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University Staff Performance Planning Evaluation Task

Could affect any users with the above taskswho have changed employee classifications from classified to university during the 23-24 performance cycle.

Managers and employees can complete the task after discussing which goals will be relevant and updating goal dates to fall within the 23-24 performance cycle date ranges. Once sign off is complete the plan will automatically revert to the correct and most up-to-date version.

15 Jul 2023

17 Oct 2023 CU Boulder HR has identified many of these employee and updated goal dates to prevent the issue.

If evaluation task has not been started: Either the supervisor or employee may edit the dates on their 22-23 goals to end on 6/30/24 instead of 7/31/24. This will prevent these goals from being pulled into the evaluation.

If evaluation task has been started: Once the sign-off task is started, it locks the goals into the task. In this instance, the supervisors can comment N/A for any 22-23 goals. If the department uses goal weighting, be sure to weight these 22-23 goals at 0%.

08 Jul 2024

29 Jul 2024

 For the Planning task, once a manager clicks into the task, Cornerstone creates a “snapshot in time” of all goals. If edits are made, or goals are cancelled, the changes may not be reflected when viewing the list of goals within the task. New goals can be added. This has often been seen with employee who have changed classifications from Classified to University staff.

• This is expected functionality from the vendor. It may cause goals to seem out of sync. However, as our CU Boulder documentation states, the options in the “Tasks (Action Required)” box are meant to serve as signature workflows, and the goals as seen through the Performance Planning tile are meant to be the “living document” of expectations that can change throughout the year.

 The Classified cycle runs through 7/31, while the University cycle ends on 6/30. If employees were previously Classified during the 23-24 cycle and received Classified Core Competencies, and those goals were not cancelled when the employee transitioned to University Staff, those goals will now be overlapping the employee’s performance cycle (University Staff, 7/1-6/30).

If the task is not started, the goals on the performance plan remained editable, and either the dates can be updated, or the competencies can be cancelled.

If the plan has been started, use the workaround above to effectively ignore the un-applicable goals for the employee’s 23-24 University Staff evaluation.

Going forward goal dates will default to a non-overlapping range between Classified and University Staff, and this will not be an issue.