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Performance Management

Performance management (PM) involves the setting of relevant 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. 

UPDATE:  deadline for appraisal completion extended to Wednesday 09/05/18!

 

FY19
(07/01/18 - 06/30/19)

FAQsWhat's New in FY19?Info Flyer Process Steps  Timeline   

Goal Setting

Performance Feedback

Nursing CCL Resources

Job Aids

 

FY18
(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

 

 

  

You Know It!

FY18 Appraisal Cycle Timely Tips for...

Leaders of Others:

  • Reconcile any appraisal in "Define Criteria" status (unapproved goals)
  • Submit any remaining requests for Colleague Input (peer review)
  • Remind peer reviewers that Colleague Input is due
  • Remind team that mandatory Self-Appraisals are due
  • Incorporate team member and peer feedback into the official Performance Appraisal before submitting to Secondary Review

Nurses on Clinical Ladder:

  • Verify your goals have been approved (all Self-Appraisal tabs will be active; status is "Evaluation in Progress")
  • Compile and submit your mandatory Self-Appraisal (provide as many detailed supporting examples as possible, especially for ratings of 1 or 3)
  • Compile and submit any requests for Colleague Input (peer review; provide as many detailed supporting examples as possible, especially for ratings of 1 or 3)
  • Hold your face-to-face peer review meetings

Leaders:

  • Verify your goals have been approved (all Self-Appraisal tabs will be active; status is "Evaluation in Progress")
  • Compile and submit your mandatory Self-Appraisal (provide as many detailed supporting examples as possible, especially for ratings of 1 or 3)
  • Compile and submit any requests for Colleague Input (peer review; provide as many detailed supporting examples as possible, especially for ratings of 1 or 3)

Other Team Members

  • Compile and submit your mandatory Self-Appraisal (provide as many detailed supporting examples as possible, especially for ratings of 1 or 3)
  • Compile and submit any requests for Colleague Input (peer review; provide as many detailed supporting examples as possible, especially for ratings of 1 or 3)

Questions?  Email PerformanceMgmt@virginia.edu