Download - UWA HR Benchmarking Presentation

Equipping Managers to Manage Effectively

Bob Farrelly and Paul Wilson

Web Based Tools

• Professional Development Review (PDR) • Performance Appraisal Review (PAR) • Staff Dashboard

Professional Development Review (PDR)

Performance Management History

2002: Introduced paper-based single process for development and appraisal 2008: Pressure to move to on-line performance management solution 2009: Introduced on-line PDR as an extension to the Employee Self Service Kiosk 2012: Introduced online performance appraisal review (PAR)


• Provides a collaborative approach to professional and career development

• Locally developed extension to the Employee Self-Service Kiosk

• Reviews conducted two months after commencing a new role, and annually thereafter

• Initiated by the Reviewee • Reviewee can nominate who their Reviewer will be –

can be anyone • The line manager still participates in the review even if

they are not the Reviewer


Reviewee supplies responses to the following: • Has your work role changed during the reporting period? Are you enjoying the

community in which you work? Are there any challenges you are experiencing? (These may be personal, interpersonal or professional.)

• Outline your achievements (against goals and objectives) since your last PDR. Provides the opportunity to import them from the last PDR

• How have you met UWA's Expectations of All Staff? (Acting consistent with UWA's Code of Conduct/Code of Ethics)

• How have you met UWA's Leadership Expectations of All Staff? (mandatory for staff with supervisory responsibilities)

• How have you reflected your School / Faculty's expectations of Academic Staff (where available)?

• What are your career aspirations for the coming 3 to 5 years? (Please include any retirement plans where appropriate)

• What development have you undertaken since your last PDR? • Have you gained any qualifications since your last PDR? • What are your leave plans?


Reviewee responses (cont.): • What are your goals for the next 12 months? • What is your development plan for the next 12 months? Is it linked to your

personal and professional goals and the objectives of your work area? • Do you have approval, or intend to apply for sabbatical? If yes, please provide

details

Attachments: • Current Position Description • Academic or Professional Portfolio • ‘Other’


Reviewee supplies responses to the following after the review discussion: • Agreed or established goals and objectives for the coming year? • Development Plan for the next year (with areas that need support)


Reviewer provides: • Further comment • Confirms appropriateness of goals and objectives • Indicates if additional resourcing is required to meet the agreed development plan • Confirms discussion has taken place for:

• Position Description accuracy • Leave arrangements • Workloads


Emails between participants auto generated:

Performance Appraisal Review (PAR)


• The formal mechanism by which employee performance can be rated

• Can be done in conjunction with PDR • Locally developed extension to the Employee Self-

Service Kiosk • Reviews conducted at least once every 3 years or at key

career events (e.g. Contract renewal, an allowance or bonus, approval of sabbatical, promotion)

• Initiated by the Reviewee or someone in their reporting line

• Reviewee can only nominate their line manager or line manager’s line manager as the Reviewer

• Calculates an overall performance rating


Responses sought: • Statement of Activities / Achievements against Objectives • Any other comments

Performance Appraisal Review (PAR): Assessment

Process Review

• A review of the PDR and PAR process was conducted seeking feedback from staff who participated in both a PDR and PAR during 2012

• Recommendations from the review:

1. Combine the PDR and PAR into a single annual review

2. Remove the requirement for academic staff to submit an academic portfolio

3. Expand the three point rating scale

Dashboard

What is it?

• Web based tool targeted at administrators to allow them see how their area is progressing in relation to the University’s main HR related metrics

• Provides an overall summary and the ability to drill-down and extract data

• Developed using Oracle Application Express (ApEx) • Version 2.0 – currently in development

Off to the web...

Summary

Staff Lists

FTE by Month

Org Chart

Allowances

Leave Liability

Leave Balances

Demographics: Service

Demographics: Age

Gender Equity

Academic Portfolio

Separations

Turnover

Bulk Emails

Questions

Download - UWA HR Benchmarking Presentation

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