1. Student Affairs Performance Appraisal Training 2017

2. Lets get to the Point
Who administers and collect Performance Appraisals
What are the contents of a performance appraisal document
Why we are required to conduct Performance Appraisals yearly
Where to locate, store, and how to distribute Performance Appraisals
How to conduct Performance Appraisals with the employees you supervise
We should be able to answer theses questions at the end of the presentation:
Who administers and collect Performance Appraisals
What are the contents of a performance appraisal document
Why we are required to conduct Performance Appraisals yearly
Where to locate, store, and how to distribute Performance Appraisals
How to conduct Performance Appraisals with the employees you supervise
*Encourage employees to catalog achievements highlights throughout the year
*This should be a tool; good or poor behavior/attitudes should be documented here
*PA’s have consistently been the top concern of incoming employees.

3. Who does Performance Appraisals?
Evaluation by
Employee being appraised
Immediate Supervisor
Administrator
Required once a year; could be quarterly semi-annually
Who evaluates
Immediate Supervisor
Under the direction of more than one supervisor
Supervisors coordinate but primary has duty to complete appraisal
Administrator
Reviews & Signs
Employees
Submit own account
Request representative from HR to be present
Right to appeal

4. What are the contents of a PA?
Essential Functions/Responsibilities
Performance Roles
Team Role, Communication Role, etc.
Highlights & Accomplishments
Goals
Studentaffairs.usu.edu – Division tools – Annual Performance Docs
2017 Performance Appraisal Master (word .docx)
2017 Performance Appraisal Timeline(.pdf)
2017 Performance Review Matricies(.xlsx)

5. Why do we conduct PA’s Yearly
Define Job Responsibilities
Establish Standards to assess performance
Encourage Employees to Catalog Achievements
Have a current document for HR; highlighting good/poor behavior and attitudes
Reason
Define Job responsibilities
Mutually clarify between supervisor & employee
Establish standards to assess performance
Develop employee to fullest potential
Catalog Achievements
Should be a living document that is updated frequently
Required once a year; could be quarterly semi-annually

6. Where do we go to start this process?
studentaffairs.usu.edu -Division Tools-Annual Performance Docs
Box; Shared folder with individual employees and yourself
If you don’t know how to do this talk to your Department Director
your Employees; copy and paste the quoted paragraphs from the following Document
Box;
Shared folder with individual employees and yourself
If you don’t know how to do this talk to me after
your Employees; copy and paste the quoted paragraphs from the following Document

7. Where do we go to start this process?
They should do the following
Update their responsibilities
Check that the Percentage of Time assigned to each responsibility make sure it equals 100%
Add Highlights/Accomplishments under each Responsibility and Performance Role
Send the document in an to you
Individuals being appraised are responsible for the following:
Update their responsibilities
Check that the Percentage of Time assigned to each responsibility make sure it equals 100%
Add Highlights/Accomplishments under each Responsibility and Performance Role
Send the document in an to you

8. How do I Conduct the PA’s?
After receiving the updated PA review and change document
studentaffairs.usu.edu -Division Tools-Annual Performance Docs
Download the Matricies file
Benefit you and employee;
Clear expectations
Clear explanations
Max, D. & Bacal R Perfect Phrases for Performance Reviews. Madison, WI: McGraw-Hill Companies.
Leadership IQ Part 2 of 4-part series "What Great Managers Do Differently" Taking the Pain Out of Performance Reviews.

9. How do I Conduct the PA’s?
Conduct appraisal
Private location
You can request to have your administrator present
Highlight any changes
Read your evaluation and comments to employee
Address any of their concerns; refer to the matrices’
Set goals with employee and trainings; ils.usu.edu, bewell, 7 Habits, etc.
Sign and deliver copy to your administrator/Suzanne Thorpe

10. What you now know Who administers and collect Performance Appraisals
What are the contents of a performance appraisal document
Why we are required to conduct Performance Appraisals yearly
Where to locate, store, and how to distribute Performance Appraisals
How to conduct Performance Appraisals with the employees you supervise
We should be able to answer theses questions at the end of the presentation:
Who administers and collect Performance Appraisals
What are the contents of a performance appraisal document
Why we are required to conduct Performance Appraisals yearly
Where to locate, store, and how to distribute Performance Appraisals
How to conduct Performance Appraisals with the employees you supervise
*Encourage employees to catalog achievements highlights throughout the year
*This should be a tool; good or poor behavior/attitudes should be documented here
*PA’s have consistently been the top concern of incoming employees.