#performancereview

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Co-Worker Feedback

These co-worker feedbacks really make no sense. I chose people I thought liked me. I gave everyone 5’s regardless of how I felt because I’m not doing BNY’s dirty work. But dang this thing has really made hostile feelings amongst the group and lots of gossip about who we think said what. My reviews were above average in total. I don’t like a couple things that were said, but now I’m thinking if I get the person who I’m suspecting said certain things, I need to be a little more honest for the next round. The top says “anytime feedback.” Can I add gripes all year long?


Mid-Year gone

So now, instead of mid years, we can all expect two required check-in meetings both to occur in june and july.

No feedback is solicited from the employee for this, and your manager can only rate you as 'meets' or 'does not meet.' There will be a dashboard about how you are trending based on no metrics available for the general population to see.

In the stacked ranking world that we all still live in they have removed exceeds and consistently exceeds because those don't exist anymore. As for consistently does not meet, you're just sh--e out of luck and fired. Instead you either fail, or you're acceptable.

No path to improvement, no mention of coaching or development. Just a very easy way to get rid of people not liked. It does not help. The article is written like sh--e and probably using m dash prompts because its incoherent, just like me. Fu-k you, WF.


Ignites Article Today

BNY Used RTO, Performance Reviews to Cut Jobs: Ex-Staffers

The firm has consistently reduced its headcount for the last six quarters, regulatory filings show. Former employees told Ignites how they were pushed out due to unexpected poor performance reviews and forced relocations without benefits.


Mid-year Request from AVP

How concerned would you be about RIF of your role, if your team received a request from your AVP for individual mid-year accomplishments to be sent to them in a doc, 2-3 weeks before the official Mid-Year Accomplishments submission portal is open?
To me, it signals more of a 'why should we keep you' than an official performance appraisal, but maybe I'm paranoid.


To Someone Wants to Switch Team

Make sure you do some research on the team before making a switch. I’ve heard of teams with ongoing management concerns, including one where the manager has been out on maternity leave for extended periods almost every year for the last 3-4 years and then returned to take credit for the team’s work. There’s also another team where employees were reassigned primarily so they could be given poor performance reviews and eventually laid off. You definitely want to avoid ending up in an environment like that.


Focal

Thoughts on yearly self review. Is it pointless? We have been told no raises again, so is it to continue to weed employees out. Not new to Oracle 13 years some great, some awful. Just trying to pay my bills while looking for something new.. Peace and love.


Mid year ratings

Let the fun times begin cause it’s almost upon us. Who wants to place bets that we will see a repeat of last year with falsifying ratings so they can terminate people based on bogus performance? Then Robbie can look amazing for saving the bank millions without saying how


New manager already said not to expect salary increase in the coming P. review. This will be the 6th year hearing this same massage....

Oh well, two previous managers said the same then happened a reorg, then the next manager said the same, then another reorg, now the new manager says the same. No Focal for a 6 years in a row.


Retirement

I’m considering giving notice of retirement but not sure what would happen after I do. In other words, if I were to give notice that I wanted to retire on October 1, would they fire me right away because I’ve had some poor performance evaluations but today we’re not talking about me leaving the bank. Just didn’t know if by giving retirement notice it might force somebody’s hand. Does anybody have any experience with this issue?


Oldie but goodie question

Actually, a few: (1) What is the time that one is contacted to be told they are being let go – – or fired? (2) Are they still sticking to every other Tuesday or is it any day of the week? (3) with the mid year evaluations coming up, are they holding on the firings and layoffs until after the midyear reviews are presented?


FA is racking and stacking

FA managers got the email this morning - start FY26 Performance Evaluations as part of the alignment effort. Manager ratings to be review by leadership. Not stated, but expect a “rack and stack” of employees to be part of the process. Evaluations to be completed by June 26. Is this preparation for the next round of layoffs?


So what happens at review time when you have a hierarchy conflict?

Engineers rolling up to a Supv who rolls up to a Sr Mgr who also has engineers as direct reports. If leaders get one “5” to hand out, who does it go to? Does the Supervisor even get a shot at giving them to their direct reports, or will Sr Mgr get one and hog it for themselves?


stuck at gsr7

do guidelines on responsibilities handled by each gsr even mean anything? ive been gsr 7 for four years and my responsibility, scope, and importance of work dramatically increased but im still gr7 all the same. Exceeded on all reviews with the exception of met on my second year.

is this my direct management holding their cards close to their chest or is Ford not a place that cares about fairly compensating employees for workload


Lattice self evaluation

What’s your take on Lattice? Up until two years ago, we had a standard employee engagement survey. But in 2024, the feedback on management was so negative that leadership decided to pause it for a year. Now they’ve reintroduced things under the banner of Lattice—complete with self-evaluations and quarterly goal-setting. Are we digging our own graves?


How do performance ratings affect internal mobility?

Been at WF for almost 1.5 years and want to switch groups. Problem is, my first year end PR was an IM. Although if any hiring manager read it, they would see the review commentary doesn’t match the rating.

Anyways, how does this affect internal transfers? Do I need to have a “meets” on my most recent review to be considered?


Citi PIP, Severance?

Hello, so I was Pipped beginning of march from a bad performance review, (4/4/4/3)
And it took them till march to do so. Then I was told they don’t have a notice period for how long

Right now I’m on medical leave, I’m thinking of asking for a separation package? Is this a good move? I plan on framing it very professionally and want to know if since I got such a poor review and a PIP if severance is off the table?

I’m based in Tampa and a AVP


Capital Management Performance Review--time for PIPs

Capital Management is off to a horrendous 2026. Time for several PIPs for Fund Managers and Analysts. Time to eliminate quarterly unfair bonuses and time to clean house.

Morningstar Percentile Rankings 3/31/26

Name Total Return Rank in Category (YTD)
MoA Intermediate Bond Fund 95th Percent
MoA Retirement Income Fu... 93rd Percent
MoA Clear Passage 2025 Fu... 87th Percent
MoA Clear Passage 2020 Fu... 87 Percent
MoA Clear Passage 2030 Fu... 83 Percent
MoA Core Bond Fund 78 Percent
MoA Clear Passage 2035 Fu... 76 Percent
MoA Catholic Values Index ... 72 Percent
MoA Small Cap Value Fund 71 Percent
MoA Conservative Allocatio... 68 Percent
MoA Clear Passage 2040 Fu... 67 Percent
MoA Mid Cap Value Fund 62 Percent
MoA Clear Passage 2045 Fu... 60 Percent
MoA Clear Passage 2050 Fu... 57 Percent
MoA Equity Index Fund 57 Percent
MoA Clear Passage 2055 Fu... 53 Percent
MoA Clear Passage 2060 Fu... 47 Percent

Morningstar as of 4/27/26

MoA Clear Passage 2020 Fund
100 the Percentile (The Worst)

MoA Retirement Income Fund
97th

MoA Intermediate Bond Fund
96 th

MoA Core Bond Fund
95 the

MoA Clear Passage 2025 Fund
89 th Percentile

MoA Clear Passage 2030 Fund
84 th

MoA Clear Passage 2030 Fund
83 th

MoA Clear Passage 2035 Fund
81 th

MoA Clear Passage 2040 Fund
81 th

MoA Clear Passage 2050 Fund
78 th

MoA Clear Passage 2060 Fund
77 th

MoA Dividend Growth Fund
67 th

MoA Stock Fund
62th

MoA Conservative Allocation Fund
61th

MoA Clear Passage 2015 Fund
56th

MoA Clear Passage Aggressive Fund
52th

MoA Small Cap Value Fund
50th

MoA Mid Cap Value Fund
49th

MoA Growth Fund
44th

MoA Global Equity Fund
41th

MoA Core Plus Bond Fund
37th

MoA Small Cap Growth Fund
31th

MoA Aggressive Allocation Fund
38th

MoA Aggressive Allocation Fund
29th


PDS Bullsh-t

I remember when I first joined the company nearly 20 years ago and for many years after my supervisors were very particular about the PDS format as if it made a difference. Be sure to put your biggest impact items first, use bullets, and other such nonsense. As if any of that would make a difference in the assessment meeting. It was all just a decoy to distract from the fact that nothing on the PDS really matters and it isn’t worth spending time and effort on because the whole assessment process is a joke.