DAYFORCE USER GUIDE

FOR PERFORMANCE
MANAGEMENT

All Ambassadors

1
DAYFORCE USER GUIDE
Step-by-step Instructions for Using Dayforce

Get step-by-step instructions for completing each phase of

the performance review process using our new Dayforce
performance management system.

STEP FOR AMBASSADORS

1 Complete My Performance Review (pages 1-4)

STEP
FOR LEADERS

2 Complete a Performance Review for a Direct

Report (pages 5-9)

STEP FOR AMBASSADORS AND LEADERS

3 Complete the Performance Review Signature
Process (pages 10-13)

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FOR AMBASSADORS
Complete My Performance Review

INTRODUCTION

This section shows you how to access and complete your performance review.

ACCESS YOUR PERFORMANCE REVIEW

1. Log in to Dayforce using your Employee role. https://www.dayforcehcm.com/mydayforce/login.aspx

2. Select the Menu button (upper left corner) and then select Performance.

3. In the Performance screen, select the Reviews tab, then under Review Cycle, select 20XX
Performance Review to launch your employee self-assessment for the current review period.

The top portion of your performance review displays your profile information, the Period being
reviewed, and the Due Date. As you begin rating your competencies, your Average Rating will also
display here.

The light blue banner at the top contains instructions. Select the View more link in the lower right of the
banner.

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AUTOSAVE OR SAVE AS DRAFT

Using the tools at the bottom-left of the screen, you can activate Autosave or select Save as Draft to return to
your review later. You can also Print your performance review from here.

Note: Setting Auto-Save or utilizing Save as Draft can be especially useful if the application times out on you
or if you need to return to the screen to finish your review assessment later. As stated in the Preview screen
discussed later in this document, saving your review as a draft will not be visible to your leaders.

COMPLETE YOUR PERFORMANCE REVIEW

There are multiple Competency sections with multiple Behaviors in each. Read each Competency (title
within the gray bar) and its Behavior (numbered blue text).

Note: Select the Behavior text in blue to expand the behavior section. In the expanded view, you will see the
behavior descriptions and Rating selection bar. Be sure to select the …View more text to read the full
behavior description.

SET YOUR RATING

After reviewing the Behavior description, you will select your Rating.

Select the Rating selection bar to choose a rating of either a 1, 2, or 3. Looking closely at the Rating bar, you
see segments to select your rating choice. You can hover over your selected rating description on the right to
view its description. All answers are equally weighted.

Note: 2 - Consistently Meets Expectations is considered a solid performance rating and is recommended as a
baseline for satisfactory performance.

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COMMENTS

A Comments box is located at the end of each Competency section.

Place your cursor in the Comments box, then type a thoughtful comment regarding why your chosen
competency rating is appropriate. Hover over the various formatting icons to view their functions.

Note: Comments are required by the system and will error when you select Preview or Save if they are left
blank. (Selecting Preview also saves your work.)

Repeat these steps until you have completed rating and commenting on all competency behaviors.

PREVIEW AND SUBMIT YOUR PERFORMANCE REVIEW

1. Select the Preview button to see a preview of your performance review. The Preview screen opens.

2. Review the information you entered for your Rating and Comments. If you have skipped rating a
behavior or commenting on a competency, you will see errors outlined in red.

3. If you have errors, Cancel from Preview. Make necessary changes and select Preview to review
again.

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 4. When there are no errors found during preview, the Submit button will be available. After you are
satisfied with your Ratings and Comments, select the Submit button.

5. Finally, confirm your intent by selecting the OK button.

6. After you have confirmed your submission, the Status for your performance review will display as
Manager Review. Now your Leader can see your review and begin entering their Ratings and
Comments.

WHAT HAPPENS NEXT?

After you and your Leader have both confirmed submission of your performance review, Human Resources will
review and notify you when the review has been approved and is ready for the signature process. Refer to the
Performance Review Signature Process on page 10 for the step-by-step guide.

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FOR LEADERS
Complete a Performance Review for a Direct Report

INTRODUCTION

This section shows you, as a Leader with direct reports, how to access and complete performance reviews for
your team.

ACCESS THE PERFORMANCE REVIEW

1. Log in to Dayforce using your Manager role. https://www.dayforcehcm.com/mydayforce/login.aspx

2. Select the Menu button (upper left corner) and then select Performance.

3. In the Performance screen, select the Reviews tab, then under Employee, select the blue name link of
the Ambassador to open their review. The 20XX Performance Review > Manager Review screen opens.

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 The top portion of the performance review displays profile information, the Period being reviewed, and
the Due Date. You can see your direct report's Average Rating, and as you begin rating the
competencies, your Average Rating will also display here.

AUTOSAVE OR SAVE AS DRAFT

Using the tools at the bottom-left of the screen, you can activate Autosave or select Save as Draft to return to
the review later. You can also Print the performance review from here.

Note: Setting Auto-Save or utilizing Save as Draft can be especially useful if the application times out on you
or if you need to return to the screen to finish your review assessment later.

COMPLETE PERFORMANCE REVIEW RATINGS

1. Read the Competency (title with the gray bar) and its Behavior description (numbered blue text) to
evaluate performance on that competency accurately.

Note: Select the Behavior text in blue to expand the Behavior section. In the expanded view, you will
see the Behavior descriptions and Rating selection bars. Be sure to select the …View more text to
read the full Behavior description.

In the scenario below, the Ambassador set their rating to 2 - Consistently Meets Expectations.

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 2. Your direct report's submitted rating is shown on the left. The Manager Rating area is shown on the
right. Indicate your Rating by selecting directly on the Rating selection bar. Ratings are whole
numbers of either 1, 2, or 3, and are equally weighted. You can hover over the selected rating text on
the right to view its full description.

Note: 2 - Consistently Meets Expectations is considered a solid performance rating and is

recommended as a baseline for satisfactory performance.

In the scenario below, the Manager Rating is set at 2 - Consistently Meets Expectations.

Continue to complete your ratings for all competency behaviors.

ADD COMPETENCY COMMENTS

A Comments box is located at the end of each Competency section.

In the manager Comments box (on the right), leave thoughtful comments regarding your rating. Hover over
the various formatting icons to view their functions.

Note: Comments are required by the system and will error when you select Preview or Save if they are left
blank. (Selecting Preview also saves your work.)

Repeat these steps until you have completed rating and commenting on all of the competency behaviors.

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PREVIEW AND SUBMIT THE PERFORMANCE REVIEW

1. Select the Preview button to see a preview of your performance review. The Preview screen opens.

2. Review the information you entered for your Rating and Comments. If any ratings of behaviors or
comments are missing on any of the competencies, you will see errors outlined in red. If you have
errors, cancel from the Preview screen. Make necessary changes and select Preview to review again.

3. The Submit button will be available when no errors are found during preview. After you are satisfied
with your Ratings and Comments, select the Submit button.

4. Finally, confirm your intent by selecting the OK button.

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 5. After you have confirmed your submission, the Status for your direct report's performance review will
display as Pending Approval.

WHAT HAPPENS NEXT?

Now that you have submitted your direct report's performance review, Human Resources will review and notify
you when the review has been approved and is ready for the signature process. Refer to the Performance
Review Signature Process on page 10 for the step-by-step guide.

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FOR AMBASSADORS AND LEADERS
Complete the Performance Review Signature Process

INTRODUCTION

This section shows both Ambassadors and Leaders how to access and sign off on the performance review.

PROCESS OVERVIEW

Here is a quick overview of the process:

• The Ambassador completes the performance review and submits it.

• The Leader reviews their direct report's performance review and submits it.

• Human Resources (HR) reviews and Dayforce will notify the Ambassador via the Dayforce message
center and Outlook that the review is ready for signature.

• The Ambassador at this stage of the review process will meet with their Leader to discuss the
performance review.

• Once the meeting has occurred, the Ambassador acknowledges the review with their signature and
submits the performance review.

• The Leader then acknowledges the review with their signature and submits the performance review.

• The Ambassador is notified that their review has been finalized.

AMBASSADOR

You've submitted your review to your Leader, who has entered their ratings and comments and submitted the
completed form to HR. Once HR has reviewed it, you will receive an email requesting your signature. To
complete your signature, follow the steps on the next pages for Ambassador.

LEADER

As a Leader with direct reports, you will need to sign off on your direct reports' performance reviews. Once a
direct report has submitted their signed acknowledgment, you will receive an email notification that your
signature is required. To complete your signature, follow the steps on the next pages for Leader.

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AMBASSADOR AND LEADER

ACCESS YOUR PERFORMANCE REVIEW

1. Log in to Dayforce using your Employee or Manager role.

https://www.dayforcehcm.com/mydayforce/login.aspx

2. Select the Menu button (upper left corner) and then select Performance from the menu.

AMBASSADOR

1. Select the Reviews tab and select to open the 20XX Performance Review link (blue text), which
should now have a status of Employee Signature.

COMPLETE YOUR SIGNATURE

1. Scroll down to the bottom of the document, to the section labeled, Signature.

2. To indicate your acknowledgment, select the I acknowledge checkbox.

Note: Selecting I acknowledge does not indicate that you agree with the review. It is only an
acknowledgment that you have received the review.

3. You have the option to add any closing comments, in the Comment section.

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 4. Select the Complete Review button to submit.

WHAT HAPPENS NEXT?

1. Once you have submitted your acknowledgment, your Leader will receive a notification that their
signature is required.

2. Once your Leader signs off on your review, you will be notified that the performance review has been
completed.

LEADER

1. Select the Reviews tab. You should see your direct report's review, with a status of Manager
Signature.

2. Select the blue Employee name link to open the review.

COMPLETE YOUR SIGNATURE

1. Scroll down to the Signature section. You will see your direct report's signature acknowledgment to the
left. To the right, select the I acknowledge button. You also have the option to add any closing
comments in the Comment section.

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 2. To complete the review, select the Complete Review button.

3. Select OK, to confirm your intent to complete the review.

4. Your direct report will be notified that their performance review has been finalized. This completes the
performance review process.

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