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University Staff: Performance Planning Task

Owned by Stephen Lewis
Last updated: Jun 26, 2024
3 min read

 

The performance planning task allows you to:

  • Complete a checklist indicating a Performance Plan has been created by the Supervisor and Employee

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

This performance task is a 2-step process that begins with the supervisor.

2024-2025 University Staff planning tasks will be available as of July 1, 2024.

Before you start this task, please complete Performance Planning by adding goals to the Performance Planning Tile. Visit Performance Planning to learn how to add a goal to a plan. Verify the correct cycle dates.

 

At the beginning of each cycle (July 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 employee will be notified via email to complete the second step:

CSOD University Performance Planning Task .png

Step 1: Supervisor Review

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Supervisor Goal Planning Checklist

  1. The Supervisor Goal Planning Checklist page ensures that a plan has been created and a 1-on-1 discussion has occurred. Confirm 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. Discuss updates to goals, job duties, and competencies with your employee

  2. Click Next.

Supervisor Sign-off

  1. On the Supervisor Sign-Off page, provide your signature and select Sign.

  2. Select Submit when you are ready to send the performance plan to the employee. Select Submit again when the pop-up page asks you to Confirm.

  3. A confirmation page will display. The performance plan has now been sent to the employee to review and acknowledge. The employee will be notified to complete their portion of the task via email.

Step 2: Employee Acknowledgement

Employee Goal Planning Checklist

  1. The Employee Goal Planning Checklist page ensures that a plan has been created and a 1-on-1 discussion has occurred. Confirm 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

    4. Select Next.

Employee Acknowledgment

  1. On the Employee Acknowledgment page, provide your signature and select Sign.

  2. Select Submit when you are ready to finalize the performance planning task. Click Submit again when the pop-up asks you to confirm.

  3. A confirmation page will display. The performance plan is now in place, and both yourself and your supervisor will receive an email 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.

  • The plan can be edited anytime from the Performance Planning tile on the homepage.