Performance DevelopmentPerformance Development

Performance Plan

Mid Year Review/RevisionDevelop New Plan

Year-End Review

(Cycle Ends May 1, 2009)

What is the Year-End Review?What is the Year-End Review?

An assessment of your performance throughout An assessment of your performance throughout the yearthe year

An opportunity for both you and your supervisor An opportunity for both you and your supervisor to rate your performance and provide comments to rate your performance and provide comments to support these ratingsto support these ratings

A continuance of the discussions held during the A continuance of the discussions held during the planning/goal setting stage and the mid-year planning/goal setting stage and the mid-year reviewreview

A time to discuss future goals and development A time to discuss future goals and development opportunitiesopportunities

How to PrepareHow to Prepare

Review your form, paying special attention to Review your form, paying special attention to your goalsyour goals

Review the notes you have taken throughout the Review the notes you have taken throughout the year; add additional notes if necessaryyear; add additional notes if necessary

Give yourself a rating and provide comments to Give yourself a rating and provide comments to support your ratingssupport your ratings

Write down particular items that you might like to Write down particular items that you might like to discuss and/or questions you might havediscuss and/or questions you might have

The Ratings: The Ratings: What do they mean?What do they mean?

Requiring Significant Improvement

An immediate action plan is required

Approaching Expectations

Additional support and attention is necessary to achieve expectations; an employee may be learning

Achieving Expectations

Fully achieving expectations in a consistent manner; the majority of employees are expected to fall in this category

Exceeding Expectations

Performing beyond the requirements of their job

Exceptional

Performance consistently and significantly beyond expectations

Employee is viewed as a role model; few employees are expected to fall in this category

What do I need to do in What do I need to do in SuccessFactors?SuccessFactors?

Make sure that your form has been returned to you from your Make sure that your form has been returned to you from your supervisor since your mid-year reviewsupervisor since your mid-year review

Update the status of each of your goals (on track, completed, etc.)Update the status of each of your goals (on track, completed, etc.)

Enter the ratings that you feel reflect your performance in the Enter the ratings that you feel reflect your performance in the competency areacompetency area

If you select any rating other than a “3”, comments are requiredIf you select any rating other than a “3”, comments are required

Provide comments supporting your ratingsProvide comments supporting your ratings Use the Writing Assistant tool if you need helpUse the Writing Assistant tool if you need help

Send the form to your supervisorSend the form to your supervisor

Enter Your RatingsEnter Your RatingsYou will enter your ratings and comments first and then your supervisor will enter their ratings and comments. Ratings are entered from a drop down menu. Click on what rating you believe that you are performing that particular goal.

Enter CommentsEnter Comments You can also enter comments for each competency or goal. If you need help, use the Writing Assistant (next page).

Using the Using the Writing AsstWriting Asst

The writing assistant screen will appear as below. You will see the competency or goal that you are currently working on. There are three levels to choose from, improve, meets or exceeds. Also you can make the comment more or less positive. As you click, the comment appears in the box below. Once finished you click on the Place Text button at the bottom.

Send Form to Send Form to SupervisorSupervisor

When all of your ratings and comments are finished then you will send the form to your supervisor. Your supervisor will then enter all of their ratings and comments.

22ndnd Level Manager Review Level Manager Review

Your supervisor will send your form to their Your supervisor will send your form to their manager for what is known as the “2manager for what is known as the “2ndnd level level manager review”manager review”

The 2The 2ndnd level manager may review your form and level manager may review your form and give feedback to your supervisorgive feedback to your supervisor

The 2The 2ndnd level manager will then send the form level manager will then send the form back to your supervisorback to your supervisor

Year-End Discussion TipsYear-End Discussion Tips

Participate in the meeting – both you and your Participate in the meeting – both you and your manager should talk and listenmanager should talk and listen

Make sure that you allow time to focus on the Make sure that you allow time to focus on the future, not just the pastfuture, not just the past Collaboratively set future goals & objectivesCollaboratively set future goals & objectives Discuss training and development Discuss training and development

opportunitiesopportunities

What To DiscussWhat To Discuss

Goals and resultsGoals and results

Competency strengthsCompetency strengths

Training and development needsTraining and development needs

The overall rating of your performanceThe overall rating of your performance

New goals for coming yearNew goals for coming year

Signature and Final StepsSignature and Final Steps

After discussing your review, your supervisor will After discussing your review, your supervisor will move your form to the signature stepmove your form to the signature step

Both you and your supervisor will “sign” the form Both you and your supervisor will “sign” the form electronicallyelectronically As the signature paragraph indicates, your signature As the signature paragraph indicates, your signature

does not imply your agreement, but rather an does not imply your agreement, but rather an acknowledgement that your supervisor reviewed your acknowledgement that your supervisor reviewed your form with youform with you

Once signed, the completed forms will be printed Once signed, the completed forms will be printed and placed in your personnel fileand placed in your personnel file

Where can I go for help?Where can I go for help?

Mary MainMary Main Ken EmersonKen Emerson Shirley GovindasamyShirley Govindasamy Melani McGuireMelani McGuire Amie ParkerAmie Parker Ray PotterRay Potter

The HR Managers will The HR Managers will be visiting departments be visiting departments

and are available via and are available via telephone or telephone or

appointment at appointment at extension 6140.extension 6140.

What’s Next?What’s Next?

At the conclusion of this year’s performance At the conclusion of this year’s performance development cycle, Human Resources will be development cycle, Human Resources will be conducting an evaluation of the performance conducting an evaluation of the performance development programdevelopment program

After an evaluation is completed, After an evaluation is completed, recommendations will be made to the senior recommendations will be made to the senior staff members about the performance staff members about the performance development processdevelopment process