Carnegie Mellon University

Performance Management and Merit

The performance management process at Carnegie Mellon University is designed to optimize individual job performance and tie that performance to the attainment of the university’s vision, mission, and goals. Through increased collaboration between supervisors and their employees in a Pay-for-Performance culture, the university will support and motivate employees in their efforts to develop professionally and effectively accomplish the work of the university.

Timeline

Dates Activity 
July Employee goal setting and supervisor approval of goals
October - November Mid-year review (optional)
March Self-evaluations followed by supervisor evaluations 
Early April Calibration
Late April One-on-one performance meetings between employee and supervisor
May - June Merit decisions made (if merit is available)
*This is just an estimated timeline. Detailed timeline and deadlines will be communicated to your college/division throughout the process. 

Resources

The following documents are resources for employees and supervisors on performance management and the process in Workday.

Employee

Guidance Documents

Supervisor

Guidance Documents

Employee

Guidance Documents

System Guides - Workday

Templates

  • Goal Template [docx]
    Guides staff members and supervisors through the components used to create or modify a goal in Workday. Text from the goal, description and milestone sections of the completed template can be copied and pasted into Workday.

Training Items

  • Goal Setting Self-Paced Tutorial
    This recording provides information regarding best practices on establishing goals as well as a step by step tutorial of how to enter and complete goals in Workday. Once you log into in FocusU, enroll to save the tutorial to your learning plan and then launch the tutorial.
  • Goal Setting Training PowerPoint [pdf]
    This PDF provides the PowerPoint slides that were used during the Live Zoom Goal Setting trainings in June and July 2021.

Supervisor

System Guides - Workday

 

Employee

System Guides - Workday

  • Performance Management Annual Review — Employee [pdf]
    This document provides detailed instructions for completing your self-evaluation using Workday’s Self-Evaluation Guided Editor, your employee acknowledgement (an acknowledgement that you and your supervisor reviewed and discussed your performance evaluation) and how to view, save and print your annual performance review.

Templates

Supervisor

Guidance Documents

System Guides - Workday 

  • Performance Management Annual Review — Supervisor [pdf]
    This document provides detailed instructions for conducting your evaluation using Workday’s Guided Editor, calibrating overall performance ratings, updating a performance review and overall rating, releasing the performance review to your employee once the performance review discussion has been completed, completing your supervisor acknowledgement (an acknowledgement that you and your employee discussed your performance evaluation) and confirming your employees’ performance-based merit increases.

Templates

Supervisor

Guidance Documents

Employees

System Guides - Workday

Templates

  • Personal Information and Signature Page [docx]
    This page is intended for use by employees and supervisors in areas not participating in the Performance Management pilot who would like to use the Performance Management templates to manage goals and performance evaluations outside the pilot program and Workday. Please complete this page and attach it to your Goal Setting, Employee Self-Evaluation or Supervisor Performance Evaluation. This page is not required for pilot groups as goals, self-evaluations and supervisor evaluations must be entered into Workday.

Supervisor

Mid-Year Review

  • Mid-Year Review Template [docx]
    Guides supervisors through the components of a mid-year review to check in on an employee's progress halfway through the performance year.

Provisional Period

Stay Interviews

System Guides - Workday

  • Uploading a Document Quick Guide [pdf]
    For Supervisors: Provides instructions on how to upload a document in Workday as a supplement to information entered during the goal-setting and/or performance evaluation/rating processes.

Templates

Employees

Presentations

  • SEI Goal Setting for Employees [pdf]
    This presentation provides an overview of the performance management process and specifically addresses goal setting as part of the annual process or when ad-hoc changes are needed. Refer to guidance documents for step-by-step instructions to complete goal setting activities in Workday.

Supervisors

Guidance Documents

  • SEI Provisional Period Guide for Supervisors [pdf]
    Outlines the process and online form for supervisors with new employees. The supervisor completes a provisional review in Workday at three months and six months. Please note that only SEI is using this functionality as part of a pilot.

Presentations 

  • SEI Goal Setting and Provisional Period for Supervisors [pdf]
    This presentation provides an overview of the performance management process and specifically addresses goal setting as part of the annual process or when ad-hoc changes are needed, supervisor review and approval of goals and provisional period reviews. Refer to guidance documents for step-by-step instructions to these activities in Workday.

All Templates