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Confirmation Form User Manual

The document is a user manual for the Lateral Confirmation form, detailing the navigation steps for different review stages (IS, NS, DH). It outlines how to access the form, input employee information, provide ratings and comments, and finalize the form for submission. Each review stage has specific sections for inputting ratings, recommendations, and overall comments, with a clear process for moving the form through the review stages.

Uploaded by

smemech007
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
4 views26 pages

Confirmation Form User Manual

The document is a user manual for the Lateral Confirmation form, detailing the navigation steps for different review stages (IS, NS, DH). It outlines how to access the form, input employee information, provide ratings and comments, and finalize the form for submission. Each review stage has specific sections for inputting ratings, recommendations, and overall comments, with a clear process for moving the form through the review stages.

Uploaded by

smemech007
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 26

User Manual – Confirmation Form

Sensitivity: LNT Construction Internal Use


Content
❑Form - Navigation Step

❑ Confirmation - IS Review

❑ Confirmation - NS Review

❑ Confirmation - DH Review

Sensitivity: LNT Construction Internal Use


Form – Navigation Step

Sensitivity: LNT Construction Internal Use


Navigation to Confirmation form - 2 Options
The Lateral Confirmation form can be accessed in 2 ways:
• Home Page > To Do > Review Performance Tile
• Home > Performance (In process forms can be accessed in Inbox)

1 2
Click on ‘Review Performance’
from the ‘To Do’ list on the You can also access the form by Click on the highlighted link to
Home Page navigating to ‘Home>> Performance’ open the form

Sensitivity: LNT Construction Internal Use


Confirmation – IS Review

Sensitivity: LNT Construction Internal Use


Confirmation – Employee Information Section (IS Review)

Process Step
- Organizational Details and Employee’s Reporting details will be visible in Employee Information Section

Navigation Step
- Click on Employee Information tab

Sensitivity: LNT Construction Internal Use


Confirmation – Attributes Section (IS Review)

Process Step
- IS can provide comments and ratings against each attributes.
- Rating all attributes are mandatory. Rating scale is from 1 to 4 which are Needs Improvement ; Vital Contributor; Top
Performer and Outstanding.

Navigation Step
- Click on Attributes tab
- Click on Expand All option and you can open all attributes individually and input comments and ratings.

Sensitivity: LNT Construction Internal Use


Confirmation – Overall Rating Section (IS Review)

Process Step
- IS can provide overall rating by selecting an option from the drop-down menu
- Rating options available are Needs Improvement; Vital Contributor; Top Performer and Outstanding

Navigation Step
- Click on Overall Rating tab

Sensitivity: LNT Construction Internal Use


Confirmation – Recommendation Section (IS Review)

Process Step
- IS can provide their Recommendation by selecting an option from drop-down menu as highlighted below
- In case of Extension IS can input extension period (in MONTHS) in the textbox provided across
- IS can select an option from drop-down menu on whether they had Assessment discussion with employee (Yes/No)

Navigation Step
- Click on Recommendation tab

Sensitivity: LNT Construction Internal Use


Confirmation – Overall Comments Section (IS Review)

Process Step
- IS can provide their Overall Comments on employee in this section

Navigation Step
- Click on Overall Comments tab

Sensitivity: LNT Construction Internal Use


Confirmation – Finalizing and Sending form to next step
Navigation Step:
Finalize Form - > After providing all inputs, click on “Finalize Form” button available at the bottom to submit form to next step.

Send to Next Step - > Click on “Send to Next Step” button available at the bottom to submit form to next step.

Sensitivity: LNT Construction Internal Use


Confirmation - NS Review

Sensitivity: LNT Construction Internal Use


Confirmation – Employee Information Section (NS Review)

Process Step
- Organizational Details and Employee’s Reporting details will be visible in Employee Information Section

Navigation Step
- Click on Employee Information tab

Sensitivity: LNT Construction Internal Use


Confirmation – Attributes Section (NS Review)
Process Step
- NS can view comments and ratings against each attributes which are provided during Confirmation - IS Review in previous
step.
- Rating scale is from 1 to 4 which are Needs Improvement ; Vital Contributor; Top Performer and Outstanding.

Navigation Step
- Click on Attributes tab
- Click on you can open all attributes individually and view comments and rating against each attributes. Expand All option and

Sensitivity: LNT Construction Internal Use


Confirmation – Overall Rating Section (NS Review)

Process Step
- NS can view IS Overall Rating in this screen.
- NS can provide their own Rating from drop-down menu
- Rating options available are Needs Improvement; Vital Contributor; Top Performer and Outstanding.

Navigation Step
- Click on Overall Rating tab

Sensitivity: LNT Construction Internal Use


Confirmation – Recommendation Section (NS Review)
Process Step
- NS can view IS Recommendation in this screen.
- NS can provide their own Recommendation from drop-down menu as highlighted below.
- In case if NS select Extension option, then the extension period inputted by IS will be considered for NS as well
- NS can view whether IS had discussion with employee

Navigation Step
- Click on Recommendation tab

Sensitivity: LNT Construction Internal Use


Confirmation – Overall Comments Section (NS Review)

Process Step
- NS can view comments provided by IS
- NS can provide their comments here for further evaluation

Navigation Step
- Click on Overall Comments tab

Sensitivity: LNT Construction Internal Use


Confirmation – Finalizing and Sending form to next step

Navigation Step:
Finalize Form - > After providing all inputs, click on “Finalize Form” button available at the bottom to submit form to next step.
-> NS can send form back to IS step by clicking on Send to Previous Step button if required.

Send to Next Step - > Click on “Send to Next Step” button available at the bottom to submit form to next step.

Sensitivity: LNT Construction Internal Use


Confirmation - DH Review

Sensitivity: LNT Construction Internal Use


Confirmation – Employee Information Section (DH Review)

Process Step
- Organizational Details and Employee’s Reporting details will be visible in Employee Information Section

Navigation Step
- Click on Employee Information tab

Sensitivity: LNT Construction Internal Use


Confirmation – Attributes Section (DH Review)

Process Step
- DH can view comments and ratings against each attributes which are provided during Confirmation - IS Review step.
- Rating scale is from 1 to 4 which are Needs Improvement ; Vital Contributor; Top Performer and Outstanding.

Navigation Step
- Click on Attributes tab
- Click on Expand All option and you can open all attributes individually and view comments and rating against each attributes.

Sensitivity: LNT Construction Internal Use


Confirmation – Overall Rating Section (DH Review)

Process Step
- DH can view IS & NS Overall Rating in this screen.
- DH can provide their own Rating from drop-down menu
- Rating options available are Needs Improvement; Vital Contributor; Top Performer and Outstanding.

Navigation Step
- Click on Overall Rating tab

Sensitivity: LNT Construction Internal Use


Confirmation – Recommendation Section (DH Review)
Process Step
- DH can view IS & NS Recommendation in this screen.
- DH can provide their own Recommendation from drop-down menu as highlighted below.
- In case if DH select Extension option, then the extension period inputted by IS will be considered for DH as well
- DH can view whether IS had discussion with employee

Navigation Step
- Click on Recommendation tab

Sensitivity: LNT Construction Internal Use


Confirmation – Overall Comments Section (DH Review)

Process Step
- DH can view comments provided by IS & NS
- DH can provide their comment here for further evaluation

Navigation Step
- Click on Overall Comments tab

Sensitivity: LNT Construction Internal Use


Confirmation – Finalizing and Sending form to next step

Navigation Step:
Finalize Form - > After providing all inputs, click on “Finalize Form” button available at the bottom to submit form to next step.
-> DH can send form back to NS step by clicking on Send to Previous Step button if required.

Send to Next Step - > Click on “Send to Next Step” button available at the bottom to submit form to next step.

Sensitivity: LNT Construction Internal Use


Thanks…..

Sensitivity: LNT Construction Internal Use

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