Performance Management Conversations

Overview

ORED is shifting away from a traditional scorecard annual evaluation to a conversation model. Employees and their supervisors will meet twice per year to discuss seven open-ended questions focused on employee accomplishments, upcoming work, and opportunities for growth and development. 

All regular and temporary staff, and faculty in IACP, NUtech and MERC, and their managers meet twice per year to discuss and document seven open-ended questions, focusing on employee accomplishments, goals, challenges and opportunities for growth, development, and improvement.  On-call and student workers are excluded.  An online system (Trakstar Perform) will be utilized for summarizing the conversation, tracking the process, pushing notifications, accessing, and archiving the performance review. 

Performance Conversation Windows

January 15 – April 30 & July 15 – October 31

Performance Conversation Questions

1. What accomplishments have you had since the last time we met?
2. Do your accomplishments align with what is expected (most needed) for this position and our unit’s priorities? Yes, Somewhat or No.  Please explain.
3. What will you accomplish before the next time we meet?
4. What are your natural strengths and talents? How can you further utilize them in your job and within our team?
5. How have you demonstrated meeting the UNL expectation that ‘Every Person and Every Interaction Matters’?
6. What challenges are you facing today?
7. How can I help you be your best?

Performance Conversation Process

1.  Employee schedules conversation with the supervisor
2.  Both employee and supervisor prepare for the conversation (Supervisors could seek feedback from clients/stakeholders.)
3.  Conversation takes place, both the employee and supervisor take notes
4.  Employee summarizes conversation in Trakstar Perform and sends to supervisor
5.  Supervisor reviews, adds comments to each question and sends it to the employee (or sends it back for additional info/correction)
6.  Employee reviews, adds comments and acknowledges reading supervisor’s comments
7.  System archives conversation summary (archived conversation summaries are available to the employee, the supervisor, and up the hierarchy)

Orientation Sessions

Register to attend an orientation session on the Performance Management Conversation process.

Session Length:  1.5 hours  Offered both in-person and via Zoom

We will cover:

1) The Shift – From Scorecard to Conversations

2) The Process – Overview, Common Missteps, and Timeframes

3) The Questions – Things to think about and how to prepare

4) The Link to Merit – How this process links to the merit process

5) The System – Login and navigation of the Trakstar Perform system and

6) Where to get help and ask your questions.

Spring 2024 Sessions Register at: https://go.unl.edu/oredpm

Tuesday, January 30, 2024, 9:00-10:30 a.m., Zoom

Tuesday, February 27, 2024, 1:00-2:30 p.m., In-Person, 152 Whittier

Wednesday, March 13, 2024, 9:00-10:30 a.m., Zoom

Log Into Trakstar Perform

Log in at: https://perform.trakstar.com
Enter ORED for the Company Name.
Then click, “Click here to login with your SSO provider.” which are your UNL credentials.

Merit and Salary Allocation Information

ORED Salary Allocation Guide for Supervisors

ORED Salary Conversation Guide for Supervisors

Resources

Ideas to Keep the Answers Fresh

UNL’s Inclusive Excellence Guidance for Employee Performance Evaluations and Professional Development Plans

Requesting Feedback from Other Stakeholders (360 Feedback)

Tips for Employees and Supervisors

Blank Questions for Preparation

Questions?

For more information or if you have questions, please contact Becky Carter.