Performance Management

DEPARTMENT OF EDUCATION (ED) OFFICE OF MANAGEMENT (OM) Human Capital and Client Services (HCCS)

ED PERFORMANCE APPRAISAL SYSTEM (EDPAS)

Presentation Overview
This presentation will provide you with the following information necessary to navigate performance management at ED: Definitions of key performance terms A quick snapshot of the performance plan Getting started on Setting your Performance Plan Reference Documents Website Information Using System Software Program Contacts

Key Definitions
Education Department Performance Appraisal System (EDPAS)
ED's performance appraisal program provides for: The establishment of standards and critical elements Communication of elements and standards to employees Evaluation of employees performance Appropriate use of appraisal information in making personnel decisions.

Performance Plan
The written critical performance elements and accompanying performance standards that set forth the expected performance of the employee. Performance plans will include a clear and concise statement of employee responsibilities/expected results related to each critical element. The standards will describe how performance for the responsibilities/expected results will be measured.

Key Definitions
Critical Element
A component of a position consisting of one or more duties and responsibilities which are of such importance that unacceptable performance on the element would result in an overall performance level of Unacceptable. Such elements are used only to measure performance at the individual level.

Performance Standard
A management-approved expression of performance threshold(s), requirement(s), or expectation(s) that must be met to be appraised at a particular level of performance. When this expression of performance is used in conjunction with the rating scale and achievement level descriptions, it constitutes a standard. Standards must be drafted to be compatible with the achievement level descriptions so the employee has adequate notice as to what constitutes "Acceptable" performance. When a specific measure is incorporated into a standard, it must conform to the measures in the Successful" achievement level description.

EDPAS Performance Plan

Rating Scale

Critical Elements

Each element must contain at least three (3) and no more than eight (8) standards.

Immediate to do/know on EDPAS

In the next 2 -3 weeks you should do the following:
Talk to your supervisor about establishing a performance plan Work with your supervisor to establish performance standards

Review EDPAS online documents (see the next slide)

Enter your performance standards into the EDPAS online forms

Guidance on EDPAS
For information on Performance Management please reference these documents.
1. ED Personnel Manual Instruction (PMI):
(URL) http://wdcrobiis08/doc_img/pmi_430-2.doc Performance expectations Responsibilities of EDPAS participants Further detail on each EDPAS event

2. Collective Bargaining Agreement (Article 23), Performance Appraisal:

(URL) http://connected.ed.gov/document_handler.cfm?id=1305 Agreement between the U.S. Department of Education and the National Council of Department of Education Locals Council 252 American Federation of Government Employees

3. OPM Performance Management Guidance

(URL) http://www.opm.gov/perform/index.asp

EDPAS Timeframes
Appraisal Period October 1 September 30

Within 30 calendar days you must enter your performance plan into EDPAS. A progress review will be given by your supervisor at the midpoint of your appraisal period. At the end of the appraisal period you will receive a final rating of record, provided an EDPAS plan has been in effect for 120 days prior to the end of the appraisal period.

If you do not have a signed performance plan by June 3rd, your appraisal period will be extended past September 30, until you meet the required 120 days.

EDPAS Intranet Site on ConnectED

To access the EDPAS intranet website:
1.Go to Connect ED on the intranet website 2.Click on Human Capital and Client Services in the left margin 3.Click on ED Performance Appraisal System (EDPAS)

You will find a wealth of information on the Department's Performance Appraisal System. . (URL) http://connected/index.cfm?navid=515

EDPAS Online
Login

New employees coming into the Department will have a profile setup in EDPAS. You can expect at least 5 to 10 business days before EDPAS will be accessible. Your staffing or executive officers will update the Federal Personnel & Payroll System (FPPS) which we use to setup your profile in EDPAS. An EDPAS confirmation email will be sent informing you of how to start using the appraisal system.

Confirmation EMAIL
Profile Complete
Before logging into EDPAS, you must discuss with your supervisor the information to be placed into your performance plan. To access EDPAS go to
this hyperlink Login to the EDPAS Software Login Instructions:
1. Login using your ED userid and password.

a) Please ensure that the CAPS Lock key is turned off.

b) Do not use "@ed.gov" in your user id field. 2. Complete Step 1 (Assign Supervisor) 3. Complete Step 2 (Enter Performance Standards)

* A minimum of three entries must be entered for both Organizational Priorities and Customer Service.
4. Complete Step 3 (Print Performance Standards) Once these three steps are completed your supervisor will be able to view, certify, and complete the appraisal.

Confirmation EMAIL
Profile Complete
Before logging into EDPAS, you must discuss with your supervisor the information to be placed into your performance plan. To access EDPAS go to
this hyperlink (URL) http://gpas.ed.gov/EDPAS/ Login Instructions:
1. Login using your ED userid and password.

a) Please ensure that the CAPS Lock key is turned off.

b) Do not use "@ed.gov" in your user id field. 2. Complete Step 1 (Assign Supervisor) 3. Complete Step 2 (Enter Performance Standards)

* A minimum of three entries must be entered for both Organizational Priorities and Customer Service.
4. Complete Step 3 (Print Performance Standards) Once these three steps are completed your supervisor will be able to view, certify, and complete the appraisal.

INTRANET EDPAS
Login Instructions

Welcome to EDPAS web!

You may click on the link at the bottom of the screen to login to EDPAS. Use your ED User Name and ED Password to login to the EDPAS software. The user Jane Doe would enter Jane.Doe along with the ED password. When logging out of EDPAS it is important that you click on the Logout button to end the session. If you need assistance, please call the EDPAS Help Desk at (202) 708-6032.

To enter your Performance Plan

You must perform steps 1 & 2 before printing. Step 1 - Enter Performance Standards - Type in your job specific standards. Step 2 - Assign Supervisor - Select and assign your current supervisor as your evaluator. Step 3 - Print Performance Plan - Print plan. (above steps must be complete before printing)

For supervisors entering appraisals

to view the appraisal process and instructions, Go to (URL) http://gpas.ed.gov/gpasweb/pdf/docs/EDPASsi.doc

A user guide with detailed instructions is available to assist you with the change to the EDPAS web application. You can view the EDPAS User Guide in Word format or in PDF format. Additionally, the Departments EDPAS policy PMI 430-2 can be found on ConnectED.

INTRANET EDPAS
Login to EDPAS

Login using your ED userid and password

Please ensure that the CAP Lock Key is turned off. Do not use @ed.gov in your User Name field.

INTRANET EDPAS
Create Performance Plan
Check mark will appear after each step is completed correctly.

1. Complete Step 1 (Assign Supervisor). 2. Complete Step 2 (Enter Performance Standards). Two Critical Elements: Each element should contain between 3 to 8 performance standards. - Organizational Priorities - Customer Service - Management and Leadership (Supervisors Only) 3. Complete Step 3 (Print Performance Plan).

INTRANET EDPAS
STEP 1 - Assign Supervisor
O

OBERLE OBRIEN ODOM ODONNELL OHARA OLIVER

Find supervisor last name to select. Click on the last name to select. Click Add>> button to move supervisor name into box.

INTRANET EDPAS
STEP 2 Elements & Standards

Both you and your supervisor will develop the plan.

Click on the text to be edited, then click on

INTRANET EDPAS
STEP 3 Print

Step 3, will place your performance plan into the supervisor queue. The supervisor will then be able to view, certify, and rate your performance plan.

Contact EDPAS
Performance Management Branch:
Branch Chief:
202-708-5950 Office: LBJ-2E233 Interoffice: LBJ-2E255

Stacey OHara

EDPAS Support:
202-708-5954 Cubicle: LBJ-2E246

Dorothy Titus Darryl Rines

Perf. Mgmt. Specialist: & EDPAS Support:

202-260-3907 Cubicle: LBJ-2E244