Mid Year Performance Review Process. Objectives Review of completed tasks Overview of Performance Management Process Planning Tools – Expected Job Results.

Mid Year Performance Review Process

Objectives• Review of completed tasks• Overview of Performance Management

Process• Planning Tools

– Expected Job Results 2012– Behavior Template

• Mid Year Performance Review Process– 360 Feedback– Review of Midyear Expectations

• Accessing the Tool Review & Key Dates

What should have been completed already?

• Complete SAP Performance Management Training• Validate direct report list is accurate

– If not please contact Meloney Williams and Bernard Rice by email

– Include name, DUID and who the employee reports to• EJR’s entered into SAP• EJR’s cascaded to specific employees from

catalogue• Dates and times scheduled for employee meetings

and distribute self assessment tool• Ask employee for at least 3 names for 360

Feedback

Performance Management Process

July-September2011

July –September 2012

September – October 2012

Evaluate performance results and behaviors for FY10; Performance planning for FY11

Evaluate performance results and behaviors for FY11; Performance Planning for FY13

Reward paid for FY12

PLANNING COACHING/FEEDBACK

EVALUATION/DEVELOPMENT

REWARD

Mid Year Reviews - Interim meeting with supervisor to review progress toward FY12 goals

Purpose of Mid Year Reviews– An assessment of performance during the middle of an

appraisal period.– Provides staff with ongoing feedback on strengthening

performance. – Evaluate progress toward established goals, outcomes, and

behaviors– Identify opportunities for increased skill building or

improvement of current skills. – Provide the opportunity for peers, colleagues, coworkers to

give job related and behavioral feedback– Focus of the peer review and upward appraisal is

developmental– Supports the creation of the annual development plan

Staff Member:• Population-Specific

• Unit-Specific• TJC (The Joint

Commission)

Supervisor:+DUHS Compliance

Staff Member:• Teamwork• Integrity• Diversity

• Excellence• Safety

Staff Member & Supervisor:• Quality& Patient Safety

• Customer • Work Culture

• Finance

Compliance Expected Behaviors Expected Job Results

Overall Performance Rating

Y/N 50% 50%

100%

Planning Tools

•Employee Instructions•SAP Performance Management

EJR (Goals for FY12)Behavioral Template

•Department or CSU Balanced Scorecard•Professional Development Plan/Performance Improvement Plan•360 Feedback /Self Assessment

Include any other comments or compliments received outside of the 360 process

Mid Year Performance Review Process

Scheduling the Mid Year Reviews

Employee Instructions• Explain the mid year process• The employee is to provide at least 3 names• Have the employee complete the self assessment

– Combination of accomplishments of department/unit goals

– Accomplishments around “How I Have Lived the Values and Behaviors”

– Return the self assessment by specified date• Engage in a face-to-face conversation with

Supervisor• Provide signature acknowledging review

360 Peer Review Process

Preparing for the Employee Meeting

Suggestions for Giving Feedback• Start with something positive and reinforce good

performance• Focus on how to improve rather than on past

mistakes• Support your comments with facts – observable

performance not inferences or assumptions• Use “we” to stress teamwork• Be candid, honest and fair – not confrontational• Ask questions• LISTEN

• Receive feedback graciously

3 Types of Development Plans

1. Development to close performance gaps- Identify Development Plans for any performance objective or key competency which is assessed in the “NI” performance level

2. Development to enhance job skills and performance- Provide opportunities for a staff member to enhance job-related skills and performance

3. Development for career advancement or career exploration - Enhance the ability of staff members to be promoted or provide opportunities for career exploration through cross training or mentoring activities

Documenting into the SAP Performance Management Tool

Finalizing the Mid Year Review

Accessing the SAP Performance Management Tool & Key Dates

SAP Process Management & Tutorial

Go to hr.duke.edu

Click on Log in and log into i-forms

Click on MyInfo once you have signed in.

Click on MyTeam

Click here to enter mid year review process

Click here for SAP Performance Management tutorials

Key Dates• SAP Training Dates

January 19th 8:30 - 10:30 January 19th 3:00 - 5:00 February 7th 2:30 - 4:30 June 26th 8:30 - 10:30 June 26th 2:30 - 4:30

• March 30th, 2012– Deadline for Mid Year Review

• July – August 2012– P & P Annual Reviews

• October 1st 2012– Effective Date for PPS increases for FY 2012