www.learningcc.org/perform GOALS FOR TODAY Create A Positive Review - - PowerPoint PPT Presentation

200+300 PAY PLAN

Annual Performance Evaluation Process

For Exempt Employees

www.learningcc.org/perform

GOALS FOR TODAY

★ Create A Positive Review Experience ★ Understand the 4 Step Review Cycle ★ Understand the Performance Tools ★ Understand How to Submit the Review ★ Answer Any Questions.

• SET EXPECTATIONS:

Establish Expectations from Day One and during annual review meeting.

1

• PLAN THE YEAR:

Create a Development and Work Plan

2

• MEET REGULARLY:

Review Progress and Make Necessary Revisions

3

• THE REVIEW:

Conduct Annual Performance Evaluation

4

The Four Step Review Cycle

Bell Curve Performance Evaluations

Needs Improvement / Meets Expectations Does Not Meet Exceeds Expectations

NON-PERFORMERS AVERAGE PERFORMERS TOP PERFORMERS

BELOW AVERAGE PERFORMERS ABOVE AVERAGE PERFORMERS

Merit Pay Based on Overall Rating

Merit Pay on January 4 th 2020

Rating 1 Does Not Meet 0% Rating 2 Needs Improvement 1% Rating 3 Meets Expectations 2% Rating 4 Exceeds Expectations 3%

* if approved

REVIEW TIMELINE

TIMELINE Continued…

NOTE: Your department may have a specific process and timeline that you need to follow in order to meet the deadline. Please verify the proper process to follow with your upline supervisor and/or department director.

STEP 3: Supervisor Completes Phase 1 of ANNUAL Review Form (PDF) STEP 4: Supervisor Submits Form to Director for Review (Phase 1) STEP 5: Director Submits Forms to Assistant City Manager for Review (Phase 1) STEP 6: Director Submits Approvals or Changes Back to Supervisor (Phase 1) STEP 2: Download the Exempt Employee PDF Form from www.learningcc.org/perform Ensure you use Adobe Reader or Pro to open the PDF form since it has automatic calculation fields.

200 PAY PLAN

PAY PLAN?

300 PAY PLAN

EXEMPT EMPLOYEE PERFORMANCE REVIEW STEPS

FOR 200 AND 300 PAY PLAN EMPLOYEES

STEP 7: Supervisor Submits Phase 1 to Human Resources for ELT Review STEP 8: ELT Submits Approvals or Changes to Supervisor through ACM / Director STEP 9: Supervisor Makes Changes and Schedules Employee Meeting for Phase 2 STEP 10: Employee Reviews Form and Acknowledges Appraisal (Phase 2) STEP 11: Supervisor Completes PLANNING Review Form for Next Year (Section II & IV) STEP 12: Supervisor Submits Completed Form to Director for Final Approval (Phase 2) 200 PAY PLAN PAY PLAN? 300 PAY PLAN

STEP 7: Supervisor Makes Changes and Schedules Employee Meeting for Phase 2 STEP 8: Employee Reviews Form and Acknowledges Appraisal (Phase 2) STEP 9: Supervisor Completes PLANNING Review Form for Next Year (Section II & IV) STEP 10: Supervisor Submits Completed Form to Director for Final Approval (Phase 2)

STEP 13: Supervisor Submits Forms to Human Resources for Employee File

SUCCESS

Due January 15 Due November 15 November 16 - 30

STEP 11: Supervisor Submits Forms to Human Resources for Employee File

Due November 15

200 PAY PLAN 300 PAY PLAN

MERIT BUDGET SPREADSHEET

DUE: FRIDAY, NOVEMBER 6, 2020

ALL FINAL EVALUATIONS UPLOADED

DUE: FRIDAY, JANUARY 8, 2021 http://w w w .learningcc.org/performexempt/

Tools To Use

• Flowchart
• Administrative Procedure Guidelines
• Employee Performance Appraisal Form

*200 Non-Supervisor, 200 Supervisor, and 300 Executive*

• 200/300 Instructional video
• Merit Budget Spreadsheet
• Online Upload Submission form:

www.learningcc.org/performexempt

www.learningcc.org/perform