Performance Appraisal Learning Resources

STAFF TALENT EVALUATION PROCESS (STEP)

All UCOP employees and people managers will participate in STEP training. Our blended learning approach pairs self paced e-courses with live virtual classes in order to reduce overall training time, enhance learning and allow for technical support, questions and practice within the live learning sessions.  A detailed overview of the process is outlined in the chart below.

Self-paced e-courses for each phase of the process are available to review . These courses will be assigned to you if applicable.  All assigned trainings can be found under the Required Training icon on your UC Learning Center home page.

Optional resources can be accessed and are available as needed.

 

Three Year Training and Support for STEP

	Year 1 (20/21) Objective Knowledgeable	Year 2 (21/22) Objective Proficient	Year 3 onwards (2022-) Objective Engaged
Employees	Complete the new appraisal process in the ePerformance platform.	Enhance quality and comfort of conversations with manager.	Initiate and fully participate in dialog, feedback, and coaching with the manager.
Managers & Supervisors	Complete the process and begin to apply coaching and feedback strategies.	Support employees while applying coaching and feedback strategies.	Provide ongoing coaching and feedback throughout the year to enhance performance.

Required and Optional Training
There is one required course for all employees and one additional course for managers and supervisors. Note: New employees are required to take the  STEP Fundamentals courses as well.

We also offer a variety of optional trainings and support. For your information, the courses are listed below.

Important Notes:
All times are estimated.
E = eCourse; LV = Live Virtual.
If a course is required, employees will be automatically enrolled and receive a notification email from the UC Learning Center.

Required Training – All Employees

• GROWing your Check ins for all Employees (Managers and Staff)- (E, 20 min)

Required Training – New Employees 

• Year 1 modules for New Employees and Managers (E, 2 - 3 hrs. throughout the year)
  • STEP Fundamentals ecourse for Managers
  • STEP Fundamentals ecourse for Employees

Required Training – All Managers and Supervisors

• GROWing your Check ins for Managers (LV, 2 hrs.) – New Managers will be invited to attend when available

Optional Training and Support – All Employees

• For support, please contact STEP@ucop.edu or your Human Resources Business Partner
• Grow Resource Guide (doc)
• UC Core Competencies (pdf) 
• STEP Fundamentals Modules – Self-driven elearning resource where employees select specific modules by interest or need as a refresher on important concepts (E) 
  • STEP Fundamentals ecourse for Managers
  • STEP Fundamentals ecourse for Employees
• LinkedIn Learning Collections (E, 4 min - 2 hrs.)
• ePerformance Demos (E, 1 - 3 min)
  • Employees:
    • Define Criteria for Employees – Video
    • Check-ins for Employees – Video
    • Finalize Criteria for Employees – Video
    • Nominate Participants for Employees – Video
    • Acknowledge Evaluation for Employees – Video
    • GROW Conversation Demo - Employee to Manager feedback – Video
  • Managers:
    • Define Criteria for Managers – Video
    • Check-ins for Managers – Video
    • Finalize Criteria for Managers – Video
    • Nominate Participants for Managers – Video
    • Manager Evaluation for Managers – Video
    • Second-Level Approvals for Managers – Video
    • GROW Conversation Demo – Manager to Employee feedback – Video

For questions please email STEP@ucop.edu or contact your HRBP