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2023 Annual Staff Performance Reviews Now Available as an E-form!
UTC Human Resources is excited to announce that the annual staff performance review for the 2023 review cycle is available as an e-form in the Online Performance Review (OPR)<http://opr.utk.edu/> system. The OPR is made possible by partnership with the UTK campus to provide an introduction to a more streamlined electronic workflow experience, in preparation for the DASH implementation later this year.
2023 performance reviews are due no later than March 31, 2024, and will only be accepted through the OPR system. The OPR is confirmed to meet accessibility standards, but you may contact the UTC Office of Human Resources if you require access to an alternative format for accessibility purposes.
Use of the OPR requires accurate Reporting Relationships in the OrgChart Manager system. The OPR provides a list of direct reports populated from OrgChart Manager and completed forms route back and forth between the supervisor, next level of administration and the employee before transitioning into IRIS for record. If any direct report information is incorrect when you access the OPR, supervisors must log in to OrgChart Manager or use the IRIS Position Change E-Form (ZPPOSITION000) to update the reporting structure appropriately (instructions below).
o Log in to OrgChart Manager<https://orgchart.utk.edu/>
o Org Chart Manager Help<https://orgchart.utk.edu/OrgchartHelp.pdf>
Additional instructions and information about the new OPR process are available on the UTC Staff Annual Performance Review<https://www.utc.edu/finance-and-administration/human-resources/employee-relations/performance-management/staff-annual-performance-review> webpage.
Important Performance Review Reminders
Below are some important reminders regarding the review process and UT System Policy HR0129 - Performance Reviews for Regular Staff Employees<https://policy.tennessee.edu/policy/hr0129-performance-reviews-for-regular-staff-employees/>:<http://policy.tennessee.edu/hr_policy/hr0129/>
· Review Period: Staff employees will be evaluated based on the calendar year (January 1 through December 31, 2023).
· Performance Review Deadline: Online performance reviews should be submitted through the online platform no later than March 31, 2024.
· Methods for Submitting Performance Reviews: Performance reviews will only be accepted via the Online Performance Review (OPR)<http://opr.utk.edu/> portal.
· Self-Reporting of Accomplishments and Goals: Supervisors should ask employees to self-report accomplishments and progress towards goals for the 2023 calendar year using the Staff Performance Report and Development Form<https://www.utc.edu/sites/default/files/2020-05/staffperfdev125.pdf>. Information provided by the employee should be considered when completing the online performance review form. Please note, the OPR will allow employees and supervisors to propose goals for the 2024 review period.
· Required Signatures: Upon supervisor submission of the OPR, the form will be routed electronically for next level administrative review and approval, before releasing the OPR for employee review and signature. The employee should not digitally sign the OPR until the annual review meeting has taken place.
· Online Performance Review (OPR) Resources:
o Online Performance Review (OPR) System<http://opr.utk.edu/>
o Online Performance Review Reference Guide<https://www.utc.edu/sites/default/files/2024-01/Online_Performance_Review_Reference_Guide.pdf>
o Online Performance Review Video Tutorial<https://tiny.utk.edu/opr/training>
o Org Chart Manager Help<https://orgchart.utk.edu/OrgchartHelp.pdf>
· Probationary Reviews: Employees hired after June 30 each year will only need to have a completed probationary review form on file for their annual performance review. However, departments are encouraged to meet with retained employees during their annual review period to familiarize them with the annual performance review process and to establish goals and objectives for the next calendar year.
Please refer to the Staff Annual Performance Review<https://www.utc.edu/finance-and-administration/human-resources/employee-relations/performance-management/staff-annual-performance-review> webpage for an overview of the performance review process, as well as a variety of supplemental forms that can be used to enhance performance management efforts.
Performance Management Development Offerings
Opportunities for managers to join Live Zoom discussions regarding performance review best practices with members of the Office of Human Resources began in October, and the following Zoom sessions remain:
· Thursday, February 8, 1-2pm – Annual Review Conversations: Best Practices
· Thursday, March 14, 1-2pm – Performance Management: Planning for the New Year
You are invited to select your desired session(s) and Register HERE<https://tennessee.csod.com/samldefault.aspx?returnurl=%252fDeepLink%252fProcessRedirect.aspx%253fmodule%253dlodetails%2526lo%253ddf81552b-6794-4b31-93ec-7a6737736b06>.
Human Resources will continue to ensure that resources and professional development opportunities are available and accessible to help support employees achieve their performance goals and expectations. To inquire about other offerings, please contact Nicholle Harrison, Talent Management Specialist, at [log in to unmask]<mailto:[log in to unmask]>.
Performance Review Questions?
Questions regarding performance management and completion of annual staff performance reviews may be directed to Julie Brown, Director of Employee Relations, at (423) 425-4638 or [log in to unmask]<mailto:[log in to unmask]>, or Nicole Gaines, Employee Relations Consultant, at 23) 425-4452 or [log in to unmask]<mailto:[log in to unmask]>.
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