annual performance evaluations - tntech.edu · annual performance ... • plan’s purpose is to...
TRANSCRIPT
Training Outline
Why we complete evaluations
Evaluation process steps overview
Completing the Self-Evaluation
Core Competencies Overview
Rating Explanations & Examples
Acknowledging the Supervisor Evaluation
Deadlines
Support Links
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Why do we complete evaluations?
Rate yourself on your job duties and performance
Learn your supervisor’s goals and expectations for you
Enhance communication within your department
Address any issues, comments, concerns
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Evaluation Process Steps Overview
1. Supervisor Creates the Employee’s Plan (Supervisor)
• Plan’s purpose is to review and verify employee’s listed job
duties
2. Employee Completes Self Evaluation (Employee)
• Provide feedback to supervisor about job performance
• Review goals/expectations/accomplishments
3. Create Supervisor Evaluation (Supervisor)
• Rated on core competencies and job duties
• Goals are established
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4. Reviewing Officer Approves Supervisor Evaluation (Reviewing Officer)
5. Direct Supervisor Acknowledges Employee Meeting (Supervisor)
• Supervisor schedules a face to face meeting with each employee
to discuss their evaluation
• After the meeting, supervisor acknowledges the meeting has
taken place
6. Employee Acknowledges Evaluation (Employee)
• Employee verifies they have reviewed their evaluation
• Enter comments before acknowledgement
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Evaluation Process Steps Overview
Completing the Self-Evaluation
Self-Evaluations are required from each employee during our annual
evaluation process for 2016-2017.
Self-Evaluations will not be available to the employee until the Plan is
completed by the supervisor.
After the Plan is completed, an automatic system notification will
be sent to you (within 24 hours) letting you know you have an item
to complete.
Self-Evaluations are a great way to comment on your performance,
list any accomplishments you have made throughout the year, and
attach any supplemental documentation (awards, positive feedback,
etc..).
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Completing the Self-Evaluation
How to Login
Once you login, make sure your Current Group is the “Employee” group. If
not, click the arrow and select Employee from your list of options. *If you do
not have a Current Group option please skip this step.
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Completing the Self-Evaluation
How to Login
Once you login, make sure your Current Group is the “Employee” group. If
not, click the arrow and select Employee from your list of options.
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Completing the Self-Evaluation
It should automatically update and show you the confirmation below:
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Completing the Self-Evaluation
Before going to the Employee Portal, please select the browser’s
refresh button. This should only take a few seconds. Your screen
should look the same, but doing this will make sure you are viewing
the most up to date content in PeopleAdmin.
Select “Go to TTU Employee Portal”
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Completing the Self-Evaluation
After navigating to the TTU Employee Portal, Employee Self-
Evaluation should be listed as an option in Your Action Items as shown
below:
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Completing the Self-Evaluation
Ratings for core competencies are as follows (do not match
description):
Strength: something you do very well
Opportunity: something you could possibly improve upon
Both: a strength and an opportunity for improvement
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Comments
After selecting your rating, enter a comment to justify your rating.
Comments are important in order to properly communicate why you
chose the rating associated with it.
An example of an acceptable comment is shown below:
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Evaluation Process FAQs - Competencies
What are the core competencies?
Reliability/Accountability – The ability to maintain integrity by
owning up to their performance, reporting to work on time, and
being a conscientious employee of TTU.
Communication Skills – The ability to communicate effectively
with others including both written and oral communication.
Collaboration – The ability to work well with others, build
partnerships across campus, and work effectively as a team.
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Evaluation Process FAQs - Competencies
Core competencies continued:
Quality/Productivity – The ability to deliver consistent and accurate work, maintain good time management skills, and produce predictable results.
Innovation – The ability to provide new and creative solutions to problems and/or the ability to implement new solutions effectively.
Diversity – The ability to create, and/or promote, and maintain a work environment that embraces and appreciates diversity and inclusion.
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Completing the Self-Evaluation
After selecting a rating and entering a comment for each core
competency, select the Save Draft button ( ) in order to save
your progress.
Use the Next button ( ) at the bottom of the core competencies
section to proceed to the Job Duties section of your Self-Evaluation.
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Completing the Self-Evaluation
Job Duties
You should have between 4-6 primary job duties listed here.
These may or may not cover everything you do in your position but should be
your main job duties.
Please rate your performance for each job duty.
Be sure to include a comment to justify your rating.
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Completing the Self-Evaluation
Ratings for Job Duties are as follows:
Exceeds Expectations (4): performance consistently exceeds the
standards and expectations for the position. This rating should
only be used when you go above and beyond what is required of
you.
Meets Expectations (3): performance typically meets the
standards and expectations for the position.
Needs Improvement (2): performance sometimes fails to meet
the standards and expectations for the positions.
Unsatisfactory (1): performance seldom meets the standards and
expectations for the position.21
Ratings Examples
Imagine you are an Administrative Associate currently working as the front desk
receptionist. Here are some examples of your possible ratings in regards to your
main job duty of “Providing customer service for the department”:
Exceeds Expectations: You recognize when language barriers exist and
students need extra assistance. As a result, you have taken the initiative to
set up a new interoffice communication network with other TTU staff in
order to guarantee that student issues are properly escalated and
addressed. In this instance you are going above and beyond your normal
duties & are exceeding your normal job expectations in customer service.
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Ratings Examples
Imagine you are an Administrative Associate currently working as the front desk
receptionist. Here are some examples of your possible ratings in regards to your
main job duty of “Providing customer service for the department”:
Meets Expectations: You do a great job and provide high level customer
service. You answer the phone and greet everyone promptly. You meet the
expectations of the position.
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Ratings Examples
Imagine you are an Administrative Associate currently working as the front desk
receptionist. Here are some examples of your possible ratings in regards to your
main job duty of “Providing customer service for the department”:
Needs Improvement: You normally do a good job but sometimes neglect to
answer the phone. This may be an area that needs improvement.
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Ratings Examples
Imagine you are an Administrative Associate currently working as the front desk
receptionist. Here are some examples of your possible ratings in regards to your
main job duty of “Providing customer service for the department”:
Unsatisfactory: You don’t acknowledge students when they first enter the
office for an extended period of time. You have been told on numerous
occasions that this is a problem and have been placed on a Performance
Improvement Plan regarding these instances.
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Completing the Self-Evaluation
You pick the rating for the job duty of “Leads/organizes
all employee training”:
Joe is normally on time, but has been fifteen minutes
late to several training sessions in the past month.
What rating should he receive?
Needs Improvement – Joe normally meets the
expectations of the position, but has had some
difficulty doing so in the past month. He needs to
improve upon his punctuality in order to increase his
rating to Meets Expectations for next year.26
Completing the Self-Evaluation
You pick the rating for the job duty of “Leads/organizes
all employee training”:
Joe consistently coordinates great training sessions
and leads them all very efficiently. What rating
should he receive?
Meets Expectations – Joe is meeting the expectations
of the job duty by being a great leader and organizer.
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Completing the Self-Evaluation
You pick the rating for the job duty of “Leads/organizesall employee training”:
Joe has researched and implemented a new trainingmanagement system in order to streamline thetraining department and make sessions more user-friendly. He also acquired a grant to purchase theprogram so it was free to the department. Whatrating should he receive?
Exceeds Expectations – Joe is going above and beyondregarding this job duty by taking the initiative to betterthe whole department with this new system.
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Completing the Self-Evaluation
Job Duties
After selecting a rating and entering a comment for each Job Duty,
select the Save Draft button ( ) in order to save your
progress.
Use the Next button ( ) to proceed to the Goals section of your
Self-Evaluation.
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Completing the Self-Evaluation
Employee Goals
This section should include any goals entered by your Supervisor during
last year’s evaluation process.
If no goals exist, please use the Next button to skip this section.
If goals are listed, please comment on your accomplishments
relating to the goal stated.
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After entering a comment for each Goal, select the Save Draft button ( )
in order to save your progress.
Use the Next button ( ) to proceed to the Comments section of your Self-
Evaluation.
Completing the Self-Evaluation
Overall Comments
Use this section to enter any overall comments you have regarding your
Self-Evaluation.
Please be as descriptive as possible.
After entering your comments, select the Save Draft button ( ) in
order to save your progress.
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Completing the Self-Evaluation
Overall Comments
Upon completion of this section you have two options:
You can add attachments to the evaluation by selecting the Attachments tab
OR
You can click Complete to finish the Self-Evaluation
Select OK in the confirmation screen to complete your Self-Evaluation
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Completing the Self-Evaluation
If you chose to add Attachments (awards, positive feedback, goal
accomplishments, etc…):
Click here for a how-to guide
After you have attached everything needed, select the Overall
Comments tab
Select Complete
Select OK in the confirmation screen to complete the Self-
Evaluation
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Acknowledging the Supervisor Evaluation
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Once you have met with your supervisor and reviewed your evaluation, you will
receive an email letting you know you have an Action Item to complete
Click on the link in the email to go to the PeopleAdmin login screen
After logging in, select Employee Acknowledges Evaluation in Your Action
Items as shown below:
Acknowledging the Supervisor Evaluation
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Scroll down your evaluation to review the ratings/comments you previously
discussed with your supervisor during your meeting.
Enter any comments you have regarding your evaluation in the Comment
text box (shown below).
After entering your comments, select Acknowledge to complete your
evaluation process.
Support
Performance Evaluation website:
https://www.tntech.edu/planning-and-finance/hr/peopleadmin/performance-eval
Flowchart, Deadlines, Training Documents, Special Instructions
Training Sessions calendar:
https://www.tntech.edu/planning-and-finance/hr/training/calendar/
Offering both supervisor and employee training sessions along with open help
sessions
Email us: