Action/Purpose

Send to

Function

Date

Employee and supervisor review Position Description.  Update as needed and send to HR electronically.   Significant changes must be approved by HR first.

HR electronically

Review and update Position Description

Jun/Jul

Supervisor and employee sign and date Page 1 of the Performance Planning and Evaluation form.

Complete Page 1 of form

Jun/Jul

Supervisor and employee agree on specific job functions and responsibilities.  Draw directly from the Position Description and list on Column 1 of the matrix on Page 2.

Planning and goal setting

Jun/Jul

List relative weight of each job function and responsibility within the full Position Description in Column 2.

Planning and goal setting

Jun/Jul

Supervisor and employee discuss core competency expectations for each job function and responsibility.  Sometimes certain competencies may not apply to a specific responsibility and sometimes all competencies will apply.  List relevant competencies in Column 3.

Planning and goal setting

Jun/Jul

Supervisor and employee plan improvement goals if needed. These will change from year to year.  Some responsibilities may have several improvement goals while others might have none. Use Position Description, prior year's evaluation, core competencies, special projects, training activities to develop these goals, which should be SMART: specific, measurable, attainable, relevant, time-framed. List in Column 4.

Planning and goal setting

Jun/Jul

Employee completes a mid-year self-review and submits to supervisor.  Both meet to assess progress (+ means on track) (- means there are concerns).  This is not meant to be an elaborate session  List +/- in Column 5.

Mid-Year Review

Nov/Dec

Employee completes self-evaluation and submits to supervisor. Supervisor completes final annual performance evaluation.  Both sign and date original and keep copies.

Original to Director/Dean

Annual Performance Evaluation

April 1-11 (allow time for April 15 submission to HR)

Final Annual Performance Evaluations to HR by April 15

Original to HR

Annual Performance Evaluation

April 15

Merit increase recommendations due to Provost/VPs

Template to Provost/VP

Salary Template

May 14

Payroll deadline for all approved salary increases (from Provost/VPs)

Template to Payroll and HR

Salary Template

May 19

Begin cycle for the new year.

Review and update Position Description

Jun/Jul