EMPLOYEE AGREEMENT and ASSESSMENT
Employee Name
Job Family
Working Title
Review Date
Evaluation Period
Department
Zone
To
Reason for Evaluation
Evaluator’s Name
The NU Values Employee Agreement and Assessment document captures the mutually agreed upon job expectations for a
given time period. At the end of that time period, this form is used to formally acknowledge an employee’s performance toward
those previously agreed upon goals and performance standards.
PERFORMANCE TOWARD JOB EXPECTATIONS and JOB RESULTS
Job Expectations and Expected Outcomes
1.
First job responsibility as represented in the NU Values job
documentation data bank – or with appropriate edits,
clarifications, or specifics.
2.
Second job responsibility
3.
Third job responsibility
4.
Fourth job responsibility
5.
Fifth job responsibility
6.
Special project not included in job documentation.
7.
Special project not included in job documentation.
8.
Developmental goal to keep current on skills and knowledge for
current job -- or to address a deficiency
Needs
Improvement
Meets
Expectations
Add sheets, as needed, to discuss specific examples or explanations.
Exceeds
Expectations
Employee Agreement and Assessment
PERFORMANCE TOWARD JOB COMPETENCIES and KEY BEHAVIORS
Position Based Job Competencies and Key Behaviors
Needs
Improvement
Meets Expectations
Exceeds
Expectations
Accountability – Accepts responsibility for own actions and decisions and demonstrates commitment to accomplish work in an ethical, efficient,
and cost-effective manner
Seeks and accepts additional responsibilities under general
supervision
Uses independent judgment in completing tasks and meeting
deadlines and managers occasional priority changes
Evaluates available resources and recommends most efficient
uses.
Demonstrates ability to carry out sensitive tasks with discretion and
confidentiality
Adaptability- Adjusts planned work by gathering relevant information and applying critical thinking to address multiple demands and
competing priorities in a changing environment
Recognizes and adjusts to needed changes
Displays control and flexibility in ambiguous or stressful situations
Communication – Effectively conveys information and expresses thoughts and facts. Demonstrates effective use of listening skills and displays
openness to other people’s ideas and thoughts.
Demonstrates a working knowledge of the campus community
Communicates effectively with others conveying general
information alternatives
Listens carefully and asks appropriate questions, directing or
referring customers to appropriate personnel if needed
Customer/Quality Focus – Anticipates, monitors, and meets the needs of customers and responds to them in an appropriate manner.
Demonstrates a personal commitment to identify customers’ apparent and underlying needs and continually seeks to provide the highest
quality service and product to all customers.
Clarifies customer needs and takes responsibility for addressing
them
Ensures that the standards of quality service are met and trains
others in them
Inclusiveness – Fosters respect for all individuals and points of view. Interacts appropriately with all members of the campus community,
campus visitors, and business and community partners without regard to individual characteristics. Demonstrates a personal commitment to
create a hospitable and welcoming environment
Demonstrates an appreciation of the cultural differences and
concerns of others
Models/promotes inclusive behavior when interacting with staff,
students, and community
Occupational Knowledge/Technology Orientation – Demonstrates the appropriate level of proficiency in the principles and practices of one’s
field or profession. Demonstrates a commitment to continuous improvement, to include understanding and application of technology
(hardware, software, equipment, and processes)
Applies technical skills or procedures to perform complex tasks
Identifies opportunities for improving personal and professional
work skills job knowledge
Team Focus – Works cooperatively and effectively with others to achieve common goals. Participates in building group identify characterized
by pride, trust, and commitment.
Demonstrates cooperation and an understanding of who the
team is at all on a campus wide
Facilitates and coordinates team efforts beyond the assigned area
and mentors or volunteers as
permitted
Coordinates efforts to achieve team goals
Leadership – Communicates the University’s vision in ways that gain the support of others. Mentors, motivates and guides others toward goals.
Takes extra initiative to resolve problems or concerns
Accepts leadership roles and carries out sensitive tasks
Add sheets, as needed, to discuss specific examples or explanations.
Signatures below indicate that the performance review described above has been discussed with the employee. Agreement is not implied.
Response to this review may be made in writing within five days of signature and it will be placed on file with this performance review.
__________________________________________
Employee’ Name
____________
Date
__________________________________________
Immediate Supervisor’s Name
____________
Date
__________________________________________
Next Level Manager’s Name
____________
Date