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Annual Performance Evaluations Employee Training 1

Annual Performance Evaluations - tntech.edu · Annual Performance ... • Plan’s purpose is to review and verify employee’s listed job

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Annual Performance

Evaluations

Employee Training

1

Training Outline

Why we complete evaluations

Evaluation process steps overview

Completing the Self-Evaluation

Core Competencies Overview

Rating Explanations & Examples

Acknowledging the Supervisor Evaluation

Deadlines

Support Links

2

Why do we complete evaluations?

Rate yourself on your job duties and performance

Learn your supervisor’s goals and expectations for you

Enhance communication within your department

Address any issues, comments, concerns

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Evaluation Process Steps Overview

1. Supervisor Creates the Employee’s Plan (Supervisor)

• Plan’s purpose is to review and verify employee’s listed job

duties

2. Employee Completes Self Evaluation (Employee)

• Provide feedback to supervisor about job performance

• Review goals/expectations/accomplishments

3. Create Supervisor Evaluation (Supervisor)

• Rated on core competencies and job duties

• Goals are established

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4. Reviewing Officer Approves Supervisor Evaluation (Reviewing Officer)

5. Direct Supervisor Acknowledges Employee Meeting (Supervisor)

• Supervisor schedules a face to face meeting with each employee

to discuss their evaluation

• After the meeting, supervisor acknowledges the meeting has

taken place

6. Employee Acknowledges Evaluation (Employee)

• Employee verifies they have reviewed their evaluation

• Enter comments before acknowledgement

5

Evaluation Process Steps Overview

Completing the Self-Evaluation

Self-Evaluations are required from each employee during our annual

evaluation process for 2016-2017.

Self-Evaluations will not be available to the employee until the Plan is

completed by the supervisor.

After the Plan is completed, an automatic system notification will

be sent to you (within 24 hours) letting you know you have an item

to complete.

Self-Evaluations are a great way to comment on your performance,

list any accomplishments you have made throughout the year, and

attach any supplemental documentation (awards, positive feedback,

etc..).

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Completing the Self-Evaluation

How to Login

Once you login, make sure your Current Group is the “Employee” group. If

not, click the arrow and select Employee from your list of options. *If you do

not have a Current Group option please skip this step.

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Completing the Self-Evaluation

How to Login

Once you login, make sure your Current Group is the “Employee” group. If

not, click the arrow and select Employee from your list of options.

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Completing the Self-Evaluation

It should automatically update and show you the confirmation below:

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Completing the Self-Evaluation

Before going to the Employee Portal, please select the browser’s

refresh button. This should only take a few seconds. Your screen

should look the same, but doing this will make sure you are viewing

the most up to date content in PeopleAdmin.

Select “Go to TTU Employee Portal”

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Completing the Self-Evaluation

After navigating to the TTU Employee Portal, Employee Self-

Evaluation should be listed as an option in Your Action Items as shown

below:

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Completing the Self-Evaluation

Select Employee Self-Evaluation to display your self-evaluation.

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Completing the Self-Evaluation

Read through the Introduction and click Next to proceed.

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Completing the Self-Evaluation You will now be able to rate yourself on our core competencies:

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Completing the Self-Evaluation

Ratings for core competencies are as follows (do not match

description):

Strength: something you do very well

Opportunity: something you could possibly improve upon

Both: a strength and an opportunity for improvement

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Comments

After selecting your rating, enter a comment to justify your rating.

Comments are important in order to properly communicate why you

chose the rating associated with it.

An example of an acceptable comment is shown below:

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Evaluation Process FAQs - Competencies

What are the core competencies?

Reliability/Accountability – The ability to maintain integrity by

owning up to their performance, reporting to work on time, and

being a conscientious employee of TTU.

Communication Skills – The ability to communicate effectively

with others including both written and oral communication.

Collaboration – The ability to work well with others, build

partnerships across campus, and work effectively as a team.

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Evaluation Process FAQs - Competencies

Core competencies continued:

Quality/Productivity – The ability to deliver consistent and accurate work, maintain good time management skills, and produce predictable results.

Innovation – The ability to provide new and creative solutions to problems and/or the ability to implement new solutions effectively.

Diversity – The ability to create, and/or promote, and maintain a work environment that embraces and appreciates diversity and inclusion.

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Completing the Self-Evaluation

After selecting a rating and entering a comment for each core

competency, select the Save Draft button ( ) in order to save

your progress.

Use the Next button ( ) at the bottom of the core competencies

section to proceed to the Job Duties section of your Self-Evaluation.

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Completing the Self-Evaluation

Job Duties

You should have between 4-6 primary job duties listed here.

These may or may not cover everything you do in your position but should be

your main job duties.

Please rate your performance for each job duty.

Be sure to include a comment to justify your rating.

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Completing the Self-Evaluation

Ratings for Job Duties are as follows:

Exceeds Expectations (4): performance consistently exceeds the

standards and expectations for the position. This rating should

only be used when you go above and beyond what is required of

you.

Meets Expectations (3): performance typically meets the

standards and expectations for the position.

Needs Improvement (2): performance sometimes fails to meet

the standards and expectations for the positions.

Unsatisfactory (1): performance seldom meets the standards and

expectations for the position.21

Ratings Examples

Imagine you are an Administrative Associate currently working as the front desk

receptionist. Here are some examples of your possible ratings in regards to your

main job duty of “Providing customer service for the department”:

Exceeds Expectations: You recognize when language barriers exist and

students need extra assistance. As a result, you have taken the initiative to

set up a new interoffice communication network with other TTU staff in

order to guarantee that student issues are properly escalated and

addressed. In this instance you are going above and beyond your normal

duties & are exceeding your normal job expectations in customer service.

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Ratings Examples

Imagine you are an Administrative Associate currently working as the front desk

receptionist. Here are some examples of your possible ratings in regards to your

main job duty of “Providing customer service for the department”:

Meets Expectations: You do a great job and provide high level customer

service. You answer the phone and greet everyone promptly. You meet the

expectations of the position.

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Ratings Examples

Imagine you are an Administrative Associate currently working as the front desk

receptionist. Here are some examples of your possible ratings in regards to your

main job duty of “Providing customer service for the department”:

Needs Improvement: You normally do a good job but sometimes neglect to

answer the phone. This may be an area that needs improvement.

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Ratings Examples

Imagine you are an Administrative Associate currently working as the front desk

receptionist. Here are some examples of your possible ratings in regards to your

main job duty of “Providing customer service for the department”:

Unsatisfactory: You don’t acknowledge students when they first enter the

office for an extended period of time. You have been told on numerous

occasions that this is a problem and have been placed on a Performance

Improvement Plan regarding these instances.

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Completing the Self-Evaluation

You pick the rating for the job duty of “Leads/organizes

all employee training”:

Joe is normally on time, but has been fifteen minutes

late to several training sessions in the past month.

What rating should he receive?

Needs Improvement – Joe normally meets the

expectations of the position, but has had some

difficulty doing so in the past month. He needs to

improve upon his punctuality in order to increase his

rating to Meets Expectations for next year.26

Completing the Self-Evaluation

You pick the rating for the job duty of “Leads/organizes

all employee training”:

Joe consistently coordinates great training sessions

and leads them all very efficiently. What rating

should he receive?

Meets Expectations – Joe is meeting the expectations

of the job duty by being a great leader and organizer.

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Completing the Self-Evaluation

You pick the rating for the job duty of “Leads/organizesall employee training”:

Joe has researched and implemented a new trainingmanagement system in order to streamline thetraining department and make sessions more user-friendly. He also acquired a grant to purchase theprogram so it was free to the department. Whatrating should he receive?

Exceeds Expectations – Joe is going above and beyondregarding this job duty by taking the initiative to betterthe whole department with this new system.

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Completing the Self-Evaluation

Job Duties

After selecting a rating and entering a comment for each Job Duty,

select the Save Draft button ( ) in order to save your

progress.

Use the Next button ( ) to proceed to the Goals section of your

Self-Evaluation.

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Completing the Self-Evaluation

Employee Goals

This section should include any goals entered by your Supervisor during

last year’s evaluation process.

If no goals exist, please use the Next button to skip this section.

If goals are listed, please comment on your accomplishments

relating to the goal stated.

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After entering a comment for each Goal, select the Save Draft button ( )

in order to save your progress.

Use the Next button ( ) to proceed to the Comments section of your Self-

Evaluation.

Completing the Self-Evaluation

Overall Comments

Use this section to enter any overall comments you have regarding your

Self-Evaluation.

Please be as descriptive as possible.

After entering your comments, select the Save Draft button ( ) in

order to save your progress.

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Completing the Self-Evaluation

Overall Comments

Upon completion of this section you have two options:

You can add attachments to the evaluation by selecting the Attachments tab

OR

You can click Complete to finish the Self-Evaluation

Select OK in the confirmation screen to complete your Self-Evaluation

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Completing the Self-Evaluation

If you chose to add Attachments (awards, positive feedback, goal

accomplishments, etc…):

Click here for a how-to guide

After you have attached everything needed, select the Overall

Comments tab

Select Complete

Select OK in the confirmation screen to complete the Self-

Evaluation

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Acknowledging the Supervisor Evaluation

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Once you have met with your supervisor and reviewed your evaluation, you will

receive an email letting you know you have an Action Item to complete

Click on the link in the email to go to the PeopleAdmin login screen

After logging in, select Employee Acknowledges Evaluation in Your Action

Items as shown below:

Acknowledging the Supervisor Evaluation

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Scroll down your evaluation to review the ratings/comments you previously

discussed with your supervisor during your meeting.

Enter any comments you have regarding your evaluation in the Comment

text box (shown below).

After entering your comments, select Acknowledge to complete your

evaluation process.

Evaluation Process FAQs - Deadlines

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Support

Performance Evaluation website:

https://www.tntech.edu/planning-and-finance/hr/peopleadmin/performance-eval

Flowchart, Deadlines, Training Documents, Special Instructions

Training Sessions calendar:

https://www.tntech.edu/planning-and-finance/hr/training/calendar/

Offering both supervisor and employee training sessions along with open help

sessions

Email us:

[email protected]

[email protected]