Register to Attend a PERFORMANCE REVIEW TOWNHALL

HR has scheduled a series of town hall meetings for staff to review the changes and ensure they understand each step in the process. 


To register for one of these sessions, please select the best date and time below, click the link, and register for the session.


After registering, you will receive a confirmation email containing information about joining the meeting.


If you have any questions please contact your HR Business Partner via email at hrbp@ou.edu

Annual Performance Reviews


Performance management is an ongoing, continuous communication process between supervisors and employees about performance, goals, and developmental opportunities.  Supervisors are required to complete a performance review annually, although performance reviews may be given on a more frequent schedule. The University of Oklahoma's performance review and employee development system is designed to:
 
  • Encourage communication between an employee and their supervisor.
  • Assess past goal achievement and levels of performance.
  • Assist an employee and their supervisor in identifying future performance goals and objectives.
  • Serve as a basis for professional development planning.


Click here to log in to complete your annual review:

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Annual Review Timeline

The review process occurs once a year between January and March. The 2024 Calendar Year process is outlined below. 

Employee Self-Review (Begins 11/19/24 and Ends 1/6/25)

  • Rate each competency
  • Rate each 2024 goal
  • Enter 2025 goals
  • Use the overall comments section to provide examples related to your self-review of 2024 performance.
  • Once employee submits their self-review, notification will be sent to supervisor to begin the next step. (e.g. Employee submits self-review on Jan 5, the supervisor will be able to start writing the review on Jan 5).

 Supervisor Writes Review (Begins 1/6/25 and Ends 1/31/25)

  • Supervisor does not issue or discuss performance ratings at this step!
  • Rate each competency
  • Rate each 2024 goal
  • Enter 2025 goals
  • Use the overall comments section to provide examples related to your staff member's performance for 2024.

 Calibration Process (Begins 2/3/25 and Ends 2/14/25)

  • The following steps are used to review compliance with annual review standards and guide merit planning.
  • The first step is facilitated by the assigned Calibration Coordinators who share performance rating data with their leadership team.
  • The second step is facilitated by the Human Resources Business Partners who share performance rating data with Vice Presidents (Begins 2/14/25 and Ends 2/28/25).

 Supervisor Meets with Employee (Begins 3/1/25 and Ends 3/26/25)

  • Upon notification from Cornerstone:
  • Supervisors schedule and meet with employee to issue and discuss performance reviews.
  • In Cornerstone, supervisor electronically signs off on performance review, followed by the electronic sign-off by the employee.
  • All meetings and sign-off must be completed by March 26, 2025.

 Questions? Email hrbp@ou.edu

 

Annual Performance Review

Employees are reviewed based on competencies, department specific contributions, and goals. There are five core competencies, with two additional competencies for supervisor/managers, with overall ratings appearing on the annual review. The overall rating is established by weighting a combination of the competencies, department specific contributions, and goals ratings.

There are two key process improvements for CY24:

  1. Enhanced Rating Scale: A revised rating scale, moving from a 5-point to a 10-point scale, with two decimal places in the final score to allow for greater differentiation among scores.

  1. Merit Tier Designation: A new, distinct Merit Tier designation has been created, separate from the overall performance score. Note: A merit tier assignment does not guarantee a merit increase. Merit increases are subject to BOR approvals, see https://hr.ou.edu/FY2026-Staff-Merit-Salary-Program.

Process for Merit Designation

  1. Initial Calibration: Senior Leaders will calculate the allocated number of employees in each Merit Tier (10% in Merit Tier 3 and 25% in Merit Tier 2) based on the total number of employees within each Calibration Group.
  2. Initial Calibration Sorting: At this stage, Calibration Coordinators will sort the scores for their calibration group from highest to lowest. Based on the allocated number for each Merit Tier and in consultation with the Senior Leader, the Calibration Coordinators will assign the appropriate Merit Tier for each employee.
  3. Final Calibration and Tier Approval: Central HR will review overall tier distribution to confirm alignment with the required stacked merit distribution before releasing reviews for supervisor and employee meetings.

Employee Self-Review

The employee Self-Review allows staff member to provide input into their performance before the supervisor completes their review. Employee Self-Review is optional for CY24 and if staff elect to complete a self-review, they must do so by January 6, 2025. Employees can select ratings for their performance on each rating area with the opportunity to provide comments associated with overall performance to support their selected ratings.

Supervisor Performance-Review

The supervisor’s Performance Review of their direct reports captures the staff member’s contributions and accomplishments for the performance period, recording ratings and comments. The employee, supervisor, and college/division leadership will have access to view the results of the Annual Performance Review. 

Top Tips

When completing the Employee Self-Review and Supervisor Performance Review steps, be sure to:

  • Reflect on goal/overall job accomplishments and document examples of work.
  • Start each rating exercise at 5.0 - Use work examples as justifications to either increase or lower the rating.
  • In the Overall Comments, provide information to support ratings for each competency. Reference work examples to help provide justification for each rating.

Questions? Email hrbp@ou.edu

 

Calibration Process

The Calibration Process is a pause after the supervisor Performance Review but before supervisor meets with the employee. This pause provides leadership an opportunity to review performance review data. Leadership will use this data to track compliance with annual review standards, guide merit planning, and to solidify workforce development strategies with special attention to the top performers and contributors with identified growth opportunities.

The Calibration Process occurs at two points in the annual review process:

  1.  Merit Tier Assignment: At the College/Department level, the Calibration Coordinator shares review data with the Executive Officer or Senior Leader (who may elect to include other members of the leadership team) and then includes a Merit Tier Recommendation for each employee.
  2. University Calibration: HR Business Partners review the university-wide data and partner with Executive Officers or Senior Leaders as appropriate.

At these points in the process, leaders should:

  • Address annual review compliance and data trend issues.
  • Discuss talent development strategies for top performers and t team members with identified growth opportunities.
  • Discuss data trends and the potential merit compensation distribution.

Questions? Email hrbp@ou.edu

Issuing the Annual Review

At the conclusion of the Calibration Period, supervisors will receive an electronic task via email to have a performance review meeting with each of their direct reports. This meeting is when you review successes and areas of development with your employee. It is important to remember that these meetings should be an interactive discussion that gives the employee an opportunity to be directly involved in their professional growth. They can help identify areas of success and growth, address ongoing issues, and leave the meeting feeling like their work is noted and appreciated. The steps include:

  • Prepare ahead of time and be intentional with what you say.
  • Schedule a one-on-one meeting with each of your direct reports.
  • During this one-on-one meeting, discuss your review and ratings of their performance, identified achievements, development opportunities, and goals established for the current year. Be open to suggestions or changes that can be added in the comments section.
  • At the conclusion of this meeting, the Supervisor will electronically sign the review.
  • Once the supervisor has signed off, the employee will receive an electronic notification to sign as well.
  • You will need to monitor that your staff completes the sign off task.
  • Once the employee has signed the Annual Performance Review process is completed.

Top Tips

When completing the meeting and sign-off of the Annual Performance Review, be sure to:

  • Be prepared to discuss your rating and expectations. Use work examples to support ratings.
  • Reflect on goals for the current year.
  • Prepare ahead of time.
  • Meetings should be one-on-one.

Questions? Email hrbp@ou.edu

Frequently Asked Questions

Q. What internet browser should I use to access the Cornerstone system?

A. Chrome or Firefox are acceptable browsers to access Cornerstone; Microsoft Edge is not recommended.

Q. I saved my goals as a draft. How do I change them out of draft status and submit them?

A. There should be a dropdown box to the right of your goal. If you choose edit, there should be a submit button at the bottom right-hand corner. 

Q. How has the Annual Performance Review process changed?

A. The annual performance review has transitioned from a five-point rating scale to a ten-point rating scale. The ten-point scale allows managers to better reflect differences in performance, giving employees a clearer picture of how they are doing. With more rating options, managers can provide feedback that is more aligned with real performance, avoiding the limitations of a smaller scale. 

Q. Who will this change impact?

A. This update will affect regular benefits-eligible staff.  Temporary, occasional, PEAK staff, student employees, and faculty are not included in the online performance management process.

Q. How will this change impact the cadence and process of performance reviews?

A. Staff will be required to complete the self-review prior to the supervisor’s review. Timelines have been shared on the HR website here.  

Q. How many goals am I required to submit?

A. Employees are encouraged to have 3-5 goals submitted in the system. Having multiple well-defined goals is essential for an accurate assessment of your performance.

Q. How long do people have to submit goals?

A. Employees can add goals at any time during the year; however, they'll need to add them to the system before starting or submitting their annual self-review to their supervisor.

Q. Are my previous goals or performance evaluations available in Cornerstone?

A. Yes, the goals you entered into Cornerstone for CY2024 will be in the system. In addition, if you received an annual review for CY2024, you can find a copy of it in Cornerstone.

Q. Are goals standardized across the university for same/similar job titles?

A. No, although individuals may hold the same/similar job title in different colleges and/or administrative offices, the expectations for the individual could be significantly different based on the employee's duties and responsibilities, department objectives and performance standards, the employee's knowledge, skills, and abilities.

Q. How do I know if my supervisor has revised my goal?

A. You will receive an email notifying you that the goal has been changed. You can view your goals in the system and using the dropdown menu view the history.

Q. How do I find something in Cornerstone?

A. First, try to access the training resources via the Get Help (link is external) button on the Cornerstone Welcome where you can find help documentation and videos. Or, consider attending an information session or office hours to see live demonstrations of the system.

Q. I can't see/do a specific feature in the system. Who do I contact?

A. Contact the HR Business Partners at hrbp@ou.edu.

Q: Do I have to use an electronic signature?

A: Yes, electronic signatures are required. Paper copies off the electronic performance review will not be accepted.

Q. What if my employee does not speak, read, or write English?

A. Departments can work with their own personnel to assist with translation where needed. Browsers such as Google offer page translation, which will translate the page information into the language of their choice.

Q.  Do employees new to the university in the previous calendar year need to complete a performance review?

A. Employees hired on or after September 1 will not receive a performance review for that calendar year. 

Q. What is the calibration process?

A. The calibration process is a pause between when a supervisor writes the employee’s performance review and when the supervisor issues the performance review. During this pause, the calibration coordinator will evaluate the overall performance review ratings to determine supervisor compliance with the BOR directive stacked ranking distribution percentages and recommend the appropriate Merit Tier based on the performance rating.

Q. How are the Calibration Coordinators identified?

A. The Calibration Coordinators and identified by the Executive Officer (Dean/VP) for each college and administrative office.

Q. What is the direction from the Board of Regents regarding stacked ranking distribution percentages?

A. The stacked ranking distribution percentages are designed to reward employees based on their individual performance. Each Calibration Group reviews the overall scores of the employees receiving an annual review and can recommend the highest Merit Tier for the top 10% of overall scores, the second highest Merit Tier for the top 25% of overall scores, and the standard Merit Tier for the remaining scores at or above 4.50. Any overall score that is below 4.50 will not be eligible for a merit increase.

Q: How do I know what annual training is required for an employee? 

A: Full complete details, please visit the Required Training page here.

Q: How do I know if an employee has completed their required training?

A: There are two ways you can find this information. There is a report you can run in PeopleSoft using this path: Main Menu > OU MAIN MENU > Records > Reports > Training Report. However, only departmental users have access to this feature. If you do not have access, please reach out to the HR and/or Finance person in your area. If you need help running the report, please consult this job aid. The other way you can gather this information is to ask your employees to send you their training report. Every employee can go to PeopleSoft and on the Employee Self Service main page, click on “Training.” From there you can view your training history and then print the page or take a screenshot and send to your evaluator.

Q: I’m a faculty member, why am I receiving this email?

A: If you are a faculty member who does not manage staff, please disregard this message. Please contact your chair, dean, or the appropriate Office of the Senior Vice President and Provost for information about faculty evaluations.

Q: How are the different areas of the performance review weighted?

A: Performance reviews are weighted as follows:

  • University Competencies (42.50%)
  • Department Specific Contributions (15.00%)
  • Achieving Goals and Objectives (42.50%)

Q: My staff member was hired or changed jobs after September 1, 2023; are they eligible for a merit/salary increase in FY25?

A: Review the guidelines for the FY26 Staff Merit Program.

Contact

  • Norman: HR Employee Relations, 405-325-1826, NEL 253 
  • OKC Campus: HR Employee Relations, 405-271-2194, Suite 270 
  • Tulsa: Office of Human Resources, 918-660-3190, Room 3C24
  • All campus email: hrbp@ou.edu

Policies

University of Oklahoma Staff Handbook
7.1.4.2 Performance Evaluation, Formerly SHP 3.19