PM Help
This page provides an overview of important resources, key dates, tools and learning opportunities for employees and managers during performance season.
Carolina Talent Performance Hub
With step-by-step guides, FAQs and additional support to help you complete your tasks in Carolina Talent Performance, this new platform is built to ensure that you can find answers easily and efficiently. The Carolina Talent Performance Hub is designed to provide helpful solutions accessible anytime and a user-friendly experience that facilitates self-service and learning.
submit a help request via the Carolina Talent Service Request in the UNC help portal.
New Performance Season Webinars
Setting the Stage for a Successful Performance Conversation Webinars
Our new webinar series, Setting the Stage for a Successful Performance Conversation, supports you with practical tools and resources to enhance your performance process experience and make your conversations more effective and rewarding.
See the Learning Resources section below for the recording and slides:
Key Dates in the Performance Season
The timeline below outlines the steps in the annual performance appraisal process for performance-eligible SHRA and EHRA Non-Faculty employees. Please see the Carolina Talent performance season timeline graphic for a visual representation of the performance process.
March 15 – 31
Employees complete the optional self-assessment.
April 1 – 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.
Employees have 15 days following manager submission to acknowledge the performance plan and SHRA competency assessment in Carolina Talent. If a manager makes submissions on June 3, employees will still have 15 days for acknowledgement.
Learning Resources
To support employees and managers this performance season, here are some on-demand learning resources on key topics.
For all performance-eligible employees
- Setting the Stage for a Successful Performance Conversation employee webinar recording (83 minutes) | employee webinar slides (pdf)
Goal-Setting
- Setting Team and Employee Goals using SMART Methodology | LinkedIn Learning (55 mins)
- Setting Goals Quick Reference Guide (PDF, Onyen login required) | Carolina Talent
- Setting Career Goals at UNC | e-learning (30 mins)
- Defining and Achieving Professional Goals | LinkedIn Learning (27 mins)
Feedback
- Giving and Receiving Feedback | LinkedIn Learning (28 mins)
For managers
- Setting the Stage for a Successful Performance Conversation manager webinar recording (90 minutes) | manager webinar slides (pdf) | Manager Q&A Session (PDF)
Goal-Setting
- Performance Management: Setting Goals and Managing Performance | LinkedIn Learning (20 mins)
- Setting Team and Employee Goals using SMART Methodology | LinkedIn Learning (55 mins)
- Setting Goals Quick Reference Guide (PDF, Onyen login required) | Carolina Talent
- Giving Performance Feedback | e-learning (30 mins)
- Giving Performance Feedback Quick Reference Guide (PDF, Onyen login required) | Carolina Talent
- Delivering Employee Feedback | LinkedIn Learning (30 mins)
How-Tos in Carolina Talent Performance
Use the links below to open topical lists of step-by-step instructions with screenshots of how to complete performance-related tasks in Carolina Talent.
- 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
Questions?
Join us for office hours through April 30:
Tuesdays 10-11 a.m. on Zoom & in person
& Thursdays 2 – 3 p.m. on Zoom.
Visitor parking available in Overflow Lot R1/R2; upon arrival, please pick up an overflow parking permit at the Reception Desk in Suite 1500.