Creating Opportunity

Our new performance review process + competencies

Naming our parent company and giving it a new logo was just one of many steps our organization is taking to ensure every team member has the tools and clarity needed to succeed and fuel our company's growth. This year, you and your manager will both evaluate your performance against a newly defined set of competencies aligned with our core values and your role in the organization.

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What's changing about performance reviews? And why?

We've always done performance reviews to create accountability and opportunities for growth. This year, we've made two changes to help us get where we want to go next.

1. New competencies for measuring performance: You deserve clarity on what success looks like in your current role and what's expected to level up. In the past, everyone's performance was measured on the same six competencies, regardless of what role they performed in the org.

This year, you and your manager will be evaluating your performance according to a new set of competencies that align with The Aaon Group core values and correspond to your role in the organization.

2. Self-Evaluations for every team member (Nov. 9-20): This year, every team member is expected to submit an evaluation of their own performance in 2026 in Workday.

To learn how to submit your self-evaluation, every team member has been assigned an e-Learning course in Workday.

Role-Based Competencies

To learn more about the expectations for your performance, select the role that aligns most closely with yours.
Individual Contributor (Hourly)
You are paid hourly and don't supervise others.
Individual Contributor (Salaried)
You are paid a salary and do not supervise others.
Leaders
You are a lead, supervisor, assistant manager, manager, or senior manager.
Senior Leader
You are a director, executive director, VP, SVP, or officer.

Individual Contributor (Hourly)

You are paid hourly and don't supervise others.
Action Oriented

What does it mean to be action-oriented?

Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. 

What does being action-oriented look like?

  • Begins work early enough to meet deadlines
  • Confirms what needs to be done and then does it
  • Displays a can-do attitude and enthusiasm
  • Takes action without relying on unnecessary oversight

How does this relate to our core values?

Shaping Tomorrow: 

  • Scale with intention

  • Ignite innovation 
  • Lead with agility
Being Resilient

What does it mean to be resilient? 

Rebounding from setbacks and adversity when facing difficult situations.

What does being resilient look like?

  • Follows guidance on how to respond to challenging or volatile situations 

  • Recovers quickly from problems and setbacks
  • Remains calm and objective in emotional or stressful situations
  • Stays focused on tasks despite disruptions or obstacles

How does this relate to our core values?

Partnerships that Delivers:

  • Be customer centric 
  • Pursue excellence 
  • Own outcomes
Collaborates

What does it mean to collaborate? 

Building partnerships and working collaboratively with others to meet shared objectives. 

What does collaboration look like?

  • Acknowledges others’ efforts, advice, and contributions

  • Makes productive contributions to the group
  • Solicits input from others
  • Volunteers to help others when needed

How does this relate to our core values?

People & Collaboration:

  • Champion safety 

  • Create belonging 
  • Grow forward
Communicates Effectively

What does it mean to communicate effectively?

Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

What does communicating effectively look like? 

  • Keeps others informed

  • Listens attentively to others’ insights, advice, and instruction
  • Responds openly to others
  • Speaks with an appropriate amount of detail

How does this relate to our core values?

People & Collaboration:

  • Champion safety 

  • Create belonging 
  • Grow forward
Customer Focus

What does it mean to be customer focused? 

Building strong customer relationships and delivering customer-centric solutions. 

What does being customer focused look like?

  • Asks questions to accurately identify customer needs

  • Meets customer requirements
  • Prioritizes work based on customer requests
  • Seeks to understand the reasons for customers’ choices

How does this relate to our core values?

Partnership that Delivers:

  • Be customer centric 
  • Pursue excellence 
  • Own outcomes
Optimizes Work Processes

What does it mean to optimize work processes? 

Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.

What does optimizing work processes look like?

  • Adheres to defined and communicated standards, methods, and procedures

  • Informs others about process problems
  • Seeks ways to work better within the processes
  • Suggests process and practice improvement ideas for own work area

How does this relate to our core values?

Partnership that Delivers:

  • Be customer centric
  • Pursue excellence
  • Own outcomes

Individual Contributor (Salaried)

People in this group are paid a salary and do not have any direct reports.

Being Resilient

What does it mean to be resilient?

Rebounding from setbacks and adversity when facing difficult situations.

What does being resilient look like?

  • Recovers from setbacks and adversity in a timely manner
  • Stays calm and professional, even when situations become difficult
  • Continues to work toward objectives despite stress and pressure
  • Overcomes obstacles without becoming discouraged and draws lessons from failures

 

How does this relate to our core values?

Partnerships that Delivers:

  • Be customer centric
  • Pursue excellence
  • Own outcomes
Collaborates

What does it mean to collaborate?

Building partnerships and working collaboratively with others to meet shared objectives. 

What does collaboration look like? 

  • Discourages “us vs. them” thinking in self and others
  • Readily involves others as appropriate to accomplish individual and group goals
  • Keeps in touch with stakeholders and makes sure to share the facts they need to know
  • Accepts and conveys appreciation for others’ ideas and input

How does this relate to our core values?

People & Collaboration:

  • Champion safety 

  • Create belonging 
  • Grow forward
Communicates Effectively

What does it mean to communicate effectively?

Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

What does communicating effectively look like?

  • Conveys information clearly, concisely, and professionally
  • Documents efforts appropriately and provides clear written information
  • Listens attentively to others and takes an interest in what they have to say
  • Consistently endeavors to keep others well informed

How does this relate to our core values?

People & Collaboration:

  • Champion safety 

  • Create belonging 
  • Grow forward
Customer Focus

What does it mean to be customer focused?

Building strong customer relationships and delivering customer-centric solutions. 

What does being customer focused look like?

  • Keeps in contact with customers and asks if problems have been resolved
  • Looks to the future and determines some emerging customer needs; determines appropriate responses
  • Studies customer feedback and uses it to determine some creative new ideas
  • Investigates and applies some ways to improve customer service

How does this relate to our core values?

Partnership that Delivers:

  • Be customer centric
  • Pursue excellence
  • Own outcomes
Demonstrates Self-Awareness

What does it mean to demonstrate self-awareness?

Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.

What does demonstrate self-awareness look like?

  • Enhances self-awareness and applies insights learned from feedback
  • Seeks balanced feedback from others and is receptive to both positive and constructive views
  • Understands how own actions and style impact other people
  • Is aware of own strengths and weaknesses

How does this relate to our core values?

People & Collaboration:

  • Champion safety
  • Create belonging
  • Grow forward
Drives Results

What does it mean to drive results?

Consistently achieving results, even under tough circumstances. 

What does drive results look like?

  • Conveys a desire to achieve meaningful results
  • Pursues initiatives/efforts to successful completion and closure
  • Holds self to high standards of performance; sets some challenging goals
  • Remains focused on achieving key goals, even in the face of obstacles and setbacks

How does this relate to our core values?

Partnership that Delivers:

  • Be customer centric
  • Pursue excellence
  • Own outcomes
Manages Complexity

What does it mean to manage complexity? 

Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.

What does managing complexity look like?

  • Looks at complex issues from multiple angles; gains a sound understanding of the topic
  • Recognizes the main consequences and implications of different options
  • Explores issues and uncovers the underlying issues and root causes
  • Determines the new information needed to solve problems and incorporates these concepts into the analysis

How does this relate to our core values?

Shaping Tomorrow:

  • Scale with intention 
  • ignite innovation 
  • Lead with agility 
Optimizes Work Processes

What does it mean to optimize work processes?

 Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.

What does optimizing work processes look like? 

  • Takes prompt and effective action to address process breakdowns
  • Maintains a balance between processes and results
  • Takes some steps to ensure that activities and work methods are productive and efficient
  • Monitors the accuracy and quality of work methods using metrics and benchmarks

How does this relate to our core values?

Partnership that Delivers:

  • Be customer centric
  • Pursue excellence
  • Own outcomes

Leaders (Supervisors or Manager)

You are a lead, supervisor, assistant manager, manager, or senior manager.
Communicates Effectively

What does it mean to communicate effectively?

Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

What does communicates effectively look like?

  • Tailors communication content and style to the needs of others
  • Takes steps to ensure effective communication between individuals and teams
  • Urges people to speak freely and shows sufficient openness to differing viewpoints within and beyond the team
  • Pays attention to others’ input and perspectives; ask questions and summarizes input to confirm understanding

How does this relate to our core values?

People & Collaboration:

  • Champion safety 

  • Create belonging 
  • Grow forward
Courage

What does it mean to be courageous?

Stepping up to address difficult issues, saying what needs to be said. 

What does being courageous look like?

  • Guides others on how to stand up for their beliefs in the face of adversity
  • Addresses tough organizational issues and disagreements
  • Conveys difficult messages or feedback in a direct manner
  • Is able to push back and say "no" to others when necessary

How does this relate to our core values?

People & Collaboration:

  • Champion safety 

  • Create belonging 
  • Grow forward
Cultivates Innovation

What does it mean to cultivate innovation?

Creating new and better ways for the organization to be successful. 

What does cultivating innovation look like?

  • Stretches the team to develop breakthrough solutions
  • Motivates others to find new and better ways to address challenges
  • Encourages people to incorporate varied perspectives to strengthen the innovation process
  • Provides support and resources for promising ideas through prototyping and experimentation

How does this relate to our core values?

People & Collaboration:

  • Champion safety 

  • Create belonging 
  • Grow forward
Decision Quality

What does it mean to have quality decisions?

Making good and timely decisions that keep the organization moving forward. 

What does having quality decisions look like?

  • Fosters accountability by ensuring that people’s decisions comply with policies and standards
  • Demonstrates an ability to make tough decisions and advance initiatives that may be unpopular
  • Promptly accepts workable decisions while also seeking out better alternatives when necessary
  • Integrates analysis, experience, and other inputs to make effective decisions

How does this relate to our core values?

Shaping Tomorrow:

  • Scale with intention 
  • Ignite innovation 
  • Lead with agility 
Demonstrates Self-Awareness

What does it mean to demonstrate self-awareness?

Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.

What does demonstrates self-awareness look like?

  • Solicits constructive feedback from others and applies what is learned
  • Understands own strengths and weaknesses and adjusts behaviors as needed
  • Encourages others to build self-awareness; shares lessons from own development
  • Assumes responsibility for the effect personal behavior and style have on others

How does this relate to our core values?

People & Collaboration:

  • Champion safety
  • Create belonging
  • Grow forward
Develops Talent

What does it mean to develop talent?

Developing people to meet both their career goals and the organization’s goals. 

What does developing talent look like?

  • Identifies key successors on his/her team
  • Emphasizes the importance of learning, urges people to build new skills, and provides opportunities for them to develop their careers
  • Takes advantage of some opportunities to provide useful real-time coaching to team members
  • Provides team members with some valuable development activities and stretch assignments

How does this relate to our core values?

People & Collaboration: 

  • Champion safety
  • Create belonging 
  • Grow forward
Ensures Accountability

What does it mean to ensure accountability?

Holding self and others accountable to meet commitments. 

What does ensuring accountability look like?

  • Typically accepts responsibility for the successes and failures of own work and the team’s work
  • Takes steps to ensure that the team gathers and learns from feedback as the work unfolds
  • Adheres to and enforces workgroup goals, policies, and procedures
  • Keeps track of expectations and accountabilities using appropriate metrics and milestones

How does this relate to our core values?

Partnership that Delivers: 

  • Be customer centric 
  • Pursure excellence 
  • Own outcomes
Manages Complexity

What does it mean to manage complexity?

Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.

What does managing complexity look like?

  • Asks the questions that encourage others to think differently and enrich their analyses of complex situations
  • Shares own insights into the best ways to analyze information, evaluate alternatives, and solve problems
  • Accurately defines complex issues despite incomplete or ambiguous information, addressing the most important elements
  • Considers a range of perspectives and sources when seeking to understand and solve problems

How does this relate to our core values?

Shaping Tomorrow:

  • Scale with intention
  • ignite innovation
  • Lead with agility

Sr Leader

You are a director, executive director, VP, SVP, or officer.
Balances Stakeholders

What does it mean to balance stakeholders?

Anticipating and balancing the needs of multiple stakeholders.

What does it look like to balance stakeholders?

  • Takes steps to ensure that the organization is agile enough to balance the needs of multiple stakeholder groups
  • Stays in contact with stakeholders and detects their emerging needs; recognizes how the organization must change
  • Takes steps to ensure that decisions and solutions benefit as many stakeholders as possible
  • Speaks clearly about the need for the organization to adhere to strong ethics and show cultural savvy when working with internal and external stakeholders

How does this relate to our core values?

Partnership that Delivers: 

  • Be customer centric
  • Pursure excellence
  • Own outcomes
Develops Talent

What does it mean to develop talent?

Developing people to meet both their career goals and the organization’s goals. 

What does developing talent look like?

  • Applies and establishes ongoing programs and processes to help facilitate the development of all talent
  • Coaches and mentors key talent when the opportunity arises
  • Creates a development-focused culture in the organization, supporting others’ development efforts and reinforcing the value of learning
  • Contributes to and supports organization-wide initiatives to build leadership excellence and build ready talent

How does this relate to our core values?

People & Collaboration: 

  • Champion safety
  • Create belonging
  • Grow forward
Drives Engagement

What does it mean to drive engagement?

Creating a climate where people are motivated to do their best to help the organization achieve its objectives.

What does driving engagement look like? 

  • Takes some steps to create a climate that makes work gratifying and enjoyable for the majority of the employees
  • Provides clear messages about the purpose and importance behind the work
  • Recognizes others for strong performance and valuable contributions; encourages others to do the same
  • Generates commitment in others by appealing to their values and goals

How does this relate to our core values?

People & Collaboration:

  • Champion safety
  • Create belonging
  • Grow forward
Ensures Accountability

What does it mean to ensure accountability?

Holding self and others accountable to meet commitments. 

What does ensuring accountability look like? 

  • Emphasizes accountability and takes appropriate action when teams or individuals do not meet goals
  • Takes clear action to ensure that the organization meets its commitments
  • Addresses poor performance in teams; does not allow leaders to simply blame their employees or make excuses
  • Uses key indicators, processes, and management systems to monitor the organization’s performance against goals

How does this relate to our core values?

Partnership that Delivers: 

  • Be customer centric
  • Pursure excellence
  • Own outcomes
Manages Complexity

What does it mean to manage complexity?

Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.

What does it look like to manage complexity?

  • Thinks about the future of the organization and identifies some long-term challenges ahead
  • Understands the systematic elements of issues; sees the major connections, linkages, and interdependencies of problems
  • Takes steps to ensure the organization has the resources and processes in place to gather the information it needs
  • Integrates the relevant pieces of information to gain a solid understanding of the issues

How does this relate to our core values?

Shaping Tomorrow:

  • Scale with intention
  • ignite innovation
  • Lead with agility
Nimble Learning

What does it mean to be a nimble learner?

Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.

What does being a nimble learner look like?

  • Takes steps to reinforce the value of experimenting to find new solutions
  • Takes steps to ensure that the organization is keeping track of and communicating lessons learned
  • Takes opportunities to encourage and reward learning
  • Encourages and conveys the value of exploration and learning

How does this relate to our core values?

People & Collaboration: 

  • Champion safety 
  • Create belonging 
  • Grow forward
Resourcefulness

What does it mean to be resourceful?

Securing and deploying resources effectively and efficiently. 

What does being resourceful look like? 

  • Highlights the need for resource management and holds others accountable for the appropriate use of resources
  • Generally identifies and obtains the resources needed to meet current business objectives
  • Maintains an effective balance of resources across multiple initiatives and multiple organizational units
  • Coordinates the use of organizational resources and activities across the organization to accomplish objectives

How does this relate to our core values?

Shaping Tomorrow: 

  • Scale with intention 
  • Ignite innovation 
  • Lead with agility 
Strategic Mindset

What does it mean to have a strategic mindset?

Seeing ahead to future possibilities and translating them into breakthrough strategies. 

What does having a strategic mindset look like?

  • Ensures organizational strategies from various units are aligned and integrated for optimal competitive advantage
  • Considers multiple scenarios to best prepare the organization for potential changes and possibilities
  • Develops a long-term strategy that leverages the organization’s key differentiators in the market
  • Ensures that business strategies are up-to-date and address evolving dynamics in the market and organization

How does this relate to our core values?

Shaping Tomorrow: 

  • Scale with intention
  • Ignite innovation
  • Lead with agility

Frequently Asked Questions

When is Open Enrollment?

Open Enrollment runs from October 30, 2026 through November 13, 2026. All elections must be completed and submitted in Workday by November 13.

What happens if I do not enroll?

Open Enrollment is passive, so your current benefit elections will generally remain in effect for 2027. However, HSA contribution elections do not carry forward and must be re-elected annually.

What is changing with the medical network in 2027?

Beginning January 1, 2027, employees in Oklahoma and Texas will move to the Cigna network and will no longer use the Healthcare Highways network.

Who should I contact with questions about providers, claims, or coverage?

90 Degree Benefits remains the primary resource for provider network support, claims assistance, eligibility questions, and coverage inquiries.

90 Degree Benefits Contact Information
📞 1-800-749-1422

🌐 90degreebenefits.com

📱 Download the 90 Degree Benefits mobile app for convenient access to your benefit information and resources.

What is the HSA company match?

AAON will continue its 175% match on eligible HSA contributions, subject to IRS limits.

Do HSA elections automatically roll over each year?

No. HSA contribution elections end December 31, 2026. You must make a new HSA election during Open Enrollment to contribute in 2027.

Can I start or change HSA contributions later in the year?

Generally, no. Changes can only be made if you experience a qualifying life event.

Where can I find help before submitting a question?

Review the Benefits job aids and educational resources available in the Workday Help Center.

How do I contact the Benefits Team?

Submit a Workday Help Case.

How to Submit a Workday Help Case

  1. Open the Workday app.
  2. Select Apps and then Help.
  3. Click Create Case.
  4. Choose the appropriate Case Type.
  5. Enter a detailed description of your question or request.
  6. Attach supporting documentation, if applicable.
  7. Click Submit.
Will there be in-person Open Enrollment assistance?

Yes. The Benefits team will provide onsite support at all locations during the scheduled Open Enrollment sessions listed below.

Tulsa (East & West Break Rooms)
November 11 & 12, 2026 | 10:00 AM - 1:00 PM & 6:00 PM - 8:00 PM

Longview (Kaizen Conference Room)
November 11 & 12, 2026 | 9:00 AM - 11:00 AM & 5:00 PM - 7:00 PM

Parkville (Hobbs Center)
November 9, 2026 | 9:00 AM - 1:00 PM

Memphis (New Annex)

  • Sunday, Nov. 1
    • Sessions at 9 a.m., 11 a.m., and 2 p.m.
    • Open Q&A/Individual assistance from 3-4 p.m.
  • Monday, Nov. 2
    • 9 a.m. session for IT, HR, Purchasing, Production Control, Citizenship, Customer Service, Warehouse, Continuous Improvement
    • 11 a.m. session for Maintenance, Security, Facilities/Launch, BPO, Weld Shop, Quality, Shipping, Receiving, Finance
    • 1 p.m. session for Paint, Fabrication
    • 2 p.m. session for Main Line, CPUC, Comp Skid, Pump Skid, Testing, Charge
    • 3 p.m. for A & B Schedules
    • 4 p.m. session for C & D Schedules

Redmond (HR Lobby)
November 5 & 6, 2026 | 9:00 AM - 12:00 PM and 3:00 PM - 6:00 PM