University of Alaska myUA Performance Excellence · 2020. 3. 3. · Performance Period – Track...
Transcript of University of Alaska myUA Performance Excellence · 2020. 3. 3. · Performance Period – Track...
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Review CycleSTARTStart the Review Discuss Competencies & Set Goals PERFORMANCE PERIODTracking ProgressENDEmployee – End of Review RatingSupervisor – End of Review RatingEmployee Acknowledgment – Completes the review cycle
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Start the ReviewGo to https://www.alaska.edu/myua/Click on myUA Employee Services DashboardUse your Single Sign On (SSO) UA username and password
to log in
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CLICK HERE
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Create a New ReviewClick onSelect “Performance review”
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Select Review TypeReview start date will auto-populate
Review Process: Select Performance Review ◦ If non-supervisory staff select NEW Non-supervisor Performance Review◦ If you are a supervisor select NEW Supervisors Performance Review
Review end date will auto-populate with the end of the fiscal year (June 30, YEAR)“Include job duties from position description?” is defaulted to
populate.
Click “Save”
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Start Pages & Job DutiesThe “Start” page for each phase (below) provides instructions on what is
needed◦ Discuss Competencies & Set Goals◦ Performance Period – Track Progress◦ Employee – End of Review Rating◦ Supervisor End of Review Rating◦ Employee Acknowledgement◦ Complete (No page)
If job duties do not auto-populate, contact your HR office.
Any changes made to the job duties in the performance review must be submitted to your HR office to update your position description.
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Discuss CompetenciesSchedule a face-to-face meetingPerformance has two factors◦ Job duties – WHAT the employee is hired to do◦ Job competencies – HOW the employee completes their job duties
Review and discuss the job duties and how the competencies relate to the dutiesSupervisor review has a “Leadership” competency
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Discuss & Set GoalsGoals & Discussion◦ Questions in this section are designed to facilitate the conversation◦ Consider using the S.M.A.R.T. approach
Responses are required under “Measure”
Goals can be added (university specific, etc.) at the end of the page
Supervisor Performance Review has an additional item re: direct report performance
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Training and DevelopmentRequired Training◦Make sure UA required training is scheduled or complete◦Additional mandatory training may be assigned based on job
requirements
Professional Development◦Discuss where the employee would like to focus professional
development efforts during the review period◦ Supervisors are there to support employees achieving their goals
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Training and DevelopmentEmployees and supervisors can see what training is ◦ In Progress/Upcoming◦Completed◦Pending approval
Training can also be assigned through the learning library by clicking
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ADD TRAINING MODULES HERE
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Training and DevelopmentThe training will show as “Booked”◦When adding training, the employee or supervisor can add comments, outcomes, etc.◦The training will remain in the review throughout the performance period unless removed.◦There is also an option to make the training “mandatory”
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Moving to Performance PeriodIn order to move to the performance period, both the employee
and supervisor will need to confirm they approve the “Discuss Competencies & Set Goals” phase
An email will be sent to the supervisor
There is an opportunity to revoke the approval if more discussion time is needed or if you accidentally approved
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Performance Period – Track ProgressEmployee and supervisor should meet regularly during the
performance period◦ Document achievements and any goal changes/updates with journal entries◦ Add professional development training, experience, etc. to the review as
needed◦ If changes were made during the period, it will be noted in the confirmation
box on the “Next steps” tab
To go to the “Employee – End of Review Rating” phase, click “Go to next step”
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End of Review RatingEmployee and supervisor are able to rate employee’s performance◦ Supervisors are not able to view employee’s ratings until the review is moved
to the “Supervisor – End of Review Rating” phase◦ Employees are not able to view supervisor’s ratings until the “Employee
Acknowledgment” phase
Provide comments◦ If an employee earns a “Needs Improvement” rating, provide an action plan
to address the rating. HR consultants are available if assistance is needed.
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Employee AcknowledgmentOnce the ratings are complete, the supervisor and employee
should meet to discuss the final review
Employee acknowledgment only confirms that the performance cycle is complete.
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