Evaluator Quick Start Guide for UT Perform
Link to Evaluator Training Additional Computer-Based Training: Rise 360
Perform Evaluator Quick Start Guide
My Staff
A. My Folder: If you are being evaluated, view your tasks here.
B. My Staff: Work with the staff you are evaluating.
C. Signatures: Electronically sign or approve forms.
D. Schedule: Sync your calendar or view meetings scheduled via the Perform system.
E. Reports: Many ways to review the status and history of your staff’s evaluation progress.
F. Analysis: For completed forms, review and compare staff scores.
G. View: Fill out forms, schedule conferences, and view the direct report’s entire process.
H. Folder: View a simpler list of the direct report’s entire process history, including due dates.
I. Bulk Actions: Delegate processes to others and other management tasks.
Forms
A. Rubric/Form Review Tool: Access a slide-out tool to view any rubric associated with this process, as well as any completed forms in the process.
B. Artifacts: Add any number of artifacts/attachments up to 10mb in size. May not be present on all forms. See next page for more details on adding artifacts.
C. Workflow: View the signature, approval, or review steps that must be completed once the form is submitted. May not be present on all forms.
D. Save Progress: While the form does auto-save, it is always a good idea to Save Progress prior to exiting the form to be sure your changes are saved.
E. Save & Submit: Save the form, lock it from further edits, and begin the workflow defined for