Performance Appraisal Learning Resources


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 and can be found under Required Training on your UC Learning Center home page.

Optional resources can be accessed and are available as needed.

If you are not familiar with all the features of Zoom, it is recommended that you attend a zoom fundamentals class or review these short Zoom tips on LIL prior taking they live virtual training(s). - Options during a meeting (5 mins) and Checking your audio and video settings (3 mins).

UC STEP Trainings
REQUIRED COURSES Please use Chrome or Firefox to view the eCourses

UCOP STEP Introduction/Overview and training on creating effective goals and how to choose appropriate competencies.

STEP Overview for All Employees  (15 mins)

STEP Define Criteria for All Employees  (10 mins)

Using the ePerformance platform: (Managers take both ecourses)

Optional Define Criteria Live Training available on 5/5/2021

Register here for Define Criteria Trainings

Jan — Feb 2021

UCOP STEP Checkpoint training and completion of stage in ePerformance. 

STEP Checkpoints for Employees (20 min)
STEP Checkpoints for Managers (10 min)
Demo for Employees for Checkpoints (5 min)
Demo for Managers for Checkpoints (10 min)

Mar — April 2021

UCOP STEP Finalize Criteria Training, how to hold final discussions and sign off process

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)

OPTIONAL COURSES All required courses must be completed prior to taking an optional course
April 2021

STEP Virtual Live Training: We are offering accompanying optional instructor led training to expand on the materials presented in the required ecourses on End of Year. We will go deeper into all end of year processes Note: required ecourses must be completed prior to attended live training or office hours. Multiple dates available.

Register for Live Employee End of Year Training

Register for Live Manager End of year Training

Register for Define Criteria Training for New Hires

Note: Required eCourses must be completed prior to attended live training or office hours. Multiple dates available.


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.

Additional Resources

For questions please email or contact your HRBP