PERFORMANCE MANAGEMENT

ZOOM INFORMATION SESSIONS

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Each date listed below is an open information session. On the date and time provided click the link for Zoom conference. Past dates will open a recording of that session for later review. 

Previously Recorded Session:

• Goal Training Session 12/8/2022
• Evaluation Training Session 1/21/2023

Upcoming Information Session dates:

• No upcoming trainings are scheduled at this time
• In person training is available upon request

Manger/Supervisor Quick Reference Guides on Team Management tools such as reviewing your employees' information, completing performance evaluations, processing supervisory changes and terminations. 

Employee Quick Reference Guides on how to manage your employee account such as completing performance evaluations, updating your address, adding an emergency contact or skills and qualifications.

OPEN A SUPPORT TICKET

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The University of Wyoming Service Desk is here to help you with your technology needs. From computer support to telecom, we have solutions for you. 

For support on performance evaluation issues please open a customer support ticket.

Yes, employees can receive a 5 rating for far exceeding departmental expectations. Please review the document for further help with determining well calibrated scores.

Calibrate Evaluation Scores

Human Resources does not recommend that supervisors alter the 50% split between competencies and goals. However, supervisors are encouraged to adjust the percentages for individual goals and individual competencies. 

Probationary employees who are hired on or before October 1st should have an evaluation completed in HCM. If the employees who are hired after October do not require an evaluation. The supervisor should cancel and delete these evaluation. For steps on how to cancel and delete the evaluation please use the quick video tutorial provided below.  

Cancel and Delete a Performance Document

Employees who have had a mid-year change of supervision due to a transfer, promotion or change in supervisors should be evaluated by the new supervisor if the change is effective prior to October 1st. The previous supervisor should conduct the evaluation if the transfer or promotion is effective between October 1st and December 31st. In either case it is appropriate for the current supervisor to contact the prior supervisor for feedback. 

The video below will provide a quick walk through on how the current supervisor can transfer the evaluation to the previous supervisor. 

Transfer an Evaluation

Each document has menu options that differ dependent upon which task you are on. A reoccurring menu option is to cancel the document. This menu option is for the purposes on canceling an evaluation due to the employee terminating or not requiring an evaluation due to a probationary status. The video below will walk you through how to cancel and delete an evaluation as well as how to re-open an accidentally canceled document. 

Cancel and Delete a Performance Document

Scroll to the bottom of the page and look for "load more" on the right hand side. This will load additional employee evaluations to be viewed.

If "load more" is not located in the lower right hand of the page, please reach out to Renee Ballard at renee.ballard@uwyo.edu or (307) 766-2438.

Please go under My Profile/Learning and see if there are any trainings listed under required trainings. If yes, please complete these trainings.

If not, please contact Renee Ballard at renee.ballard@uwyo.edu or (307) 766-2438.

Make sure to use the shortcuts "CNTRL C" for copy or "CNTRL X" for cut and "CNTRL V" for paste, to copy/cut and paste the text into HCM. This should prevent issues.

Performance Evaluations for classified staff and administrative personnel are located in HCM. Faculty evaluations are located in WyoFolio. You can access HCM from WyoWeb under the Faculty & Staff WyoCloud column.

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Locate and navigate an employee's evaluation.

You can locate your goals in HCM clicking My Profile > Career Performance > Goals.

The below video tutorial will provide a quick walk through in finding and navigating your employee's evaluation.

Locate and Navigate Your Employees Evaluation 

You can locate your employees goals in HCM > My Team > Performance Overview.

Employees who have had a mid-year change of supervision due to a transfer, promotion or change in supervisors should be evaluated by the new supervisor if the change is effective prior to October 1st. The previous supervisor should conduct the evaluation if the transfer or promotion is effective between October 1st and December 31st. In either case it is appropriate for the current supervisor to contact the prior supervisor for feedback. 

The video below will provide a quick walk through on how the current supervisor can transfer the evaluation to the previous supervisor. 

Transfer an evaluation

In this first step the supervisor will need to sign into HCM and open the evaluation locating the edit button to set weights for Competencies and goals as well as ensuring goals are correct for the 2020 performance cycle. When completed the two sections, competencies and goals should have weights set to 100%. After weights are set the supervisor may click submit. The task is completed after the supervisor clicks submit. The Employee will receive a notification to complete their Self-Evaluation. 

This quick video will provide a walk through of this task. 

(Supervisor) Sets Competencies & Goals 

This task will begin after the supervisor sets the weighting for competencies and goals on the employees evaluation. The employee will receive a notification saying, "FYI: Set Goals in evaluation 2020 was Completed by the Supervisor." The employee can follow the link or go into HCM to conduct their self-evaluation. The employee should rate themselves and provide comments for each competency and goal. When complete the employee will click "Submit" in the upper right hand corner. This action will send the evaluation back to the supervisor to complete their ratings.

Always look for the "Load more Items" link located at the bottom of the page as HCM only loads a few competencies and goals at a time. 

This quick video will provide a walk through of this task.

(Employee) Conducts Self-Evaluation

This task is initiated after the employee completes their self-evaluation. The supervisor will receive a notification saying, "FYI: Self-Evaluation for your employee in Evaluation 2020 was Completed." The supervisor can go in through the link provided on enter HCM and access the employee evaluation. The supervisor must provide a rating for each competency and goal in the evaluation. Comments are highly encouraged, especially for any rating where the employee is not meeting or exceeding expectations.

When completed the supervisor should click the "Submit" button in the upper right hand corner of the screen. This action locks in your response but does not advance the document to the next stage. To advance the document the supervisor must share the evaluation with the employee which is covered in the next block (Supervisor) Shares Evaluation with Employee

Always look for the "Load more Items" link located at the bottom of the page as HCM only loads a few competencies and goals at a time. 

This quick video will provide a walk through of this task.

(Supervisor) Conducts Evaluation of Employee

This task is completed after the supervisor clicks submit on their employees evaluation. To advance the document the supervisor must share the evaluation with the employee so they have a copy before initiating a feedback/review meeting. The supervisor has 2 options provided in a banner at the top of the page, Share and Retain and Share and Release.

Share and Retain - The supervisor can Share and Retain the document. This allows the employee to review the document while the supervisor retains the ability to further edit the evaluation. Share and Retain will not move the document to the next task. The supervisor must click Share and Release to move the document forward. *****Share and Retain allows the supervisor to conduct the in person review then go back to the document later for editing*****

Share and Release - To move the document to the next task the supervisor must click Share and Release this will allow the employee to view the document and the supervisor releases control to edit the document. The Supervisor must choose to Share and Release to move the document to the next task. 

Releasing the Document – Once the supervisor has released the document they can no longer edit it, and it is locked for review. If the document requires further editing after releasing it Human Resources must move the document task back for you

This quick video will provide a walk through of this task.

(Supervisor) Shares Evaluation with Employee

This task is initiated by the supervisor after they have Shared and Released the performance document and have completed a feedback session with the employee. The supervisor will not receive a notification to do so so and must schedule the feedback session on their own and then go back into HCM to enter the date the review meeting was held. After the supervisor completes this task the employee will receive a notification confirming the date the review meeting was held. 

This quick video will provide a walk through of this task.

(Supervisor) Confirms Review Meeting Held

(Employee) Confirms Review Meeting Held

(Supervisor) Submits Evaluation to their Supervisor for Approval

The Next Level supervisor will receive a notification to approve or reject the evaluation. They may approve or reject through the notification bell.