R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 2015 Year-End PDP Overview People Managers.

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Presentation transcript:

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B Year-End PDP Overview People Managers

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Agenda 2 Learn key timelines and responsibilities Understand Hawaiian Airlines’ approach to performance Have a clear picture of how to evaluate performance Be equipped to have meaningful performance conversations Know how to navigate the Halogen Tool As a result of this session, you will:

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Performance at Hawaiian Airlines 3 Know WHAT To Do Know HOW They’re Doing Know WHERE They’re Going Set goals Clarify expectations Discuss “what good looks like” for your employee’s role Review and discuss accomplishments Identify opportunity areas Solicit and share feedback Establish development goals to support career interests and plans Prepare to set goals for the next review period PDP (Performance Development Plan) is HA’s Performance Management process for setting goals and assessing performance

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” The goal of performance at HA is to motivate people and yield better business results through ongoing feedback and development 4 Provide feedback to motivate stronger performance Develop people and help them learn quickly Create a process that reflects our dynamic and changing business Focus on our people to learn and grow Respond to the needs of our growing and diverse workforce Ensure time spent during Performance Reviews are high value

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” What’s different from the 2014 Year-End Review? 5 Simplified rating from 4-point scale to: – Exceptional Performance – Performing – Needs Improvement Simplified to one overall rating (individual goals and competencies are no longer rated) No forced rating distribution Strengthen focus on the conversation Developed training resources (e.g., Quick reference guides, Computer Based Training [CBT] for employees)

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” PDP Process and Timeline 6 Employees hired on or before September 1, 2015 will receive a year-end PDP PDP Form available in Halogen Employee Self- appraisal Manager Assesses Employee Review Discussion Employee Sign-Off Nov 16Due Nov 27 Due Dec 20* * PDPs with “Exceptional Performance” ratings are due Dec 4 Due Jan 15 Due Jan 29

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” WRITING THE PERFORMANCE REVIEW 7

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Writing the review 8 Incorporate a balanced view: Be clear on how your direct report exceeded, met, or did not meet expectations Recognize your direct report’s strengths and what you want to see more of in the future Consider learning/growth (e.g., expanded responsibilities, stretch- assignments, etc.) The review should be a balance of assessing the past year and focus on future development

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Assess your employee… 9 Needs Improvement Performing Exceptional Performance Consistently exceeds goals and gets results. Demonstrates mastery in competencies that are critical to role. Gets things done the right way. Consistently accomplishes the goals and duties that are assigned, and demonstrates the right behaviors. Does not achieve multiple goals, and performs below what is needed or expected for someone in this position.

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” To achieve “Exceptional Performance”… Consistently exceeds goals and gets results Exceeds 3 of 4 challenging goals established for the year Exceeds goal targets for 3 out of 4 quarters No significant missteps on a major project Demonstrates mastery of competencies that are critical to the role Gets things done “the right way” Behaves with integrity and respect for coworkers Actively supports collaboration across the company Helps others achieve their goals For people managers, leads an engaged team (Na Leo) and takes active ownership of the development / PDP process 10 AND

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” EFFECTIVE PERFORMANCE CONVERSATIONS 11

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” The Review Discussion Schedule the meeting Set the tone Review effective contributions Discuss and clarify growth & learning areas Share the PDP Thank them and close out the conversation

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” 1. Schedule the meeting Calendar the meeting in advance Avoid rescheduling Reserve a neutral / private space Set expectations on what they need to prepare 13

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” 2. Set the tone Put them at ease Provide conducive seating Thank them for preparing Lay out agenda Ask if they have any initial questions 14

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” 3. Review effective contributions Have them share their assessment Share your assessment Provide specific examples Acknowledge and validate 15

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” 4. Discuss and clarify growth & learning areas Have them share their growth opportunities Share your assessment Provide specific examples Acknowledge and validate 16

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” 5. Share the PDP Share a copy of the full PDP Allow them time to review Provide the opportunity to ask questions 17

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” 6. Thank them and close the conversation Thank them for their work and contributions Discuss what to expect next 18

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Pitfalls to avoid 19 Surprises: there should be no negative surprises for the employee during the conversation Halo and Horn: avoid interpreting employees’ behavior in light of our more general opinion of them; our perceptions are strongly influenced by whether we like people or not Recency Bias: avoid rating employees based on their most recent behavior. Consider the actions and behaviors demonstrated throughout the entire year Excessive Strictness/Lenience: avoid rating all direct reports as high or low Damaging morale/relationships: avoid feedback that’s overly negative and not delivered with respect; lack of respect can destroy trust and result in defensive behavior

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” NEXT STEPS 20

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Next Steps 21 Complete your own Self-Appraisal by November 27 th Prioritize and complete PDPs for your employees by: December 4 for “Exceptional Performance” December 20 for “Performing” and “Needs Improvement” Schedule the performance conversation with your direct report(s) and complete the conversation by January 15. Ensure your direct reports sign off on their PDPs by January 29

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Additional Resources 22

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Additional Resources (cont.) 23

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Additional Resources (cont.) 24

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Who to contact Employee specific questions – Halogen/PDP form or process questions – Training tools/resources – Alish Roarty or Amy Sullivan 25 Luana AionaLynn SanNicolasMelodi PieperSharon Saiki IT Sales & Marketing o Cargo o Planning & Revenue Management o Sales & Alliances Strategic Procurement o Supply Pass Travel Investigations – Pilots only Flight Ops o SOCC o Dispatch In-Flight Ops Planning & Scheduling Performance Engineering Safety, Security, & Compliance Training & Development Accounting & Finance Corp Communications HR Legal Maintenance & Engineering ACS Pass Travel Investigations – non-Pilots

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” HALOGEN TOOL DEMO 26

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Halogen Workflow 27 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Log-in screen 28 Username defaults to your employee number with no leading zeros. (Example: if an employee’s ID number is 1234, the Username is 1234 and not )

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Open the Review 29 Once your Direct Report completes their Self-Appraisal, you will see their form in your My Tasks section of the Home page. You will NOT be able to complete the PDP until your Direct Report completes their Self-Appraisal. Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Navigating the form 30 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Navigating the form – Print icon 31 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Navigating the form – PDF icon 32 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Navigating the form – Spell Check 33 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Navigating the form – Check Language 34 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Navigating the form – Split Screen 35 Employee Records Profile Goals Development Plans Feedback Job Descriptions Past Appraisals Documents Employee Records Profile Goals Development Plans Feedback Job Descriptions Past Appraisals Documents Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Navigating the form – Ratings Guide 36 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Completing the form – Goals 37 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off Reminder: Copy and paste content into this area!

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Completing the form – Competencies 38 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off Reminder: Copy and paste content into this area!

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Completing the form – Overall Rating 39 Reviews with an “Exceptional Performance” rating must be submitted by December 4th Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Completing the form – Development Plan 40 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Submit the Review 41 Once you click submit, the form will no longer be editable. You can still view the form. Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Title alignment Horizontal: 0.32” Vertical: 0.15” Conduct your performance conversation by Jan 15, TIP: If you want to share the performance review content with your employee before your discussion, PDF the form and share a copy.

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Send the review to your direct report 43 Once you have completed your performance review conversation, submit the form to complete the process.

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Add comments 44 Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Body alignment Horizontal: 0.32” Vertical: 1.44” Title alignment Horizontal: 0.32” Vertical: 0.15” Submit Form 45 Once you click OK, the form will no longer be editable. Your comments and rating will now be visible to your employee Employee Self Appraisal Manager Review HR Review Discussion/ Manager Comments Employee Sign-Off

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Title alignment Horizontal: 0.32” Vertical: 0.15” Viewing your direct reports’ appraisals 46

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Title alignment Horizontal: 0.32” Vertical: 0.15” Viewing your direct reports’ appraisals 47 These display the employee’s Self Appraisal

R 0 G125 B 177 R 78 G 47 B 145 R 185 G 50 B 147 R 245 G132 B 107 R 255 G234 B 83 R 123 G193 B 67 R149 G169 B 202 Mahalo! Questions?