UNIVERSITY OF WISCONSIN River Falls

Human Resources

Performance Management

Effective performance management provides employees with clear objectives, ongoing and valuable feedback, and recognition for work well done.  The University of Wisconsin – River Falls is committed to supporting all employees to meet their career and professional goals, as well as supporting the university’s need to maintain a high-performing workforce.

Effective performance evaluations ensure that each employees’ job performance is in alignment university’s mission, vision and values as well as those of the UW System.   All employees, other than employees-in-training and student hourly employees, will participate in the performance management process. This process will foster continued improvement in the work performance of UW System employees and serve as a component in the determination of merit-based salary adjustments for eligible employees (faculty, academic staff, university staff, and limited appointees).   

Performance Management will be administered in a manner compliant with UW System Administration Policy 1254.

 

Electronic Performance Evaluations - ePerformance in HRS

 Performance Management has moved to ePerformance in our HR System for:

  • Faculty merit and Instructional Academic Staff annual evaluations 
  • Non-Instructional Academic Staff, University Staff, and Limited Appointee annual evaluations 

 

Performance Management by Classification 

IAS (Fall Semester Only Appointments)

Responsible Party

Process

Timeline

IAS Member (Self-Evaluation Step)

This step is optional, only completed if the Department Chair requests any relevant supporting documents for applicable performance criteria.

November 30, 2022 

Department Chair

Complete review and consult Dean for approval to proceed with ratings, if applicable.

December 21, 2022

Department Chair

Submit rating electronically via ePerformance.

December 28, 2022

Faculty/IAS Member

Acknowledge rating via ePerformance.

December 28, 2022

 

Faculty & IAS (Full Academic Year, Renewable, or Spring Only)

Responsible Party

Process

Timeline

Faculty Member (Self-Evaluation Step)

Provide Department Chair professional achievement sheet and other relevant information as determined by department in accordance with the Faculty and Staff Handbook, Chapter 5.3, Merit Rating Procedures.

*If reviewed this year through the retention cycle, promotion or post-tenure review process, include outcome in ePerformance to reference for merit review.

April 7, 2023

IAS Member (Self-Evaluation Step)

This step is optional, only completed if the Department Chair requests any relevant supporting documents for applicable performance criteria.

April 7, 2023

Department Chair

Complete review and consult Dean for approval to proceed with ratings, if applicable.

May 5, 2023

Department Chair

Submit rating electronically via ePerformance.

May 12, 2023

Faculty/IAS Member

Acknowledge rating via ePerformance.

May 12, 2023

 

Email Notifications (for Academic, Renewable, and Spring Only)

 

Self Evaluation

Manager Evaluation

Due Date

Friday April 7th

Saturday, May 5th

30-Day Reminder

March 8, 2023

April 5, 2023

15-Day Reminder

March 23, 2023

April 20, 2023

7-Day (and last) Reminder

March 31, 2023

April 28, 2023

Step 1: Define Criteria (due July 29th) Input SMART Goals for FY '23 (EE & MGR). Responsibilities tab optional.

Videos

Employee Video (5 min)

Manager Video (6 min)

Tip Sheet

Overview of Define Criteria step Employee (Tip Sheet)

Overview of Define Criteria step Manager (Tip Sheet)

How to Add/Edit/Delete SMART Goals (Tip Sheet)

Step 2: Checkpoint (Optional - due January 6th) Discuss & make adjustments to established SMART Goals (EE & MGR). Comments open.

Tip Sheets
 

Employee
 

Manager
 

Step 3: Finalize Criteria (Optional - due March 24th Discuss, make adjustments to, and finalize established SMART Goals (EE & MGR). Comments open.

Tip Sheets

Employee

Manager

Step 4: Employee Self-Evaluation (Due April 28th) Completing the Self Evaluation allows employees to provide input and feedback on their performance. Comments, ratings and attachments from a completed Self Evaluation are visible in the Manager Evaluation.

Employee Tip Sheet (UW System)

Employee Tip Sheet (UWRF)

Step 5: Manager Evaluation (due June 2nd) The manager will complete the evaluation and share the document with the employee. Once the document has been shared all comments, ratings and attachments can be reviewed. 

Manager Tip Sheet

Final Step: Employee Acknowledgement of Manager Evaluation The employee may include additional comments prior to acknowledging the document (signing electronically). Completed documents are automatically saved in 'Historical Documents' in ePerformance for employees/managers and the employee's electronic personnel file.

Employee Tip Sheet

Fiscal Year Review Calendar

Responsible Party

Process/Action Taken (in order)

Email Notification(s)

Due Date
(annually)

Employee & Manager

Define Criteria 

SMART Goals: Min. 3, no max. Employee & manager co-create unlimited goals at this stage.
*Goals can be copied from year-to-year.

Responsibilities inputted by EE & MGR.
*Responsibilities are optional and can be copied from year-to-year.

View-Only tabs at this step:
1. Competencies (Universal)
2. Professional Development 

Due date reminders sent via batch process 7 days before Define Criteria due date, unless Manager step is already completed.

Manager receives automatic email when employee selects Ready for Manager Review.

August 5th

Open/access starting in early May, annually

Employee & Manager

Checkpoint (optional)

Employee & Manager review progress towards SMART Goals, Responsibilities, Competencies, and Professional Development. Employee and manager can edit goals and responsibilites. Comment boxes open for all.

Professional Development (optional) items can be entered as comments starting at this step by EE & MGR.

Due date reminders sent via batch process 7 days before Checkpoint due date, unless Manager step is already completed.

January 13, 2023

Employee & Manager

Finalize Criteria (optional)

Employee & Manager review progress towards SMART Goals, Responsibilities, Competencies, and Professional Development. Employee and manager can edit goals and responsibilites. Comment boxes open for all.

Due date reminders sent via batch process 7 days before Finalize Criteria due date, unless Manager step is already completed.

March 31st

Employee

Employee Self-Evaluation (optional)

Employee can rate and comment on Competency items at this step.

Comments open for Goals, Responsibilities, and Professional Development tabs.

Employee can upload attachments to support review, if necessary.

Due Date reminders sent via batch process 30, 15, and 7 days before Employee Self-Evalution due date, unless already completed.

Manager receives an email when the employee selects Complete button.

May 5th

Manager

Manager Evaluation

Manager rates and comments on each Competency item at this step.

Comments open for Goals, Responsibilities, and Professional Development tabs.

Complete overall rating and comments in Overall Summary tab and submit rating electronically via ePerformance.

Manager can review and upload additional attachments, if necessary.

When complete, submit for the employee to review the document. This locks in the manager eSignature to the review document. (Date & Time stamped)

Due date reminders sent via batch process 30, 15, and 7 days before Manager Evaluation due date, unless already completed.

Employee receives an email when manager selects Share with Employee button.

June 9th

Employee & Manager

Employee and Manager meet to discuss and finalize evaluation.

Employee eSigns final (manager) evaluation. (Date & Time stamped)

Completed evaluation sent to employee's ePersonnel file and stores in 'My Historical Documents' in ePerformance.

None

June 9th

 

Email Notifications

 

Define Criteria

Checkpoint

Finalize Criteria

Self-Evaluation

Manager Evaluation

Due Date

August 5th

January 13th

March 31st

May 5th

June 9th

30-day Reminder

N/A

N/A

N/A

April 5th

May 10th

15-day Reminder

N/A

N/A

N/A

April 20th

May 25th

7-day Reminder

July 29th

January 6th

March 24th

April 28th

June 2nd

 

 

General ePerformance Resources

UW System Administrative Policy 1254: Performance Management

Faculty & Staff Handbook

  • 5.3 - Faculty Merit Rating
  • 6.6.2 - Instructional Academic Staff Performance Evaluation
  • 7.8 - University Staff Performance Management

Classroom Observation Form (Instructional Academic Staff)

 

ePerformance Timeline

AUDIENCE STEP RESPONSIBLE PARTY DUE DATE
Faculty Self-Evaluation (optional) Faculty Member 4/7/2023
Manager Evaluation Department Chair 5/5/2023
Evaluation Meeting Faculty Member/Department Chair 5/12/2023
Employee Acknowledgement Faculty Member 5/12/2023
Instructional Academic Staff (Fall Appointments Only) Self-Evaluation (optional) IAS Member 11/30/2022
Manager Evaluation Department Chair 12/21/2022
Evaluation Meeting IAS Member/Department Chair 12/28/2022
Employee Acknowledgement IAS Member 12/28/2022
Instructional Academic Staff Self-Evaluation (optional) IAS Member 4/7/2023
Manager Evaluation Department Chair 5/5/2023
Evaluation Meeting IAS Member/Department Chair 5/12/2023
Employee Acknowledgement IAS Member 5/12/2023
Non-Instructional AS, University Staff, and Limited Appointees Define Criteria Employee and Manager 8/5/2022
Checkpoint (optional) Employee and Manager 1/13/2023
Finalize Criteria Employee and Manager 3/31/2023
Self-Evaluation Employee  5/5/2023
Manager Evaluation Manager 6/9/2023
Evaluation Meeting Employee and Manager 6/9/2023
Employee Acknowledgement Employee 6/9/2023

There are a number of emails that are AUTOMATICALLY sent when a button is clicked or a deadline is approaching and a step is not completed.

  • What: Reminder email notifications sent to employees and managers when a step due date is approaching. *Fall-only appointments do not have automatic reminders.
  • When: 30, 15 and/or 7 days before the step due date, unless the step has already been completed.
  • Important: Both types of system-driven emails (due date reminders and result of button pushes) come from UWSystemHR@uwss.wisconsin.edu.

Additional emails may be sent from your Human Resources staff that are not included in the automatic emails. 

For additional information, see a basic overview of Automated Emails.

Local FAQ page.

Last modified: 10/20/2022

Contact Us

Office of Human Resources
hr@uwrf.edu
715-425-3518
M-F, 7:45 a.m. - 4:30 p.m.
216/218 North Hall