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Performance Plan Task
Managers will be assigned the Performance Planning Task and a notification email will be sent automatically from Carolina Talent. Managers have 60 days to complete [PLACEHOLDER FOR POLICY].
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Performance Plan: Manager Step
Manager Step: Overview Section
The first step is the Overview section - this section provides specific details for the task as well as the ‘Review Step Progression’.
Click Get Started to begin.
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Manager Step: Institutional Goals - Read-Only
Institutional goals are Read-Only. Employees will be rated on the institutional goals during their annual review.
Click Save and Continue.
Manager Step: Individual Goals
Employees are required to have 3 - 5 individual goals for each performance cycle.
How to add new goals in the Performance Plan
To add new goals, click the Add Goals button.
The Create Goals page will launch to add an individual goal. Please refer to the How to Create Goals page for additional help in creating goals.
Click Save to return to the Performance Plan draft.
Repeat steps 1 - 3 to add additional goals.
How to edit and/or cancel previous goals in the Performance Plan
Follow the steps below for employees who have transferred from another job and have previous goals in the Performance Plan task.
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Manager Step: Development Plan
The University of North Carolina at Chapel Hill champions lifelong learning and development. All employees are required to have a Development Plan and at least one objective and development activity. These activities must be aligned with the employee’s current position or towards a future position. If an employee has received any rating of Not Meeting Expectations on their previous performance appraisal, the Development Plan must be used to correct the deficiencies listed in that review.
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Next, click on the drop-down button, to Add Training or/an Action Step.
To Add Training from Carolina Talent Learning, select Add Training.
Click Add Action Step to add the Action Step Title and Due Date.
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Manager Step: Signatures - Manager
Finally, you will need to acknowledge the Performance Plan
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Add note for managers
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Performance Plan: Employee Acknowledgement
Once the manager electronically signs and submits the Performance Plan, the employee receives an email notification from Carolina Talent notifying them the task is ready for their review. Employees have 15 days from the date the task is assigned to acknowledge the Performance Plan.
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