performance review - teachers college, columbia university

A Guide to Navigating the Performance Review Process

Performance Review

Performance Management Cycle

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Goal Setting and Planning

End Year Review

Feedback and Check‐Ins

Feedback and Check‐Ins

Mid Year Review

Performance Management Timeline

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Steps Stage Timeline

1 Employee Suggested Goals Goal Setting & Planning September to October

2 Supervisor finalization of goals

3 Journal Feedback October to December

4 Mid‐Year Check In Check‐In January to February

5 Journal Feedback March to June

6 End of Year Final Review ‐ Employee Self‐Review

July to August7 End of Year Final Review ‐ Supervisor Manager Review

8 Employee Confirmation Complete9 Complete

Who Is the Action Sitting With?

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Step Stage Timeline Action Sits With

1 Employee Suggested Goals Goal Setting & Planning September to October Employee

2 Supervisor finalization of Goals Supervisor

3 Journal FeedbackOctober to December

Both

4 Mid‐Year Check In Check‐InJanuary to February

Both 5 Journal Feedback March to June Both


July to August

Employee

7 End of Year Final Review ‐ Supervisor Manager Review Supervisor8 Employee Confirmation Complete Employee9 Complete

Getting Started

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Log into myTC and select Employee Resources.

Navigate to the Human Resources section and click the Performance Management link

Performance Module Home Page

Your Performance Reviews

Current Step

Your Team’s Performance

Reviews

Performance Review Name

Home Screen Continued – Employee View

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Home Screen Continued – Employee View

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Home Screen Continued – Supervisor View

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Home Screen Continued – Supervisor View

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Step 1: Employee Suggested Goals

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1Employee Suggested Goals

Goal Setting & Planning September to October

Employee

2Supervisor finalization of goals Supervisor

3Journal Feedback October to December Both

4Mid‐Year Check In Check‐In January to February Both

5 Journal Feedback March to June Both

6End of Year Final Review ‐ Employee Self‐Review

July to August

Employee

7End of Year Final Review ‐ Supervisor Manager Review Supervisor

8 Employee ConfirmationComplete

Employee9 Complete

Individual Performance Review Home Screen

Individual Performance Review Home Screen

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Click through each tab to take you through different sections of the performance review

This will instruct you on what to do in that section.

Job Responsibilities

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This pulls from the Job Duties listed on the Job Description

Click when you’re ready to move to the next section

Goals & Objectives

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Inputting Goals

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Delete Goal

Move to Next Section

Areas of Strength (Optional)

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Development Plan

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Development Plan

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Move to Next Section

Next steps

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Next steps (continued)

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The next step of the Performance

Review

Step 2: Supervisor Finalization of Goals

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Employee






July to August

Employee



Employee9 Complete


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Click through each tab to review what your employee input in each of the different sections


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As a supervisor, you will be able to review all the goals and development plan items that the employee suggests for themselves. You can make updates as needed.

Next steps (continued)

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Step 3: Journal

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2 Supervisor finalization of goals Supervisor


Both




July to August

Employee


Journal – Two Methods to Input

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Add Journal Entries Directly

Forward Emails via Mail

Matcher

Adding Journal Entries Directly

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Input the text of your journal entry and click

Add

Adding Journal Entries Via Mail Matcher

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Save this email in your email contact list

Step 1: Locate your mail matcher address

Adding Journal Entries via Mail Matcher

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Step 2: Forward Your Emails

Input your mail matcher email in the TO: section of the

email

Input the tag: [journal] in the body of the

email

[journal]

Compilation of Journal Entries

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Linking Journal Entries

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Starting at the journaling stage, you can link your journal entries to particular goals.

Step 4: Mid – Year Check In

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Employee






July to August

Employee



Employee9 Complete

Mid Year Check In

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Mid Year Check In

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• Review Each Section• Add Comments as needed• View any linked journal entries• Cannot delete goals at this time

• Recommend to write a comment if no longer applicable• Can add new goals/items

Step 5: Journal

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Both




July to August

Employee


Step 6: End of Year Final Review ‐ Employee

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Both




July to August

Employee



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Employee should review each section. You can add your comments against each item in each section.


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In the Goals & Objectives section, you will need to rate yourself on each goal & objective.


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Step 7: End of Year Final Review ‐ Supervisor

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Both




July to August

Employee


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Supervisor should review each section. You can add the final comments that your employee input and also add your own comments against each item in each section.

End of Year Final Review ‐ Supervisor

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• Cannot Rate• Can add comments


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You can also add comments as needed.

You will see what the rating the employee has given themself for each goal.

You will add your own rating for them against each goal.

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Continue to review each section and add comments as needed


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You will be able to rate the employee one last time.

This averages out all the ratings in the Goals & Objectives section.

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You will be able to read the employee’s final comments.


You will be able to write your own final comments for the employee.

You will move the review to the final stage: Employee Confirmation.

Step 8: Employee Confirmation

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Both




July to August

Employee


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Employee ConfirmationYou can review the final comments of your supervisor.

On the Next steps tab, be sure to click Go to next step to complete the review process for the year

Step 9: Complete

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Both




July to August

Employee


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Viewing Completed Performance Reviews

In the About me tab, click the Performance review link

You will see all of your performance reviews

Change the status to COMPLETE and click

Search

Printing Completed Performance Reviews

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Printing Completed Performance Reviews

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Questions?Contact [email protected]

performance review - teachers college, columbia university

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