Performance Management Toolkit

CHAPTER 1: Performance Plan • Step 1: Manager Add/Creates Goal(s) • Step 2: Manager Adds/Creates Job Duties • Step 3: Manager Adds Professional Development Goals • Step 4: Manager Add Work Environment and Physical Demands • Step 5: Manager Sends to Employee for Review • Step 6: Employee Reviews Performance Plan and Sends Performance Plan to 1:1 • Step 7: Manager Schedules the 1:1 Meeting • Step 8: Manager Sends the Employee Performance Plan to Completion 4 5 8 10 12 13 13 14 15 TABLE OF CONTENTS CHAPTER 2: Mid-Cycle Review • Communication Resources CHAPTER 3: Performance Review • Step 1: Employee Performs Self-Assessment • Step 2: Manager Completes Employee Assessment • Step 3: Manager Schedules the 1:1 Meeting • Step 4: Acknowledgements CHAPTER 4: How Managers Access Reports CHAPTER 5: Tips & Tricks | Software Features • Manager Copies Goals from Prior Year Goal Plan • How to Give a Badge • Creating Notes for Employees • How to Attach Documents to Employee Profiles • How Manager Asks for Feedback • How to Use the Writing Feature 36 37 39 40 42 43 47 16 17 18 19 22 25 26 29 Welcome: Toolkit Introduction 3 2

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