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Table of Contents
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At the beginning of each cycle, the supervisor will see a new task in the Tasks (Action Required) section on the homepage. The supervisor will complete the first step of the task:
Step 1: Supervisor Performance Planning
Performance Plan Review
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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Please note: We do NOT recommend adding goals through the performance task. Cornerstone will not reflect the modification history accurately and there can be issues with the cycle dates not changing to accurately reflect the current cycle within the task. These dates are ALWAYS reflected correctly on the Performance Planning Page. If you choose to add goals inside the performance planning task, please ensure that all dates are in the CURRENT cycle. If this is not taken into consideration, the goals will be lost. Additionally, if you are editing/adding goals within the task, make sure that you are APPROVING the new goals within the task or the goals will be lost. |
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Supervisor Goal Planning Checklist & Supervisor Sign-off
The Supervisor 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:
Consider alignment of the Performance Plan with the supervisor/department objectives
Create goals, job duties, and competencies for the employee's performance plan
Meet with your employee to discuss their performance plan
Click Next.
On the Supervisor Sign-Off page, provide your signature and click Sign.
Click Submit when you are ready to send the performance plan to the reviewer.
A confirmation page will display. The performance plan has now been sent to the reviewer to review and acknowledge.
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At any step prior to submitting, you can use the Save and Exit button to save your changes and return to the task at a later time.
While this tasks ensures that a plan has been put in place, the plan can continue to be edited at anytime from the Performance Planning tile on the homepage.
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Performance Plan Review, Supervisor Goal Planning Checklist, & Reviewer Sign Off
From the homepage, click the performance planning task. It should be titled “Approve [2020-2021] Classified Performance Planning Checklist for [Employee Name].”
From the overview screen, read the directions and click “Get Started.”
Review the plan that the supervisor has created for their employee and ensure it aligns with university and departmental objectives and goals.
If you would like the supervisor to edit the plan before signing off, follow instructions to reopen a step. Otherwise click the Save and Continue button.
Supervisor Goal Planning Checklist & Reviewer Sign Off
The Supervisor Goal Planning Checklist page ensures that a plan has been created and a 1-on-1 discussion has occurred. Ensure the supervisor has checked the boxes for the following items:
Consider alignment of the Performance Plan with the supervisor/department objectives
Create goals, job duties, and competencies for the employee's performance plan
Meet with your employee to discuss their performance plan
Click Next.
On the Reviewer Sign-Off page, provide your signature and click Sign.
Click Submit when you are ready to send the performance plan to the employee.
A confirmation page will display. The performance plan has now been sent to the employee to review and acknowledge.
Step 3: Employee Performance Planning
Performance Plan Review, Employee Goal Planning Checklist, & Employee Acknowledgment
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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At any step prior to submitting, you can use the Save and Exit button to save your changes and return to the task at a later time.
While this tasks ensures that a plan has been put in place, the plan can continue to be edited at anytime from the Performance Planning tile on the homepage.
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