annual employee performance review process
TRANSCRIPT
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Annual Employee Performance Review Process
361.826.3300 [email protected] h:p://learningcc.org/perform
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• 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
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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
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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
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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
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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
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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
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Sample Review Timeline
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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
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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
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STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
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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)
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STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
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INFOR NOTIFICATION EMAIL MESSAGE
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ACCESS MANAGER SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.
CLICK HERE
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LOG IN TO INFOR MANAGER
TYPE IN HERE
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ACCESS MANAGER SPACE DASHBOARD
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ACCESS REVIEW PERFORMANCE MENU
CLICK HERE
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ACCESS APPRAISALS DASHBOARD
CLICK HERE
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ACCESS PERFORMANCE DASHBOARD
CLICK HERE
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CLICK START APPRAISAL
CLICK HERE
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START FILLING OUT THE FORM
CLICK HERE
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TYPE DRAFT COMMENTS
1. TYPE DRAFT COMMENTS
HERE
2. CLICK FINISH
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PRINT OR VIEW THE DRAFT APPRAISAL
CLICK HERE TO PRINT OR
VIEW
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CONDUCT THE EMPLOYEE MEETING
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CONTINUE APPRAISAL TO MAKE CHANGES
CLICK HERE
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CLICK FINALIZE TO SUBMIT TO EMPLOYEE
CLICK HERE
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CLICK FINALIZE TO SUBMIT TO EMPLOYEE
CLICK HERE
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CLICK FINALIZE TO SUBMIT TO EMPLOYEE
ENTER THE DATE
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CLICK FINALIZE TO SUBMIT TO EMPLOYEE
CLICK HERE
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SEE THE APPRAISAL STATUS
NOTICE THE APPRAISAL
STATUS CHANGED
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STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
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ACCESS EMPLOYEE SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.
CLICK HERE
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ACCESS EMPLOYEE SPACE DASHBOARD
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CLICK ACKNOWLEDGE TAB
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CLICK CONSOLIDATE APPRAISAL
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CLICK PRINT
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VIEW, DOWNLOAD, PRINT THE PDF
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CLICK THE 2ND ACKNOWLEDGE TEXT BUTTON
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CLICK ACKNOWLEDGE
1. TYPE COMMENTS
HERE
2. CLICK OK
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1. CLICK HERE
2. CLICK PRINT
CLICK CONSOLIDATE APPRAISAL THEN PRINT
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VIEW, DOWNLOAD, PRINT THE PDF
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STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
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ACCESS MANAGER SPACE INBASKET
1. CLICK HERE
2. SELECT THE
APPRAISAL
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CLICK ON CONSOLIDATE APPRAISAL TO REVIEW EMPLOYEE’S COMMENTS
CLICK HERE
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REVIEW COMMENTS THEN USE THE BACK BROWSER BUTTON TO GO BACK
CLICK HERE TO GO BACK
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CLICK ON ACKNOWLEDGE
CLICK HERE
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TYPE “DONE” then CLICK “OK”
1. TYPE “DONE”
2. CLICK HERE
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STEP 1: MANAGER Start
STEP 2: EMPLOYEE Acknowledge
STEP 3: MANAGER Archive
STEP 4: UPLINE Review
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ACCESS MANAGER SPACE http://inforusers/ PLEASE NOTE: You must be on the City network to access this website.
CLICK HERE
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LOG IN TO INFOR MANAGER
TYPE IN HERE
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ACCESS MY STAFF
CLICK HERE
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ACCESS MY ORGANIZATION
1. CLICK HERE
2. CLICK HERE
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CLICK ON THE EMPLOYEE’S NAME
1. CLICK ON THE
EMPLOYEE
2. CLICK HERE
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CLICK ON CONSOLIDATED APPRAISAL
2. CLICK HERE
1. CLICK HERE
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INFOR WILL GENERATE A PDF
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VIEW, DOWNLOAD, PRINT THE PDF
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