Post # 1
I work for a financial institution and they recently put into place a twice a year review system. Prior to that we only did once a year, and prior to that (before I came) they were infrequent and very casual.
This year, we’re doing twice a year. We have to go online to this website/program and input the skills we want to develop. We evaluate ourselves out of 5 and then our managers do as well, after our review meeting. Once you’re done, you click that you accept it and it’s filed away.
For my mid-year review, I gave myself mostly 4/5, but a couple 5s and a couple 3s. We got an email from management that if we don’t want to have a sit down meeting, we don’t have to, we can just skip right ahead and click that we accept that we’ve had a meeting, and then we’ll move right along until year end.
Year-end is approaching and I hadn’t accepted my manager evaluation yet, so I went to do it (or else I can’t have my year-end). I saw that my manager gave me a bunch of 3s and 4s, with my overall score being 3. I was alarmed but thought maybe they did it this way so that there’d be room for improvement at the end of the year. I clicked accept because that was what we were expected to do.
I was told by my family that that was a huge mistake – I should never indicate that I accept anything I don’t agree with. 3.5 is almost a failing grade! My bosses are very happy with me and I’m certain I did better than that. Problem is, under company hierachy, my bosses (aka people I support) are not my official managers – the managers of the branch are. But they have no idea what I do on a day-to-day basis, so they really have no grounds to grade me unless they speak to my bosses – in which case they wouldn’t have given me that grade because my bosses and clients are very happy with me.
What should I do? I want to ask for a raise because I’ve reached 2 years of service (and got to raise last year, even though there’s inflation and my rent is certainly more!), but now they can pull this out and say, “You didn’t do so well last year, you don’t deserve it.” Also, if I were to switch positions internally, anyone considering me would see that I had such a poor evaluation!
What should I do???
Post # 3
Contact your HR department or manager and ask to have the in person meeting. Say that you accepted it on accident and have the face to face. Then, come prepared! Have a list of accomplishements and be specific. Examples:
Instead of “customers always say how nice I am!” say “Mrs. Jones and I have a great working relationship. I was able to help her with xyz and she otherwise would not have known about abc services we provide.”
To be honest, there is a chance that your review wasn’t given too much thought. Most managers do them on gut instinct and not on actual performance. You could get some of those 3’s bumped up with an in person meeting.
Post # 4
I really don’t think you can fix this easily. It’s November and you just now accepted your mid-year review? I’m a business owner and I would think you don’t care enough about your job if you are 5 months late in accepting you review.
Post # 5
@Sunflower–girl: No, management hadn’t done the online reviews until now; they do everything late. I accepted as soon as I was able to.
Post # 6
At least where I work, performance reviews are a total joke, and no one takes them seriously. It’s just something we all do because we’re told to. Are you sure you’re not reading a bit too much into this? It sounds like it’s a very simple system that also doesn’t actually mean anything.
Post # 7
If they did the mid-year reviews 4 months late, it is safe to say they put very little, if any, effort into the rankings. I would DEFINITELY have an in-person meeting to discuss. And there is a high probably that end of the year reviews will also be late, so I would do it now before you are waiting another 6 months to have the chance.
Also, you can’t improve without good feedback, so even if you agreed with your ranking, you should not skip the in-person review unless you got all 5’s because you need to know what to improve upon.
Post # 8
In my line of work a rating of 3 IS doing your job. It’s meeting expectations. I would take a look at the matrix before you start worrying.
Post # 9
Try not to think of it as a grading scale, like you’d receive in school… your work may very well have a different scale that they use. Just because you’re at like 60/70% of the possible points doesn’t mean that you’ are receiving a D or an F.
My old job used a different scale, and it took a lot of explanation, but I agreed with it. They saved 5s (on the 1 – 5 scale) for the truly exemplary employees – the people who had cut a process time in half, or saved the company many thousands of dollars, or led a new department, or something like that. Just showing up and slightly exceeding expectations doesn’t get you a 5, even if you’re truly doing a great job and are truly valued by the company. 4s were outstanding. 3s were “You’re doing a great job, keep it up”. 2s were “there’s room for development but the employee has potential”. Only a 1 or a 0 was really worth worrying about.
I have given myself 2s before, and I consider myself a great employee.
We’re so used to getting nothing but As in school for just doing all the work, not necessarily going above and beyond, that we’re a bit too accustomed to 70% being a nearly failing grade. Maybe your HR department just uses a different scale? If your behavior was truly problematic someone would have talked to you about it by now. It might be worth asking if they can share a ratings scale with you, though.
Post # 10
- Wedding: May 2014 - Madison, WI
I’ve been places where they told us, only one person a year gets a 5. That’s it, everyone else gets a 3-4 for good work. So it’s difficult to say what this means for you. I would have the face to face meeting. Seems like the best way to clear up any confusion.
Post # 11
Thanks, bees – I feel a bit better!
It’s just that I talk about career stuff with my aunt, who’s been in senior management for many years and she made it sound like it was a huge, terrible deal. Come to think of it, I’m coming to notice a pattern of feeling worse every time I talk to her about anything… :S
Will schedule an in-person meeting this time, though!