Performance Management

three people meeting Two people meeting Group of people

 

 

 

Training | Tools | Forms | Timeline

Welcome to Performance Management FY20! 

ePerformance, is the PeopleSoft system for recording and capturing annual Performance Management Data.

Links to Useful Tools

Training

Goal Setting: Helpful Tips for Staff
8/14, 9/5
HTP course information/class registration
This workshop is designed to help you prepare for meaningful year-end assessments by articulating clear, specific goals at the beginning of the annual performance cycle (Planning-Coaching-Assessing). From SMART principles to Action Verbs, we will explore useful tools and examples. Whether you are using the ePerformance Standard Form, Summary Form, or Exception Form, the content is relevant. Competencies addressed include: Accountability, Building a High Performing Team, Delivers Results, Planning and Organizing, and Pursues Excellence.
Audience: This course is intended for Harvard Longwood Campus staff, faculty, post docs and affiliates.

Goal Setting: Helpful Tips for Managers
8/14, 9/5
HTP course information/class registration
This workshop is designed to help you prepare for meaningful year-end assessments by articulating clear, specific goals at the beginning of the annual performance cycle (Planning-Coaching-Assessing). From SMART principles to Action Verbs, we will explore useful tools and examples. Whether you are using the ePerformance Standard Form, Summary Form, or Exception Form, the content is relevant. Competencies addressed include: Accountability, Building a High Performing Team, Delivers Results, Planning and Organizing, and Pursues Excellence.
Audience: Harvard Longwood Campus staff and faculty managers
Pre-requisites: None
Instructor: Adriana Robertson and Trina Weekes

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Materials from HLC Goal Setting Sessions FY20:
Slide Deck
Process Overview and Action Verbs

Materials from HLC Year-end Assessments Sessions FY20:
Slide Deck (Will be posted in the Spring)
Process Overview and Action Verbs

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Forms

There are two form-types offered within ePerformance, they are detailed below. (*Ask your manager or Department Administrator which form your department will be utilizing.):

For SPH, HMS, and HSDM Staff:

  • Goals Mid Year and Annual Review Form – This new University-Wide form has an additional instruction tab and a comment box for each of the phases of the performance cycle including goals, mid year, and summary (each phase is optional).  Click here for the process instructions and additional resources.
  • HMS Feedback Tool – The HLC Feedback Survey Tool provides you with an online option for requesting and synthesizing feedback from multiple individuals for each of your direct reports, including peers and colleagues, clients, vendors, etc.  While the ePerformance system offers a feedback option, the HLC Feedback Survey Tool is a useful alternative for those choosing to seek feedback outside of PeopleSoft.

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FY20 Timeline

September 30, 2019 – Goal Setting and Planning (completed documents due for HMS and SPH)
October 31, 2019 – Goal Setting and Planning (completed documents due for HSDM)

December 2019 – February 2020 – Informal Interim Check-in Discussions (this is a useful way to discuss and implement any adjustments to goal content and/or goal dates).

May 31, 2020 – Performance Assessments (completed documents due for HMS and SPH; timing will vary for some departments). SPH Timeline

June 30, 2020 – Performance Assessments (completed documents due for HSDM).

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