Year End Assessment for Managers
How is the Year End Performance Discussion different from a Check-in?
Year end performance discussions and setting goals for the new year are core elements of the performance cycle:
- Year-End Review: Mandatory last Check-In and Snapshot of the year.
- Goal Setting: Setting individual performance goals that are linked to the business plan and goals. This process enables employees to connect to the purpose and know their work has meaningful impact.
What do I need to do in the Performance tool?
- The form is automatically generated at the beginning of the assessment period and closes automatically in January.
- Goal and development content is pulled from previous Check-In/ Snapshots forms throughout the year.
- Both manager and employee contribute to filling out the form.
How should I assess the performance of an individual who was on leave for a portion of the year?
Just as we would increase expectations during the year when an employee is promoted, managers must adjust expectations and objectives when an employee is on leave and then assess the individual’s contribution based on those objectives.
Year End Discussion Poster
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