Performance Management

This page provides information and resources related to performance management systems, policy and processes for UNC Hussman staff (SHRA and EHRA Non-Faculty). For information on faculty reviews, please browse the Faculty Resources section.

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Employee Eligibility for Performance Season

Employees who are eligible to participate in the annual performance review process are all permanent EHRA Non-Faculty and SHRA employees (part-time and full-time, permanent and time-limited) who have worked at UNC-Chapel Hill for at least 6 months prior to the end of the performance appraisal cycle (March 31). This includes new hires, probationary employees and transfers.

Employees who are not eligible to participate in the annual performance review process include faculty, student employees, temporary employees and EHRA Non-Faculty employees who follow an alternative performance appraisal procedure. Employees on leave for six or more months or on leave during the performance season and EHRA Non-Faculty and SHRA employees who have not worked for the University for at least six months do not receive the annual performance review.

For more information about eligibility and exceptions, see the Employee Performance Management and Appraisal Policy.

2024 Performance Management Season Timeline

Performance review season runs annually March through June. During this time, employees and managers review the past year’s performance and plan for the next year’s goals, completing associated tasks in Carolina Talent Performance.

The timeline below outlines the steps in the annual performance appraisal process for performance-eligible SHRA and EHRA Non-Faculty employees.

• March 15-31
  • Employees complete the optional self-assessment
• April 1 – April 30
  • Managers complete the 2023–2024 performance appraisal task
• Beginning April 1
  • Managers and employees begin to consider and collaboratively draft performance and development goals for the coming year (to be included in the employee’s performance plan)
  • Managers begin the 2023-2024 competency assessment for SHRA employees
• May 1–20
  • HR Representatives complete the HR Checkpoint and review appraisals for compliance
• By June 3
  • Managers complete any remaining 2023-2024 competency assessments for SHRA employees
  • Managers sign the employee appraisal and release it for employee review
  • Managers and employees meet for a performance conversation to discuss the annual appraisal and finalize performance and development goals for the coming year
  • Managers submit the employee’s performance plan in Carolina Talent, including employee performance and development goals for the coming year

See this Carolina Talent performance season timeline graphic for a visual representation of the annual performance process.

Annual Self-Assessment

An employee self-assessment task for the 2023-24 performance cycle was available to eligible employees between March 15 and March 31, 2024.

Are you a permanent staff member eligible for an annual performance appraisal? Each year, you have the chance to evaluate your accomplishments and growth areas by completing your optional self-assessment in Carolina Talent.

The assessment asks the following questions:

• Describe your accomplishments for the review period. As you do so, think about the people who are impacted by your work and note the outcomes you achieved for your customers, clients, communities or the University at large.
• Describe your performance on this review period’s individual and institutional goals. Include challenges you faced, what you learned and what you might do differently in the future.
• Complete any unit-specific self-assessment questions assigned by your manager or department (if applicable).
• Add any additional information that you would like considered for this review period.

Please take advantage of this opportunity to reflect on the past year and write an assessment that includes your most impactful accomplishments.

Performance Hub

Our new self-service platform, Carolina Talent Performance Hub, provides step-by-step guides, FAQs and additional support to help you complete your tasks in Carolina Talent Performance. This website is designed to provide helpful solutions that are accessible anytime and a user-friendly experience that facilitates self-service and learning.

In the Carolina Talent Performance Hub, you will find how-to guides with screenshots that walk you through some of the most common performance-related functions in Carolina Talent. These guides are grouped by topic and cover the following kinds of tasks:

• Getting Started | Key terms, employee snapshot, profile and more
• Managing Goals | How to create a development plan and how to create, copy, edit, delete, assign, approve and export goals
• Carolina Performance Tasks | How to complete the appraisal, performance plan and employee competency assessment; add/remove a co-planner; delete tasks; launch off-cycle tasks; and more
• Resources | FAQs, quick reference cards and how to submit a help ticket