Consistent cross-campus process Clarify expectations Provide feedback on job performance ◦ Address shortfalls ◦ Reinforce positive behaviors Create goals for the coming year Continual improvement Use scores to implement a merit component for salary increases Used reporting from last year’s appraisals that were completed on time 2014: Overall average was 71% of available points ◦ ◦ ◦ ◦ Exceeds Category Achieves: Nearly Achieves Needs Improvement 44.1% 49.7% 5.0% 1.2% (149) (168) (17) (4) 2015: Overall average was 73.4% of available points ◦ ◦ ◦ ◦ Exceeds Category Achieves: Nearly Achieves Needs Improvement 47.5% 47.1% 4.0% 1.1% (161) (160) (14) (4) Gallup describes high management activities of highly engaged employees: Assist employees in identifying and focusing on what’s most important. Know the projects and tasks that employees are working on. Assist employees in setting goals and prioritize activities. Hold employees accountable for performance Electronic option for self-appraisal Pre-populated “past goals” section Revised wording on some categories Ability to “correct” pdf versions if you have changes Deadline – this year April 1st ◦ ◦ ◦ ◦ ◦ ◦ Self appraisal Draft appraisal Review by your manager? HR review Meet with employee Return hard copy to HR 1. 2. 3. 4. Briefly describe your job performance for the past year. Specifically highlight your accomplishments and progress towards previously set goals over the past review period. How is Augustana a better place because of your efforts?. In what area(s) do you feel you could benefit from additional support, structure, or direction? Specifically, what can your supervisor do to support you in terms of your own career growth and development? What are your performance goals for the upcoming review year? What outcomes can be measured to ensure that you’ll have reached those goals? Please provide additional feedback or insights you’d like to share about your work experience or Augustana overall. Please note any specific areas you would hope to discuss during the appraisal process or meeting. Reliability & Dependability: Demonstrates dependability, reliability, and acceptable attendance and punctuality. Volunteers and is available to accomplish organizational goals as needed. Exhibits consistency and reliability and produces dependable work results. Completes work with accuracy, thoroughness, and attention to detail. Takes personal initiative and exhibits self-motivation without supervision. Exhibits flexibility in cross training, learns new practices quickly, and adjusts to changes in assignments and working conditions. Attendance Punctuality Schedules time off in advance Productivity while at work Completes assigned tasks on time Makes the most of work time Willing to do a variety of tasks as needed. Open to changes in procedures of processes Demonstrates a command and thorough knowledge of the position in all of its dimensions. Has and applies the knowledge and skills necessary to effectively perform all aspects of the position. Finds ways to use skills and knowledge to contribute to overall goals of the department and college. Understands, follows and adheres to college policies, procedures and safety guidelines. Maintains and grows critical knowledge or skills that meet need of the department. Embraces technological changes and keeps up to date on developments within specialty. • • • • • • • Is capable of performing the job function consistently Is actively performing all duties in job description Follows department & college rules & guidelines Performs job in a safe manner Looks for ways to become more efficient Is interested and active in improving skills Supports and participates in college and department goals and initiatives. Displays a professional and positive attitude even during times of high workload or stress Maintains a professional appearance to represent the Augustana brand and displays a willingness to take on additional projects or work additional hours as needed or necessary. Promotes the mission and goals of the department and College. Embodies and models the college’s community principles of: purpose, openness, respect, accountability, responsibility, and care. Appearance/Dress Code Attitude – with internal and external customers Willingness to take on additional work when asked Overtime work as needed Attitude about the college and department Unprofessional behaviors Establishes priorities, manages time, and organizes resources effectively in order to complete assignments on time and according to specifications while producing the expected quantity of work results. Demonstrates best practices, and finds an appropriate balance between quality and quantity. Goes the “extra mile” as needed to achieve extraordinary outcomes and/or customer satisfaction. Demonstrates resourcefulness, problem-solving and decision-making skills Detail orientation Accuracy/Errors Strives for improvement/excellent outcomes Technology adaptation Problem solving vs. waiting for others to develop solution Appropriate share of department workload Proactive attitude about updated technology Works collaboratively and cooperatively with co-workers, students, and others within the workplace setting. Acknowledges and respects individual and cultural differences Practices open and honest communication, supporting a culture of trust and teamwork. Con-tributes to an environment where people cooperate (internal customer service) and give their best. Welcomes positive confrontation and remains open to constructive feedback. Builds consensus via shared decision making. Fosters a sense of shared accountability and group responsibility. Celebrates successes and recognizes and appreciates others’ contributions. For those who supervise students, models appropriate workplace expectations and keeps student workers productive and engaged and accountable for work outcomes. Openness to differences Team orientation vs. turf attitude Adds to culture of mutual respect Customer service orientation Student supervision – effective use of time, creates learning outcomes, high expectations for productivity. Is open to change and new approaches. Accepts coaching and constructive feedback. Learns from mistakes and accepts responsibilities. Expands job knowledge through training and development Is aware of strengths and weaknesses; sets and works toward performance and productivity goals Attitudes toward change Constructive criticism from supervisor or others vs. defensiveness Pursues training and development of skills Self-awareness of strengths and weaknesses Continual improvement vs. status quo Models the high expectations of the college for employee behavior Provides feedback on work performance on an informal basis and completes appraisals and check-in meetings on time Creates and maintains a work environment of open communication, mutual respect, and dedication to the overall goals of the College. Creates goals and work plans with employees and monitors progress to ensure department and college goals are met. Seeks ways to engage employees and continually improve both processes and effectiveness in the workplace. Addresses performance issues Work culture that supports mission of the college Communication: up, down and across the organization Uses employees time efficiently to achieve department/college goals Models what college expects from all employees Exceeds Expecations: Consistently meets and often exceeds expectations in this area. Think A+ Achieves Expectations: Consistently and effectively demonstrates this behavior. Think A/B Nearly Achieves Expectations: Attempts, but does not completely meet expectations. Think C Area for Growth: Behavior is not acceptable and growth is needed. Think D/F Expect comments to support ratings in each category ◦ ◦ ◦ ◦ Self-Appraisal Working File Goals/Work Priorities Input from others as appropriate More specific comments have more power to change behavior Section A: ◦ Goals from last year’s appraisal – pre populated. Comment on achievement. Section B: ◦ Set goals for the coming year (specify timetable that makes sense for your area.) Specific Measureable Aligned Realistic Time Bound This will be calculated based on your previous choices Can use the “back” button to change scores if you feel this is not accurate Expectation Industry Norms ◦ ◦ ◦ ◦ Exceeds Expectations Achieves Expectations Nearly Achieves Needs Improvement 10-15% (47%) 40-50% (47%) 25-30% (4%) 10-15% (1%) 5-6 things that went wrong Ideas for improvement No dedicated time HR made me do it… No planning Interruptions Downplay self evaluation No specific examples Recency effect – report 2 weeks ago Too much hassle to add comments Changed employee score Didn’t address issues 1 way conversation Plan ahead Overview Tied to strategic goals 2 way conversation No interruptions Incorporates selfevaluation Getting agreement on goals Using rating scale to put score in context Confidentiality Others? 1. New employees? Prior to December 1, assume you will use this tool 2. Two supervisors/two jobs? 3. Last year’s appraisal document? 4. New supervisor/transfer? 5. Review by my boss? 6. Merit component details? 7. How do I print the document? 8. Where do I get help? Log into the system and notify HR of any mis-assigned or missing employees Create a plan of attack to meet the April 1st deadline Encourage employees to complete the selfappraisal. Remember to plan time for HR review and up-level review if needed. Gather input from others as needed. Call HR for assistance