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OPR Checklist: Management

Standard vs Flexible Checklist

For more information on the difference between the standard and flexible checklists, see: OPR Checklist: Standard vs Flexible - What's the difference

Review Period

The Review Period is the period of time or date range that the employee’s performance will be reviewed. These dates are required so the system knows which Record Notes are relevant and should be retrieved for review when the appraisal is completed.

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The Select Date button allows you to select the relevant date.

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Review Dates

The Review Dates indicate the period of time that the appraisal must be completed within.

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Select Assessor

The Select Assessor step allows you to select the record that will perform the initial Appraisal and the Final Assessment of the employee.

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Once the Assessor has been selected, their name will display and you will be given the option to ‘Change’ the Assessor if required.

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When the Assessor has completed both stages of the process, the checklist step will be updated to show that it is Completed.

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Initiate Performance Review Process

Before the performance review can be initiated, you must ensure the Assessor has been selected. Once the Assessor has been selected, you will have the option to either Preview or Generate the performance review.

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If you need to change the Assessor, you can select the new Assessor and then click Save Changes to confirm the changes.

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When you select Preview, a summary of the Capabilities, a description of the capability and the related rating scale will display. The capabilities will show whether they were assigned through a Grouping or Individually assigned.

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Once the performance review is generated, the status of the review will display as Review in Progress.

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Flexible Checklist - Assessor

Once you have launched the OPR process, the Assessor and Assessee will be will be prompted to complete their assessments via eSS.  Once both parties have completed their Assessments, the initial OPR Summary Report document will be issued to the Assessor only for their review.  The Assessee will not receive a copy of this report at this stage (Note: the old OPR checklist automatically releases the report to both the Assessee and Assessor at this stage).

The Assessor has option to do either or both of the following:

  • OPTION 1:  The Assessor can release the initial OPR Summary Report document to the Assessee;

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  • OPTION 2:  The Assessor can amend their ratings and comments prior to releasing the OPR Summary Report document to the Assessee.  This can be done via 2 methods:

    • Via HR - The Assessor can contact HR in order to change the status of the initial OPR Summary Report document to 'Draft' status.  HR can trigger this at "Step 8.01" by simply clicking the button titled "Mark Manager Response as DRAFT".  This will send another eSS Task to the Assessor - All submitted ratings and comments will be saved and the Assessor can amend their assessment as needed.  The Assessor will need to "Submit" again once complete - a copy of the updated OPR Summary Report document will only be sent to the Assessor;

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    • Via the Employee Record - The Assessor themselves can also mark the initial OPR Summary Report document as 'Draft' by simply going to the relevant checklist against the employee record within Citation HR Software.  If HR would like to stop Assessor's from being able to do this, please contact Customer Experience.  Same screenshot as the above.
    • Once the Assessor is happy with the OPR Summary Report document, the Assessor can hit the 'Release' button within eSS in order to release the report to the Assessee.

5.  As per the normal process, the Assessor and Assessee should then meet to discuss the initial OPR Summary Report document and discuss the Assessee's professional and personal goals / objectives for the future.

6.  The Assessor is then prompted via eSS to track the date of the face-to-face meeting and input the final ratings and comments.  Once the Assessor hits "Submit", the final OPR Summary Report document will be sent to both the Assessor and the Assessee.

7.  The OPR report now features a new and improved Objectives summary table within the OPR Summary Report document.  The table now tracks 'current' objectives (which relates to the current performance review period) and 'future' objectives (which relates to the future professional development objectives and goals). Review this article in order to understand how the table works.  

8.  Copies of all reports will be stored against the Employee record.