Performance Management and Annual Compensation Process Timeline, Training & Support Goal Setting and Growth & Development Plan

Human Resources Partner Timeframe Manager (Unit/Department HR) July . As the key lead of managing the . Work with unit Human Resources Partner . Confirm understanding of unit and performance and compensation to identify training to support employees departmental goals (July 1 is the processes in your unit, ensure managers . Support employee in setting individual . Work with manager to begin drafting beginning of annual and employees have an understanding of goals for upcoming year: individual goals that cascade from unit performance and the cycle, training and support, and - Communicate unit and departmental and departmental goals compensation cycle) expectations of their role in the process goals . Update goals and meet with manager to . Partner with unit managers to facilitate the - Schedule time with employee to draft finalize goals and clarify performance annual goal setting process and finalize goals that cascade from expectations for the year . Communicate with managers and unit/departmental goals . Work with manager to identify employees about training and support - Set-up regular meetings to review development areas and activities that support growth of skills and knowledge goal progress and provide support needed to achieve goals . Set performance expectations for the . Create Individual Growth and upcoming year Development Plan (IGDP) . Support employee in identifying development areas and activities that support growth of skills and knowledge needed to achieve goals . Work with employee to create an Individual Growth and Development Plan (IGDP) Training and Support Resources Resources Resources . Goal Setting and Performance Appraisal . Goal Setting and Performance Appraisal . Goal Setting and Performance Appraisal Form Form Form . Goal Setting Kick-Off Communication . Individual Growth and Development Plan . Individual Growth and Development Plan Template and Guidelines and Guidelines . Individual Growth and Development Plan e-Learning Modules e-Learning Modules and Guidelines . Goal Setting . Goal Setting e-Learning Modules . Individual Growth and Development Plan . Individual Growth and Development Plan . Goal Setting . Introduction to the Performance . Introduction to the Performance . Individual Growth and Development Plan Management Process Management Process . Introduction to the Performance Webinars & Workshops Webinars & Workshops Management Process . Setting Performance Expectations . Goal Setting Webinars & Workshops Workshop . Performance Management and Compensation Cycle Launch Webinar . Setting Performance Expectations Workshop Use these links to register for e-learning Modules or Webinars & Workshops Choose ‘Career and Learning’

Feedback & Coaching

Human Resources Partner Timeframe Manager (Unit/Department HR) Ongoing . Encourage managers to hold ongoing . Provide proactive coaching to guide . Actively participate in dialogue about developmental coaching discussions that employees as they begin new tasks or performance guide future employee behavior and roles . Suggest ways your manager can support

1 Last updated: October, 2015 2015 Performance Management and Annual Compensation Process Timeline, Training & Support productive feedback discussions that . Provide timely positive and constructive your success constructively review past behavior and feedback to reinforce positive behaviors . Accept feedback professionally and outcomes and results and to help employee reflect constructively . Serve as resource to unit managers and on learning points and alternative . Keep abreast of departmental priorities employees. actions/behaviors . Ensure appropriate documentation is . Encourage ongoing dialogue about maintained, when necessary. performance, development and ways you can best support employee success . Keep notes/records to use as resource for Mid-Year Review and Annual Performance Appraisal . Keep employee updated about department priorities Training and Support Resources Resources Resources . Feedback and Coaching Guide . Feedback and Coaching Guide . Seeking Feedback Guide . Seeking Feedback Guide . Seeking Feedback Guide e-Learning Modules e-Learning Modules e-Learning Modules . Ongoing Feedback and Coaching . Ongoing Feedback and Coaching . Ongoing Feedback and Coaching Webinars & Workshops Webinars & Workshops Webinars & Workshops . Communicating with Impact Workshop . Feedback and Coaching Webinar . Coaching for Peak Performance . Influencing Others Workshop . Coaching for Peak Performance Workshop . Reacting to Challenging Situations Workshop . Resolving Conflict Workshop Workshop . Resolving Conflict Workshop . Giving Constructive Feedback Workshop . Flawless Customer Service Workshop . Giving Constructive Feedback Workshop . Adaptive Leadership Workshop . Listening and Feedback Workshop . Adaptive Leadership Workshop

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2 Last updated: October, 2015 2015 Performance Management and Annual Compensation Process Timeline, Training & Support Mid-Year Review

Human Resources Partner Timeframe Manager (Unit/Department HR) January . Actively engage unit managers and . Use Mid-Year Review Discussion Guide to . Use Mid-Year Review Discussion Guide to support their mid-year employee plan for and conduct the Mid-Year Review prepare for and participate in the Mid-Year discussions discussion Review discussion

Training and Support Resources Resources Resources . Mid-Year Review Kick-Off . Mid-Year Review Webpage (Best . Mid-Year Review Webpage (Best Communication Template Practices and Discussion Guide) Practices and Discussion Guide) . Mid-Year Review Webpage (Best e-Learning Modules e-Learning Modules Practices and Discussion Guide) . Mid-Year Reviews . Mid-Year Reviews e-Learning Modules Webinars & Workshops Webinars & Workshops . Mid-Year Reviews . Planning your Professional Development . Planning your Professional Development Webinars & Workshops Webinar Webinar . Mid-Year Review - HR Community . Coaching for Peak Performance . Communicating with Impact Webinar . Essentials of Leadership . Planning your Professional Development Webinar Use these links to register for e-learning Modules or Webinars & Workshops Choose ‘Career and Learning’

Performance Appraisal and Rewards & Recognition

Human Resources Partner Timeframe Manager (Unit/Department HR) May-June . Partner with unit managers through . Ask employee to complete employee . Consider performance for year and annual compensation process to facilitate comments sections of the Performance progress against goals (June 30: End of pay and performance decision making Appraisal . Complete employee comments section of annual performance . Partner with unit managers and . Draft Performance Appraisal the Performance Appraisal and compensation encourage them to facilitate year-end . Review draft Performance Appraisal with . Prepare for Performance Appraisal cycle) performance discussions, and to next level manager to finalize content, meeting communicate pay decisions to ratings and base pay recommendation . Actively participate in Performance employees prior to pay effective dates. . Make base pay recommendations for Appraisal meeting employees . Sign completed appraisal and retain copy . Finalize Performance Appraisal . Confirm understanding of feedback and . Schedule and conduct Performance action items 3 Last updated: October, 2015 2015 Performance Management and Annual Compensation Process Timeline, Training & Support Appraisal meeting . Communicate base pay decision to employees . Provide signed copy of Performance Appraisal to unit and University Human Resources Training and Support Resources Resources e-Learning Modules . Annual Compensation Process 3-Part . Employee Base Pay Letter Template . Informational Series & Toolkit . Performance Appraisal Best Practices Webinars & Workshops . Performance Appraisal Best Practices e-Learning Modules e-Learning Modules . Performance Appraisals . Performance Appraisals Webinars & Workshops Webinars & Workshops . Performance Appraisals-Overview . Annual Compensation Process Open . Giving Constructive Feedback Laboratories . Performance Management and Compensation Cycle –Leading the Year- End Appraisal Process HR Community Webinar Use these links to register for e-learning Modules or Webinars & Workshops Choose ‘Career and Learning’

4 Last updated: October, 2015 2015