Custom Forms were created by your district admin team to facilitate the evaluation process for faculty and staff. Please follow the instructions below to start and complete a Custom Form.


1. Opening a Form


Once you are logged in, navigate to “Supervision Management”



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Scroll down to the employee you are looking for and click on their name.


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On the employees' “user summary page” you can either click the “Custom Forms” link or scroll down to the “custom forms” section.



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At the “Custom Forms” section, click on “Create New”.


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Select the appropriate form and click on “Start”. Form titles include a clear description of the purpose of the form and which staff member it is for.

Note that you can begin “Individual” forms. This will open the form for the employee and notify them that they need to complete it. You are unable to do anything further with an individual form until the employee has completed the form.

 

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2. Completing the Form 


Forms will auto-populate certain fields. Blank fields are editable. 


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Move through the form, selecting boxes/bubbles and filling in short answers as appropriate. You can save your progress at any time with the blue “Save Form” button at the bottom of the form.

At the bottom of the form, you will usually find a sign-off. Once you have signed the form, click the green “Complete Form” button.  Once you have completed the form, PA-ETEP sends a notification to your employee.

 

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3. Comments


If you'd like to make any general comments, you can do so at the bottom of the page. Click on the green “Add comment” button.

 

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Once you finish typing your comment, click on the green “publish comment” button.



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Be sure to click on the blue “Notify of Comment” button after you publish your comments.



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If/when your employee responds, PA-ETEP will send a notification via email (if they click on the “Notify of Comment” button), and you can find the notification in PA-ETEP too.

Employees must also click the “notify of comment”. Supervisors and Employees can go back and forth as much as needed.