Norton School FCS
Staff Annual Performance Guidelines
Step 1. December – Staff members complete the Norton School Classified Staff APR Performance Report and the Annual Performance Review, respectively. Step 2. January – Submit the completed document to Julie Longstaff or designated individuals. Step 3. January‐February – The APR is routed to reviewers for their comments and ratings. The reviewers consist of individuals who work closely with the employee, as determined by the immediate supervisor and the school director. Step 4. The feedback data and ratings are returned to Julie Longstaff for compilation. All data and comments are compiled into a summary. The summary is confidential and anonymous and is provided to the staff member’s supervisor. The summary is to be used as a reference for the supervisor’s final review and rating and not to be used as a final rating. Step 5. The supervisor meets with the employee to discuss, review and plan for the upcoming year. Step 6. Upon completion of this one‐on‐one meeting, the documents are signed and submitted to Julie Longstaff for the School director signature. Step 7. The original document is sent to University Human Resources. Copies are filed in staff member’s personnel file, supervisor and a copy to the staff member. Norton School Classified Staff
APR Performance Report
To be filled out by Employee
Name of Employee: Date: Employee Title: Department: 1. List what you consider to be your primary job duties or assignments at this time (List in order
of priority):
2. Describe contributions or major achievements which indicate your success at improving your
performance or exceeding job requirements during the past appraisal period:
3. Describe any specific changes or improvements you want to make in your performance in the
next appraisal period. Describe obstacles to getting your job done and suggest possible solutions:
4. Describe your major goals and development plan for the next year:
5. Describe the coaching, training or development activities that would help you pursue
improved performance, job growth, learning, and/or career development:
6. Attach your full position description.
Employee Signature
Date
_______ (Initial) I have been given the opportunity to fill this out and choose not to do so. Annual Performance Review – Key Responsibilities Date Name Title Department if applicable Norton School of Family & Consumer Sciences Note: 40 hours ~ 2% Key Responsibilities % of Annual Time Administrative/Office  Highlight job responsibilities and duties Accounting_  Highlight job responsibilities and duties Supervisory Duties  Highlight job responsibilities and duties Special Assignments  Highlight job responsibilities and duties Data/Systems  Highlight job responsibilities and duties PROFESSIONAL DEVELOPMENT/ACCOMPLISHMENTS: CAREER GOALS/OBJECTIVES: Performance Appraisal Employee Name: Employee ID (EID):
Title: Department: Period Rated: From: Mid Probation Type of Rating: To: End of Probation
Annual
Other Circle the rating number that best represents the employee’s performance for each category using the
following rating criteria. (5 = Exceptional and 1= Unsatisfactory)
NUMBER
EXPLANATION OF RATINGS RATING
5 Exceptional Performance 4 Exceeds Expectations 3 Meets Expectations 2 Marginal performance 1 Unsatisfactory Performance N/A Not Applicable Unique and exceptional accomplishments Clearly and consistently above what is required Consistently meets the requirements of the job in all aspects Sometimes acceptable, but not consistent Does not meet the minimum requirements of the job Do not have sufficient data to rate in this area RATINGS 1. Job Knowledge: 2. Quality of Work: 3. Quantity of Work: 4. Initiative and Resourcefulness: 5. Communication: 6. Cooperation: 7. Planning and Organizing Effectiveness: 8. Attendance: 9. Other Criteria Specific to Position: Overall Performance Appraisal Rating An overall rating is required ‐ please check only one. Exceptional Performance Exceeds Expectations Meets Expectations Marginal Performance Unsatisfactory Performance Overall Comments: ____5 ____4 ____3 ____2 ____1 ____5 ____4 ____3 ____2 ____1 ____5 ____4 ____3 ____2 ____1 ____5 ____4 ____3 ____2 ____1 ____5 ____4 ____3 ____2 ____1 ____5 ____4 ____3 ____2 ____1 ____5 ____4 ____3 ____2 ____1 ____5 ____4 ____3 ____2 ____1 ____5 ____4 ____3 ____2 ____1 Employee Name: Employee ID (EID): Overall Rating Number:_______________ Comments by Supervisor SEE ATTACHED Comments by Employee (Additional sheets may be attached) Employee’s Job Duties, Goals and Development Plan for Next Appraisal Period (Consensus statement from worksheets) 1. Primary job duties or assignments for the next appraisal period: SEE ATTACHED 2. Date for next review or these duties and objectives – 12/20XX 3. Desired changes or improvements in the employee performance in the next appraisal period: SEE ATTACHED 4. Coaching, training or development activities to be pursued in the next appraisal period: SEE ATTACHED Supervisor Signature Date Administrative Signature Date Employee Signature Date Employee's signature does not necessarily mean agreement with the appraisal. It merely acknowledges that the employee has had an opportunity to discuss the appraisal with the supervisor). Return the original or copy of the Report of Performance Appraisal, the Planning Worksheets and Overall Rating form to: ON‐CAMPUS ADDRESS OFF‐CAMPUS ADDRESS Human Resources Department OR Human Resources Department Employee Relations, 114 Employee Relations University Services Building P.O. Box 210158 Tucson AZ 85721‐0158