Please NOTE: We recommend navigating to the Performance Planning Tile to check dates BEFORE starting the task. For planning the date range should display Aug 1 of the current year through June 30th of next year.
At the beginning of each cycle (August 1), 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. Once complete, the Reviewer will be notified via email to complete the second step. Then, the employee will be notified via email to complete the third step.
Table of Contents
Step 1: Supervisor Review
Performance Plan Review
From the homepage, find the “Tasks (action required) tile and select “Classified Performance Planning for direct reports.”
From the overview screen, select an employee to get started.
You now have the option to view a plan. If you have any pre-existing goals within the current review period date range, they will show up here (core competecies should also appear). To add goals to your performance plan, please visit the performance planning tile from the homepage and refer to the guide for Creating a Goal.
Once you’ve added and confirmed all goals for the employee, click the Save and Continue button.
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 who will be notified via email to complete the next step.
The Reviewer refers to the next-level supervisor (the employee’s supervisor’s supervisor).
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.
Step 2: Reviewer Sign-Off
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 Indirect Reports.”
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 Acknowledgement
Performance Plan Review, Employee Goal Planning Checklist, & Employee Acknowledgment
From the homepage, click the performance planning task. It should be titled “My [2023-2024] Classified 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.
Once you’ve reviewed 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.
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.