MassPerform Training, Resources, and Job Aids

Tools to support you throughout the performance review cycle.

Welcome to MassPerform! Below you will find information, guides, and tools to help you navigate the new performance management process.

MassPerform Overview

• MassPerform Program Guide & Toolkit
• Intro to MassPerform Training (required)
  • Please search Keyword “Intro to MassPerform” from MassAchieve Course Catalog.
  • DOC and MassDOT managers can access this training from their agency's learning platform.
• FY24 MassPerform Key Dates Overview
• Differences between ACES and MassPerform

Annual Kickoff

• Getting Started – Guide for Setting Expectations at Kickoff
• Manager Planning Tool – Setting Expectations
• On Demand Video: Kickoff Check-in
• MyPath Videos and Job Aids for Completing Kickoff Tasks: 
  • Manager Kickoff Task: Video Demonstration | Job Aid - Manager Kickoff
  • Employee Kickoff Task: Video Demonstration | Job Aid - Employee Kickoff
  • MyPath Job Aid - How to Transfer Past Expectations to a New Performance Review Cycle 

Ongoing Check-ins

• Getting Started - Guide for Conducting Ongoing Check-ins and Exchanging Feedback
• Manager / Employee Planning Tool – Check-ins
• MyPath Videos and Job Aids for Managing Expectations and Goals: 
  • Enter New Expectation: Video Demonstration | Job Aid - Enter New Expectation
  • Update or Cancel Existing Expectation: Video Demonstration | Job Aid - Update Or Cancel Existing Expectations
  • Enter New Goals: Video Demonstration | Job Aid - Enter New Goals
  • Update or Cancel Existing Goals: Video Demonstration | Job Aid - Update or Cancel Existing Goals
  • Memorialize Feedback from Check-ins: Job Aid - Add Comments to Expectations or Goals (Optional)
  • MyPath Job Aid - How to Update Goal Progress 

Employee-led Development (Optional)

• Getting Started – Guide for Employee-led Development (Coming Soon!)
• Employee Planning Tool – Development
• On Demand Video: Development Check-in 
• MyPath Job Aids for Development Plans:
  • Job Aid: Employee - Create a Development Plan
  • Job Aid: Manager - View an Employee Development Plan

Wrap Up Phase

• On Demand Video: Wrap Up Check-in 
• Rating Definitions and Tips for Wrap Up
• MyPath Videos and Job Aids for Completing Wrap Up Tasks:
  • Employee Wrap Up Task: Video Demonstration | Job Aid - Employee Wrap Up
  • Manager Wrap Up Task: Video Demonstration | Job Aid - Manager Wrap Up
  • MyPath Job Aid - Return a Submitted Employee Performance Reflection for Revisions
  • MyPath Job Aid - Update Expectations and Goals During Wrap Up
  • MyPath Job Aid - How to Electronically Sign the Performance Review Form
  • MyPath Job Aid - How to Print Your Performance Review 

Job Aids & Other Resources

Other MyPath Task Job Aids:

• MyPath Job Aid - Manager Add or Remove CoPlanner
• MyPath Job Aid - Manager View Employee Action Item and Goal Status
• MyPath Job Aid - Standard Reports for Managers and Coordinators
• MyPath Job Aid - Dashboard Reports for Coordinators
• MyPath Job Aid - View Your Action Items or the Task Status for Assigned Reviews
• MyPath Job Aid - View Expectation and Goal Status for Direct and Indirect Reports
• MyPath Job Aid - Access Current or Completed Performance Tasks
• MyPath Job Aid - View an Employee's Action Items Without Proxying
• MyPath Job Aid - View HRCMS Data in MassPerform
• MyPath Job Aid - Agency and Secretariat Coordinators Only: Add, Advance, or Update Expectations

Conversation Resources:

• Job Aid: Asking Questions
• Job Aid: Effective Listening - Summarize and Empathize
• Job Aid: The SARAH Cycle and 3 Triggers
• Turning Feedback into Change Training – Offered by Secretariats