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HR - Performance Management FAQ

This document provides answers to some commonly asked questions related to Performance Management.


Is Performance Management and ePerformance the same thing?

Yes.

Does my Performance Management evaluation go in my official Personnel File?

Yes.

Do attachments added to my Performance Management evaluation go in my Personnel File?

Yes.

What does Define Criteria mean?

The period during the evaluation process that performance criteria the employee will be evaluated against is established; for example, goal setting.  The Define Criteria step typically occurs at the beginning of the evaluation period.

What does Checkpoint mean?

The period during the evaluation process where the employee and manager meet to discuss performance year-to-date and adjust performance criteria, if applicable and needed. Commonly referred to as the "mid-point" meeting, Checkpoints are typically held halfway through the evaluation process.

What does Finalize Criteria mean?

The last opportunity to adjust performance criteria on the evaluation, if applicable.  It's also an additional opportunity to add comments to performance year-to-date, if applicable. The Finalize Criteria step typically occurs around 3/4 of the way through the evaluation process.

Why am I getting an email indicating I have not completed the Define Criteria step when I've already selected the Ready for Manager Review button?

Automatic due-date reminder email notifications are sent to both employee and manager if the Define Criteria - Update and Approve step has not been completed by the manager.  The manager completes this step by selecting the "Approve" button.

Why am I getting an email indicating I have not completed the Checkpoint step when I've already selected the Share with Employee/Manager button?

Automatic due-date reminder email notifications are sent to both employee and manager if the Checkpoint - Review with Employee step has not been completed by the manager.  The manager completes this step by selecting the "Share with Employee" and "Complete Checkpoint" buttons.

Why am I getting an email indicating I have not completed the Finalize Criteria step when I've already selected the Share with Employee/Manager button?

Automatic due-date reminder email notifications are sent to both employee and manager if the Finalize Criteria - Update and Complete step has not been completed by the manager.  The manager completes this step by selecting the "Complete" button.

How often are automatic reminder emails sent?

Reminders to complete the Define Criteria, Checkpoint and Finalize Criteria steps are sent to the employee and manager 7 days before the due date.  Reminders to complete the end-of year evaluation are sent 7, 15 and 30 days before their due date.

How do I find out what the due date is for a specific step?

The Next Due Date column on the Performance > My Current Documents (employee) page and Team Performance > Current Documents (manager) page. 
Employee navigation: Employee Self Service > Performance Management > My Performance or Development Documents > Performance

Manager navigation: Manager Self Service > Performance Management >  Performance or Development Documents > Team Performance
Due dates are also found in the Steps and Tasks pane (left side of the page) from within the document.

How can I update my goals during Define Criteria if I've already selected the Ready for Manager Review button?

Ask your manager or Human Resources department to reopen the document for you by selecting the "Release to Employee" button.

How do I update goals as they are met throughout the year?

See Checkpoint, Finalize Criteria, and Add/Edit/Delete Goal tip sheets on the Performance Management Help page.

Can I just copy and paste in my goals and comments?

Yes, but depending on where you are copying from, some punctuation may change upon save.  Best practice is to review your entry after pasting and saving, and fix punctuation as needed.

How do I write a SMART goal?

See your institution's help documents by selecting the "Electronic Performance Evaluations" link under Additional Resources on the Performance Management Help page, or contact your Human Resources department for assistance.

What are my institution's Organizational Goals that my SMART goals should align with?

See your institution's help documents by selecting the "Electronic Performance Evaluations" link under Additional Resources on the Performance Management Help page, or contact your Human Resources department for assistance.

What are some tips for giving and receiving feedback?

See your institution's help documents by selecting the "Electronic Performance Evaluations" link under Additional Resources on the Performance Management Help page, or contact your Human Resources department for assistance.

ADDITIONAL RESOURCES

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    Keywords:Frequently Asked Questions, FAQ, ePerformance, Human Resources ePerformance, evaluation, personnel file, checkpoint, criteria, manager review   Doc ID:96614
    Owner:Tami E.Group:Human Resource System (HRS)
    Created:2019-12-12 15:57 CDTUpdated:2019-12-23 12:47 CDT
    Sites:Human Resource System (HRS)
    Feedback:  0   0