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Copyright Supervisors Legal Update
Effective Performance Appraisals
Copyright Supervisors Legal Update
Results-oriented Performance Appraisals
An effective appraisal is:
Fair
Honest
Documented
A plan of action
Copyright Supervisors Legal Update
Why Do Appraisals?
Performance appraisals are measuring devices:
“How am I doing?”
Rewards or corrective action
Goals
Recordkeeping
Copyright Supervisors Legal Update
Getting Ready for the Appraisal
Time and place matters
The agenda (especially with newcomers)
Documentation for:–The employee’s performance–The expectations of the position
Copyright Supervisors Legal Update
Across the Table: Conducting the Appraisal “Interview”
Two-way “interview”
–Begin with a positive
–Ask open-ended questions
–Encourage employees to take active roles in career development
Copyright Supervisors Legal Update
Constructive Criticism Leads to Improvement
“You” — a double-edge sword
Performance, not the person
Clear standards
Avoid generalizations and
absolutes
Copyright Supervisors Legal Update
When the Meeting’s Over …
You should have:Rated the employeeDescribed accomplishments and improvement needs
Explored goals Planned how to reach the goals
Documented the review
Copyright Supervisors Legal Update
Set SMART Goals
When setting goals, use the following formula for the best results:– S: Specific–M: Measurable–A: Achievable–R: Relevant– T: Timely
Copyright Supervisors Legal Update
Money and Performance Appraisals Don’t Mix
Money talks (loudly)
Mixed agendas fail
Separate meetings
Copyright Supervisors Legal Update
Follow-up: The Steps to the Next Appraisal
“How am I doing?” (revisited)
Avoid “old wounds”
Fresh start
Copyright Supervisors Legal Update
Effects of a Poorly Done Appraisal
Lawsuits
Turnover
Friction and Anger
Copyright Supervisors Legal Update
Why Do Employees Sue Over Appraisals?
There’s a performance-perception
gap
They think it’s unfair The supervisor lacks documentation (“evidence”)
The moon is full
Copyright Supervisors Legal Update
“Concerned … Since When?”
After FMLA leave, employee had a low evaluation:
He did well on all past appraisals
Company fired him, said he didn’t improve
He sued for FMLA retaliation – and won
Copyright Supervisors Legal Update
What’s “Bad Documentation”?
It’s not accurate
It doesn’t describe the behavior
It focuses on the person
Copyright Supervisors Legal Update
What’s “Conflicting Documentation”?
Conflicting documentation fails because it:
–Describes inconsistent behaviors
–Gives employees (and courts) a choice
Why it’s conflicting
Copyright Supervisors Legal Update
Remember…
Effective appraisals are:FairHonestBacked up by documentationA springboard for action
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