1. Performance Process STEP PROCESS GUIDELINE DATES ACTION 1 2 3 4 5 6 7
Annual Performance Appraisal Period Begins
Conducted between
11/01 to 2/15
All employees with 6 months in position must be evaluated 2
360 Review Window Opens
11/01 to 12/31
Employee (MGR and above) completes self assessment
Employee Proposes Raters
Manager approves or modifies raters for employee
Managers may meet with employee to discuss results when feedback is received or during performance discussion 3
Performance Evaluation Window Opens
12/01 to 2/15
This step can begin on 12/01 or upon completion of step 2.
Window remains open until process is completed 4
Results Achieved
12/01 and 1/15
Employee enters results achieved, completes self assessment, then submits to Manager 5
Manager Assessment
Due 1/19
Manager Completes Evaluation and Submits for Skip Level Approval (2nd Level Manager)
This step can begin on 1/15 or upon completion of step 4. 6
Skip Level Approval
Due 1/26
Skip Level Approval Completed
This step can begin on 1/19 or upon completion of step 5. 7
Performance Discussion
Goals Setting
Due 2/4
Manager discussion on evaluation with employee
Establish and agree on new goals, weights for goals and development plan
Release of Appraisal to Employee (enter meeting date in system)
This step can begin on 1/26 or upon completion of step 6. 8
Enter Next Year’s Goals
Goal Weight
Employee Acknowledgement
Due 2/15
As discussed with manager, employee enters new goals and weights in system
Manager validates weight of employee’s goals.
Employee confirms meeting date in system and sends performance evaluation to COMPLETE
This step can begin on 2/4 or upon completion of step 7.
(*)
Progress Notes
1/01 to 12/31
Employees and/or Managers enters progress notes, available throughout the year.