mid year performance review process. objectives review of completed tasks overview of performance...
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Mid Year Performance Review Process
Objectives• Review of completed tasks• Overview of Performance Management
Process• Planning Tools
– Expected Job Results 2012– Behavior Template
• Mid Year Performance Review Process– 360 Feedback– Review of Midyear Expectations
• Accessing the Tool Review & Key Dates
What should have been completed already?
• Complete SAP Performance Management Training• Validate direct report list is accurate
– If not please contact Meloney Williams and Bernard Rice by email
– Include name, DUID and who the employee reports to• EJR’s entered into SAP• EJR’s cascaded to specific employees from
catalogue• Dates and times scheduled for employee meetings
and distribute self assessment tool• Ask employee for at least 3 names for 360
Feedback
Performance Management Process
July-September2011
July –September 2012
September – October 2012
Evaluate performance results and behaviors for FY10; Performance planning for FY11
Evaluate performance results and behaviors for FY11; Performance Planning for FY13
Reward paid for FY12
PLANNING COACHING/FEEDBACK
EVALUATION/DEVELOPMENT
REWARD
Mid Year Reviews - Interim meeting with supervisor to review progress toward FY12 goals
Purpose of Mid Year Reviews– An assessment of performance during the middle of an
appraisal period.– Provides staff with ongoing feedback on strengthening
performance. – Evaluate progress toward established goals, outcomes, and
behaviors– Identify opportunities for increased skill building or
improvement of current skills. – Provide the opportunity for peers, colleagues, coworkers to
give job related and behavioral feedback– Focus of the peer review and upward appraisal is
developmental– Supports the creation of the annual development plan
Staff Member:• Population-Specific
• Unit-Specific• TJC (The Joint
Commission)
Supervisor:+DUHS Compliance
Staff Member:• Teamwork• Integrity• Diversity
• Excellence• Safety
Staff Member & Supervisor:• Quality& Patient Safety
• Customer • Work Culture
• Finance
Compliance Expected Behaviors Expected Job Results
Overall Performance Rating
Y/N 50% 50%
100%
Planning Tools
•Employee Instructions•SAP Performance Management
EJR (Goals for FY12)Behavioral Template
•Department or CSU Balanced Scorecard•Professional Development Plan/Performance Improvement Plan•360 Feedback /Self Assessment
Include any other comments or compliments received outside of the 360 process
Mid Year Performance Review Process
Scheduling the Mid Year Reviews
Employee Instructions• Explain the mid year process• The employee is to provide at least 3 names• Have the employee complete the self assessment
– Combination of accomplishments of department/unit goals
– Accomplishments around “How I Have Lived the Values and Behaviors”
– Return the self assessment by specified date• Engage in a face-to-face conversation with
Supervisor• Provide signature acknowledging review
360 Peer Review Process
Preparing for the Employee Meeting
Suggestions for Giving Feedback• Start with something positive and reinforce good
performance• Focus on how to improve rather than on past
mistakes• Support your comments with facts – observable
performance not inferences or assumptions• Use “we” to stress teamwork• Be candid, honest and fair – not confrontational• Ask questions• LISTEN
• Receive feedback graciously
3 Types of Development Plans
1. Development to close performance gaps- Identify Development Plans for any performance objective or key competency which is assessed in the “NI” performance level
2. Development to enhance job skills and performance- Provide opportunities for a staff member to enhance job-related skills and performance
3. Development for career advancement or career exploration - Enhance the ability of staff members to be promoted or provide opportunities for career exploration through cross training or mentoring activities
Documenting into the SAP Performance Management Tool
Finalizing the Mid Year Review
Accessing the SAP Performance Management Tool & Key Dates
SAP Process Management & Tutorial
Go to hr.duke.edu
Click on Log in and log into i-forms
Click on MyInfo once you have signed in.
Click on MyTeam
Click here to enter mid year review process
Click here for SAP Performance Management tutorials
Key Dates• SAP Training Dates
January 19th 8:30 - 10:30 January 19th 3:00 - 5:00 February 7th 2:30 - 4:30 June 26th 8:30 - 10:30 June 26th 2:30 - 4:30
• March 30th, 2012– Deadline for Mid Year Review
• July – August 2012– P & P Annual Reviews
• October 1st 2012– Effective Date for PPS increases for FY 2012