The performance planning task allows you to:

• View goals you created in your performance plan

• Sign-off to acknowledge that you have a plan in place

This classified performance task is a 3 step process that begins with the supervisor.

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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 Review

Performance Plan Review

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

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

3. 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. To add goals to your performance plan, please visit the performance planning tile and add it there. We are not allowing addition of goal in the task anymore.

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

Supervisor Goal Planning Checklist & Supervisor Sign-off

1. 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:

   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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Step 2: Reviewer Sign-Off

Performance Plan Review, Supervisor Goal Planning Checklist, & Reviewer Sign Off

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

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

3. Review the plan that the supervisor has created for their employee and ensure it aligns with university and departmental objectives and goals.

4. 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

1. 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:

   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.
   
   
   

Step 3: Employee Acknowledgement

Performance Plan Review, Employee Goal Planning Checklist, & Employee Acknowledgment

1. From the homepage, click the performance planning task. It should be titled “My [2023-2024] Classified 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.

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

5. 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:

   1. Discuss updates to goals, job duties, and competencies with your supervisor

   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.