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San Jose Civic Gallery City Hall agenda intelligence

Matter CC 24-286

Non-Management Employee Appraisals Audit Report.

Labor & Employment Public Safety, Finance and Strategic Support Committee (PSFSS) Agenda Ready Introduced 19 Jan 2024
2 Documents on file 678 KB · 2 extracted · 2 AI summaries
File
CC 24-286
Type
Reports to Committee
Status
Agenda Ready
Requester
Unknown
Introduced
19 Jan 2024
Last synced
03 Jun 2026 · 08:20

The papers

01 528 KB

Memorandum

528 KB Extracted AI Summary
file a774f2f1-57e2-48fc-968f-f0dd164c218a.pdf sha 2b2202874bbc source unavailable

Official source link unavailable. The file was imported, but the current source metadata does not include a public document URL.

Generated summary AI-assisted

The report from the Office of the City Auditor addresses non-management performance appraisals in San José, highlighting the need for improvements in the appraisal process. As of June 30, 2023, approximately 74% of non-management employees had a current appraisal on file, but timeliness issues were noted, with 28% receiving appraisals more than 30 days late. Recommendations include establishing a notification process for outstanding appraisals, tracking part-time staff appraisals, and implementing automated workflows to streamline the process.

Key points
  • 74% of non-management employees had a current appraisal on file as of June 30, 2023.
  • 91% of probationary appraisals were completed or due compared to 70% of annual appraisals.
  • 28% of non-management staff received appraisals more than 30 days past the end of their appraisal period.
  • The Administration does not currently track appraisals for non-management part-time staff.
  • The report includes eight recommendations to improve the appraisal process.
Limitations
  • The text contains unresolved placeholders and missing information regarding specific details of the recommendations.
  • Some data estimates are based on incomplete records or assumptions.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 64,101 chars
Office of the City Auditor Report to the City Council City of San José NON-MANAGEMENT PERFORMANCE APPRAISALS: THE ADMINISTRATION SHOULD IMPROVE AND CLARIFY APPRAISAL PROCESSES Report 24-01 February 2024 This page was intentionally left blank Office of the City Auditor Joe Rois, City Auditor February 8, 2024 Honorable Mayor and Members Of the City Council 200 East Santa Clara Street San José, CA 95113 Non-Management Performance Appraisals: The Administration Should Improve and Clarify Appraisal Processes Staff development and performance feedback are encompassed in the City of San José’s (City) core values. The City Policy Manual provides guidelines for annual and probationary appraisals for non-management employees. In 2018, the Administration identified the performance measure “% of Non-Management Employee Performance Appraisals Completed on Schedule” as a key performance indicator for the Strategic Support City Service Area. The Administration set a target for 80 percent of non-management employee performance appraisals to be completed on schedule for FY 2022-23. The objective of this audit was to review non-management performance appraisals for timeliness. Finding 1: Nearly...
02 150 KB

Presentation

150 KB Extracted AI Summary
file 819a8d8e-5c21-4d51-bf4f-62bd47b5b172.pdf sha 656658c6fb38 source unavailable

Official source link unavailable. The file was imported, but the current source metadata does not include a public document URL.

Generated summary AI-assisted

The report from the City Auditor evaluates the non-management performance appraisal process, highlighting that as of June 30, 2023, 74% of non-management employees had a current appraisal. However, timeliness is an issue, with 28% of appraisals completed more than 30 days late. The report includes recommendations for improving the process, such as establishing notification systems, clarifying expectations for part-time staff, implementing automation, and providing training for supervisors.

Key points
  • Roughly 4,300 non-management employees as of June 30, 2023.
  • 74% of non-management employees had an appraisal in the prior year or currently due.
  • 28% of appraisals were completed more than 30 days after the end of the appraisal period.
  • 11% of appraisals were completed more than 90 days late.
  • Recommendations include establishing notification processes, clarifying expectations for part-time staff, implementing automation, and providing supervisor training.
Limitations
  • The text does not specify the exact date of the report's issuance beyond February 2024.
  • There are unresolved placeholders in the recommendations section.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 2,671 chars
Non-Management Performance Appraisals: The Administration Should Improve and Clarify Appraisal Processes A Report from the City Auditor Issued February 2024 http://www.sanjoseca.gov/auditor 1 Background • Roughly 4,300 non-management employees as of June 30, 2023. • The City Policy Manual provides guidelines for annual and probationary appraisals. • “% of Non-Management Employee Performance Appraisals Completed On Schedule” is a key performance indicator for the Strategic Support City Service Area. An appraisal being on schedule refers to whether it is conducted within 30 days of the end of the appraisal period 2 Finding 1: Nearly Three Quarters of Non-Management Employees Had a Current Appraisal on File; However, Timeliness Can be Improved • As of June 30, 2023, 74% of non-management employees had an appraisal in the prior year or had one currently due. • 28% of appraisals were completed more than 30 days after the end of the appraisal period; 11% were more than 90 days. • There have been instances where staff have gone extended periods without an appraisal. • Automation can help simplify and streamline the appraisal process. Recommendations: To improve the non-management...