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.

Workshops for managers and supervisors

GROW Plus: Accountability Conversations for Managers
April 3, April 11 or April 26, 9:30 a.m. – 12 p.m.
In the second part of our live, virtual and highly interactive training series on manager and employee performance conversations, we will focus on what to do if your coaching is not improving performance. We’ll cover providing productive critical feedback, managing emotions, creating efficient documentation and holding effective accountability conversations. You will also practice having accountability conversations using the UCOP GROW Plus framework. Previous STEP trainings are all prerequisites to this course.

GROWing your Check-In Conversations for Managers
April 2 or May 2, 10 a.m. – 12 p.m.
GROW is a popular coaching framework used worldwide for problem-solving, goal-setting and performance improvement. At this interactive session, managers will discuss and practice using the GROW framework as a strategy and tool to support engaging STEP checkpoint conversations. The virtual course “GROWing your Checkpoint Conversations” is a prerequisite.

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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