Non-Faculty Performance Evaluations:

It’s that time of year once again!  Time to complete the annual Staff Performance Evaluation for your employees.  The evaluation period is April 1, 2017 – March 31, 2018. 

Beginning this year, the Annual Performance Evaluation for non-faculty employees will be administered through Workday.  As part of this process, supervisors will have an opportunity to:
•    Discuss progress on the prior year’s performance goals and expectations
•    Recognize employees for job-related accomplishments
•    Identify and provide feedback on strengths and improvement opportunities
•    Start discussing potential work and development opportunities for the next year

Self-Evaluation in Workday (Employee)
The process will start Monday evening (April 9, 2018), when non-faculty employees will receive a Workday inbox task indicating that a self-evaluation is available for completion.   Because completion of the self-evaluation is at the discretion of the supervisor, employees will need to check with their supervisor to determine if they are required to complete this part of the process.  If not required by the supervisor, employees have the option to complete the self-evaluation if they have feedback they feel would be useful to the supervisor during the performance evaluation process.  NOTE:  If a self-evaluation is not completed by the employee, they will be required to hit the “Submit” button to move the process to the next step.  

Get Additional Manager Evaluation in Workday (Supervisor)
TAMUG will not utilize the “Get Additional Manager Evaluation” in Workday.  You will be required to skip this step by clicking on the gear icon in the upper right-hand corner of your inbox item and select “Skip This Task”, as indicated on the “Get Additional Manager Evaluation” page.   NOTE: Supervisors are encouraged to seek feedback from employee stakeholders outside the Workday process.  

Get Additional Reviewers in Workday (Supervisor)
TAMUG will not utilize the “Get Additional Reviewers” in Workday.  You will be required to skip this step by clicking on the gear icon in the upper right-hand corner of your inbox item and select “Skip This Task”, as indicated on the “Get Additional Reviewers” page.   NOTE: Supervisors are encouraged to seek feedback from employee stakeholders outside the Workday process.  

Manager Drafts Evaluation in Workday (Supervisor)
Once you have completed the employee evaluation, select the “Save for Later” button at the bottom of the page.  Do not “Submit” until after meeting with the employee to review their evaluation.  Once the “Submit” button is selected, no changes or modifications can be made.    

Required Employee Training Courses Certification Question in Workday (Supervisor)
As part of the evaluation process, supervisors will need to ensure that employees are up-to-date on any assigned required training courses.  NOTE:  Employees who are past due on any of the following System-Required Trainings are not eligible for merit (if available).
•    Employment discrimination and sexual harassment
•    Ethics
•    Information security awareness
•    Orientation to the system
•    Reporting fraud, waste and abuse

Hard Deadline
All evaluations must be completed NO LATER THAN CLOSE OF BUSINESS ON THURSDAY, MAY 31, 2018.   NOTE: Any supervisor who does not complete his/her employee’s annual non-faculty performance evaluations in their entirety by the May 31st deadline will NOT be eligible for a merit increase (if available).

Research Positions
Employees in research titles will be utilizing an Alternative Performance Evaluation Form,  which will be uploaded to Workday upon completion.  Employees in these positions will need to follow the guidance under “Self-Evaluation in Workday (Employee)” listed on the first page of this document.  Upon completion of the Alternative Performance Evaluation Form, the supervisor should meet with the employee to discuss, then upload the evaluation into Workday, enter an overall rating, and submit for acknowledgements.

Suggested Timeline
Below you will find a suggested timeline to help employees and supervisors stay on target during the performance review period.  NOTE:  These are suggestions only (not hard deadlines) that can be used to help ensure evaluations are completed by the May 31st deadline. 


 Performance flowchart


Resources:

Training:

Training on the PCER process of Performance Management:

Classroom setting

Webinar

 

Please use the above  resource as a guide to provide guidance as you work through the Workday Performance process.  Marion Rhodes will also be a point of contact for you.  She can be reached via email at rhodesm@tamug.edu.