200+300 PAY PLAN Annual Performance Evaluation Process For Exempt Employees www.learningcc.org/perform
GOALS FOR TODAY ★ Create A Positive Review Experience ★ Understand the 4 Step Review Cycle ★ Understand the Performance Tools ★ Understand How to Submit the Review ★ Answer Any Questions.
The Four Step Review Cycle • SET EXPECTATIONS: 1 Establish Expectations from Day One and during annual review meeting. 2 • PLAN THE YEAR: Create a Development and Work Plan 3 • MEET REGULARLY: Review Progress and Make Necessary Revisions 4 • THE REVIEW: Conduct Annual Performance Evaluation
Bell Curve Performance Evaluations Needs Improvement / Meets Expectations Exceeds Expectations Does Not Meet AVERAGE ABOVE AVERAGE BELOW AVERAGE NON-PERFORMERS TOP PERFORMERS PERFORMERS PERFORMERS PERFORMERS
Merit Pay Based on Overall Rating * if approved Merit Pay on January 4 th 2020 Rating 1 Does Not Meet 0% Rating 2 Needs Improvement 1% Rating 3 Meets Expectations 2% Rating 4 Exceeds Expectations 3%
REVIEW TIMELINE
TIMELINE Continued… NOTE: Your department may have a specific process and timeline that you need to follow in order to meet the deadline. Please verify the proper process to follow with your upline supervisor and/or department director.
EXEMPT EMPLOYEE PERFORMANCE REVIEW STEPS FOR 200 AND 300 PAY PLAN EMPLOYEES STEP 2: Download the Exempt Employee PDF Form from www.learningcc.org/perform Ensure you use Adobe Reader or Pro to open the PDF form since it has automatic calculation fields. STEP 3: Supervisor Completes Phase 1 of ANNUAL Review Form (PDF) STEP 4: Supervisor Submits Form to Director for Review (Phase 1) STEP 5: Director Submits Forms to Assistant City Manager for Review (Phase 1) STEP 6: Director Submits Approvals or Changes Back to Supervisor (Phase 1) PAY 300 PAY PLAN 200 PAY PLAN PLAN?
PAY 300 PAY PLAN 200 PAY PLAN PLAN? STEP 7: Supervisor Submits Phase 1 to STEP 7: Supervisor Makes Changes and Due November 15 Schedules Employee Meeting for Phase 2 Human Resources for ELT Review STEP 8: Employee Reviews Form and STEP 8: ELT Submits Approvals or Changes November 16 - 30 Acknowledges Appraisal (Phase 2) to Supervisor through ACM / Director STEP 9: Supervisor Completes PLANNING STEP 9: Supervisor Makes Changes and Review Form for Next Year (Section II & IV) Schedules Employee Meeting for Phase 2 STEP 10: Supervisor Submits Completed Form to Director for Final Approval (Phase 2) STEP 10: Employee Reviews Form and Acknowledges Appraisal (Phase 2) STEP 11: Supervisor Submits Forms to Human Due November 15 Resources for Employee File STEP 11: Supervisor Completes PLANNING Review Form for Next Year (Section II & IV) 300 PAY PLAN STEP 12: Supervisor Submits Completed 200 PAY PLAN Form to Director for Final Approval (Phase 2) Due January 15 STEP 13: Supervisor Submits Forms to SUCCESS Human Resources for Employee File
MERIT BUDGET SPREADSHEET DUE: FRIDAY, NOVEMBER 6, 2020
ALL FINAL EVALUATIONS UPLOADED DUE: FRIDAY, JANUARY 8, 2021 http://w w w .learningcc.org/performexempt/
Tools To Use www.learningcc.org/perform ● Flowchart ● Administrative Procedure Guidelines ● Employee Performance Appraisal Form *200 Non-Supervisor, 200 Supervisor, and 300 Executive* ● 200/300 Instructional video ● Merit Budget Spreadsheet ● Online Upload Submission form: www.learningcc.org/performexempt
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