When a non-probationary employee transfers to another position within VCU:

The employee must complete the steps below prior to their last day of work in their former department:

1. Update progress on all SMART performance goals in Talent@VCU.
2. Change all performance goal end dates to the last date of work in the former department (Sign into Talent@VCU to review guides for specific instructions).
3. Change all goal weights to 0%.
4. Submit the changes to the manager for approval.
5. See the HR Professional for your school/unit with any questions.

The launching manager must complete the steps below prior to the employee’s last day of work in the department:

1. Update progress on all SMART performance goals in Talent@VCU.
2. Approve SMART performance goal end dates and weight changes.
3. See the HR Professional for your school/unit for questions.
4. Collaborate with the gaining manager, as appropriate, to finalize employee’s annual evaluation during the annual review process.

The gaining manager:

1. Meets with the employee within 30 days of their new position start date to discuss performance goals and objectives, and their expectations.
2. Confirms the new employee enters new performance goals with a start date of the first day of their new position, and an end date of the last day of the performance cycle (12/31).
3. Collaborates with the launching manager, as appropriate, to finalize employee’s annual evaluation during the annual review process.

NOTE: The annual review is a look back for the full performance cycle.  Both the launching and gaining managers are responsible for providing feedback and documentation on the employee’s progress, and contributing to the annual review in a collaborative manner.  Primary ownership of the annual review will remain with the manager who was responsible for the employee for the majority of the annual performance review period. The HR Professional in the employee’s current school/unit can assist with assigning the appropriate co-planners in Talent@VCU, as necessary.

When an employee transfers to a different state agency, the employee is responsible for the following the steps below prior to their last day of work at VCU:

The employee should complete the steps below prior to the last day of work at VCU:

1. Update progress on all SMART performance goals in Talent@VCU.
2. Change all goal end dates to the last date of work. (Sign into See Talent@VCU to review guides for specific instructions).
3. Change all goal weights to 0%.
4. Submit the changes to the manager for approval.
5. See the HR Professional for your school/unit with any questions.

The manager must complete the steps below prior to the last day of work for the employee when request is received in Talent@VCU:

1. Update progress on all SMART performance goals in Talent@VCU.
2. Approve SMART performance goal end dates and weight changes.

See the HR Professional for your school/unit with any questions.

Prior to the last day of work in their former department, the manager should meet with each of their direct reports and update progress on the performance goals for each employee in Talent@VCU.

The HR Professional should work with the reviewer for the employees and/or other department leadership to assign an interim manager, if a permanent replacement is not in place before the transferring and/or exiting manager’s last day of work.  

If the manager is transferring to a different role at VCU more than 60 days into the performance cycle, the manager could be assigned as a co-planner in Talent@VCU to complete the performance review process, or they may send their feedback and documentation for each of their direct reports to the new manager to be included in the annual performance review in Talent@VCU.

NOTE: The annual review is a look back for the full performance cycle. Both the launching and gaining managers are responsible for providing feedback and documentation on the employee’s progress, and contributing to the annual review in a collaborative manner.  Primary ownership of the annual review will remain with the manager who was responsible for the employee for the majority of the annual performance review period. The HR Professional in the employee’s current school/unit can assist with assigning the appropriate co-planners in Talent@VCU, as necessary.