Who is the Target Audience?

• LSUHSC Unclassified Staff
• LSUHSC Faculty
   

What is the deadline to submit completed 2023 Evaluations to HRM?

• All Faculty & Unclassified Staff 2022 Performance Evaluations are due by May 15, 2023.
   

• The 2023 Performance Evaluation Process for Faculty & Staff will be used to support each School / Division with decision-making regarding 2023 Merit Increases.

• Evaluate employee performance during the period 04/01/2022 thru 12/31/2022
• Employees starting a position after 04/01/2022 should be evaluated from their position start date.

• Required for any employee hired prior to 10/01/2022
  • Minimum 3 months of performance to evaluate.
• The evaluation process is encouraged for employees hired after 10/01/2022, though not required.
  • Though not required, where there has been sufficient opportunity to observe performance, supervisors are encouraged to conduct a performance review as a baseline conversation of observed performance and to set expectations.
  • Should a supervisor feel they have had insufficient time to observe performance for employees hired after 10/01/2022, the evaluation process may be bypassed for the current year.

• No. A stand alone form will be used for 2023 *Unclassified* Evaluation Process. 
• This does not apply to the Classified PES Process.
• Faculty Performance Evaluations will use the forms specified within each School.

• No. Self-Evaluations are highly encouraged.
• Self-evaluation form will be provided and encouraged as a leading practice, though offered as optional resource for managers to use with their teams.
  • Self-evaluations serve as additional information sources for managers' evaluation, affording insight into an employee's perspective/experience.
  • Self-evaluations provide employees structured input in the evaluation process beyond the performance conversation. An opportunity to highlight performance successes.
• Self-evaluations may be submitted to HRM through the submission portal, in addition to the formal Performance Evaluation. This option is built into the submission form.
• Supervisors/Depts are encouraged to hold on to self-evaluations for their records.

• Proposed criteria reviewed by committee and HRM with effort made to ensure they are representative of all roles.  Future iterations will take into consideration feedback provided and data collected indicating potential misalignment of any evaluative criteria to the LSUHSC employee collective.
• Should a supervisor feel any evaluative performance criteria does not apply to an employee/role, an N/A field is provided on the form
• * Comments are required* for any evaluative criteria given an “N/A” rating.
• Marking criteria as "N/A" will have no impact on the employee's overall rating.

• Evaluation Form includes weighting of criteria category
  • Section A: Delivers Results = 35%
  • All remaining sections equally weighted.
  • Staff/Employee @ 21.67% each
  • Supervisors @ 16.25% each, due to additional included evaluation section.
• Section Ratings = Average of the applicable evaluated criteria therein.
  (N/A ratings are excluded from the calculation)
• Section Weighted Score = (% Weight) X (Section Rating)
• Overall Evaluation Rating = Sum of Section Weighted Scores

• The job description and performance of job-specific duties should be consulted when evaluating Section A: Job-Specific Remarks.
  • This includes Quality of Work, Productivity, and Job Knowledge.
• Managers/Supervisors should directly consider the job-specific duties for the evaluated employee during this section.

• Comments are required for any criteria with a rating other than “(3) Successful.”
• This should include examples of specific performance behaviors and outcomes as it relates to the specified performance criteria.
• Comments serve to justify your rating and clarify your perspective and expectations for the employee.

• Yes, the form is a PDF form that can be saved and accessed at any time.
• We recommend saving with a file name such as:
  <2023 Perf Eval_EMPLOYEE NAME>
• * Ratings submitted to HRM should be the FINAL rating. *

• The 2023 Unclassified Evaluation Process will accept physical signatures and electronic signatures via Adobe Acrobat's Fill & Sign feature. 
• Managers should complete the electronic form and save it with the recommended file name. If applying wet signatures, print copies for their performance success conversation with the employee. 
  • A copy of the final evaluation should be provided to the employee.
• If applying e-signatures, ensure that the form is completed and finalized before applying e-signatures. Once an e-signature is applied, the form cannot be updated.
• Generic computer-generated e-signatures will NOT be accepted. The proper e-signature will be a scanned image of the signor's authentic, handwritten signature. Please consult with HRM for guidance on applying e-signatures.
• After the performance review conversation, the signed forms should be scanned and/or saved.
• The scanned form should be submitted to HRM and to your department Business Manager.  Some Business Managers may choose to submit all dept forms to HRM themselves.

• Dual-reviewer processes apply to a select group across campus.
• These select areas will distribute and manage that form for the 2023 Evaluation Period.

• Supervisors should look to apply the defined competency within the context of the employee's role. 
• Self-evaluation is an informative mechanism for managers to solicit the employee's input on where the criteria may be applied, upon which the manager's own reflections and evaluation may be built.
• Supervisors may also seek feedback from supervisors with whom the employee interacts or performs their job duties.

• Employee signature does not indicate agreement with the rating reviewed, only that the evaluation has been discussed.
• Employee signatures are required.
• If desired, an employee may submit a formal response to their overall evaluation rating directly to their manager, or to HRM Talent Development (talentdevelopment@lsuhsc.edu)
• Employees may request a manager attach their formal response to the final scanned file that will be submitted to HRM.
• An optional field is provided in the Submission Portal for including employee responses.

• Employees are encouraged to discuss concerns informally with their supervisor, then department representative prior to filing a formal evaluation appeal.
• If unsatisfied with the outcome of that department review, employees are encouraged to follow the guidelines outlined below for beginning the evaluation appeal process.
• Request for Appeal / HRM Review
• Any employee who wishes to file a formal appeal request with LSUHSC Human Resources must submit an appeal request to HRM Talent Development by March 31, 2023.
• To begin the appeal process:
  • Email (talentdevelopment@lsuhsc.edu) with the subject line: “2023 Evaluation Appeal Request - YOUR NAME.”
  • Include the following with the email:
    • A copy of the contested performance evaluation being appealed.
    • An explanation of the reason for appeal.
    • The desired evaluation rating adjustment.
    • Any pertinent information that would support the justification of the requested rating adjustment.
  • Contact HRM Talent Development for support in submitting an Evaluation Appeal Request.