EHRA Performance Evaluation Linda Mangum Director of Employee Relations/AAO/Title IX Coordinator September 18, 2017 Cabinet

EHRA Performance Appraisal Policy Objectives Introduce new performance appraisal program for EHRA-NF permanent employees. Provide an overview of key elements of the new program’s requirements for UNC General Administration and all constituent institutions.

EHRA Performance Appraisal Policy Key Components All permanent EHRA non-faculty employees will be elevated. UNC Goals Individual Goals/Objectives Professional Development Performance Cycle: July 1 – June 30 Submit the performance evaluation with overall rating to DHR by August 1 DHR will provide UNC-GA the overall rating by August 31.

EHRA-NF Tier 1 Senior Administrator and Academic Officer Two New Forms EHRA-NF Tier 1 Senior Administrator and Academic Officer EHRA – NF

EHRA-NF Performance Appraisal Form Tier 1 Chancellor, Vice Chancellor, Chief of Staff, Provost, Dean, Assistant and Associate Deans, Chairs, Athletic Directors, Head Coaches, Associate and Assistant Coaches, Post-doctoral Scholars Tier 1

Strategy & Accountability Resource & Financial Management EHRA Performance Appraisal Form Tier 1 Senior Officers UNC Goals (SAAO) Strategy & Accountability Resource & Financial Management Human Capital Management & Diversity Innovation and Change Management Collaboration and Communication

EHRA-NF Performance Appraisal Form All other EHRA-NF employees, except temporary and non-benefit eligible EHRA employees

UNC Goals EHRA-NF Performance Appraisal Form Expertise Accountability Customer-Oriented Team Oriented Compliance & Integrity Supervision (supervisors only)

Rating Methodology Level 3 “Exceeding Expectations” routinely perform above expected performance of their assigned duties and are generally considered among the highest performing employees within the work unit. Level 2 “Meeting Expectations” generally perform at, and on occasions may exceed, a successful level of performance of their assigned duties. Level 1 “Not Meeting Expectations” often perform below an acceptable level of performance of their assigned duties or have demonstrated substantial performance deficiencies in certain assigned duties.

Resources Division of Human Resources Website Performance Management EHRA-NF Performance Management Resources Division of Human Resources Website Performance Management Toolkit – EHRA-NF Policy Forms UNC Goals 3-Column

EHRA Performance Appraisal Policy