Page Comparison

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1. The Supervisor Goal Planning Checklist page ensures that a plan has been created and a 1-on-1 meeting discussion has occurred. Check the boxes for the following items:

   1. Consider alignment of the Performance Plan with the supervisor/department objectives

   2. Create goals, job duties, and competencies for the employee's performance plan

   3. Meet with your employee to discuss their performance plan

2. Click Next.

3. On the Supervisor Sign-Off page, provide your signature and click Sign.

4. Click Submit when you are ready to send the performance plan to the reviewer.

5. A confirmation page will display. The performance plan has now been sent to the reviewer to review and acknowledge.

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1. The Supervisor Goal Planning Checklist page ensures that a plan has been created and a 1-on-1 meeting discussion has occurred. Ensure the supervisor has checked the boxes for the following items:

   1. Consider alignment of the Performance Plan with the supervisor/department objectives

   2. Create goals, job duties, and competencies for the employee's performance plan

   3. Meet with your employee to discuss their performance plan

2. Click Next.

3. On the Reviewer Sign-Off page, provide your signature and click Sign.

4. Click Submit when you are ready to send the performance plan to the employee.

5. A confirmation page will display. The performance plan has now been sent to the employee to review and acknowledge.

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1. From the homepage, click the performance planning task. It should be titled “My [2020-2021] Performance Planning Checklist.”

2. From the overview screen, read the directions and click “Get Started.”

3. 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.

4. Once you’ve reviewed and added all goals, click the Save and Continue button.

5. The Employee Goal Planning Checklist page ensures that a plan has been created and an in-person, a 1-on-1 meeting discussion has occurred. Check the boxes for the following items:

   1. Meet Discuss updates to goals, job duties, and competencies with your supervisor to discuss the performance plan

   2. Review the performance plan created by your supervisor

   3. Edit your performance plan accordingly

6. Click Next.

7. On the Employee Acknowledgment page, provide your signature and click Sign.

8. Click Submit when you are ready to finalize the performance planning task.

9. 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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