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TTU Six Month Performance Evaluations Supervisor Training 1

Annual Performance Evaluations - Tennessee Tech ...// Training Documents, Special Instructions Email us: [email protected] [email protected] 27 Title Annual Performance Evaluations

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TTU Six Month

Performance Evaluations

Supervisor Training

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Why do we complete evaluations?

Measure performance

Learn more about employees’ perception of their job and

performance

Set goals and expectations

Enhance communication

Address issues, comments, concerns

2

Evaluation Process Steps Overview

1. Create the Employee’s Plan (Done by HR in 6 Month Eval)

2. Employee Completes Self Evaluation (Employee)

• Optional Step for 6 Month Evals

• Good self assessment tool

• Enable supervisor to see employee’s perspective of their

performance

3. Complete Supervisor Evaluation (Supervisor)

• Rate employees on core competencies and job duties

• Use comments to explain reasoning for ratings

• Establish goals

3

Eval Process Steps

4. Reviewing Officer (RO) Approves Supervisor Evaluation (Reviewing Officer)

• Must be done prior to scheduling review meeting with employee

• Discuss your employee’s evaluation with your reviewing officer

• Reviewing officer can return for corrections to be made or approve

5. Direct Supervisor Acknowledges Employee Meeting (Supervisor)

• Once approved by your RO, schedule a face-to-face meeting with your

employee to discuss their evaluation

• After the meeting, login and acknowledge the meeting has taken place

6. Employee Acknowledges Evaluation (Employee)

• Employee verifies they have reviewed their evaluation

• Acknowledgement does not guarantee agreement

• Employee can enter any overall comments they have before

acknowledgement4

5

Reminders:

• The evaluation must be completed before the Reviewing

Officer (RO) has access to approve.

• The RO must approve the evaluation before the review

meeting can take place.

• The review meeting must be acknowledged in the system

before the employee can acknowledge the evaluation.

Deadlines(for January hires)

Accessing the 6 Month Evaluation

Login to PeopleAdmin - How to Login

Supervisor Evaluation should be listed as an option in Your

Action Items as shown below:

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Completing the Evaluation

Select Supervisor Evaluation to display the evaluation for

the employee indicated:

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Completing the Evaluation

While completing the Supervisor Evaluation, you will be

reviewing and rating each core competency and job duty in

reference to the employee.

Select the Save Draft button ( ) at the end of each

section in order to save your progress.

Use the Next button ( ) at the bottom of each section

(Introduction, Core Competencies, Job Duties, etc..) in order to

proceed through the Evaluation.

*Reminder* Ratings are required for each competency and duty.

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Completing the Evaluation

Where do I start?

After reading the Introduction

and selecting Next ( ), the

Core Competencies will be listed

for your review.

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Eval Frequently Asked Questions

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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Eval Frequently Asked Questions

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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Core Competencies

Please rate each core competency as it relates to your employee.

Adding comments for each rating is preferred and strongly suggested.

Comments should be used to explain the rating chosen.

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Eval Frequently Asked Questions

What do the ratings mean?

Exceeds Expectations: performance consistently exceeds the standards andexpectations for the position. This rating should only be used when the employeegoes above and beyond what is required of them.

Meets Expectations: performance typically meets the standards andexpectations for the position. If your employee does everything you ask them todo (even if they do a great job) they are meeting expectations.

Needs Improvement: performance sometimes fails to meet the standards andexpectations for the positions. Use this rating if performance sometimes fallsbelow the standards for this position.

Unsatisfactory: performance seldom meets the standards and expectations forthe position. Use this rating if unsatisfactory performance has been discussedwith the employee. Having the employee on a Performance Improvement Plan isnot required but is suggested if ratings such as this one are given.

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Comments

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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Completing the Evaluation

Remember to select the Save Draft button ( ) at the end of each

section in order to save your progress.

Use the Next button ( ) at the bottom of each section in order to

proceed through the Evaluation.

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Completing the Evaluation

Job Duties

Each employee should have at least four job duties listed.

Rate each job duty as it pertains to the employee

including comments to justify your ratings.

Ratings are required for each job duty. You cannot submit

the evaluation without ratings.

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Ratings Examples

Sally is an Administrative Associate currently working as the front desk receptionist. Hereare some examples of her possible ratings in regards to her main job duty of “Providingcustomer service for the department”:

Exceeds Expectations: Sally recognizes when language barriers exist and studentsneed extra assistance. She has even taken the initiative to set up a newinteroffice communication system with other offices in order to guarantee thatthe student’s issues are properly addressed. In this instance she exceeds hernormal job expectations in customer service by going above and beyond increating a new communication system.

Meets Expectations: Sally does a great job. She answers the phone and greetseveryone as she should. She meets the expectations of the position.

Needs Improvement: Sally normally does a good job but sometimes neglects toanswer the phone. This may be an area that needs improvement.

Unsatisfactory: Sally doesn’t acknowledge students when they first enter theoffice for an extended period of time. She has been told on numerous occasionsthat this is a problem and has been placed on a Performance Improvement Planregarding these instances.

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Completing the Evaluation

Remember to select the Save Draft button ( ) at the end of each

section in order to save your progress.

Use the Next button ( ) at the bottom of each section in order to

proceed through the Evaluation.

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Completing the Evaluation

Employee Goals

Present Goals should be blank since no goals were entered in prior

evaluations.

Goals are not rated, so they will not be calculated into the overall

evaluation score.

Please enter at least one realistic goal for your employee in the

Future Goals section.

To enter a goal, enter text in the Objective section and then select

Add Entry.

You can do this for multiple goals.

Once finished, select Save Draft to save your progress and Next to

continue to the next section.

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Completing the Evaluation

Goal Accomplishments & Overall Comments

This section allows the supervisor to discuss and evaluate goal

accomplishments during the evaluation period.

Supervisors can also enter any overall comments they have regarding the

employee’s evaluation.

Please be as descriptive as possible.

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

progress.

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Completing the Evaluation

Goal Accomplishments & 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 Supervisor Evaluation

Select OK in the confirmation screen to complete your Supervisor

Evaluation

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Completing the Evaluation

If you chose to add Attachments:

Click here for a how-to guide

After you have attached everything needed, select the Goal

Accomplishments tab

Select Complete

Select OK in the confirmation screen to complete the Supervisor Evaluation

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Reviewing Officer Approves Eval

A Reviewing Officer is a supervisor’s supervisor.

General reminders:

It is always best practice to communicate with your supervisor

that your employee’s evaluation is pending their approval.

Feel free to discuss any areas of the evaluation that may need to

be reviewed. A meeting between the supervisor and reviewing

officer is not required.

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Reviewing Officer Approves Eval

Once the Supervisor Evaluation is completed, the Reviewing Officer

must approve the evaluation before any further action can be taken.

An automatic system notification will be sent within 24 hours to the

Reviewing Officer that they have an action item to take care of.

Once the Reviewing Officer logs into PeopleAdmin and goes to the TTU

Employee Portal, they should have any evaluations pending their

approval showing a description of “Reviewing Officer Approves

Evaluation”.

After selecting “Reviewing Officer Approves Evaluation” they will be

able to review the Supervisor Evaluation for the designated employee.

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Reviewing Officer Approves Eval

After reviewing the evaluation, the Reviewing Officer can enter any

comments and either Return or Approve by selecting the appropriate

button at the end of the evaluation.

The Reviewing Officer can choose to return the evaluation to the

supervisor to make any corrections needed. *A comment must be

entered in order to return the evaluation for correction.

If the Approve button is selected, the Reviewing Officer will need to

select OK in the confirmation screen.

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Meeting with the Employee

After the evaluation is approved by the Reviewing Officer, a face-to-face

meeting should be scheduled with the employee to review the evaluation.

Do not meet with your employee about their evaluation until it has

been approved by the Reviewing Officer.

The employee will be unable to view their evaluation in the system at this

point, so please print them a copy to review during the meeting.

We suggest discussing each rating and comment and offering any

explanations needed. This is a great opportunity to positively reinforce

exceptional performance or further explain your expectations if lower

ratings are received.

After meeting with your employee, you will be able to Acknowledge the

Review Meeting in Your Action Items. Within 24 hours of making this

acknowledgement, the employee will be able to view and acknowledge

their Evaluation in the Employee Portal.

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Support

Performance Evaluation website:

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

Training Documents, Special Instructions

Email us:

[email protected]

[email protected]

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