Frequently Asked Questions Regarding Performance Management in HRS

Overview

This document provides answers to some commonly asked questions related to the Performance Management module in HRS.

Is Performance Management and ePerformance the same thing?

Yes. The terms "Performance Management" and "ePerformance" are used interchangeably in HRS and refer to the same functionality.

Is my online Performance Management evaluation included in my official Personnel File?

Yes.

Are attachments added to my online Performance Management evaluation included in my official Personnel File?

Yes.

What does Define Criteria mean?

Define Criteria is typically the first step in an employee's online evaluation process. This is when the employee's performance criteria for the evaluation period is established. A typical activity during this step is goal setting.

What does Checkpoint mean?

The period during the evaluation process where the employee and manager meet to discuss performance year-to-date and adjust performance criteria, if applicable and needed. Commonly referred to as the "mid-point" meeting, Checkpoints are typically held halfway through the evaluation period.

What does Finalize Criteria mean?

The last opportunity to adjust performance criteria on the evaluation, if applicable.  It's also an additional opportunity to add comments on performance year-to-date, if applicable. The Finalize Criteria step typically occurs around the start or midway through the fourth quarter of the evaluation period.

Why am I getting an email indicating I have not completed the Define Criteria step when I've already selected the Ready for Manager Review button?

Automatic due-date reminder email notifications are sent to both employee and manager if the Define Criteria - Update and Approve step has not been completed by the manager.  The manager completes this step by selecting the "Approve" button.

Why am I getting an email indicating I have not completed the Checkpoint step when I've already selected the Share with Employee/Manager button?

Automatic due-date reminder email notifications are sent to both employee and manager if the Checkpoint - Review with Employee step has not been completed by the manager.  The manager completes this step by selecting the "Share with Employee" and "Complete Checkpoint" buttons.

Why am I getting an email indicating I have not completed the Finalize Criteria step when I've already selected the Share with Employee/Manager button?

Automatic due-date reminder email notifications are sent to both employee and manager if the Finalize Criteria - Update and Complete step has not been completed by the manager.  The manager completes this step by selecting the "Complete" button.

How often are automatic reminder emails sent?

Reminders to complete the Define Criteria, Checkpoint and Finalize Criteria steps are sent to the employee and manager 7 days before the due date.  Reminders to complete the end-of-year evaluation are sent 7, 15 and 30 days before their due date.

How do I find out what the due date is for a specific step?

When viewing a document for yourself or a direct report, Due Dates are found in the Steps and Tasks pane on the left side of the window.

How do I view when the next step is due?

Next Due Date is displayed on the following pages: 
Employee navigation: Employee Self Service > Performance Management > My Performance or Development Documents > Performance

Manager navigation: Manager Self Service > Performance Management >  Performance or Development Documents > Team Performance

How can I update my goals during Define Criteria if I've already selected the Ready for Manager Review button?

Ask your manager or Human Resources department to reopen the document for you by selecting the "Release to Employee" button.

How do I update goals as they are met throughout the year?

See Checkpoint, Finalize Criteria, and Add/Edit/Delete Goal tip sheets on the Performance Management Help page.

Can I just copy and paste in my goals and comments?

Yes, but depending on where you are copying from, some punctuation may change upon save.  Best practice is to review your entry after pasting and saving, and fix punctuation as needed.

How do I write a SMART goal?

See your institution's help documents by selecting the "Performance Management Resources" link under Additional Resources on the Performance Management Help page, or contact your Human Resources department for assistance.

What are my institution's Organizational Goals that my SMART goals should align with?

See your institution's help documents by selecting the "Performance Management Resources" link under Additional Resources on the Performance Management Help page, or contact your Human Resources department for assistance.

What are some tips for giving and receiving feedback?

See your institution's help documents by selecting the "Performance Management Resources" link under Additional Resources on the Performance Management Help page, or contact your Human Resources department for assistance.

Additional Resources

Related KBs:

Related Links:

Get Help

  • Click HERE to contact UW Shared Services - Service Operations Department or HERE for the UWSS IT HelpDesk if you have any issues with these instructions.

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