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Copyright Supervisors Legal Update Effective Performance Appraisals

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Copyright Supervisors Legal Update

Effective Performance Appraisals

Copyright Supervisors Legal Update

Results-oriented Performance Appraisals

An effective appraisal is:

Fair

Honest

Documented

A plan of action

Copyright Supervisors Legal Update

Why Do Appraisals?

Performance appraisals are measuring devices:

“How am I doing?”

Rewards or corrective action

Goals

Recordkeeping

Copyright Supervisors Legal Update

Getting Ready for the Appraisal

Time and place matters

The agenda (especially with newcomers)

Documentation for:–The employee’s performance–The expectations of the position

Copyright Supervisors Legal Update

Across the Table: Conducting the Appraisal “Interview”

Two-way “interview”

–Begin with a positive

–Ask open-ended questions

–Encourage employees to take active roles in career development

Copyright Supervisors Legal Update

Constructive Criticism Leads to Improvement

“You” — a double-edge sword

Performance, not the person

Clear standards

Avoid generalizations and

absolutes

Copyright Supervisors Legal Update

When the Meeting’s Over …

You should have:Rated the employeeDescribed accomplishments and improvement needs

Explored goals Planned how to reach the goals

Documented the review

Copyright Supervisors Legal Update

Set SMART Goals

When setting goals, use the following formula for the best results:– S: Specific–M: Measurable–A: Achievable–R: Relevant– T: Timely

Copyright Supervisors Legal Update

Money and Performance Appraisals Don’t Mix

Money talks (loudly)

Mixed agendas fail

Separate meetings

Copyright Supervisors Legal Update

Follow-up: The Steps to the Next Appraisal

“How am I doing?” (revisited)

Avoid “old wounds”

Fresh start

Copyright Supervisors Legal Update

Effects of a Poorly Done Appraisal

Lawsuits

Turnover

Friction and Anger

Copyright Supervisors Legal Update

Why Do Employees Sue Over Appraisals?

There’s a performance-perception

gap

They think it’s unfair The supervisor lacks documentation (“evidence”)

The moon is full

Copyright Supervisors Legal Update

“Concerned … Since When?”

After FMLA leave, employee had a low evaluation:

He did well on all past appraisals

Company fired him, said he didn’t improve

He sued for FMLA retaliation – and won

Copyright Supervisors Legal Update

What’s “Bad Documentation”?

It’s not accurate

It doesn’t describe the behavior

It focuses on the person

Copyright Supervisors Legal Update

What’s “Conflicting Documentation”?

Conflicting documentation fails because it:

–Describes inconsistent behaviors

–Gives employees (and courts) a choice

Why it’s conflicting

Copyright Supervisors Legal Update

Remember…

Effective appraisals are:FairHonestBacked up by documentationA springboard for action