2012 Performance Evaluation Updates

Transcription

1 DIVISION OF FINANCE 2012 Performance Evaluation Updates CSBA Winter Workshop 2012 HUMAN RESOURCES January 9, 2012

2 What s new for this year? Focus on position descriptions Five-level rating scale Self-evaluation/employee input options Executive Review process Page 2

3 Focus on Position Descriptions (PDs) Key document to effective performance evaluations HR Liaisons should review online user access issues before PD updates begin No change to online PD format New resources available soon: Revised online course in TrainTraq Action verbs list Suggested best practices for PD updates Page 3

4 Review and Update PD Position Information Job Duties Approvals Page 4

5 Five level rating scale Exemplary (E) The employee significantly and consistently exceeded performance expectations, and the quality of work overall was exceptional. Exceeds Expectations (EE) The employee frequently exceeded performance expectations, and the quality of work overall was outstanding. Achieves (A) The employee overall achieved and at times exceeded job expectations and the quality of work overall was of high quality. In Development or Improvement Needed (I) Employee is still developing competency or did not consistently achieve expectations; some improvement is needed. Unsatisfactory (U) Employee performance was consistently below expectations; immediate corrective action is necessary. Page 5

6 Self Evaluation Two ways to provide pre-evaluation input: Employee Self-Assessment form Employee provides input on form similar to standard evaluation Rates standard competencies/factors using 5-levels Attachments only Supervisor & employee agree on form and format Employee attaches at document tab Page 6

7 Employee Self Assessment form Instructions Evaluation Details Evaluation Competencies I,II, III Overall Rating Attachments Save and submit Reminds users of steps to complete Confirm employee information: Who I am; where I belong Employee uses 5-level rating scale Employee selects appropriate rating Include comments if desired Employee may attach supporting documents No need for printed record Completed document stored online Page 7

8 Self assessment- Attachments only Instructions Evaluation Details Attach Documents Save and submit Reminds users of steps to complete Confirm employee information: Who I am; where I belong Employee attaches agreed upon input form & format No need for printed record Completed document stored online Page 8

9 That s so 2011! No new alternate versions approved for 2012 Rating scale can remain at four levels No new departments added to online process Exceptions made for newly blended departments Contact Sylvia Coburn for online assistance and refresher training HR approval for alternate dates remains Contact Employee Relations with department-wide requests Page 9

10 Executive Review Process Click Click Click Close Page 10

11 Executive Review Process Used at discretion and approval of President, Provost or Vice President Intended for evaluation of direct reports to Department Head and up Allows flexibility w/attachments Supervisor or designee may begin process Page 11

12 Executive Review Process Instructions Employee Information Certifications and Safety Overall Rating Attach Documents Draft may be started by Exec or designee Save, but do not submit Check fields for accuracy Select correct menu items from drop downs Enter eval working title, time frame or exception, delivery date Required training Position Description review Safety compliance Check most appropriate rating Attach feedback and objectives discussed with employee Submit to employee for optional response Close process Page 12

13 Your Take-Aways Watch for HR communications about tamujobs system updates, resources, training and tutorials Convey importance of accurate position descriptions update as needed Share and discuss 5-level ratings scale, Self Assessment options and Executive Review Process as applicable Page 13

14 Any Questions? Employee Relations Michele Kinney Assistant Director , Classification & Compensation Sylvia Coburn Program Coordinator , Page 14