Faculty Affairs

Annual Performance and Merit Review


The Elements Faculty Reporting Tool is used for the faculty annual performance and merit review process (APR). Activity records from the Elements faculty homepage profile are prepopulated in sections of the APR Stage 1: Record. This includes scholarly & creative works, grants, service & engagement, and learning & teaching activities.

APRs are based on a calendar year (January 1–December 31), so only records dated within that year or records without dates (ongoing activity) are included. To ensure an accurate APR document, Elements homepage profiles should be updated before beginning the APR process.

Once in the APR, faculty are requested to review and verify activity records for accuracy and attach a current CV (following department/ school head guidance on CV format). Individual department/school heads have flexibility in determining how faculty and reviewers provide narrative responses and attach other supporting documents. Not all units will use every section of the exercise.

At this time, there are no plans to use Elements for the promotion and tenure process.

  • Recommended steps for faculty to complete the annual performance and merit review exercise in Elements:
    1. Curate 2025 activity data in the Elements homepage modules before entering the Annual Performance Review Stage 1 – Record. Ensuring the 2025 data are accurate in the homepage first will make the review process smoother and more efficient.
    2. Watch the training video for Elements Stage 1 – Record in SuccessFactors
    3. Use available resources. Upon accessing the Stage 1 – Record in Elements, refer to the hints and training links displayed at the beginning of each section.
    4. Verify prepopulated information. In each section of Stage 1, scroll to the prepopulated data and confirm the accuracy and completeness of the record.
      • If a prepopulated record needs to be edited, exit the review exercise and make changes directly in the Elements homepage modules before returning to Stage 1.
      • If a new record needs to be created, exit the review exercise and create the record on the homepage profile. When the user returns to the APR, the new record will be available as an additional selection that can be added to the APR.
    5. Complete the narrative sections and upload attachments according to the specific guidance provided by the department/school head.
    6. Prepare narratives in advance. Narrative sections are open text boxes with no character limits and no formatting capabilities. Faculty may find it helpful to draft their narratives in a Word document for proofreading and editing prior to entering the information into Elements. Text can then be copied and pasted into the open fields.
    7. Complete the S-4: SEA 202 and S-4 Teaching Productivity sections
    8. Attach a current CV in the format specified by the department/school head. The CV should be uploaded in the final section of Stage 1.
    9. Submit the completed Stage 1 – Record by the deadline established by the department/school head.
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