Performance Appraisal Process

Each manager and supervisor is required by UC policy and by the applicable labor contract to conduct performance appraisals. Employees hired before January 1 will be reviewed in this year’s process. Those hired after January 1 of the current year should receive informal feedback on their performance. Performance appraisals are required for:

• Probationary employees: A probationary employee shall be assessed at least once during a full probationary period, preferably at the mid-point of probation; and,
• Career employees: A career employee's performance shall be assessed in writing at least once per year.
• Contract employees: A contract employee should receive a written appraisal at least once per year.

2020/2021 STEP: Staff Talent Evaluation Process

Key changes in the Performance Appraisal process

• Replacing intensive mid-year and year-end conversations with simpler, quarterly check-ins
• Greater flexibility by allowing employees to focus on 2-3 competencies, out of 10, that are most relevant to their role and goals
• Increased feedback focus with 4 discussion questions to facilitate coaching conversations
• Simplified year-end ratings with updated definitions and one overall rating 

Login: UC Path > UCOP > Performance Workcenter

UCOP STEP Trainings

Process	Timeline	Activity	Action	Required eModule Training
1. Define Criteria		Deadline for all goals and competencies to be entered into ePerformance	Employees enter goals and key competencies and managers have approved them.	STEP Overview  (15 mins) STEP Define Criteria (10 mins) Employees Define Criteria  (5 min) Managers Define Criteria  (5 min)
2. Checkpoints		Checkpoint completed	Employee and Manager have their 1st Quarterly checkpoint meeting.	Checkpoints for All Employees (20 min) Checkpoints for Managers Only (15 min) Demo for All Employees - Checkpoints (10 min) Demo for Managers Only - Checkpoints (10 min)
3. End of Year Finalize Criteria Optional Multirater Manager Evaluation	Apr 30, 2021	Finalize Criteria, Optional Multirater, and Manager Evaluation	Final Employee meeting with Manager to align all criteria. Manager selects one overall rating to signoff.	End of Year Process for All Employees (15 min) End of Year Demo for all Employees (10 min) End of Year Process for Managers Only (10 min) End of Year Demo for Managers Only (15 min)
	Register to see the dates			Optional STEP Virtual Live Training: Register for Live Employee End of Year Training (45 min) Register for Live Manager End of Year Training (60 min) Note:  required ecourses must be completed prior to attended live training or office hours.  Multiple dates available.
	Continuous 9:00 - 10:30			STEP Drop in Office Hours: Every Friday.  No registration needed.  Use this zoom link.
	Register to see the dates			Coaching Lab: Feedback Practice for managers: At the coaching labs, participants will discuss effective strategies and get practice in using a coaching lens to give and receive feedback.

For more information please visit STEP Learning Resources, or email STEP@ucop.edu.