Performance is evaluated for the calendar year that is coming to a close and goals are set for the following year.
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Step 1 |
When: January Employee Self-EvaluationEmployee completes Self-Evaluation, rating his/her performance of job responsibilities and achievement of 2019 goals, including supporting comments as necessary. |
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Step 2 |
When: Jan. - Feb. Manager Evaluates EmployeeThe Manager will be notified via an automated email when one of their direct reports completes their Self-Evaluation Upon the Manager being notified (via an automated email) that one of their direct reports has completed their Self-Evaluation, the Manager must evaluate the employee. The Manager will simultaneously review the employee’s Self-Evaluation and enter their own ratings regarding the employee’s job responsibilities and achievement of goals. The Manager must also review the goals set for the year ahead and comment on them as necessary. Although the timeline says this step begins January-February, it may be completed sooner if the Self-Evaluation is completed by the employee. |
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Step 3 |
When: Jan. - Feb. Manager Meets with EmployeePart 1: Manager Meets with EmployeeUpon the Manager completing the employee evaluation, the Manager must schedule an in-person meeting with the employee to review and discuss the contents of the PEP form – success of performance of job responsibilities, the achievement of goals, and finally discuss the goals to be accomplished in the future by ensuring an understanding of the objectives and measures needed for successful achievement. Part 2: Manager Signs Employee’s EvaluationFollowing in-person meeting, Manager electronically signs evaluation and employee receives email notification. Part 3: Employee Signs EvaluationFollowing Manager’s signature, Employee electronically signs evaluation and PEP is complete! |
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Step 4 |
When: Mar 1, 2020 PEP Completion DeadlineAs of March 1, 2020, all PEP forms must be complete with signatures on them by both the Manager and Employee.
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