UNIVERSITY OF WISCONSIN River Falls

Human Resources

Performance Management

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.

ePerformance in HRS
 

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

  • Faculty merit and Instructional Academic Staff annual evaluations (Academic Year)
  • Non-Instructional Academic Staff, University Staff, and Limited Appointee annual evaluations (Fiscal Year) 
Upcoming Email Reminders

Content

Audience

Date

7-day reminder (Define Criteria - Non-instructional group)

Employee & Manager (Non-Instructional, University, Limited)

July 23rd, 2021

7-day reminder (Checkpoint - Non-instructional group)

Employee & Manager (Non-Instructional, University, Limited)

January 8th, 2022

  • What: Reminder email notifications sent to employees and managers when a step due date is approaching.
  • 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 

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

Local FAQ page 

Performance Management by Classification 

Faculty & IAS (Academic Year)

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 1, 2021 (unless directed otherwise by Department Chair)

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 1, 2021 (unless directed otherwise by Department Chair)

Department Chair

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

May 7, 2021

Department Chair

Submit rating electronically via ePerformance.

May 15, 2021

Faculty/IAS Member

Acknowledge rating via ePerformance.

May 21, 2021

 

Email Notifications

 

Self Evaluation

Manager Evaluation

Due Date

Thursday, April 1

Saturday, May 15

30-Day Reminder

Monday, March 10

Thursday, April 15

15-Day Reminder

Wednesday, March 17

Friday, April 30

7-Day (and last) Reminder

Thursday, March 25

Saturday, May 8

Performance Management Guidebook

Step 1: Define Criteria (due July 30th) Input SMART Goals for FY '22 (EE & MGR). Responsibilities tab optional.

Videos

Employee Video (5 min)

Manager Video (6 min)

Tip Sheet

Overview of Define Criteria step (Tip Sheet)

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

Step 2: Checkpoint (Optional - due January 15th) Discuss & make adjustments to established SMART Goals (EE & MGR). Comments open.

Tip Sheets
 

Employee
 

Manager
 

Step 3: Finalize Criteria (Optional - due April 6th) Discuss, make adjustments to, and finalize established SMART Goals (EE & MGR). Comments open.

Tip Sheets

Employee

Manager

Step 4: Employee Self-Evaluation (due May 6th) 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

Step 5: Manager Evaluation (due June 10th) 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

 

See the full review calendar under Timeline & Important Dates dropdown below.

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.

July 30th

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 15th

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.

April 6th

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 6th

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 10th

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 10th

 

Email Notifications

 

Define Criteria

Checkpoint

Finalize Criteria

Self-Evaluation

Manager Evaluation

Due Date

July 30th

January 15th

April 6th

May 6th

June 10th

30-day Reminder

N/A

N/A

N/A

April 6th

May 11th

15-day Reminder

N/A

N/A

N/A

April 21st

May 26th

7-day Reminder

July 23rd

January 8th

March 30th

April 29th

June 3rd

 

General ePerformance Resources

Managing and evaluating performance:

  • Fosters employee engagement
  • Encourages continuous performance improvement
  • Maximizes the individuals’ contribution to the University of Wisconsin System

Classroom Observation Form (Instructional Academic Staff)

Last modified: 07/26/2021

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