My UI Career Implementation Moving from goals to performance reviews College of Education P & S Staff January 8, 2014

Today’s agenda Brief review of My UI Career Check in on Goal Plan Performance Evaluation - Demo Next Steps- Process and COE Timeline Address Questions

My UI Career

Goal implementation update How did it go? Any questions? Tell us how it’s going from your perspective

Types of goals Goals that are aligned to unit priorities and/or strategic plans Developmental Goals- career, succession planning, adapting to changing needs, staying current Project or initiatives Key Areas of Responsibilities Competencies Improvement goals 9/20/2018

Components of the review form Universal competencies Last year’s goal/ accomplishments Performance Descriptor(s) Next year’s goals Universal Competencies- populated from the classification system for your level. Last year’s Goal/Accomplishments (fed from goal plan or can be added in the self review) Performance descriptors- Supervisor completes overall descriptor Next year’s goals- can be put into the goal plan for next year, to feed into self review, or can be created with the self review. May be revised in goal plan over the next year, or with supervisor review, or even before supervisor returns completed form.

DEMO OF Performance Review Found in MY UI Career in employee self-service website under the personal tab. Navigate from the Home page. Drop down box navigation for goal plans and performance. Navigate goal plans between years. Complete self review- under performance. May update goals in self review or through goal plan Goal plan transfers information to self review. Saving for later-click on Save and Finish Later. Complete- click on Finalize Form. If this was finalized in error, contact Chris Annicella to have re- opened.

Descriptors: EFFECTIVE COMMENDABLE DISTINGUISHED IMPROVEMENT NEEDED Four options; three of those options are to recognize positive performance, and one is for performance that needs to improve EFFECTIVE COMMENDABLE DISTINGUISHED IMPROVEMENT NEEDED

Best Practice This is not a quota system, or a forced ranking system.

July 1 Salary Recommendation Annual Salary Planning July 1 Salary Recommendation Funding Availability/Collegiate Practices Salary in Relation to Median Zone Performance

The process HR or supervisors notify employees when time to do the self review-normal process. Employee fills out self review (under Performance) form in MY UI Career. Supervisor adds comments and ratings in My UI Career, HOLDS the form. Employee and supervisor meet, supervisor shares form, comments and rating. Supervisor modifies form if they believe it’s needed, sends form to employee (button at bottom of form), after entering the “performance discussion” date. This is the date that is recorded in HRIS. Must occur prior to 3/31/14. Employee has opportunity to comment and finalizes form.

College of Education Timeline Sept – Jan 2014: Training on UI MY Career Fall 2013: Staff enter goals in to goal plan from 2012-2013 review and adjusts as needed. January-February 2014: Staff begins completing self review using online form. February - March, 2014: Supervisor reviews and meets with staff. By March 31, 2014: Supervisors meet with staff and finalize review. 9/20/2018

Support Help and tutorials/resources Online training on Performance Management website: http://www.uiowa.edu/~fusstfdv/perfmgt/index.html Senior HR leader-Chris Annicella, 335-6138 or christine-annicella@uiowa.edu E-mail: hr-myuicareer@uiowa.edu “Contact us” on Self Service, select Performance Reviews & Goals (My UI Career) Call: 335-5185 or 335-5091 9/20/2018