Manager's Toolkit

The performance management process at Teachers College includes setting goals and clear expectations, providing meaningful feedback and ongoing coaching, self-assessment by the staff member, and performance discussions mid-year and year-end.

Regular and meaningful discussions between supervisors and employees throughout the year lead to stronger performance, better communication and engaged staff. 

• The first stage of the performance management process is setting clear, measurable and achievable goals. This stage should also include the formation of a personal professional development plan.
  • Performance Management: Setting Goals and Managing Performance (19:00)
  • Setting Team and Employee Goals Using SMART Methodology (2:05)
• The second stage of the process is the mid-year performance discussion to review progress toward goals, discuss any changes in priorities or support staff may need to achieve their goals.
  • Coaching and Developing Employees (1:03)
  • Providing performance feedback (2:40)
  • Managing Employee Performance Problems (1:09)
• The third stage is the year-end performance management discussion which is designed to provide clear feedback about the employee performance measured against the set goals.
  • Having a dialogue, not an evaluation (3:02)
  • How to optimally give performance appraisals (3:05)
  • Virtual Performance Reviews (46m 49s)
  • Managing High Performers (16m 26s)
  • How to handle poor performers (49m 35s)
  • Having Difficult Conversations - (1h 7m)

While it is important to follow the three stages of the process, an equally important part is to continuously check-in with staff and incorporate more informal, ongoing feedback conversations throughout the year. Regular and candid feedback can help create a culture where employees feel comfortable having an open dialog and seeking help and guidance.

Review the Performance Review Process section for additional information.

Teachers College's recruitment tool can be found by heading to the myTC portal. Click the Employee Resources tab, navigate to the Human Resources section and click the Recruitment Dashboard link. The materials on this page provide instructions to complete the recruitment process. Please call Human Resources at (212) 678-3175 for additional support.

Job Description Writing Guidelines

• The Position Description Guide is designed to provide support to hiring managers and supervisors when writing comprehensive job descriptions. Please utilize the job description template when writing job descriptions.

Job Description Template

• Job Description Template - This document provides a template form for creating job descriptions.

Review New Employee I-9 Status

• Hiring managers can email hr@tc.columbia.edu to check the Form I-9 status of new hires.
• Learn more about TC's I-9 and E-verify process here.

EPAFS

General Information and Tools

• Intro to SSB9 ePAFs - Originator & Approver Training
• Detailed Listing of ePAFs - SSB9
• Position Guidance for Additional Compensation or Job
• Determining a Position Number for a Pooled Position for a PT Employee
• Determining a Position Number for a Supplemental Compensation for FT Employee
• Additional Job or Compensation ePAF - Common Issues Guide

How To:

 Additional Compensation or Job

• Additional Compensation or Job - Salaried - SSB9
• Additional Job - Hourly - SSB9
• Additional Job - CWS - SSB9
• Additional Job - Salaried Student - SSB9
• Reinstate Job or Compensation - Salaried - SSB9
• Reinstate Job or Compensation - Hourly - SSB9

Adjustments to Active Jobs

• Salary Update - SSB9
• Hourly Rate Updates - SSB9
• *Salary Adjustment - Faculty FT Lecturer
• Labor Update - SSB9
• Hourly Rate or Labor update - Interim - SSB9
• Hourly Rate or Labor updates - Work Study - SSB9
• Timesheet, Leave Report Approver, and or Title Updates - SSB9
• Job Termination - SSB9
• Job Termination for Transfers - SSB9

College Work Study 

• College Work Study Transfer to Interim - SSB9
• Reappt - College Work Study - SSB9

Reappointments

• Reappt - Sem Based Community Teachers - SSB9
• Reappt - Sem Based Course Assistant - SSB9
• Reappt - Sem Based PT Instructional - SSB9
• Reappt - Sem Based RA TA - SSB9
• Reappt - Summer A, FT Faculty - SSB9
• Reappt - Summer B, FT Faculty - SSB9
• Reappt - Year Round (Salaried) - SSB9
• Reappt - Year Round (Hourly) - SSB9
• Reappt - Year Round - DRF - SSB9

Auto - Generating Reappointment Letters

• Auto - Generate Reappointment Letters for PT Instructors - SSB9
• Auto - Generate Reappointment Letters for Adjuncts - SSB9
• Auto - Generate Reappointment Letters for RA_TA - SSB9
• Auto - Generate Reappointment Letters for Course Assistants - SSB9
• Auto - Generate Reappointment Letters for Interim employees - SSB9
• Viewing Reappointment Letters in BDM

Paper PAFs

• Personnel Action Form (PAF) User Guide

General

• Recruitment Process Overview‌ – A high-level map that demonstrates the process from creating a job description to the completion of onboarding. 

Hiring Manager Guides

• Recruitment Training Guide – Full training guide with step-by-step instructions on how to hire an employee.
• We have broken down the full recruitment training guide into quick reference guides for various parts of the recruitment process. Please see below:
  • Creating a New Job Description
  • Job Description - Field & Tab Definitions
  • Selecting the Right Approval Workflow
  • Creating a Requisition
  • Requisition - Field & Tab Definitions
  • Adding Job Specific Questions to an Application Form
  • Generate Description for Job Posting
  • Posting a Job to TC Careers
  • Reviewing Applicants
  • Search Committee Member - Reviewing Applicants
  • Search Committee Chairperson - Reviewing Responses
  • Sending Reference Check Requests (Faculty Recruitment Only)
  • Reviewing Reference Check Responses (Faculty Recruitment Only)
  • Applicants - Selecting a Reason for Non Selection
  • Making an Offer - FT and PT Professionals
  • Making an Offer - FT Faculty and Lecturer
  • Making an Offer - PT Instructional
  • Making an Offer - All Other Pooled Positions
  • Reviewing New Hires
  • Closing Job & Reasons for Non-Selection

Job Description and Requisition Approver Guides

• How to Approve a Job – This document provides a quick reference on how to approve a job description and a requisition.

Summer Recruitment

• Summer Appointment Processing - This document provides a quick reference on how to process New Hires and First Time Summer Appointments (on applicable pooled positions).

ADA Guides

• Quick Reference Recruitment Guide (ADA) – ADA-accessible quick-reference instructions on how to hire an employee.
• How to Approve a Job (ADA)‌ – ADA-accessible quick reference on how to approve a job description and a requisition.