Performance Management
SHRA Performance Management
2021 – 2022 Timeline
| Performance Management Activity | Timeline / Due Date |
|---|---|
| Performance Cycle Begins | April 1, 2021 |
| Supervisors Meet with Employees (Performance Plans) | April – May 2021 |
| Performance Plans Due | May 31, 2021 |
| Optional Probationally Employee Quarterly Appraisals Due | July 31, 2021 |
| Interim Performance Reviews Due (for eligible employees) | November 30, 2021 |
| Optional Probationary Employee Quarterly Appraisals Due | November 30, 2021 |
| Performance Appraisal Cycle End | March 31, 2022 |
| Supervisors Meet with Employees (Appraisals) | April / May 2022 |
| Annual Appraisals Due to UHR | May 31, 2022 (College deadline may be earlier) |
Forms
- Diversity, Equity and Inclusion Learning Plan Template (Word Doc)
- Diversity, Equity and Inclusion Learning Plan Template (PDF Fillable)
- Addendum for Additional Off-Cycle Reviews (Word Doc)
- Addendum for Additional Off-Cycle Reviews (PDF Fillable)
End of Cycle Performance Appraisal Instructions for Supervisors
- Review the employee’s performance plan that you created last April/May with your employee’s input.
- Based on the performance since then, including the comments and/or action items from the interim appraisal, if completed, evaluate and rate the employee’s progress towards each institutional and individual goal with the following ratings: (1) does not meet expectations, (2) meets expectations, or (3) exceeds expectations.
- Use the percentage that you assigned to each goal to calculate a weighted score, then tally the sums of the weighted scores for an overall rating.
- Remember to complete Part 8: Supervisors Comments on Employee’s Performance.
- Provide to the next-level supervisor for review signature BEFORE delivering to the employee.
- Meet with the employee to review and discuss the performance appraisal. Allow the employee to provide feedback.
- Send the completed appraisal to Wilson College’s OHR (Textiles-HR@ncsu.edu) for record retention compliance.
End of Cycle Performance Planning Instructions for Supervisors
- Use the blank SHRA performance appraisal form to plan for next year’s performance cycle.
- Remember to assign weighted percentages to each of the predetermined institutional goals and 3-5 individual goals. Both types of goals should equal to 50%, making the total weighted percentage 100%.
- Document any personal or professional development opportunities or requirements in Part 4 by stating “In consultation with the Assistant Dean for Culture, Talent and Human Resources (adleccea@ncsu.edu), complete professional development roadmap within 90 days.”
- Provide to the next-level supervisor for review signature BEFORE delivering to the employee.
- Meet with the employee to review and discuss next year’s performance goals. Allow the employee to provide feedback.
- Send the completed performance plan to Wilson College’s OHR (Textiles-HR@ncsu.edu) for record retention compliance.
- Upon completion of the professional development roadmap, also send a copy to Wilson College’s OHR.
Additional Resources
- Creating SMART Individual Goals
- Setting SMART Goals Video
- Distinctions Within Rating Scale
- Employee Learning Plan Discussion Guide
- Final Overall Rating Calculations Worksheet (Excel Doc)
- Institutional Goals
- Sample Completed Form (as a reference)
- SHRA Employee Grievance Policy
- SHRA Performance Appraisal Policy
- Supervisor Checklist (PDF Fillable)
- Types of Rater Bias
- Virtual Performance Management Toolkit
Online Training
- e-SHRA Performance Appraisal Program Employee Training
- e-SHRA Performance Appraisal Program Supervisor Training
- Frequently Asked Questions
- Information regarding SHRA Performance Management retrieved from University Human Resources website.
EHRA Non-Faculty Performance Management
2021 – 2022 Timeline
| Performance Management Activity | Timeline / Due Date |
|---|---|
| Performance Cycle Begins | July 1, 2021 |
| Supervisors Meet with Employees (Performance Plans) | July – August 2021 |
| (Optional) Interim/Mid-Year Evaluations Due | January 31, 2022 |
| Performance Cycle Concludes | June 30, 2022 |
| Annual Evaluations Due / Overall Ratings Due To UHR | August 30, 2022 (College deadline may be earlier) |
Forms
- Wilson College EHRA Non-Faculty Performance Evaluation Form (Word Version)
- Wilson College EHRA Non-Faculty Performance Evaluation Form (PDF Version)
- EHRA Employee Self Assessment Form (Word Doc) – Narrative Based
- EHRA Employee Self Assessment Form (PDF Fillable) – Narrative Based
- EHRA Employee Self Assessment Form (Word Doc) – Questionnaire Based
- EHRA Employee Self Assessment Form (PDF Fillable) – Questionnaire Based
End of Cycle Performance Appraisal Instructions for Supervisors
- Review the employee’s performance plan that you created last year with your employee’s input.
- Based on the performance since then, including the comments and/or action items from the interim appraisal if completed, evaluate and rate the employee’s progress towards each institutional and individual goal with the following ratings: (1) does not meet expectations, (2) meets expectations, or (3) exceeds expectations.
- Remember to complete the Supervisors Comments on Employee’s Performance section on page 5 of the form.
- Meet with the employee to review and discuss the performance appraisal. Allow the employee to provide feedback.
- Send the completed appraisal to Wilson College’s OHR (Textiles-HR@ncsu.edu) for record retention compliance.
End of Cycle Performance Planning Instructions for Supervisors
- Use the blank Wilson College EHRA Non-Faculty Performance Evaluation Form to plan for next year’s performance cycle.
- Remember to assign weighted percentages to each of the predetermined institutional goals and 3-5 individual goals. Both types of goals should equal to 50%, making the total weighted percentage 100%.
- Document any personal or professional development opportunities or requirements by stating “In consultation with the Assistant Dean for Culture, Talent and Human Resources (adleccea@ncsu.edu), complete professional development roadmap within 90 days.”
- Meet with the employee to review and discuss next year’s performance goals. Allow the employee to provide feedback.
- Send the completed performance plan to Wilson College’s OHR (Textiles-HR@ncsu.edu) for record retention compliance.
- Upon completion of the professional development roadmap, also send a copy to Wilson College’s OHR.
Additional Resources
- Creating SMART Individual Goals
- EHRA Annual Performance Evaluation Guidelines
- Employee Learning Plan Discussion Guide
- Information on Rater Bias
- NC State Annual Evaluation of EHRA Non-Faculty Policy (PRR 05.50.08)
- Professional Development Roadmap – Non-Faculty
- UNC-SO Regulations on Annual Performance Evaluations for EHRA Employees
- Virtual Performance Management Toolkit
Online Training
Revised Regulation on Annual Performance Evaluations for EHRA Non-Faculty Employees
- EHRA Non-Faculty Performance Management FAQs
- Information regarding EHRA Non-Faculty Performance Management retrieved from University Human Resources website.
EHRA Faculty Performance Management
2021 – 2022 Timeline
| Performance Management Activity | Timeline / Due Date |
|---|---|
| Performance Cycle Begins | July 1, 2021 |
| Supervisors Meet with Employees (Performance Plans) | July – August 2021 |
| Optional) Interim/Mid-Year Evaluations Due | January 31, 2022 |
| Performance Cycle Concludes | June 30, 2022 |
| Annual Evaluations Due For 9-month Faculty Supervisors (unless able to complete during standard evaluation period) | May 16, 2022 (College deadline may be earlier) |
Faculty are evaluated in various ways. Links to several policies are listed below. Additional information regarding faculty performance management is found in the Policy, Regulations, and Rules website.
- Annual Reviews of Faculty Members
- Annual Faculty Activity Reports
- Comprehensive Review of Tenure Faculty
Additional Resources
- Faculty Professional Development Roadmap
- Assistant Professor (first term) 4 Year Plan
- Assistant Professor (second term) 3 Year Plan
Information regarding EHRA Faculty Performance Management retrieved from University Human Resources website.
Postdoc Performance Management
All postdocs have yearly performance review meetings with their supervisor(s) in June of each year (if the postdoc’s position began on or after April 1, 2020, they are exempt from the annual review.). This process should be documented using one of our two approved forms (your choice):
- Base review form for postdocs (pdf)
- Performance planning worksheet for postdocs and their supervisor(s) (pdf)
Please submit the completed review form to Wilson College OHR (Textiles-HR@ncsu.edu) by June 30, 2020.
The Office of Postdoctoral Affairs (OPA) has developed a guide to effective postdoc mentoring plans, which you may want to reference before meeting with your postdoc for their performance review.
For more information, please refer to our career development resources for postdocs webpage.
Information regarding Postdoc Performance Management retrieved from University Human Resources website.
Transfer Employees Evaluation
SHRA and EHRA Non-Faculty Transfer Evaluation Form
This form must be completed, signed, and dated by the employee, supervisor, and appropriate level of management prior to an employee transferring to another state agency or department on campus. A copy of the performance plan must be attached. The transfer form and the performance plan should be sent to the employee’s new work unit.
Professional Development Resources
Continuing and Professional Education
Continuing and Professional Education at NC State University has the sole purpose of providing quality continuing education opportunities in a flexible, comfortable, and affordable environment. Whether you want to train for a new career, advance within your current company, or simply learn new skills to stay competitive in today’s job market, our course, instructors, and facilities can help to get you where you want to go!
Faculty Ombuds Office
Ombuds is a confidential resource, a sounding board that also provides information, discusses University policies and procedures, and helps faculty and staff resolve situations early. The faculty and staff ombuds serves as a listening post for systemic concerns and brings these to the attention of the University.
Faculty/Staff Tuition Waiver Program
All Permanent EHRA/SHRA full time employees may take up three paid classes per academic year (academic year starting in the fall semester) at any UNC institution. Courses may be taken for career development or for personal interest. Text books and additional fees are not included.
- Determining Your Program (Non-Degree Studies, Undergraduate Degree, Graduate Degree, and Applying to Another UNC System School)
- COVID19 Faculty/Staff Tuition Waiver Instructions
- Regulations
Learning and Organizational Development
Learning and Organizational Development (L&OD) builds the knowledge, skills, and abilities of NC State’s workforce by helping them develop and achieve their potential so that the organizations they work for can succeed and grow. L&OD fosters a learning culture where employees are engaged in continuous learning. They facilitate this learning by delivering talent and organizational development strategies and services focused on motivating, engaging, and educating a committed and high-performing workforce. They design the best solution to assist you or your team in achieving higher team morale and performance. They develop NC State’s talent to Think and Do.
NC State faculty and staff have free access to a vast online library of instructional videos and practice files covering a broad array of business, creative and technology topics through LinkedIn Learning. You don’t have to have a LinkedIn account to use the service. Anyone with a Unity ID can use LinkedIn Learning at no charge.
To access LinkedIn Learning, go to linkedin.com/learning and click the “Sign In” button at the top right. Sign in using your NC State email address, and when prompted, click “Single Sign-On.” Then complete the login procedure through NC State’s Shibboleth Login Service.
LinkedIn Learning contains thousands of professionally made, easy to follow video courses covering topics like:
- Animation and Illustration
- Audio and Music
- Business Software and Tools
- Graphic Design
- Software Development
- Web Development
- Photography
- Video
- Motion Graphics and VFX
- and hundreds of other concepts and softwares
Office of Faculty Development
The Office of Faculty Development supports the mission of NC State by fostering and facilitating the success of NC State’s faculty.
In support of that mission, the office facilitates many events throughout the year. For information on events happening this semester, take a look at their Events Calendar. They sponsor a variety of ongoing programs, including the Reflective Educational Design |RED| Core Teaching Certification and Inclusive Teaching Certification, Virtual Reading Circles, and Virtual Faculty Writing Retreats.
They also facilitate a number of annual events, including their Institutes, the Teaching and Learning Symposium, and New Faculty Orientation.
Faculty Central: A repository for faculty tools and resources across NC State
Office of Professional Development
NC State University’s Office of Professional Development (OPD) is a unit of the office of Continuing and Professional Education. Dedicated to the development and delivery of non-degree professional training courses, OPD provides you with a broad range of quality educational opportunities in a flexible, comfortable, and affordable learning environment.
Other Training Resources and Benefits
Information regarding Professional Development retrieved from NC State College of Sciences’ intranet.