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20212022-2022 2023 University Staff planning tasks are will be available as of March 16July 1, 20212022. |
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20212022-2022 2023 Classified Staff planning tasks will be are available on as of May 1, 20212022. |
The performance planning task allows you to:
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From the homepage, click the performance planning task for your employee. It should be titled “[2020-2021] Performance Planning Checklist for [Employee Name].”
From the overview screen, read the directions and click “Get Started.”
You now have the option to create a plan. If you have any pre-existing goals within the current review period date range, they will show up here. You can also add new goals using the Add Performance Plan button in the upper right corner. When adding goals, you can follow steps for Creating a Goal.
Once you’ve added all goals for the employee, click the Save and Continue button.
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From the homepage, click the performance planning task. It should be titled “My [2020-2021] Performance Planning Checklist.”
From the overview screen, read the directions and click “Get Started.”
You now have the option to review and add to your plan. If you have any pre-existing goals and goals added by your supervisor that fall within the current review period date range they will show up here. You can also add new goals using the Add Performance Plan button in the upper right corner. When adding goals, you can follow steps for Creating a Goal.
Once you’ve reviewed and added all goals, click the Save and Continue button.
The Employee Goal Planning Checklist page ensures that a plan has been created and a 1-on-1 discussion has occurred. Check the boxes for the following items:
Discuss updates to goals, job duties, and competencies with your supervisor
Review the performance plan created by your supervisor
Edit your performance plan accordingly
Click Next.
On the Employee Acknowledgment page, provide your signature and click Sign.
Click Submit when you are ready to finalize the performance planning task.
A confirmation page will display. The performance plan is now in place, and both yourself and your supervisor will receive a notification that the planning task has been completed.
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