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Performance Management
Table of Contents
Instructions for Employees
........................................................................................................... 2
Step One: Setting Goals & Expectations ............................................................................................. 2
The Job Responsibilities Worksheet (JRW) ................................................................................................... 3
Completing Your JRW ...................................................................................................................................... 5
Submitting Your JRW for Approval ............................................................................................................... 6
The Performance Management Worksheet (PMW) ...................................................................................... 7
Completing Your PMW.................................................................................................................................... 7
Adding Notes to your PMW Throughout the Cycle: ................................................................................ 12
Step Two: The Mid-Year Check-In .................................................................................................. 13
Preparing for your Mid-Year Check-In ....................................................................................................... 13
Step Three: The End-of-Year Review ................................................................................................. 15
Preparing for Your End-of-Year Review .................................................................................................. 15
Participating in the End-of-Year Review .................................................................................................. 18
Instructions for Supervisors
...................................................................................................... 20
Step One: Setting Goals & Expectations ........................................................................................... 20
Reviewing and Approving a JRW ................................................................................................................ 21
Reviewing and Approving a PMW .............................................................................................................. 22
Opening a JRW or PMW for Your Employee to Modify ........................................................................... 23
Adding Notes to a PMW ................................................................................................................................ 27
Step Two: The Mid-Year Check-In .................................................................................................... 29
Step Three: The End-of-Year Review ................................................................................................. 31
Ratings Calibration (Supervisors) ............................................................................................................... 33
Participating in the End-of-Year Conversation
..................................................................................
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Performance Management
March 2016
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