletingKeyActionsinDCIPSPAA
2 FY2018 Section1:Employee–HowDoI... Animportantnote:Thefirsttimethe‘Go’buttonisselectedfor‘CreateNewPlan’or‘View’or‘Update’ontheMyPerformanceMainPage,an‘UnclassifiedInformationOnly’pagewilldisplay.Youmustagreethatyouwillnotenteranyclassifiedinformationbycheckingtheboxandselectingthe‘Continue’buttoninordertocontinue. EmployeePerformancePlan CreateorCopyMyPerformancePlan?
1.BeginattheMyPerformanceMainPage.2.Select‘DefenseCivilianIntelligencePersonnelSystem’fromthe‘ChooseaPlanType’ drop-downmenu.3.Selectthe‘Go’linktodisplaytheCreatePerformancePlan:SetupDetailspage.4.Reviewtheinformationandmakeanynecessarychangestothedefaultvalues.5.Selectthe‘BuildNewPerformancePlan’linkor‘CopyanExistingPerformancePlan’ link.AnerrormessagewillbereceivedifyouarenotcurrentlyassignedtoaDCIPSPayPool.6.Selectoneofthefollowing: Selectthe‘Next’linktocontinuethe‘BuildNewPerformancePlan’process. Selectthe‘Find’linkafterenteringsearchcriteria,selectthe‘Copy’linkfortheperformanceplantobecopiedandthenconfirmyourwishtocopytheperformanceplanidentifiedbyselecting‘Yes’tocontinuethe‘CopyanExistingPerformancePlan’process. Selectthe‘Logout’linktoendyoursession. AddMission/StrategicGoals?
1.BeginattheMyPerformanceMainPage.2.Openanexistingperformanceplanbyselecting‘Update’fromthe‘Action’drop-down menufortheplanandselectthe‘Go’link.3.SelecttheMissionGoalstab.4.Enteranization’sgoalsandpriorities. Ifinformationisnotincludedaboutponent’sgoalsandpriorities,employeesareencouragedtoprovidethisinformation.Ithelpsyouwriteeffectiveperformanceobjectivesthatalignwithponent’smissiongoalsandpriorities. Youmaytypedirectlyintothetextboxorcopyandpastefromanotherdocument.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.5.Selectthe‘Next’linkorPerformanceObjectivestabtocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. GuidetoCompletingKeyActionsinDCIPSPAA
3 FY2018 AddPerformanceObjectives?
1.BeginattheMyPerformanceMainPage. Openanexistingperformanceplan. Select‘Update’fromthe‘Action’drop-downmenufortheperformanceplanlisted. Selectthe‘Go’link.
2.SelectthePerformanceObjectivestab.3.Selectthe‘AddPerformanceObjective’linktocreateanewperformanceobjective.4.Enterameaningfulperformanceobjectivetitle.5.Changethestartdateifthedefaultvalueisincorrect.6.Enteryourdraftperformanceobjectivetext.Youmayselectthe‘SpellCheck’button tocheckthespellingofthetext.7.Selectoneofthefollowinglinks: Select‘Save’periodicallytosavetheperformanceobjectiveandcontinuewriting. Select‘SaveandAddAnotherPerformanceObjective’tosaveandbeginwritinganotherperformanceobjective. Select‘SaveandReturntoPerformanceObjectivesTab’whenyouarefinishedenteringperformanceobjectives.
8.Afteryoupletedaddingperformanceobjectivesandselected‘SaveandReturntoPerformanceObjectivesTab,’selectthe‘Next’linktocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. DeletePerformanceObjectives?
Note:YoumaynotdeleteaperformanceobjectiveonceitisapprovedbyyourRatingandReviewingOfficials.1.BeginattheMyPerformanceMainPage.2.Openanexistingperformanceplanbyselecting‘Update’fromthe‘Action’drop-down menufortheplanlisted.3.Selectthe‘Go’link.4.SelectthePerformanceObjectivestabtolistyourperformanceobjectives.5.Selectthe‘Delete’iconfortheperformanceobjectiveyouwanttodelete.6.Selectthe‘Next’linktocontinuewiththeprocess,orselectthe‘Logout’linktoend yoursession. UpdatePerformanceObjectives?
Note:Youmaynotupdateanapprovedperformanceobjective.ChangestoapprovedobjectivesmustbemadebyyourRatingOfficial.Employeescanaddnewperformanceobjectivesaftertheperformanceplanhasbeenapproved. GuidetoCompletingKeyActionsinDCIPSPAA
4 FY2018
1.BeginattheMyPerformanceMainPage.2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’drop- downmenu.3.Selectthe‘Go’link.4.SelectthePerformanceObjectivestabtolistyourperformanceobjectives.5.Selectthe‘Update’linkfortheperformanceobjectiveyouwanttoupdate.6.Updateanyoftheperformanceobjectiveinformation: PerformanceobjectivetitleStartdatePerformanceobjectivetext7.Selectoneofthefollowinglinkswhenyourperformanceobjectiveinformationplete:Select‘Save’tosavetheperformanceobjectiveandcontinuewriting.Select‘SaveandUpdateAnotherPerformanceObjective’tosaveandbegin updatinganotherperformanceobjective.Select‘SaveandReturntoPerformanceObjectivesTab’whenyouarefinished updatingperformanceobjectives.8.Afteryoupletedupdatingperformanceobjectivesandselected‘Saveand ReturntoPerformanceObjectivesTab,’selectthe‘Next’linktocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. ViewMyPerformanceElements?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’or‘View’fromthe‘Action’drop-downmenu.
3.Selectthe‘Go’link.
4.SelectthePerformanceElementstabtolistyourperformanceelements. Note:ThePerformanceElementsareauto-populatedbasedonthesupervisorylevelforyourpositionasoftheAppraisalPeriodStartDateandcannotbechanged.Ifincorrect,thePerformancePlanwillneedtobedeletedandanewPerformancePlancreatedwiththeappropriateAppraisalPeriodStartDatewhenthesupervisorylevelhasbeencorrected.
5.Afteryoupletedviewingyourperformanceelements,selectthe‘Next’linktocontinuetothenexttab,selectthe‘ReturntoMainPage’linktocontinuetheprocessorselectthe‘Logout’linktoendyoursession. TransferMyPerformancePlantoMyRatingOfficial?
1.BeginattheMyPerformanceMainPage. GuidetoCompletingKeyActionsinDCIPSPAA
5 FY2018
2.Select‘TransfertoRatingOfficial’fromthe‘Action’drop-downmenufortheperformanceplanlisted.YoumayalsotransferyourperformanceplantoyourRatingOfficialbyselectingthe‘TransfertoRatingOfficial’buttoninupperrighthandcornerofscreenatanytimeduringtheprocess.
3.Selectthe‘Go’link.4.Writeane-mailmessagetotheratingofficialindicatingthatyouaretransferringthe performanceplan.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage.5.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. AcknowledgeMyPerformancePlan?
1.BeginattheMyPerformanceMainPage.2.Openyourcurrentperformanceplanbyselecting‘Update’or'View'fromthe‘Action’ drop-downmenu.3.Selectthe‘Go’link.4.SelectthePerformancePlantab,followedbyApprovals&Acknowledgmentstab.5.In‘Step4:EmployeeAcknowledgment,’selectthe‘AcknowledgeReceipt’linkwhich willbeavailableonceStep3haspleted.6.Selectthe‘ReturntoMainPage’linktocontinuewiththeprocess,orselectthe ‘Logout’linktoendyoursession. TrackProgressofMyPerformancePlanDuringthePerformanceCycle?
Note:SelectingtheLinkintheLinkscolumnwillnavigateyoudirectlytotheapplicabletabwithintheDCIPSPAA.Table1–EmployeeTrackProgressLinksindicateswhentheLinkswillappear.
1.BeginattheMyPerformanceMainPage.
2.Openyourperformanceplanbyselectingthe‘Go’linknexttoeither‘Update’or‘View’inthe‘Action’column.
3.Selectthe‘TrackProgress’link.
4.Selectthe‘ReturntoPrevious’linktocontinueorselectthe‘Logout’linktoendyoursession. OR
5.BeginattheMyPerformanceMainPage.
6.Select‘TrackProgress’fromthe‘Action’drop-downmenuforyourcurrentperformanceplan.
7.Selectthe‘Go’link. GuidetoCompletingKeyActionsinDCIPSPAA
6 FY2018
8.Selectthe‘ReturntoPrevious’linktocontinueorselectthe‘Logout’linktoendyoursession. MidpointReview CreateSelf-AssessmentforMyMidpointReviewundertheIndividualAssessmentsOption?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’dropdownmenufortheplanlisted. Note:TheDCIPSPAAstatusis‘PlanApproved.’
3.Selectthe‘Go’link.
4.SelecttheMidpointReviewtab.
5.Selectthe‘CreateMidpointReview’link.
6.SelectthePerformanceObjectiveAssessmentstab.
7.Selecttheradiobuttonfortheperformanceobjectiveforwhichyouwanttowriteanassessment.
8.Enteryourself-assessmentintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
9.Repeatsteps7and8untileachassessmentplete. 10.SelectthePerformanceElementAssessmentstab. 11.Selecttheradiobuttonfortheperformanceelementforwhichyouwanttowriteanassessment. 12.Enteryourself-assessmentintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext. 13.Repeatsteps11and12untileachassessmentplete. 14.Selectthe‘ReturntoMidpointReviews’linkatofthescreenwhenyoupletedenteringyourself-assessmentforallyourperformanceobjectivesandperformanceelements. 15.Selectthe‘TransfertoRatingOfficial’linkontheMidpointReviewtabtotransferyourmidpointreviewtoyourratingofficial. 16.Typeane-mailmessagetoyourratingofficialrequestingareview.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage. 17.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. CreateSelf-AssessmentforMyMidpointReviewundertheSingleAssessmentsOption?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’dropdownmenufortheplanlisted. Note:TheDCIPSPAAstatusis‘PlanApproved.’ GuidetoCompletingKeyActionsinDCIPSPAA
7 FY2018
3.Selectthe‘Go’link.
4.SelecttheMidpointReviewtab.
5.Selectthe‘CreateMidpointReview’link.
6.SelectthePerformanceObjectiveAssessmentstab.
7.Selectthe‘ShowPerformanceObjectives’linkandthenthe‘Show’linkunder‘Details’nexttothe‘PerformanceObjective’,orselectthe‘ShowAllDetails’linktoreviewperformanceobjectives.
8.Typeyourconsolidatedperformanceobjectivesandperformanceelementsself-reportofplishmentsintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
9.Selectthe‘ReturntoMidpointReviews’linkatofthescreenwhenyoupletedenteringyourself-assessmentforyourconsolidatedperformanceobjectivesandperformanceelements. 10.Selectthe‘TransfertoRatingOfficial’linkontheMidpointReviewtabtotransferyourmidpointreviewtoyourratingofficial. 11.Typeane-mailmessagetoyourratingofficialrequestingareview.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage. 12.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. AcknowledgeMyCompletedMidpointReview?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’or'View'fromthe‘Action’dropdownmenu.
3.Selectthe‘Go’link. Note:TheDCIPSPAAstatuswillbe‘MidpointinProgress.’
4.SelecttheMidpointReviewtaband‘Update’button,followedbyApprovals&Acknowledgmentstab.
5.In‘Step4:EmployeeAcknowledgment,’selectthe‘AcknowledgeReceipt’linkwhichwillbeavailableonceStep3pleted.
6.Selectthe‘ReturntoMidpointReviews’linktocontinue,orselectthe‘Logout’linktoendyoursession. PerformanceEvaluation(AnnualAppraisal–DCIPS,Closeout–EarlyAnnual–DCIPS,orCloseout-DCIPS) CreateMySelf-AssessmentundertheIndividualAssessmentsOption?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’dropdownmenu. Note:TheDCIPSPAAstatuswillbe‘MidpointReviewCompleted’or‘PlanApproved.’
3.Selectthe‘Go’link. GuidetoCompletingKeyActionsinDCIPSPAA
8 FY2018
4.Check‘AppraisalType’fieldfromthePerformancePlanDetailstabtoensurecorrecttypehasbeenselected-either‘AnnualAppraisal–DCIPS’,‘Closeout–EarlyAnnual–DCIPS’or‘Closeout–DCIPS’.Ifincorrect,notifyyourRatingOfficialastheRatingOfficialwillbeabletochangeitonceyourPerformanceEvaluationhasbeentransferredtotheRatingOfficial.
5.SelectthePerformanceEvaluationtabfollowedbyPerformanceObjectiveAssessmentstab.
6.Selecttheradiobuttonfortheperformanceobjectiveforwhichyouwanttowriteanassessment.
7.Typeyourself-assessmentintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
8.SelectthePerformanceElementAssessmentstab.
9.Selecttheradiobuttonfortheperformanceelementforwhichyouwanttowriteanassessment.Toprovideasummaryforallperformanceelements,enteryoursummaryintheblockforPerformanceElement1. 10.Typeyourself-assessmentintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext. 11.Whenyoupletedenteringyourself-assessmentforallyourperformanceobjectivesandperformanceelements,transferyourperformanceevaluationtoyourratingofficialbyselectingthe‘TransfertoRatingOfficial’linkatofthepage. 12.Typeane-mailmessagetoyourratingofficialrequestingareview.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage. 13.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. CreateMySelf-AssessmentundertheSingleAssessmentOption?
Note:ThesingleassessmentoptiondoesnotapplytotheMockPayPoolInfoassessmentswithintheDCIPSPAA.
1.BeginatthePerformanceAppraisalApplicationmainpage.
2.Openyourcurrentperformanceplanbyselecting‘Update’fromthe‘Action’dropdownmenu.
3.Selectthe‘Go’link. Note:TheDCIPSPAAstatuswillbe‘MidpointReviewCompleted’or‘PlanApproved.’
4.Check‘AppraisalType’fieldfromthePerformancePlanDetailstabtoensurecorrecttypehasbeenselected-either‘AnnualAppraisal–DCIPS’,‘Closeout–EarlyAnnual–DCIPS’or‘Closeout–DCIPS’.Ifincorrect,notifyyourRatingOfficialastheRatingOfficialwillbeabletochangeitonceyourPerformanceEvaluationhasbeentransferredtotheRatingOfficial.
5.SelectthePerformanceEvaluationtabfollowedbyPerformanceObjectiveAssessmentstab.
6.Selectthe‘ShowPerformanceObjectives’linkandthenthe‘Show’linkunder‘Details’nexttothe‘PerformanceObjective’,orselectthe‘ShowAllDetails’linktoreviewperformanceobjectives. GuidetoCompletingKeyActionsinDCIPSPAA
9 FY2018
7.Typeyourconsolidatedperformanceobjectivesandperformanceelementsself-reportofplishmentsintothe‘EmployeeSelf-Assessment’box.YoumaycopyandpastethisdataintothisboxfromMSWordor‘MyJournal’.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
8.Whenyoupletedenteringyourself-reportofplishmentsforyourperformanceevaluation,transferyourperformanceevaluationtoyourratingofficialbyselectingthe‘TransfertoRatingOfficial’linkatofthepage.
9.Typeane-mailmessagetoyourratingofficialrequestingareview.The‘SpellCheck’buttonisavailabletocheckthespellingintheemailmessage. 10.Selectthe‘TransfertoRatingOfficial’linkatoftheE-MailNotificationpage. AcknowledgeMyCompletedPerformanceEvaluation?
1.BeginattheMyPerformanceMainPage.
2.Openyourcurrentperformanceplanbyselecting‘Update’or'View'fromthe‘Action’drop-downmenu.
3.Selectthe‘Go’link.
4.SelectthePerformanceEvaluationtab.
5.SelecttheApprovals&Acknowledgmentstab.
6.In‘Step4:EmployeeAcknowledgment,’selectthe‘AcknowledgeReceipt’linkwhichwillbeavailableonceStep3pleted.Click‘OK’whentheConfirmationnoticeisreceived.
7.Selectthe‘Logout’linktoendyoursession. ViewMyCompletedPerformanceEvaluation?
1.BeginattheMyPerformanceMainPage.
2.Selectthe‘ShowCompletedPlans/Appraisals’link.
3.EntertheYearintheAppraisalYearandselect‘DCIPSPerformanceEvaluation’or'DCIPSCloseoutEvaluation'whentheAppraisalTypeis'Closeout-DCIPS'fromthelistofvaluesfortheEventtolimityoursearch.
4.Selectthe‘Find’button.
5.SelectthePrintericonundertheReports/FormscolumnfortheDCIPSPerformanceEvaluation.
6.Clicktheboxtotheleftof‘Select/DeselectAll’toview/printboththeevaluationandtheguestfeedbackorclicktheboxtotheleftof‘DCIPSCloseoutorDCIPSPerformanceEvaluation’toview/printonlytheDDForm2906D.
7.Select‘View/PrintSelectedSections’buttoninlowerrighthandcornerofscreentoviewand/orprintthereport.
8.Selectthe‘Logout’linktoendyoursession. GuidetoCompletingKeyActionsinDCIPSPAA 10 FY2018 MockSelf-Assessment UpdateorViewMyMockSelf-Assessment?
1.BeginattheMyPerformanceMainPage.
2.Sinceyoudonothavetohaveownershipofyourperformanceplantowriteyourmockself-assessment,openyourperformanceplanbyselecting‘Update’or‘View’fromthe‘Action’drop–downmenu.
3.Selectthe‘Go’button.
4.SelecttheMockPayPoolInfotab. Note:ThePerformancePlanmustbeapprovedbeforetheMockPayPoolInfotabisavailable.TheMockPayPoolInfotabwillonlybeavailablefromFebruary1stthroughAugust31st.
5.SelecttheMockPerformanceObjectivestab.
6.Select‘ImportMidpointReview’tocopytheinformationfromyourmidpoint. Note:Ifyoudidpleteamidpointself-assessment,youcannotusethisoption. Or
7.Selecttheradiobuttonnexttoeachperformanceobjectivetodisplaytheperformanceobjectivetext.
8.Enteryourself-assessmentintothe‘EmployeeMockSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWord.
9.Repeatsteps7and8untileachassessmentplete. 10.SelecttheMockPerformanceElementstab. 11.Selecttheradiobuttonfortheperformanceelementforwhichyouwanttowriteanassessment.Toprovideasummaryforallperformanceelements,enteryoursummaryintheblockforPerformanceElement1. 12.Typeyourself-assessmentintothe‘EmployeeMockSelf-Assessment’box.YoumaycopyandpastethisdataintotheappropriateboxfromMSWord. 13.Repeatsteps11and12untileachassessmentplete. 14.Selectthe‘ReturntoMainPage’buttontostartanewprocess,orselectthe‘Logout’linktoendyoursession. DocumentCompletionofMyMockSelf-Assessment?
1.BeginattheMyPerformanceMainPage.
2.Sinceyoudonothavetohaveownershipofyourperformanceplantopletionofyourmockself-assessment,openyourPerformancePlanbyselecting‘Update’or‘View’fromthe‘Action’drop–downmenu.
3.Selectthe‘Go’button.
4.SelecttheMockPayPoolInfotab.
5.SelecttheMockApprovalsandAcknowledgmentstab.
6.Selectthe‘Complete’buttontopletionofyourmockself-assessment. Note:Onceyouhavepletionofyourmockself-assessment,youwill GuidetoCompletingKeyActionsinDCIPSPAA 11 FY2018 notbeallowedtomakeanychangesunlessyourratingofficialrequestsachange.
7.Selectthe‘Show’linktoviewthedatepletedyourmockself-assessment.8.Selectthe‘ReturntoMainPage’buttontobeginanewprocess,orselectthe‘Logout’ linktoendyoursession. ViewMyCompletedMockSelf-Assessment?
1.BeginattheMyPerformanceMainPage.
2.OpenyourPerformancePlanbyselecting‘Update’or‘View’fromthe‘Action’dropdownmenu.
3.Selectthe‘Go’button.4.SelecttheReports/Formstab.5.Select‘MockReport’asReporttype.6.SelectPerformanceElementswithMockAssessmentsandPerformanceObjectiveswith MockAssessments.7.Select‘View/PrintSelectedSections’buttoninlowerrighthandcornerofscreento viewand/orprintreport.OR
8.SelecttheMockPayPoolInfotab.9.SelecttheMockPerformanceObjectivestabtoviewbothemployeemockself- assessmentsandratingofficialmockassessmentsforeachperformanceobjective.10.SelecttheMockPerformanceElementstabtoviewbothemployeemockself- assessmentsandratingofficialmockassessmentsforeachperformanceelement.11.Selectthe‘ReturntoMainPage’buttontobeginanewprocess,orselectthe‘Logout’ linktoendyoursession. GuidetoCompletingKeyActionsinDCIPSPAA 12 FY2018 Section2–RatingOfficial–HowDoI... Animportantnote:Thefirsttimethe‘Go’buttonisselectedfor‘CreateNewPlan’or‘View’or‘Update’ontheMyPerformanceMainPage,an‘UnclassifiedInformationOnly’pagewilldisplay.Youmustagreethatyouwillnotenteranyclassifiedinformationbycheckingtheboxandselectingthe‘Continue’buttoninordertocontinue. PerformancePlan CreateorCopyanEmployee’sPerformancePlan?
1.BeginattheMyPerformanceMainPage.
2.Createanewperformanceplanbyselecting‘DefenseCivilianIntelligencePersonnelSystem’fromthe‘ChooseaPlanType’drop-downmenu.
3.Selectthe‘Go’link,whichdisplaystheemployeesinyourhierarchy.
4.Identifytheemployeeforwhomyouwishtocreateaplanandselect‘Create’fromthePerformancePlancolumn.
5.ReviewtheSetupDetailsinformationandmakeanynecessarychangestothedefaultvaluesintheperformanceplansetupdetails. Iftheinformationisnotcorrect: Selectthecorrectappraisaltypefromthelistofvalues. SelecttheCalendariconnexttotheappraisalperiodstartdatetochangeit Selectanewappraisalperiodstartdate. SelecttheCalendariconnexttotheappraisalperiodenddatetochangeit Selectanewappraisalperiodenddate. SelecttheMagnifyingGlassicontotherightofthenameoftheratingofficialorhigherlevelreviewerifyouneedtochangethem.
6.Selectthe‘BuildNewPerformancePlan’linkorthe‘CopyanExistingPerformancePlan’link.AnerrormessagewillbereceivediftheemployeeisnotcurrentlyassignedtoaDCIPSPayPool.
7.Selectoneofthefollowing: TobuildanewPerformancePlan,selectthe‘Next’linktocontinuethe‘BuildNewPerformancePlan’process. TocopyanexistingPerformancePlan,selectthe‘Find’linkafterenteringsearchcriteria,selectthe‘Copy’linkfortheperformanceplantobecopiedandthenconfirmyourwishtocopytheperformanceplanidentifiedbyselecting‘Yes’tocontinuethe‘CopyanExistingPerformancePlan’process. Note:The‘EmployeeName’isauto-populatedwiththeselectedemployee’sname.Usethe‘Clear’buttontosearchforadifferentPerformancePlantocopyfromfortheselectedemployee.YoumaycopyfromanyPerformancePlanforanyemployeeinyourSelfServiceHierarchyorfromanyPerformancePlaninwhichyouwereidentifiedastheRatingOfficialonthePerformancePlan. GuidetoCompletingKeyActionsinDCIPSPAA 13 FY2018
8.Selectthe‘Logout’linktoendyoursession. CopyEmployee’sCurrentPerformancePlanforNextRatingCycleonMultipleEmployeesatOneTime?
1.SelecttheApplyAction(s)toMultipleEmployeeslinkunderthemenuitemslistedontheNavigatorpage.
2.Select‘DCIPS–RatingOfficial’fortheSystemandRoleandthenselectthe‘Start’button.
3.Select‘CopyEmployee’sCurrentPlanforNextRatingCycle’fromthe‘AvailableActions’listedandthenselectthe‘Start’button.
4.EnterthecurrentRatingOfficial’snameandclickthe‘Find’buttontoproducealistingofemployeestoselectfrom.
5.Selecttheemployeestowhichtheactionshouldbeappliedandthenselectthe‘Next’button. Note:OnlyemployeeswiththeDCIPSPlanStatusof‘Approved’willappear.
6.CompletethePlanSetupDetailsandselectthe‘Copy’buttontoexecutetheaction.
7.AStatusLogthenappearsthatnotifiestheRatingOfficialwhatplanswereessfullycreatedforthenextratingcycle.AnerrormessagewillbereceivedforanyemployeenotcurrentlyassignedtoaDCIPSPayPool.
8.Select‘ReturntoAvailableActions’orthe‘Home’linktocontinueorselectthe‘Logout’linktoendyoursession. CopyOneActivePerformancePlantoMultipleEmployeesatOneTime?
1.SelecttheApplyAction(s)toMultipleEmployeeslinkunderthemenuitemslistedontheNavigatorpage.
2.Select‘DCIPS–RatingOfficial’fortheSystemandRoleandthenselectthe‘Start’button.
3.Select‘CopyOneActivePlantoMultipleEmployees’fromthe‘AvailableActions’listedandthenselectthe‘Start’button.
4.Selecttheemployeestowhichtheactionshouldbeappliedandthenselectthe‘Next’button.
5.SelectthePlantoCopybyenteringtheEmployeeNameorAppraisalIDoftheplanyouwishtocopy,selectthe‘Find’button,selecttherecordandthenselectthe‘Next’button.Note:OnlyemployeeswiththeDCIPSPlanStatusof‘Approved’willappear. GuidetoCompletingKeyActionsinDCIPSPAA 14 FY2018
6.CompletethePlanSetupDetailsandselectthe‘Copy’buttontoexecutetheaction.
7.AStatusLogthenappearsthatnotifiestheRatingOfficialwhatplanswereessfullycreated.AnerrormessagewillbereceivedforanyemployeenotcurrentlyassignedtoaDCIPSPayPool.
8.Select‘ReturntoAvailableActions’orthe‘Home’linktocontinueorselectthe‘Logout’linktoendyoursession. UpdatePerformancePlanDetails?
1.BeginattheMyPerformanceMainPage.2.Openanexistingperformanceplan: Selectthe‘Update’fromthe‘Action’drop-downmenufortheemployeewhoseperformanceplanyouwishtoupdate. Selectthe‘Go’link.ReviewtheinformationinPerformancePlanDetailstabtoensureitiscorrect.Iftheinformationisnotcorrect:SelectthecorrectAppraisalTypefromthelistofvalues. SelecttheCalendariconnexttotheAppraisalPeriodStartDatetochangeit. Selectanewappraisalperiodstartdate.SelecttheCalendariconnexttotheAppraisalPeriodEndDatetochangeit.Selectanewappraisalperiodenddate.Selectthe‘ChangeRatingOfficialand/orHigherLevelReviewer’link.SelectMagnifyingGlassicontotherightoftheRatingOfficialNameor HigherLevelReviewerifyouwanttochangethem.Selectthe‘SaveandReturntoPerformancePlanDetails’linktocontinue withtheprocess.Note:TheaboveAppraisalType,AppraisalPeriodStartDateandAppraisalPeriodEndDatefieldsareclosedforupdateonceStep1onthe'Approvals&Acknowledgments'tabunderthePerformanceEvaluationhaspleted.TheAppraisalTypeandAppraisalPeriodEndDatefieldsareopenforupdateonthePerformanceEvaluationassessmenttabsuntilStep2onthe'Approvals&Acknowledgments'tabunderthePerformanceEvaluationhaspleted.3.Selectthe‘Next’linktocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. AddMissionGoals?
1.BeginattheMyPerformanceMainPage.2.Openanexistingperformanceplan: GuidetoCompletingKeyActionsinDCIPSPAA 15 FY2018 Selectthe‘Update’fromthe‘Action’drop-downmenu,andselectthe‘Go’link.
3.SelecttheMissionGoalstab.
4.Enteranization’sgoalsandpriorities. Ifinformationisnotincludedaboutanization’sgoalsandpriorities,youareencouragedtoprovidethisinformation.Ithelpsyouremployeeswriteeffectiveperformanceobjectivesthatalignwithanization’sgoalsandpriorities. Youmaytypedirectlyintothetextboxorcopyandpastefromanotherdocument.Youmayselectthe‘SpellCheck’buttontocheckthespellingofthetext.
5.Selectthe‘Next’linkorPerformanceObjectivestabtocontinuewiththeprocess,orselectthe‘Logout’linktoendyoursession. AddPerformanceObjectives?
1.BeginattheMyPerformanceMainPage.
2.Openanemployee’sexistingperformanceplanbyselecting‘Update’fromthe‘Action’drop-downmenu.
3.Selectthe‘Go’link.
4.SelectthePerformanceObjectivestab.
5.Select
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