Annual Employee Performance Review Process

Annual Employee Performance Review Process

361.826.3300 learningins1tute@cctexas.com h:p://learningcc.org/perform

•  SET EXPECTATIONS: Establish Expectations from Day One and during annual review meeting.

1 •  PLAN THE YEAR:

Create a Development and Work Plan 2 •  MEET REGULARLY:

Review Progress and Make Necessary Revisions 3 •  THE REVIEW:

Conduct Annual Performance Review 4

The Four Step Review Cycle

Set Expectations ●  Start from Day One & Annually

●  Review Job Descrip1on Du1es & Responsibili1es

●  Schedule Regular Mee1ngs

○  Meet weekly or monthly, but at least quarterly.

○  Use work plan to drive these mee1ngs.

○  Take notes to provide con1nual feedback.

1

Plan The Year ●  Create a Development and/or Work Plan ●  h#p://learningcc.org/perform (Sample) ●  Meet with your employee ●  Consider the following

○  Business Plan

○  Employee Career Development

○  Create an Ac1on Plan

2

Meet Regularly •  Review Progress and Make Necessary Revisions •  Take Notes (Keep an Employee File)

•  Pre Appraisal Mee,ng Tasks (Annual)

•  Look at previous reviews

•  Review Employee File

•  Assign employee to do self-assessments

•  Set aside enough 1me for review.

3

Have The Review

●  Discuss their responsibili1es. Be very specific. ●  Any new responsibili1es? What is the employee doing well?

What needs work? ●  Find out what helped them do well and what has held them

back. ●  Do not let their most current assignment cloud your view of

their en1re performance. ●  Note taking is essen1al.

4

Have The Review (continued)

●  Discuss The Future ○  Any ideas to share?

○  Any Professional development needs?

○  Where do THEY see their career heading?

○  Where do YOU see their career going?

○  Discuss goals for you and the employee

○  Set Expectations for the following year.

4

Sample Review Timeline

Tools To Use ●  Video Presenta1on

●  PowerPoint Presenta1on

●  Administra1ve Procedure and Guidelines

●  Employee Performance Review Form - Sample

●  Employee Self Assessment Form - Sample

●  Individual Development Plan - Sample

http://learningcc.org/perform

EMPLOYEE (HR Analyst)

• View Submitted Form • Acknowledge

MANAGER (HR Manager) •  Start & End The Process • Archive Into Historical

UPLINE (HR Director)

• View Archived Info.

UPLINE MANAGER

MANAGER EMPLOYEE

EMPLOYEE MANAGER

EMPLOYEE

The Online Review Process

STEP 1: MANAGER Start

STEP 2: EMPLOYEE Acknowledge

STEP 3: MANAGER Archive

STEP 4: UPLINE Review

The Online Process At-A-Glance

Up line Manager has Access to View Appraisals (Historical)

Supervisor Finalizes the Appraisal (Active)

Supervisor Reviews Employee Comments (Active)

Employee Reviews for Accuracy and Acknowledges Appraisal (Active)

Supervisor Submits to Employee for Acknowledgement (Active)

Supervisor and Employee Meet to Discuss

Supervisor Completes Appraisal Online (Draft)

STEP 1: MANAGER Start

STEP 2: EMPLOYEE Acknowledge

STEP 3: MANAGER Archive

STEP 4: UPLINE Review

INFOR NOTIFICATION EMAIL MESSAGE

ACCESS MANAGER SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.

CLICK HERE

LOG IN TO INFOR MANAGER

TYPE IN HERE

ACCESS MANAGER SPACE DASHBOARD

ACCESS REVIEW PERFORMANCE MENU

CLICK HERE

ACCESS APPRAISALS DASHBOARD

CLICK HERE

ACCESS PERFORMANCE DASHBOARD

CLICK HERE

CLICK START APPRAISAL

CLICK HERE

START FILLING OUT THE FORM

CLICK HERE

TYPE DRAFT COMMENTS

1. TYPE DRAFT COMMENTS

HERE

2. CLICK FINISH

PRINT OR VIEW THE DRAFT APPRAISAL

CLICK HERE TO PRINT OR

VIEW

CONDUCT THE EMPLOYEE MEETING

CONTINUE APPRAISAL TO MAKE CHANGES

CLICK HERE

CLICK FINALIZE TO SUBMIT TO EMPLOYEE

CLICK HERE

CLICK FINALIZE TO SUBMIT TO EMPLOYEE

CLICK HERE

CLICK FINALIZE TO SUBMIT TO EMPLOYEE

ENTER THE DATE

CLICK FINALIZE TO SUBMIT TO EMPLOYEE

CLICK HERE

SEE THE APPRAISAL STATUS

NOTICE THE APPRAISAL

STATUS CHANGED

STEP 1: MANAGER Start

STEP 2: EMPLOYEE Acknowledge

STEP 3: MANAGER Archive

STEP 4: UPLINE Review

ACCESS EMPLOYEE SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.

CLICK HERE

ACCESS EMPLOYEE SPACE DASHBOARD

CLICK ACKNOWLEDGE TAB

CLICK CONSOLIDATE APPRAISAL

CLICK PRINT

VIEW, DOWNLOAD, PRINT THE PDF

CLICK THE 2ND ACKNOWLEDGE TEXT BUTTON

CLICK ACKNOWLEDGE

1. TYPE COMMENTS

HERE

2. CLICK OK

1. CLICK HERE

2. CLICK PRINT

CLICK CONSOLIDATE APPRAISAL THEN PRINT

VIEW, DOWNLOAD, PRINT THE PDF

STEP 1: MANAGER Start

STEP 2: EMPLOYEE Acknowledge

STEP 3: MANAGER Archive

STEP 4: UPLINE Review

ACCESS MANAGER SPACE INBASKET

1. CLICK HERE

2. SELECT THE

APPRAISAL

CLICK ON CONSOLIDATE APPRAISAL TO REVIEW EMPLOYEE’S COMMENTS

CLICK HERE

REVIEW COMMENTS THEN USE THE BACK BROWSER BUTTON TO GO BACK

CLICK HERE TO GO BACK

CLICK ON ACKNOWLEDGE

CLICK HERE

TYPE “DONE” then CLICK “OK”

1. TYPE “DONE”

2. CLICK HERE

STEP 1: MANAGER Start

STEP 2: EMPLOYEE Acknowledge

STEP 3: MANAGER Archive

STEP 4: UPLINE Review

ACCESS MANAGER SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.

CLICK HERE

LOG IN TO INFOR MANAGER

TYPE IN HERE

ACCESS MY STAFF

CLICK HERE

ACCESS MY ORGANIZATION

1. CLICK HERE

2. CLICK HERE

CLICK ON THE EMPLOYEE’S NAME

1. CLICK ON THE

EMPLOYEE

2. CLICK HERE

CLICK ON CONSOLIDATED APPRAISAL

2. CLICK HERE

1. CLICK HERE

INFOR WILL GENERATE A PDF

VIEW, DOWNLOAD, PRINT THE PDF