We are closing in on the end of the 2024-25 fiscal year performance cycle! Your final STEP Check-in conversation with your manager must take place by March 31. 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 31 deadline. (New to UCOP? Start at “For New Employees,” below.)

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

1. 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.
2. Complete Finalize Criteria (final STEP Check-in) by March 31. Complete the Finalize Criteria conversation with all your employees and complete your Finalize Criteria conversation with your manager.

New employees

• Please take the required STEP Fundamentals for Managers or Employees
• Required for all Managers: GROWing your Employee Check-In Conversations Series
  1. GROWing your Check-in Conversations: Coaching and developing employees (2 hours)
  2. GROW Plus: Accountability Conversations (2.5 hours)

Optional training and support

Need help? Check out the following optional resources for additional support.

• 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 are located on the STEP website, including Finalize Criteria for Managers and Finalize Criteria for Employees.
• ePerformance User Guide
• STEP website: A one-stop shop for STEP

Questions? Contact your manager, HR business partner or step@ucop.edu

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