Performance Evaluation Timeline :: Human Resources | The University of New Mexico

Performance is evaluated for the calendar year that is coming to a close and goals are set for the following year.

	Task
Step 1	When: January What: Self-Evaluation Responsible Party: Employee Employee Self-Evaluation Employee completes Self-Evaluation, rating his/her performance of job responsibilities and achievement of 2019 goals, including supporting comments as necessary.

Step 2	When: Jan. - Feb. What: Manager Evaluation Responsible Party: Manager Manager Evaluates Employee The 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.

Step 3	When: Jan. - Feb. What: Performance Discussion Responsible Party: Manager/Employee Manager Meets with Employee Part 1: Manager Meets with Employee Upon 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 Evaluation Following in-person meeting, Manager electronically signs evaluation and employee receives email notification. Part 3: Employee Signs Evaluation Following Manager’s signature, Employee electronically signs evaluation and PEP is complete!

Step 4	When: Mar 1, 2020 What: Deadline for completion of all annual PEPs Responsible Party: Manager/Employee PEP Completion Deadline As of March 1, 2020, all PEP forms must be complete with signatures on them by both the Manager and Employee. The final version will be accessible to employee at all times. The final version will be accessible to the Manager as long as the employee reports to Manager. A PDF of the final version will be stored in the employee's official personnel file.