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Annual Employee Performance Review Process
361.826.3300 [email protected] h:p://learningcc.org/perform
• SET EXPECTATIONS: Establish Expectations from Day One and during annual review meeting.
1 • PLAN THE YEAR:
Create a Development and Work Plan 2 • MEET REGULARLY:
Review Progress and Make Necessary Revisions 3 • THE REVIEW:
Conduct Annual Performance Review 4
The Four Step Review Cycle
Set Expectations ● Start from Day One & Annually
● Review Job Descrip1on Du1es & Responsibili1es
● Schedule Regular Mee1ngs
○ Meet weekly or monthly, but at least quarterly.
○ Use work plan to drive these mee1ngs.
○ Take notes to provide con1nual feedback.
1
Plan The Year ● Create a Development and/or Work Plan ● h#p://learningcc.org/perform (Sample) ● Meet with your employee ● Consider the following
○ Business Plan
○ Employee Career Development
○ Create an Ac1on Plan
2
Meet Regularly • Review Progress and Make Necessary Revisions • Take Notes (Keep an Employee File)
• Pre Appraisal Mee,ng Tasks (Annual)
• Look at previous reviews
• Review Employee File
• Assign employee to do self-assessments
• Set aside enough 1me for review.
3
Have The Review
● Discuss their responsibili1es. Be very specific. ● Any new responsibili1es? What is the employee doing well?
What needs work? ● Find out what helped them do well and what has held them
back. ● Do not let their most current assignment cloud your view of
their en1re performance. ● Note taking is essen1al.
4
Have The Review (continued)
● Discuss The Future ○ Any ideas to share?
○ Any Professional development needs?
○ Where do THEY see their career heading?
○ Where do YOU see their career going?
○ Discuss goals for you and the employee
○ Set Expectations for the following year.
4
Sample Review Timeline
Tools To Use ● Video Presenta1on
● PowerPoint Presenta1on
● Administra1ve Procedure and Guidelines
● Employee Performance Review Form - Sample
● Employee Self Assessment Form - Sample
● Individual Development Plan - Sample
http://learningcc.org/perform
EMPLOYEE (HR Analyst)
• View Submitted Form • Acknowledge
MANAGER (HR Manager) • Start & End The Process • Archive Into Historical
UPLINE (HR Director)
• View Archived Info.
UPLINE MANAGER
MANAGER EMPLOYEE
EMPLOYEE MANAGER
EMPLOYEE
The Online Review Process
STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
The Online Process At-A-Glance
Up line Manager has Access to View Appraisals (Historical)
Supervisor Finalizes the Appraisal (Active)
Supervisor Reviews Employee Comments (Active)
Employee Reviews for Accuracy and Acknowledges Appraisal (Active)
Supervisor Submits to Employee for Acknowledgement (Active)
Supervisor and Employee Meet to Discuss
Supervisor Completes Appraisal Online (Draft)
STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
INFOR NOTIFICATION EMAIL MESSAGE
ACCESS MANAGER SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.
CLICK HERE
LOG IN TO INFOR MANAGER
TYPE IN HERE
ACCESS MANAGER SPACE DASHBOARD
ACCESS REVIEW PERFORMANCE MENU
CLICK HERE
ACCESS APPRAISALS DASHBOARD
CLICK HERE
ACCESS PERFORMANCE DASHBOARD
CLICK HERE
CLICK START APPRAISAL
CLICK HERE
START FILLING OUT THE FORM
CLICK HERE
TYPE DRAFT COMMENTS
1. TYPE DRAFT COMMENTS
HERE
2. CLICK FINISH
PRINT OR VIEW THE DRAFT APPRAISAL
CLICK HERE TO PRINT OR
VIEW
CONDUCT THE EMPLOYEE MEETING
CONTINUE APPRAISAL TO MAKE CHANGES
CLICK HERE
CLICK FINALIZE TO SUBMIT TO EMPLOYEE
CLICK HERE
CLICK FINALIZE TO SUBMIT TO EMPLOYEE
CLICK HERE
CLICK FINALIZE TO SUBMIT TO EMPLOYEE
ENTER THE DATE
CLICK FINALIZE TO SUBMIT TO EMPLOYEE
CLICK HERE
SEE THE APPRAISAL STATUS
NOTICE THE APPRAISAL
STATUS CHANGED
STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
ACCESS EMPLOYEE SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.
CLICK HERE
ACCESS EMPLOYEE SPACE DASHBOARD
CLICK ACKNOWLEDGE TAB
CLICK CONSOLIDATE APPRAISAL
CLICK PRINT
VIEW, DOWNLOAD, PRINT THE PDF
CLICK THE 2ND ACKNOWLEDGE TEXT BUTTON
CLICK ACKNOWLEDGE
1. TYPE COMMENTS
HERE
2. CLICK OK
1. CLICK HERE
2. CLICK PRINT
CLICK CONSOLIDATE APPRAISAL THEN PRINT
VIEW, DOWNLOAD, PRINT THE PDF
STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
ACCESS MANAGER SPACE INBASKET
1. CLICK HERE
2. SELECT THE
APPRAISAL
CLICK ON CONSOLIDATE APPRAISAL TO REVIEW EMPLOYEE’S COMMENTS
CLICK HERE
REVIEW COMMENTS THEN USE THE BACK BROWSER BUTTON TO GO BACK
CLICK HERE TO GO BACK
CLICK ON ACKNOWLEDGE
CLICK HERE
TYPE “DONE” then CLICK “OK”
1. TYPE “DONE”
2. CLICK HERE
STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
ACCESS MANAGER SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.
CLICK HERE
LOG IN TO INFOR MANAGER
TYPE IN HERE
ACCESS MY STAFF
CLICK HERE
ACCESS MY ORGANIZATION
1. CLICK HERE
2. CLICK HERE
CLICK ON THE EMPLOYEE’S NAME
1. CLICK ON THE
EMPLOYEE
2. CLICK HERE
CLICK ON CONSOLIDATED APPRAISAL
2. CLICK HERE
1. CLICK HERE
INFOR WILL GENERATE A PDF
VIEW, DOWNLOAD, PRINT THE PDF
