How do I create a performance plan (aka work plan)?

The SHRA Performance Plan process consists of three steps, pictured below. The process begins with the Supervisor and Employee working together on Creating a Performance Plan

Performance Plan

Follow the steps below to create a performance plan.

  1. From my.charlotte.edu, navigate to the Employment & Benefits section and click the Performance Planning hyperlink as pictured below

Employment & Benefits

2. Click on the ellipsis in the top left corner of your screen and select UNC Charlotte Employee Portal as pictured below

Click on the ellipsis in the top left corner

3. Select the Item for the desired employee with the description Performance Plan Creation

4. Complete the first tab section titled Institutional Goals by entering a weight for each corresponding institutional goal and any specific standards of performance if desired

5. Complete the second tab section titled Individual Goals by entering three to five individual goals and their corresponding percentage weights

6. Complete the third tab section titled Career Development Plan by entering/editing at least one career developing activities associated with the specific employee

7. Complete the fourth tab section titled Evaluation Methods by selecting as many evaluation methods as needed

8. Select Complete to send the Performance Plan to the Next-Level Supervisor to review

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