Regular performance evaluations provide an opportunity for employees to understand how their responsibilities and performance expectations align with the goals and priorities of their work unit and with the University’s strategic plan. It also provides a defined cycle of review for managers and employees to assess employee success toward meeting operational needs and professional development goals.
- EHRA Performance Evaluation Form 2022-2023
- EHRA Performance Evaluation Instructions
- EHRA Performance Evaluation Policy
- EHRA Performance Evaluation Training
Policy Highlights
The UNC System Office adopted the system-wide Regulation on Annual Performance Appraisals for Staff Exempt from the NC Human Resources Act (EHRA Non-Faculty), hereafter “Regulations,” in May 2017. Highlights of the Regulations include:
- Assigning an overall rating of Exceeding Expectations, Meeting Expectations or Not Meeting Expectations for each employee.
- Use of performance appraisal/evaluation instrument(s) that contain specific elements defined by the UNC System Office. (See
details under Format section).
The evaluation process contains a 3-point rating scale required by the UNC Regulation (i.e., Exceeding, Meets and Does Not Meet).
All aspects of the current performance management appraisal process (review cycle, identification of performance/professional development goals and a written assessment against these standards, an in-person meeting with employee to review performance) remain unchanged.
Training Dates
The following times are scheduled for EHRA performance management training/review sessions. These sessions are open to both Staff and Supervisors.
Tuesday – August 1, 2023 10:00am-11:00am
Join Zoom Meeting
https://unca-edu.zoom.us/j/91077049864?pwd=R05lZ3dMbHppQ0JXdGEvZ2Q0QWIzQT09
Meeting ID: 910 7704 9864
Passcode: 340829
Thursday – August 10, 2023 from 3:00pm-4:00pm
Join Zoom Meeting
https://unca-edu.zoom.us/j/95149042602?pwd=eXVIQ2VNQ0hwd2xKaS9VUld1enozdz09
Meeting ID: 951 4904 2602
Passcode: 605103
Timeline
Date | Action |
|---|---|
| July 1 – July 31 | Employee completes self-report and develops goals for the FY 23-24. |
| August 1 – August 30 | Supervisor completes and reviews evaluation with employee. Evaluations may be signed and submitted electronically for 2022-2023. |
| August 31 | Performance Evaluation Forms due to Human Resources. |
Performance Evaluation Cycle Details
The annual performance evaluation (or appraisal) covers the period from the previous July 1st to June 30th of the following year.
- EHRA staff members who have been employed for at least six months of the evaluation cycle (i.e., hired before January 1) must receive an annual performance evaluation.
- Currently employed EHRA staff members must have goals established at the beginning of the fiscal year.
- EHRA staff members hired during the fiscal year should have goals established within one month of hire.
- Supervisors of employees who have had a supervisor change in their present position during the evaluation year should consult with the prior supervisor so that they can contribute to the year-end evaluation whenever possible. If this is not possible, the present supervisor should note this in the evaluation and undertake their best effort to consult with a next-level supervisor within the employee’s prior work unit for assistance with assessing the performance of the employee in their previous role. Ultimately, the present supervisor is responsible for assuring completion and delivery of the annual performance evaluationunder these circumstances.
Evaluations should be signed (electronic signatures accepted, too) and submitted to
Chelsea Muken in the Office of Human Resources at cmuken@unca.edu or CPO 1450 by Thursday, August 31.