Performance Management

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Training | Tools | Forms | Timeline

Welcome to Performance Management FY19! 

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

Links to Useful Tools

Training

HLC Goal Setting: Helpful Tips for Staff and Managers (click on title links to register):

Helpful Tips for Managers
*Thursday, August 9th: 11:30AM – 12:30PM, Gordon Hall Waterhouse Room
*Thursday, August 16th: 12:00pm – 1:00pm, HSDM, Research and Education Bldg. Rm109
*Wednesday, August 29th: 11:00AM – 12:00PM, Landmark Ctr., 5th Fl. West, HMS Alumni Affairs Conf. Room
*Wednesday, September 5th: 1:30PM – 2:30PM, Countway Ballard Room
*Tuesday, September 11th: 11:00AM – 12:00PM, Landmark Ctr., 5th Fl. West, HMS Alumni Affairs Conf. Room
*Wednesday, September 12th: 12:00pm – 1:00pm, HSDM, Research and Education Bldg. Rm109
*Tuesday, September 25th: 1:30PM – 2:30PM, Countway Ballard Room

Helpful Tips for Staff
*Thursday, August 9th: 10:00AM – 11:00AM, Gordon Hall Waterhouse Room
*Wednesday, August 15th: 12:00pm – 1:00pm, HSDM, Research and Education Bldg. Rm109
*Wednesday, August 29th: 9:30AM – 10:30AM, Landmark Ctr., 5th Fl. West, HMS Alumni Affairs Conf. Room
*Wednesday, September 5th: 12:00PM – 1:00PM, Countway Ballard Room
*Thursday, September 6th: 12:00pm – 1:00pm, HSDM, Research and Education Bldg. Rm109
*Tuesday, September 11th: 9:30AM – 10:30AM, Landmark Ctr., 5th Fl. West, HMS Alumni Affairs Conf. Room
*Tuesday, September 25th: 12:00PM – 1:00PM, Countway Ballard Room

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Materials from HLC Goal Setting Sessions:
Slide Deck
Process Overview and Action Verbs
For Managers – Components of Performance Management (pending)

Materials from HLC Year-end Assessments Sessions:
Slide Deck (pending)
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:

  • Exception Form – This form is completed by the manager at the end of the performance cycle (Assessment). It provides a single space for a narrative summary for overall performance, as well as optional sections for the employee self-evaluation and for collecting year-end feedback.
  • SPH Planning/Goal Setting Form  – All staff and managers should complete the Planning/Goal Setting document together, meet and discuss.  Once the ePerformance forms have been created, there will be an opportunity to upload the document directly into ePerformance.  An email will be sent later this fall.

For HMS and HSDM:

  • Goals-Mid-Annual Review Form – New in FY19, this form has a new an instructions 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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FY19 Timeline

September 30, 2018 – Goal Setting and Planning (completed documents due for HMS and SPH)
October 31, 2018 – Goal Setting and Planning (completed documents due for HSDM)

  • SPH Exception Form users – Staff and Managers will capture FY19 goals in an electronic format that can be updated and referred to for the Assessment Phase in the Spring of 2019.

December 2018 – February 2019Informal Interim Check-in Discussions (this is a useful way to discuss and implement any adjustments to goal content and/or goal dates).

May 31, 2019Performance Assessments (completed documents due for HMS and SPH; timing will vary for some departments). SPH Timeline

June 30, 2019Performance Assessments (completed documents due for HSDM).

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