HRDept Banner PerfMgmt

Performance Management


UAB is committed to creating an environment of excellence, where all faculty and staff
grow knowledge, skills and abilities while supporting UAB’s vision and mission.

PerfMgmt Button OptionA

Upload finished evaluations
to the online app.

PerfMgmt Button OptionB

Complete the evaluation form
in the online app.



  • The 2019 Formal Evaluation Period

    The formal evaluation period for 2019 is August 1 - September 30. As UAB continues the process of transitioning to a consistent form and timeline, there is flexibility for the 2019 review process. A new electronic form is anticipated to become available in July; however, the new electronic form will be optional for FY 2019.

     

    If your school or unit is using an existing evaluation form:

    • You will still be required to upload these forms to the Performance App.
    • Staff evaluations should still assess performance along a five-degree rating scale, and a final evaluation rating will need to be added to each evaluation being uploaded.
    • A paper training and informational version of the new electronic form is available to reference. The new electronic form and criteria will be required for FY20.
    • All evaluations should be completed by September 30 and uploaded by October 31, 2019.

     

    If your school or unit is participating in the pilot of the new electronic form:


    For questions and support, contact performance@uab.edu.

  • What is Performance Management?

    Performance management is an on-going process where leaders, faculty and staff work together to plan, monitor and review job performance and overall contribution to the university while supporting individual growth and development.

    UAB’s Performance Management Process

    More than just an annual review, performance management is the continuous process of setting goals, assessing progress, and providing on-going coaching and feedback to ensure that employees are meeting their objectives and career goals. Fundamental components of the Performance Management process at UAB include...

    • Discussion of expected job roles and how those contributions relate to the broader mission
    • Regular check-ins
    • An annual performance conversation that includes:
      • Self-assessment
      • Manager evaluation
      • Dialogue and feedback
      • Planning forward through goal setting

     

    For questions and support, contact performance@uab.edu.

  • Responsibilities for Managers

    A key element for supervisors and department chairs is regular performance conversations to support, coach and develop each employee. As a manager, performance management is critical to developing and retaining top employees. Core responsibilities include...

    • Deliver regular positive and constructive feedback in a way that strengthens two-way communication and reinforces desired behaviors.
      • Watch: Giving and Receiving Feedback Video (2m 53s) | Course (1h 7m)
    • Determine an appropriate schedule for regular performance conversations with those you manage directly to check-in on goal progress.
    • Improve your own management and leadership skills.
    • Support employees’ professional development.
    • Submit your completed employee evaluations by the designated deadline and upload them to the Performance App (if using an existing form).

    Find more online learning resources to sharpen your skills under "Take Your Learning Further."

    For questions and support, contact performance@uab.edu.

  • Responsibilities for Employees

    The performance management process is designed to help you succeed at UAB. The evaluation is your chance to showcase how you’ve done over the past year, highlighting your successes, your challenges, and your interests for the future. As an employee, your responsibilities include...

    • Work toward achieving your individual goals to support UAB’s goals.
    • Be open to feedback and take steps to improve.
    • Give others feedback.
    • Keep a record of your performance achievements, successes and challenges.
    • Complete a thorough self-evaluation.
    • Take responsibility for continuous learning and professional development.
  • Tools & Learning Resources

    Follow the links below for additional help and resources on Performance Management at UAB...

  • Frequently Asked Questions for Option B: Completing an Evaluation in the Online App

    Overall

    What is the difference between "Save," "Submit," and "Sign" on the evaluation app?

    Pressing the “Save” button allows you to return to the evaluation and continue working on it later. You should save your work frequently to ensure it’s stored in the app.

    Pressing “Submit” locks your evaluation to changes and sends it to another person for review. Submitting your self-evaluation allows your manager to view your ratings and comments; if you’re a manager, submitting an evaluation of an employee allows the employee to view your comments and ratings.

    Signing the evaluation finalizes the process. Both the employee and manager must sign an evaluation.

     

    Can I make changes to my evaluation after I submit it?

    Once an self-evaluation is submitted, an employee can no longer make edits to the self-evaluation. Once a manager's evaluation is submitted, the manager can no longer make edits to the evaluation.

     

    I'm a manager. Why can't I submit my evaluation of one of my employees?

    The manager's evaluation can only be submitted after an employee submits their self-evaluation. On the Manager Dashboard, the "Employee Submitted?" column indicates if an employee has submitted their self-evaluation.

     

    I'm a manager. How do I reassign one of my employees to another supervisor?

    The first method is to reassign the supervisor in Oracle. This is the preferred option, as it ensures continuity across systems. After the data change ACT document is completed, allow 24 hours for the change to be reflected in the electronic evaluation app.

    The second option is to use the "Assign Supervisor" function in the electronic form. The manager must be assigned as the Oracle supervisor for both the new supervisor and the employee to be reassigned under the new supervisor. This change only affects the electronic evaluation and does not impact other systems. When reassigning a supervisor, the new supervisor is entirely responsible for the evaluation.

     

    Goals

    How do I add goals to my evaluation?

    To add goals, open the "View My Goals" tab in the app. Any goals entered will be automatically populated on your self-evaluation. After submitting your self-evaluation, goals become locked for edits.

    Goals are optional for Individual Contributors and Emerging Leaders, and required for Functional Managers, Functional Directors, and Organizational Leaders.

     

    What do the fields "Goal," "Goal Description," and "Goal Type" mean?

    Use the "Goal" field to enter your goal. "Goal Description" is an optional field to add additional information you may wish to capture about that goal, such as steps to achieve, assistance or resources that may be needed, or any general comments.

    There are two goal types as a part of UAB's performance management process: development goals and performance goals. Development goals are activities that will add to the employee’s ability to perform their job more effectively and/or prepare them for additional responsibilities. Development goals relate to training, learning, skill building, or other aspects of professional or career development. Performance goals relate to productivity, accountability, assignments, or other aspects of work performance.

     

    Are goals evaluated?

    To allow time for acclimating to the process of setting and maintaining goals, they are not evaluated as part of the FY 2019 evaluation form; however, employees and managers have the ability to add comments to goals as desired.

     

    Timeline

    The evaluation period for completing electronic evaluations (Option B) ends September 30, but the period for uploading evaluations (Option A) ends October 31. Why the difference?

    Scanning, uploading, or other tasks are not needed for the electronic form. A time extension is offered for uploading evaluations an effort to accommodate the administrative processing.

     

    What are the deadlines for completing a self-evaluation or manager evaluation?

    The electronic evaluation must be fully completed and signed by the manager and employee by September 30. Some departments may set internal timelines for completing these steps; however, there is no university-wide requirement for individual actions such as completing the self-evaluation, completing the manager evaluation, or having the performance conversation.



UAB Performance Reviews: Overview