OA evaluations are now submitted in MyTrack. While the process is essentially the same, the form has a new look and the steps to submit are slightly different.
Important Change: Supervisors on record in MyTrack have access to the performance review submission form. Non-supervisors who submit reviews on behalf of a unit or department need to request access via email to mytrackhelp@uoregon.edu.
Instructions and guidance include:
Review Submission Process
In MyTrack, submitting a performance review is a three-step process. All three steps should be completed at one time. The process includes the option of uploading a copy of the review. While not required, please review the information noted below in the description of step two to prepare for uploading files.
1. Create performance review record.
- Login to MyTrack.
- Select "+Create" on the menu bar.
- Select "Team member's performance review" from the drop down menu.
- Enter all fields. Field reference provided below.
- If your name does not appear in the manager or 1-up manager position, enter your name in the 1-up manager spot and hit tab or select yourself using the search function. If you fail to do this you will receive the following error "INVALID ACCESS" and the review will be recorded but you will not be able to proceed to step 2
- Click on "Submit" to move to the next step.
2. Upload a copy of the review (optional).
- Performance review files should:
- be signed and in PDF format.
- include the employee's name as the file name (ex. lastname_firstname)
- Proceed through this step to complete the review submission even if you do not upload a file.
- Follow the instructions provided on the MyTrack webpage.
- Click on "next" to move to the next step.
3. Finalize record for reporting.
- Follow the instructions provided on the MyTrack webpage.
Important Note: Supervisors on record in MyTrack have access to the performance review submission form. Non-supervisors who submit reviews on behalf of a unit or department need to request access via email to mytrackhelp@uoregon.edu.
Supported internet browsers for MyTrack are Firefox and Chrome. Pop-up blocker must be disabled.
Performance Review Record - MyTrack Field Reference
The following field descriptions guide the entry process:
Review start date: Enter the date that starts the review year.
Review Process: Select the “2019 OA Performance” review process.
Review end date: Enter the end date of the review year.
Employee: Enter the employee’s name
- MyTrack may require a search from the directory.
- To override the directory search, enter the employee's email address, i.e. duckid@uoregon.edu
Manager: Enter the supervisor’s name. If the supervisor position is vacant, enter the supervisor next-up in the reporting structure.
1-up Manager:
This is the supervisor of the employee’s supervisor. However, completing these field depends on who is entering the review information:
- If the person entering the review is the supervisor, this field will auto-populate with the name of the person next-up in the reporting structure. Verify for accuracy and correct if necessary.
- If the person entering the review is not the employee’s supervisor, then enter your name in the 1-up Manager field. This will record who entered the review. If you fail to do this you will receive the following error "INVALID ACCESS" and the review will be recorded but you will not be able to proceed to step 2.
Copy from role: Select this option. It is pre-selected when the form opens, so leave as is.
Copy from an existing review: Do not select this option.
Performance Review Reports
MyTrack provides reports for tracking employee review status. Access a report using the following instructions:
- Select "Reports" on the menu bar.
- Select "Performance Review" from the available options.
The following steps are referenced in the screen shot below:
- Enter the School/College/Admin Unit to be included in the report.
- Enter the Division/Admin Sub Unit, if needed. If not, click on the “eye” icon to ignore the filter.
- Enter the Department or Program, if needed. If not, click on the “eye” icon to ignore the filter.
- Click “Save & view” to view the report
The report can be exported to Excel once you click “Save & view."
Helpful Hint: This report will only return Officers of Administration whose assigned primary position meet the filter criteria, use less criteria if the report is not returning the expected results
