An Innovative Tool for Performance Development

ePerformance (Performance Workcenter) is the UCPath component that allows departments to drive Performance Development at UC Santa Barbara. This page is dedicated to the technical aspects of navigating and using the ePerformance component of UCPath.

ePerformance is for policy-covered (non-represented) staff employees and their supervisors only.

Get to Know the ePerformance Process

ePerformance blends two concepts - Performance DEVELOPMENT and Performance EVALUATION - into one unified process. Each concept has its own unique phase and steps.

Performance DEVELOPMENT Phase

Supervisors and Employees collaborate to develop goals, track progress, and document strengths and accomplishments, responsibilities, and areas for development. This phase is a workspace for the Performance Development process.

This is an ongoing conversation throughout the year.


ePerformance STEPS during Performance DEVELOPMENT 

  1. Define Criteria (goal setting)

  2. Track Progress - Checkpoint #1

  3. Track Progress - Checkpoint #2

  4. Track Progress - Finalize Criteria

Performance EVALUATION Phase

The employee and supervisor work independently to summarize the performance year and complete the approval and evaluation process. Each takes turns executing specific tasks to COMPLETE the evaluation and close the performance cycle.

This phase marks the formal Performance Evaluation process.


ePerformance STEPS during Performance EVALUATION

  1. Evaluation in Progress - Self Eval

  2. Evaluation in Progress - Supervisor Eval

  3. Approval -  Supervisor's Manager (M.O.M.)

  4. Shared (+ Acknowledgement) - Supervisor + Employee

  5. Complete - Supervisor

Get to Know the ePerformance Document

About the Performance Document

The Performance Document is an electronic form and has 4-sections (Strengths and Accomplishments, Responsibilities, Goals, Development), with space for the employee and supervisor to set goals and make comments regarding the employee's performance development throughout the performance evaluation cycle. As you work through your document, remember to Save Early and Save Often!

Access Performance Documents

Employees:  UCPath Dashboard > Performance Workcenter > Employee Self Service > My Current Performance Docs > UCSB Annual Review

Supervisors:  UCPath Dashboard > Performance Workcenter > Manager Self Service > My Teams Performance Docs > Select Employee Name

Demonstrations

Offered at each phase of the Performance Cycle. An announcement will be sent with a zoom link and more details.

Toolkit for Supervisors + Managers

  1. Login to UCPath
  2. Select "Performance Workcenter" from the left side menu of the UCPath Dashboard
  3. Select Current Team Docs under Manager Self Service
  4. Select the NAME of the respective employee

Supervisors and Managers can track the document status of their employees by accessing Cognos report R-243 and R-244. 

R-243 Performance Appraisal Status with ratings included: Provides document status for all records in the DEFINE CRITERIA through ACKNOWLEDGED phase(s)

R-244 Performance Completion Status no ratings included: Provides document status for all records in DEFINE CRITERIA through COMPLETE. 

  • Probationary Documents - Workflow/Due Dates
    Review the timing of checkpoints and due dates for Probationary employees.
    Probation documents are created within 2-4 weeks of a career employee beginning probation.

    There is no Define Criteria phase on a Probation Document.

Sometimes a supervisor may inadvertently approve a phase in ePerformance before the employee has a chance to participate. If this is the case and no action has been taken to update or save the subsequent phase, the supervisor can REOPEN the prior phase.  

  1. Login to UCPath and open the employee’s performance document 
  2. Select the phase you want to access from the left side menu of the UCPath Dashboard (Example: DEFINE CRITERIA) 
  3. Select REOPEN from the sub-menu that now appears under Define Criteria 
  4. Click the REOPEN BUTTON that now appears in the upper right corner of the ePerformance screen 
  5. Confirm and refresh.

The performance document is now open in the prior phase.

If you are unable to successfully reopen the document after following these instructions, please submit a ticket to the ePerformance Administrator via HR ServiceNow (Position Management-Workforce Administration)

Manager Self-Service Screenshot

Team Current Performance Docs

  • See all current Performance Documents for employees who report to your positions
  • Click on an Employee Name to open their Document

Team Historic Performance Docs

Once a Performance Document is completed, documents move from “Teams Current Performance Docs”

  • Find all complete Performance Docs for employees who report to your position here.

View Workflow Approval Status

  • Find the approval status of employees’ Performance Documents once they have been submitted to your supervisor (MOM) for approval.
  • Read approver comments here also

Please submit a ticket to HR ServiceNow and select Position Management and Workforce Administration.
When an employee's Supervisor changes or needs to be updated on the Performance Document, the document can be re-assigned to a new supervisor.  

To request a document transfer, the Supervisor opens a ServiceNow ticket with HR and provides the following information:

  • Explain in the ServiceNow ticket why the document(s) needs to be transferred
  • Include the employee’s Name, Employee ID, and Department
  • Include the current supervisor’s Name, Employee ID, and Department
  • Include the new supervisor’s Name, Employee ID, and Department

The Supervisor's Manager should follow the link in the email titled “Request Requires Approval” or ... login to UCPath as described below to approve the Supervisor's Evaluation of employee.

Approve Performance Docs screenshot

 

 

The Supervisor's Manager should follow the link in the email titled “Request Requires Approval” or ... login to UCPath as described below to approve the Supervisor's Evaluation of employee.

Approve Performance Docs screenshot

 


OPTION 1:
Access Document via Email to Supervisor's Manager, requesting Approval:

Screenshot of email to supervisor's manager


OPTION 2:
Access Document via UCPath Dashboard:

  1. Login to UCPath
  2. UCPath Dashboard > Performance Workcenter > Manager Self Service > Performance Management > Approve Documents > Transaction to Approve

 


ACTION REQUIRED:

Approve or Deny the document, adding comments as needed

Manager Approval Screenshot


 

 The supervisor has several actions steps throughout the APPROVAL process which are not prompted by the system. Be sure to follow the steps below in order to bring your team's performance evaluations to a completed status. 

  1. SUPERVISOR submits employee evaluation for Manager Approval
  2. MANAGER reviews and clicks "approve" on the Performance Document adding comments if needed
  3. SUPERVISOR clicks "share with employee" and meets with employee to discuss the evaluation
  4. SUPERVISOR clicks "request acknowledgement" on the employee evaluation
  5. EMPLOYEE clicks "acknowledge" on their evaluation
  6. SUPERVISOR clicks "complete" on the employee's evaluation

Looking for More?

FOR ALL EMPLOYEES


Follow the the link below to access Performance Development resources:

  • Time Sensitive Checklist
  • Step-by-Step Action Guide
  • Handouts
  • Suggested Supervisor Training Courses 

 

HR Employee & Labor Relations
Performance Development
and Evaluation. Know the Process

Questions?

 

HR ServiceNow

HR ServiceNow dashboard screenshot showing where to find the link