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EPMS Process

  • If you use the Mozilla Firefox browser and experience issues then try using Google Chrome.
  • The first time you access the EPMS page this year from your PC, press CTRL + F5 to refresh the code used for this new version  For Mac, press command + R
  • Status Bar/Action Buttons - Use the action buttons on the yellow status bar to save and submit changes. These steps need to be completed without errors from left to right.
  • All employees involved in the review process will sign the form electronically within Wingspan.  If you have an employee who has not been set up with a WIN account, please have them contact the IT Office immediately. 
    • Performance Reviews require electronic signatures from the Rating Supervisor, the Reviewing Officer, and the Employee.
    • Planning Stage Documents require electronic signatures from the Rating Supervisor and the Employee only.
    • The employee may also add any comments in section 1C.
    • Signatures are automatically added when selecting the "Acknowledge" or "Review" button within the EPMS document.
    • Email notification will automatically be sent to the next person required to sign the document.  Emails are generated and sent once per hour.
  • EPMS page status - At the top of the EPMS page, you can select to see all documents for your employees or only those with "Attention Needed" at this time.
  • The flow remains the same for Reviews:
    • Supervisor creates/updates the Review document.  [The Supervisor should also prepare a Planning Stage Document for the next year.]
    • Supervisor completes all three buttons in order: Save, Validate, then Review.  The "Review" button will move the document to the Reviewing Officer's queue.  The supervisor will not be able to do anything else with it until it is acknowledged by the Reviewing Officer.
    • Reviewing Officer accesses the Review document (with the Edit option) then completes both buttons in order:  Save and Acknowledge.  The "Acknowledge" button will sign the document and return it to the Supervisor. If the Reviewing Officer would like any changes made to the document they should contact the Supervisor before returning it.
    • Supervisor adds changes as needed, prints the Review document and the Planning Stage Document, completes the one-on-one meeting with the employee.
    • The Supervisor can make the documents visible to the Employee at any time prior to finalizing, by selecting the "Emp View" checkbox within the EPMS list view, otherwise the Employee will not be able to see it until the Supervisor has finalized it.
    • Supervisor then makes any additional changes to the document and completes all three buttons in order:  Save, Validate, and Finalize.  At this point, the supervisor's signature will be added to the form and no additional changes can be made.  The document will move to the Employee's queue for a signature.
    • Employee accesses the Review document online (with the Edit option) then adds a comment if desired, and completes the approval process by selecting both buttons in order:  Save and Acknowledge.

     

    Process Flow Diagram

    Employee eSign Instructions (pdf 82kb)

    Printable Steps

CONTACT INFORMATION
Human Resources
303 Tillman Hall
Rock Hill, SC 29733, USA
803/323-2273
803/323-4861 (fax)
HRhelp@winthrop.edu
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