We are closing in on the end of the FY2023-24 performance cycle! Your final STEP Check-in conversation with your manager must take place by March 29, 2024. In ePerformance, this will show up as Finalize Criteria. This is your last opportunity for this performance year to share your accomplishments, discuss the status of your goals and competencies, give and receive feedback, address concerns and discuss any needed support with your manager.

Here’s what you need to know to meet the March 29 deadline.

All employees

• Review your goals and competencies in ePerformance and add your final comments
• Answer the four STEP discussion questions
• Enter all the required training courses you have completed in the Required Training tab
• Then: Share the document with your manager and have your Check-in conversation.

People managers*

• Check employee records and complete all prior steps. Make sure the Define Criteria stage and both Check-in conversations are complete for all employees. If you have not completed and approved the Define Criteria stage or either of the Check-ins for an employee, they won’t be able to complete the Finalize Criteria stage.
• Complete Finalize Criteria (final STEP Check-in) by March 29. Complete the Finalize Criteria conversation with all your employees and complete your Finalize Criteria conversation with your manager.

* Please note that there is a new required class for all managers: GROW Plus: Accountability Conversations for Managers is the second part of the training series on manager and employee performance conversations. Sign up now to reserve your spot. Several times and days are available.

New employees: In addition to the above steps, take the required STEP Fundamentals for Managers or Employees.

Upcoming STEP workshops

GROWing Your Check-In Conversations for Managers
March 5, 10 a.m. – 12 p.m.
GROW is a popular coaching framework used around the world for problem-solving, goal-setting and performance improvement. This interactive session provides managers an opportunity to discuss and practice using the GROW framework as a strategy and tool to support engaging STEP Check-in conversations. The ecourse “GROWing your Checkpoint Conversations” must be taken before this class.

GROW Plus: Accountability Conversations for Managers
March 6, March 19, March 22, March 28 or April 3, 9:30 a.m. – 12:30 p.m.
This is the second part of the required live training series on manager and employee performance conversations. This training answers the question: What do I do when my coaching is not improving performance? In this virtual, live and highly interactive workshop, we will cover providing productive critical feedback, managing emotions, creating efficient documentation and holding effective accountability conversations. Managers will also practice role-playing accountability conversations using the UCOP GROW Plus framework.

GROWing your Check-In Conversations for Employees
March 14, 10 a.m. – 12 p.m.
In this session, we’ll discuss the GROW framework and how to incorporate it into your Check-in Conversations. We will then practice using the GROW and share tips and strategies for providing feedback. The ecourse “GROWing your Checkpoint Conversations” must be taken before this class.

Optional training and support

Need help? We’re here for you. Please check out the following optional resources for additional support. (All events are listed in Pacific Time.)

• STEP Fundamentals: After you have completed the required course, you can take this self-paced, streamlined version of all individual STEP modules for managers and employees. Use the course table of contents to navigate to the modules you need.
• LinkedIn Learning Collection: Helpful on-demand videos provide more insight into the performance appraisal process for managers and employees.
• ePerformance demonstration videos: Get a step-by-step walkthrough of Check-ins for Managers (4 minutes) or Check-ins for Employees (3 minutes).
• ePerformance User Guide
• STEP website: A one-stop shop for STEP information

Questions? Contact your manager, HR Business Partner or STEP@ucop.edu.

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