Technology Credit Union Performance Evaluation Software

1. Technology Credit UnionPerformance Evaluation Software 2007

2. Challenge of Performance Management • Aligning corporate culture and employee performance with business strategy. • Software tools available did not make sense for Tech CU.

3. Features and Functionality • PFE- Performance Evaluations is a web-based application that allows managers at Tech CU to create each employee’s 90-day or annual appraisal quickly and easily. • Designed by a blend of CU professionals specializing in operations, performance management, employee development, and appraisal administration.

4. Components • Objectives from last review • Basic role • Future objectives • Living the Tech CU values • Free form comments • Score calculations and merit salary adjustments • Log notes • Reporting features

5. Flexibility • Users can have multiple reviews open at once- ensures consistency and fairness. • Information can be copied from one review to another with one click, eliminating the need to re-type text that may appear in multiple evaluations. • Application includes the ability to spell check all text within the review at any time. • On screen access to employee Self Evaluation. • Multiple View choices to see only what you want to see

6. Administration • Application uses a queue system that allows for streamlining of the evaluation workflow. • Queue shows a quick view of review status. • Ability to route an evaluation from one user to another. • Confidential means of administering and approval without need for emails, phone calls, and inter-office paper.

7. Success Measures • Customization • User Friendly • Efficiency • Administration Ease

8. User Responses • Whoopee! • The system is better than what we have been using for the past several years. • Light years better than past • Review process was easy and worked well • Much quicker to complete the evaluation • What a positive change