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1 Performance Evaluations SUPERVISOR TRAINING

Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Page 1: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Performance EvaluationsSUPERVISOR TRAINING

Page 2: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

Deadlines

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Page 3: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

Evaluation Process Steps Overview

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1. Create the Employee’s Plan (Supervisor)• Plan’s purpose is to review employee’s listed job duties• Each employee should have 3-6 primary job duties listed

2. Employee Completes Self Evaluation (Employee)• Good self assessment tool• Enables you as the supervisor to see employee’s perspective of their performance

3. Complete Supervisor Evaluation (Supervisor)• Rate employees on core competencies and job duties• Use comments to explain reasoning for ratings• Establish goals• Comment on goal accomplishments

Page 4: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

Evaluation Process Steps Overview

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4. Reviewing Officer Approves Supervisor Evaluation (Reviewing Officer)• Discuss your employees’ evaluations with your reviewing officer• Reviewing officer can suggest edits or approve as is

5. Direct Supervisor Acknowledges Employee Meeting (Supervisor)• Schedule a face-to-face meeting with your employee to discuss

their evaluation• After the meeting, login to acknowledge the meeting has taken

place

6. Employee Acknowledges Evaluation (Employee)• Employee verifies they have reviewed their evaluation• Acknowledgement does not guarantee agreement

• Comments can be submitted from employee before acknowledgement

Page 5: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 1: Creating the PlanLogin here: https://jobs.tntech.edu/hr/sessions/new

Enter your username and password

Forgot your password?Click “Request a password reset”and enter only your username.A password reset link will thenbe emailed to your TTU email.

Page 6: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Select “Go to TTU Employee Portal”

Step 1: Creating the Plan

Page 7: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 1: Creating the Plan

The 2018-2019 Performance Evaluation process is active as ofFebruary 1, 2019. As of that date, you will be able to create plans foreach of your employees in the TTU Employee Portal.

Please keep in mind you need to review your employee’s job duties aspart of the position review process prior to completing your Plan.Note: Employees will not do a job duties review this cycle.

If you have questions regarding the position review process pleasecontact Sherry Howard ([email protected]).

Page 8: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 1: Creating the Plan

Your Action Items should include the plans to create as shown in theexample below.

Select 2018-19 TTU Annual Evaluation to Create Plan

2018-19

Page 9: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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The Plan simply shows you the core competencies and job dutiesthat your employee will be evaluated on.

Step 1: Creating the Plan

The primary focus of creating the Plan is for you to review youremployee’s Job Duties and make sure they are updated from theposition review process.

Since you will only be reviewing these items during this process, nochanges are actually made in the Plan.

Page 10: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 1: Creating the Plan

Use the “Next” navigational button at the bottom right of

the Plan to move through the tabs (Introduction, Competences, Duties,

Accomplishment)

Page 11: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 1: Creating the PlanEmployees will not complete aposition review this cycle.

Supervisors will review dutiesunder the Job Duties tab.

Select the Apply button to ensureany items are pulled over.

Page 12: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Each employee should have between 3-6 primary job duties listed inthe Job Duties section.

Step 1: Creating the Plan

If any changes need to be made to the duties, please contact SherryHoward ([email protected]).BEFORE completing the Plan.

Page 13: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 1: Creating the Plan

After reviewing all sections of the Plan, you are now ready tocomplete the Plan.

At the bottom of the final section, select the Complete button andselect OK in the confirmation screen to complete the Plan.

After completing the Plan, your employee will then receive an emailnotification (within 24 hours) that their Self-Evaluation is available.We suggest communicating with your employee either prior to ordirectly after completing the Plan to let them know about theupcoming Self-Evaluation requirement.

Page 14: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

Self-Evaluations are highly recommended from each employee during our annualevaluation process for 2018-2019.

Self-Evaluations will not be available to the employee until the Plan is completed.

After the Plan is completed, employees can access the Self-Evaluation andsupervisors can access the Supervisor Evaluation. We suggest thatsupervisors review the employee’s Self-Evaluation prior to completing theSupervisor Evaluation.

Self-Evaluations are a great way to see your employee’s performance from theirperspective. They should be used as a tool to enhance communication andrecognize any areas of interest that should be reviewed.

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Step 2: Employee Completes Self-Evaluation

Page 15: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

Once the employee has submitted their Self Evaluation, the supervisor should then complete their employee’s Supervisor Evaluation.

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Step 3: Completing theSupervisor Evaluation

Supervisor Evaluation should be listed as an option in Your Action Items as shown:

Select 2018-19 Annual Evaluation to access the Supervisor Evaluation.

Page 16: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 3: Completing theSupervisor Evaluation

While completing the Supervisor Evaluation, the supervisor will be reviewing and rating each core competency and job duty in reference to the employee.

To begin, read through the Introduction and click Next.

Page 17: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 3: Completing theSupervisor Evaluation

You will now be able to rate your employee on each

core competency:

Page 18: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Core Competencies

Academic Excellence – The ability to foster collaboration, exemplify integrity, and inspire creativity and realized potential for the entire campus community.

Community Engagement– The ability to communicate with community members and organizations to advance positive societal and economic change

Meaningful Innovation – Purposefully innovative in all that you do.

Student Success – The ability to empower students to realize their potential, craft individualized experiences, and discover their passions.

Supportive Environment – Being committed to a diverse and welcoming community and providing a campus size and atmosphere that fosters personal attention and fit

Value Creation – The ability to provide a high return on investment from our state, tuition, and donor resources and foster productive, responsible, and caring contributors to society

Page 19: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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RatingsExceeds Expectations: performance consistently exceeds the standards and expectations for the position. This rating should only be used if someone goes above and beyond normal expectations.

Meets Expectations: performance typically meets the standards and expectations for the position. Performing your job duties as assigned is meeting the expectations of your position.

Needs Improvement: performance sometimes fails to meet the standards and expectations for the positions. Sometimes failing to meet the standards of your position means you may need improvement.

Unsatisfactory: performance seldom meets the standards and expectations for the position. Unsatisfactory performance is acknowledged by being on a Performance Improvement Plan or in the process of being on a PIP.

Page 20: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 3: Completing theSupervisor Evaluation

Select the rating from the drop down menu:

Page 21: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 3: Completing theSupervisor Evaluation

Enter a comment to justify your rating choice:

Page 22: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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 the Supervisor Evaluation.

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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 at the bottom of the job duties section to proceed to the Employee Goals section of the Supervisor Evaluation.

You will rate your employee on each job duty as you did for the core competencies.

Please remember to add a descriptive comment to justify your rating for each.

Step 3: Completing theSupervisor Evaluation

Page 23: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Employee Goals:This section should include any goals you entered for your employee during last year’s evaluation process (Present Goals) and any goals you would like to enter for the employee to focus on during the upcoming year (Future Goals).

Step 3: Completing theSupervisor Evaluation

For Present Goals, please comment on your employee’s accomplishments relating to each goal listed.

Page 24: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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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 Goal Accomplishments section of the Supervisor Evaluation.

Step 3: Completing theSupervisor Evaluation

For Future Goals, please enter at least one realistic goal for your employee to focus on during the year.

Click Add Entry to add additional goals.

Page 25: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Overall Comments:Use this section to enter any overall comments regarding performance for your employee’s Supervisor Evaluation.

Step 3: Completing theSupervisor Evaluation

Page 26: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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You can add attachments to the evaluation by selecting the Attachments tab

ORYou can click Complete and Select OK in the

confirmation screen to complete the Self-Evaluation

Some examples of acceptable attachments areany of the following that were attained during thereview period: feedback, awards, letters ofachievement, training certifications, or otherperformance related items pertaining to theemployee. Items that were forwarded to youfrom your employee can be attached if applicable.

Step 3: Completing theSupervisor Evaluation

Page 27: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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After you have attached everything desired, select the Goal Accomplishments tab

Select Complete and OK in the confirmation screen to complete your Supervisor Evaluation

Step 3: Completing theSupervisor Evaluation

Page 28: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

General reminders:

It is always best practice to communicate with your supervisor when your employee’s evaluation is pending their approval.

Feel free to discuss any areas of the evaluation that may need to be reviewed. A face-to-face meeting between the supervisor and reviewing officer is not required.

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Step 4: Reviewing OfficerApproves Evaluation

A Reviewing Officer is the direct supervisor’s supervisor.

Page 29: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 4: Reviewing OfficerApproves Evaluation

Once the Supervisor Evaluation is completed, the Reviewing Officermust approve the evaluation before any further action can be taken.

An automatic system notification will be sent to the ReviewingOfficer (within 24 hours from completion of the SupervisorEvaluation) that they have an action item to take care of.

Once the Reviewing Officer logs into PeopleAdmin and navigates to the TTU Employee Portal, they should have any evaluations pending their approval showing a description of “Reviewing Officer Approves Evaluation”.

Page 30: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 4: Reviewing OfficerApproves Evaluation

After selecting “2018-19 TTU AnnualEvaluation” the Reviewing Officerwill be able to review the SupervisorEvaluation for the designatedemployee.2018-19

Page 31: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 4: Reviewing OfficerApproves Evaluation

Scroll down to review the entire evaluation.

Enter any comments you have regarding theevaluation or performance of the employee.

Select Return to return the evaluation to the immediate supervisor for correction

ORSelect Approve to approve the evaluation

If Approve is selected, select OK in the confirmation screen to complete approval.

Page 32: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

Best Practice Suggestions: The employee will be unable to view their evaluation in the system at this

point, so please print them a physical copy of the evaluation to reviewduring the meeting.

Discuss each rating and comment and offer any explanations needed tobetter their understanding of your performance expectations. This is a greatopportunity to positively reinforce exceptional performance or discussconcerns.

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Step 5: Evaluation Review MeetingAfter the evaluation is approved by the Reviewing Officer, a one-on-onemeeting should be scheduled with each of your direct reports.

Reminder: Do not meet with your employee until your Reviewing Officer has approved the evaluation

Page 33: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 5: Evaluation Review MeetingAfter meeting with your employee, Acknowledge the EvaluationReview Meeting in the TTU Employee Portal to open access tothe evaluation to your employee.

Select 2018-19 TTU Annual Evaluation from

Your Action Items

2018-19

Page 34: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 5: Evaluation Review Meeting

Within 24 hours of completing this step, the employee will beable to view their Supervisor Evaluation in the Employee Portal.

Select Complete

Page 35: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

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Step 6: EmployeeAcknowledges Evaluation

Employees can enter any comments they have regarding their evaluation in the Comment text box at the end of their evaluation (shown below)

Once they Acknowledge the evaluation, the evaluation process is complete.

Page 36: Annual Performance Evaluations...Approves Evaluation Once the Supervisor Evaluation is completed, the Reviewing Officer must approve the evaluation before any further action can be

Deadlines, Training Documents, Special Instructions: https://www.tntech.edu/hr/peopleadmin/performance-eval

Training Calendar (offering both supervisor and employee sessions):https://www.tntech.edu/hr/training/calendar/

Email us with any additional questions: [email protected]

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Support Information