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Performance Management

Performance management (PM) involves the setting of applicable fiscal year (FY) goals along with ongoing evaluation and documentation of specific progress toward goals.  At the end of the fiscal year, your performance progress culminates in the rating or appraisal of your performance in the form of a Performance Appraisal (PA).

Performance appraisals are conducted electronically using PeopleSoft software.  The PA covers one fiscal year (July 1st - June 30th).  All team members will be appraised on their role AND by the manager they report to as of June 1st.

Eligibility ~ All team members are eligible for a performance appraisal except for those:

  • Who have not completed annual organizational mandatory training or competencies by June 30th, per HR Policy 209, section 10 and MC HR Policy 210: Competency Assessment
  • Hired on or after April 01 in the performance cycle (FY18 = 04/01/18)
  • On leave - appraisal will be completed within 30 days of returning from leave
  • On performance warning - appraisal will be performed within 30 days of the end of the performance warning

For FY18, those in leadership roles (i.e. - assistant manager role and above) and those in specific nursing roles (i.e. - Clinician 1 - 4, Wage, and APNs) are required to complete the following tasks:

  • Online SMART Goal Entry (number of goals is dependent upon your role)
  • Self-Appraisal (SA; your perspective of your fiscal year performance)
  • Colleague Input (CI; peer review)

For FY18, some team members in other roles may be required by their leader to complete one or more of the following tasks:

  • Offline SMART Goal Document (if required, this can be done on paper, in MS-Word, in PeopleSoft's Performance Notes, etc.)
  • Self-appraisal (SA; your perspective of your fiscal year performance)
  • Colleague Input (CI; peer review)

The due date for all final FY18 performance appraisals, marked as completed, is August 31, 2018.

NOTE: FY18 goal setting worksheets and job aids are currently under development.  Online entry of goals within ePerformance begins 11/13/17 with a due date of 12/31/17 (or within 60 days of hire/promotion date, whichever comes last).  

For detailed instructions on goal setting, self-appraisals, colleague input, performance appraisal, and/or secondary review see "Job Aids" below.

(07/01/17 - 06/30/18)


FAQsWhat's New in FY18?Info Flyer Process Steps  Timeline   

Forms/ Worksheets

Job Aids

Nursing CCL Resources

NEW! Video Tutorials


(07/01/16 - 06/30/17)

FAQsWhat's New in FY17?  Process Steps     Timeline   



Clinician 1-4
and Wage RN CCL Resources



You Know It!

Colleague Input (Peer Review) in ePerformance:

These forms are stored under:

Self Service --

Performance Management --

Other's Performance Documents --

Pending Evaluations (contains nominations to accept or decline)

Current Evaluations (accepted nominations, in progress)

Historical Evaluations (final submitted peer reviews)

The system sends each nominee an automated email with a quick link to their "Pending Evaluations" folder where they either Accept or Decline their pending nomination(s).

Once a nomination is accepted, the document is moved to the "Current Evaluations" folder and the status changes to "In Progress". 

The CI form stays in the "Current Evaluations" folder until it is completed/submitted back to the leader.

All completed forms are moved to the "Historical Evaluations" folder

Note: If the form was inadvertently marked as "Complete", reach out to the leader requesting it be reopened.


Questions?  Email PerformanceMgmt@virginia.edu