Salesforce Employee Evaluation Process (Supervisors/Full Process)

Topic

This article will walk Supervisors through the employee evaluation process. Employees may find this article useful as well, but note that you should receive emails with each step and will just be required to follow the links and signature buttons as directed.

Environment (Products involved such as e.g. hardware, software, network)   

Salesforce HR Evaluation Application

Steps 

NOTE: Video Instructions can be found HERE. 

1. To begin, please sign into Salesforce. Click Here for the log in page, and Click Here for log in instructions. As a reminder, click on the ‘Log in with HTC’ button to log in (not the user name and password)

2. Once logged in, you should see the Hennepin HR Evaluation application.

           I.  If you do not, you will see an icon with 9 dots. Click on the icon, and you will see a list of apps available to you.

           II. Search for ‘HR’

           III. Click on the Hennepin HR Application.

3. To see staff contacts, click on the drop-down next to the home tab and click on ‘Contacts’

You will see all contacts

4. We will now filter for just your staff (you will complete this once and you will not have to do it again)
   1. Click on the gear icon on the right side of the screen and click new

2. Enter a name for the list view using this format ‘Yourname’s Staff’ (Ex: Elizabeth’s Staff) and click save.

3. Now, ensure that the filter button is blue and you see the filter panel on the right. It should default to filter by owner and it should say “My Contacts”.

     

4. Click on “Add Filter” and use the drop down to select “Staff”, select True, and click Done.

5. Click ‘Add Filter’ again and select ‘No Longer Employed’, click False, and click Done.

6. Finally, Click Save and the list will be filtered to just staff that report to you.

7. Click the Pin next to your list view name and it will default to this page every time you log in. Again, you will not have to filter or pin the list again, it will now be set and default to your staff every time.

5. Now we will go through the evaluation process. First, click on the staff you would like to review.

6. This will bring up the contact record with all the employee information on it.

7. HR kicks off the process with an email to the staff member that has a link to their evaluation. They will select the review type (annual, mid-point of probation, end of probation, other) their rating, and add comments. Here are screen shots of what they see:

Initial Email with Link to the Survey

The evaluation survey:

8. Once the employee hits send, you will receive a confirmation email directing you to log into Salesforce to complete your portion of the employee eval.

9. You will then find the employee evaluation. On the staff contact card, select 'View All' under the HR Evaluations section:

10. Select the evaluation that is in process.

11. Scroll down and you will see the employee’s answers (their rating and summary).

12. You can change the overall rating if you feel that does not match your assessment by clicking the pencil icon.

13. Scroll down to ‘Supervisor Summary’ in the Supervisor Section. Enter your summary, click ‘Ready to Sign’, and then click Save.

14. The employee will get an email with a link asking for confirmation of the changes and comments you made and the option to accept or decline to sign. If they decline to sign, they will need to work with you and HR on why they chose not to sign. If they select ‘Ready to Sign’ you will both be sent emails asking for signature.

15. You will receive an email asking for your signature. Click the review and sign button.

16. You will be sent to the Formstack page where you can see the evaluation with all the fields filled in.
    1. You can scroll to where it says ‘Click to Sign’ or you can click the ‘Start’ button at the top of the page to jump to the signature section.

2. Click ‘Click to Sign’

3. Type or draw your signature and click ‘Next’

4. Click ‘Submit Document’

5. Click ‘Submit Document’

17. The employee will complete the steps 15 and 16 to sign off on the evaluation. You will then receive confirmation that the evaluation has been completed with a PDF copy.

18. You have completed the process. If you refresh the page on the employee evaluation screen in Salesforce, you will see all the information is filled in and the status changes to complete.

Resources

Article on how to log in: https://services.hennepintech.edu/TDClient/2199/Portal/KB/ArticleDet?ID=143441

Log In URL for Salesforce: https://hennepintech.my.salesforce.com/