In this topic you will learn how to Create a Performance Plan.
Action Step 1
Review the employee's Position Description (PD).
Click the Position Title link on the left side of the screen.
Review the Position Description (PD) focusing on the Position Summary, Duties and Responsibilities.
If significant updates to the PD are required, discuss with your Dean's Office, Business Manager, and/or an HRM Compensation Consultant.
Action Step 2
Review the Institutional Competencies.
Click the Down button of the scrollbar to view the Teamwork and Collaboration competency description.
Click the Down button of the scrollbar to view the Professionalism and Respect and Diversity and Inclusion competency descriptions.
Action Step 3
Begin setting goals in step 3.
Click the Down button of the scrollbar to view the Individual Goals section.
Enter 3 - 5 goals.
Repeat the process until all goals are entered.
Click the Down button of the scrollbar to view the Professional Development Plan questions.
Click the Down button of the scrollbar to view additional questions.
NOTE: The Plan has been saved.
Click the Down button of the scrollbar to view available Resources.
Check the Talent Development page for new content as information becomes available.
From the Actions drop-down, Print, Revise, or Copy the Performance Plan.
If necessary, click the Revise link to revise.
Enter the Individual Goal Description and Metric(s) text.
The Plan has been marked as complete.
There are five (5) Action Steps to completing a Performance Plan.
Enter the Individual Goal Description and Metric(s) text.
Select the appropriate Goal Type from the drop-down list.
Action Step 4
The Professional Development Plan has four (4) questions.
Answer the questions.
Select the Goal Type from the drop-down list.
Step 1: Supervisor Creates the Plan is now completed. Step 2: Employee Acknowledges the Plan is now In Process.
Click the Down button of the scrollbar to view the Information Sharing and Communication competency description.
Click the Down button of the scrollbar to view the Service to Our Stakeholders competency description.
NOTE: If the Performance Plan is not complete, click Save Draft to complete later.
Review the Professionalism and Respect and Diversity and Inclusion competency descriptions.
Task Color Legend
Grey - Not Started
Orange - In Process
Green - Complete
Red - Overdue
Click the Down button of the scrollbar to view the Quality of Work and Innovation competency description.
This completes Create a Performance Plan.