Link Evaluate

1
Link Evaluate Attaching Job Responsibilities
Worksheets Step by Step Instructions
6/08
2

• Open your web browser
• Go to OHR Homepage (www.ohr.psu.edu)
• Click on Human Resources Management Tools

3

• Click on Link Evaluate

4

• If you have successfully logged into the Link
  Evaluate System in the past and you know your
  password Enter your username (PSU Access ID)
• Enter your Link Evaluate password
• Click Login go to step 12
• If you have never logged in or have forgotten
  your password Click Forgotten Password?

5

• Enter your PSU email address and click Reset
• A new password will be emailed to you
• Return to step 5 above and enter in your
  information on the login screen
• We recommend you copy and paste the new password
  directly from your email into the password field

6

• If you enter the wrong password 3 times without a
  successful login, you will see the screen above
• Contact Lisa Holliday (lkc1_at_psu.edu) or Mike
  Zuckett (mpz106_at_psu.edu) to have your Link
  Evaluate access reset

7

• After logging in, you should see a screen similar
  to that above
• You may not see the graphs if you do not have
  Flashplayer version 9
• Check the User Role in the upper right hand
  corner, it will need to be either a HR Rep or
  HR Proxy role of the area for which you are
  attaching documents
• If the user role is correct go to step 17
• If it is something other than HR Rep or HR Proxy
  (e.g., View All Areas), click on it

8

• A box containing your available user roles will
  open, please select the HR Rep or HR Proxy
  role of the area for which you are attaching
  documents

9

• Click on the dropdown box under Question(s) in
  the Navigation panel on the left
• Select Job Family/Job Category from the
  dropdown box

10

• Click on Apply

11

• Click on Administration, Office or Dept. which
  will filter your list of positions to only those
  in the administration job family
• Be sure to click on the blue text, do not click
  the plus sign on the left

12

• You should now see a screen similar to that above
  which includes a list of each of your
  administrative support positions
• To sort this list by admin area and position
  number, click on AA Pos Cy
• You may also sort by any other column by clicking
  on the column heading at the top of the list

13

• If you have more than 25 administrative support
  positions, only the first 25 will be shown on the
  screen
• To see your other positions you have three
  options
• change the page size by clicking on the dropdown
  box next to Page size and selecting a higher
  number, then use the scroll bar on the right to
  scroll through your positions
• click on the first blue arrow to go to the next
  page or the second arrow to go to the last page
• enter in the page number you would like to view
  next to Jump to page and click Go

14

• Choose the position for which you would like to
  attach documents by clicking on the admin area,
  position number, and cycle number (e.g.,
  010-01234000-00) to the left of the working title

15

• You should now see a screen that looks similar to
  the one above
• Click on Job Descriptions in the Navigation
  panel on the left

16

• Click on Start Editing

17

• Click on Edit Attachment next to Job
  Responsibilities Worksheet or Employee Input Form
  depending on which document you are attaching

18

• Click Browse in the Attachment window
• A window will open that allows you to browse
  through your files to find the correct one to
  attach to this position
• Select the correct file to attach and click
  Open or double-click on the file

19

• The document should now appear in the File box
• Click on Upload to attach the document

20

• The document is now listed on the appropriate
  line
• Repeat steps 29 to 34 to attach any other
  documents needed
• The Other Documentation line may be used to
  attach any other documents that you would like
  (e.g., Organization Chart)
• If you mistakenly attached the wrong document or
  would like to update an existing document, click
  Edit Attachment again and repeat steps 30 to 34
• If you would like to delete a document from the
  Link Evaluate system, click Edit Attachment
  next to the document to be deleted and then click
  Delete in the Attachment window

21

• After the appropriate documents have been
  attached, click Status in the Navigation panel
  on the left

22

• Click on the dropdown box next to Approval Status
  which reads Not Approved
• Select Approved from the dropdown box

23

• You should now see a screen similar to that above
  since setting the Approval Status to Approved
  automatically locks the position so that no
  changes may be made
• You must now click Finish in the Navigation
  panel on the left in order to save the changes to
  the position

24

• Be sure that this position has been approved and
  saved properly by ensuring that Approved
  appears next to Apprvl Stat
• Click Return to positions list to get back to
  your list of positions

25

• You can use the Apprvl Stat column to track your
  progress as you attach documents and approve jobs
  as it will read App for the positions you
  approve
• Repeat steps 25 to 45 to attach documents to your
  remaining positions

26

• When you have completed attaching documents to
  your positions, click on Logout in the upper
  right-hand corner to exit the system

27

• If you need to make changes to a position that
  has already been approved, you must unlock the
  position using the following 7 steps
• Choose the position which you would like to
  update by clicking on the admin area, position
  number, and cycle number (e.g., 010-01234000-00)
  to the left of the working title

28

• Click on Administrative Fields in the
  Navigation panel on the left

29

• Click on Start Editing

30

• Click on the dropdown box next to Locked which
  reads Yes
• Select No from the dropdown box
• The questionnaire is now unlocked and you may
  make any changes necessary
• Be sure to click Finish in the Navigation panel
  on the left in order to save the changes to the
  position

31

• If you forget to click Finish and save your
  changes to a position, you will be notified if
  you go back to the home page or the next time you
  log in by the red note shown above You have
  outstanding edit sessions. Click to view.
• Your changes have been saved to a temporary file
  that you can access by following the 5 steps
  below
• Click on You have outstanding edit sessions.
  Click to view.

32

• You should now see a screen similar to that above
  which includes a list of each of the positions
  that have not been saved by clicking Finish
• Click on Resume to open up the editing screens
  and resume editing
• Be sure to click Finish in the Navigation panel
  on the left in order to save the changes to the
  position
• If you do not wish to save the changes you have
  made previously, click Discard changes