It’s that time of year again! And what time is that? It’s the time when we ask you to:

• Assess your performance by reflecting on the progress made toward your 2023 goals
• Summarize your contributions to eMoney’s strategic priorities and business objectives
• Evaluate competencies
• Review your development plan(s) in DIG

These year-end reviews are an integral part of eMoney’s overall performance management program and are critical components in your professional development and eMoney’s continued success.

• Employees must complete their self-assessment in DIG by November 17.**
  • Reminder:Any employee who has an incomplete or late assessment may become ineligible to receive a base compensation increase and performance bonus.
• Once you submit your self-assessment in DIG, your manager will also complete an assessment based on your performance.
  • Manager assessments are due by Dec. 15, 2023.

**If you started on or after October 1, 2023, you are not eligible for a performance bonus for the 2023 performance year. However, you must complete a self-assessment. If you started on or after November 1, 2023, you are not eligible for a performance bonus or base compensation increase for the 2023 performance year, and will not be required to complete a self-assessment.

Resources for Completing Your Self-Assessment

• Click here to download the DIG User Guide to help you through the completion of your self-assessment.
  • Employees (non-people managers): Click here to watch a DIG tutorial/training session for completing your self-assessment.
  • Managers
    • A live training session is scheduled for Nov. 16. A meeting invite was sent at the end of October. If you need it resent to you, please contact PX@emoneyadvisor.com.
      • This WILL be recorded and made available.

Reviewing Goal Accomplishments and Evaluating Competencies

Goal Accomplishments

Goals make up 75 percent of your overall review. During the review of your goal accomplishments, you will be required to add comments and rate your performance using the following rating scale:

• Below Expectations– Performance failed to meet expectations in one or more essential areas of responsibility, and/or one or more of the most critical goals were not met. Immediate and sustained improvement is needed in one or more performance areas.
• Meets Expectations– Performance consistently met expectations in all essential areas of role and responsibility, at times possibly exceeding expectations, and the quality of work overall was very good. The most critical annual goals were met.
• Above Expectations– Performance consistently exceeded expectations in all essential areas of responsibility, and the quality of work overall was excellent and superior. Made an exceptional or unique contribution in support of unit, department, or company objectives. Successfully completed goals above the scope of role.

Competencies

Competencies make up 25 percent of your overall review. A competency is the combination of defined behaviors and measurable knowledge, skills, abilities and personal attributes that contribute to enhanced employee performance and development – ultimately resulting in organizational success.

Competencies are used as a baseline in your manager’s assessment of your performance at the end of the year and vary based on your role at eMoney – which break down into three levels with varying success measures/definitions. Click here to view the key success measures for each competency.

Need a refresher about why we use competencies? Click here to view the “What Are Competencies?” video.

To view any/all information listed above and for a complete 2023-24 performance timeline, please click here.

Additional Resources from Blue Ocean Brain to help you prepare:

• Assess Your Personal Progress
• Performance Defined
• Who, When, and How of Performance
• Rewrite Your Writing Skills
• Writing a self-evaluation: How to make the most of the process

If you have any questions, please reach out to the PX team by emailing PX@emoneyadvisor.com