ePerformance Step by Step
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
Faculty and Instructional Academic Staff (IAS)
Non-Instructional Academic Staff, University Staff, Limited Appointees
ePerformancnce Step by Step
Step 1: Define Criteria (due August 4th) Input SMART Goals for FY '24 (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 12th) Discuss & make adjustments to established SMART Goals (EE & MGR). Comments open.
Tip Sheets
Step 3: Finalize Criteria (Optional - due March 29th Discuss, make adjustments to, and finalize established SMART Goals (EE & MGR). Comments open.
Tip Sheets
Step 4: Employee Self-Evaluation (Due May10th) 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 May 31st) 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.
Final Step: Employee Acknowledgement of Manager Evaluation (due May 31st) 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.
General ePerformance Resources
UW Shared Services Resources
Performance Management Help - Employees
Performance Management Help - Managers
MGR View-Only Documents (For Direct & Indirect Reports)
Relevant Policies
UW System Administrative Policy 1254: Performance Management
- 5.3 - Faculty Merit Rating
- 6.6.2 - Instructional Academic Staff Performance Evaluation
- 7.8 - University Staff Performance Management
Additional Forms
Classroom Observation Form (Instructional Academic Staff)
ePerformance Timeline
| AUDIENCE | STEP | RESPONSIBLE PARTY | DUE DATE |
| Faculty | Self-Evaluation (optional) | Faculty Member | 4/5/2024 |
| Manager Evaluation | Department Chair | 5/10/2024 | |
| Evaluation Meeting | Faculty Member/Department Chair | 5/10/2024 | |
| Employee Acknowledgement | Faculty Member | 5/10/2024 | |
| Instructional Academic Staff (Fall Appointments Only) | Self-Evaluation (optional) | IAS Member | 11/29/2023 |
| Manager Evaluation | Department Chair | 12/20/2023 | |
| Evaluation Meeting | IAS Member/Department Chair | 12/29/2023 | |
| Employee Acknowledgement | IAS Member | 12/29/2023 | |
| Instructional Academic Staff | Self-Evaluation (optional) | IAS Member | 4/5/2024 |
| Manager Evaluation | Department Chair | 5/10/2024 | |
| Evaluation Meeting | IAS Member/Department Chair | 5/10/2024 | |
| Employee Acknowledgement | IAS Member | 5/10/2024 | |
| Non-Instructional AS, University Staff, and Limited Appointees | Define Criteria | Employee and Manager | 8/4/2023 |
| Checkpoint (optional) | Employee and Manager | 1/12/2024 | |
| Finalize Criteria | Employee and Manager | 3/29/2024 | |
| Self-Evaluation | Employee | 5/10/2024 | |
| Manager Evaluation | Manager | 05/31/2024 | |
| Evaluation Meeting | Employee and Manager | 05/31/2024 | |
| Employee Acknowledgement | Employee | 05/31/2024 |
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.
Employee Tip Sheets
Last modified: 7/13/2023
