Administrator Performance Evaluation: Finance
Employee Name &
Oracle ID#:
Position Title:
Department:
Supervisor Name:
Evaluation Period:
Date of Review:
(From_____ to _____)
Summary of Performance Ratings and Definitions
Performance Rating:
Definition:
E
Exceeds Expectations
Performance exceeds normal job requirements
M
Meets Expectations
Performance meets position requirements, objectives and expectations
N
Needs Improvement
Performance meets some of the position requirements, objectives and expectations
Section 1: Division Responsibilities
Responsibility
Focuses on goals congruent
with USD’s mission and
values.
Performance Measurements
Is dependable, on-time and productive during scheduled hours. Initiates high-impact goalsetting in collaboration with supervisor, department and affected units. Focuses energy on goal
attainment to further USD’s mission and values. Measured by goal attainment, level of
communication, and the engagement of others where appropriate.
Self
Rating
Final
Rating
Employee Comments:
Supervisor Comments:
Responsibility
Conducts oneself in
accordance with The USD
Way and upholds the
Finance Office’s Values
Statement.
Performance Measurements
Balances fiscal responsibility with awareness and customer service through knowledge, integrity,
accountability, and impact to the customer. Provides accurate, timely and courteous service to
others. Initiates one performance goal per year based on The USD Way. Makes a difference to
others in the workplace through helpful, positive and professional interactions. Measured by
supervisor’s observation and feedback from others on the effectiveness of performance.
Employee Comments:
Self
Rating
Supervisor Comments:
Final
Rating
Responsibility
Uses innovation and
collaboration to effectively
complete job
responsibilities and solve
problems.
Performance Measurements
Confronts challenges and seeks to identify underlying factors, alternative solutions and
preventative measures. Uses proper judgment to solve problems, collaborates with others, and
presents a positive image while representing the Finance Office. Listens and learns from
feedback received by others. Actively contributes to the success of the Finance Office by
seeking out ways to improve the delivery of service. Measured by productivity outcomes, levels
of innovation, effective collaboration, and active engagement.
Self
Rating
Final
Rating
Employee Comments:
Supervisor Comments:
Responsibility
Performance Measurements
Finance Administrator Performance Evaluation
1
1
If a supervisor, establishes
and monitors team goals to
consistently improve the
performance of the
department as a whole.
Sets the bar high for assigned staff by establishing ambitious performance goals that contribute
to the effectiveness of the department. Initiates regular communication with staff to monitor
progress and maintain the expectation of high-performance. Coaches, provides feedback, and
clarifies instructions to staff. Completes performance evaluations on time. Measured by
supervisor’s observation and feedback from staff.
Employee Comments:
Self
Rating
Supervisor Comments:
Final
Rating
Section 2: Evaluate Results on 2015-16 Goals
In the spaces provided below, list the goals set for the employee for the previous year.
Goal
Performance Expectation and Measures
Employee Comments on Results:
Self
Rating
Supervisor Comments on Results:
Final
Rating
Goal
Performance Expectation and Measures
Employee Comments on Results:
Self
Rating
Supervisor Comments on Results:
Final
Rating
Goal
Performance Expectation and Measures
Employee Comments on Results:
Self
Rating
Supervisor Comments on Results:
Final
Rating
Goal
Performance Expectation and Measures
Employee Comments on Results:
Self
Rating
Supervisor Comments on Results:
Final
Rating
Finance Administrator Performance Evaluation
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2
Goal
Performance Expectation and Measures
Employee Comments on Results:
Self
Rating
Supervisor Comments on Results:
Final
Rating
Section 3: Summary of Overall Performance and Employee Comments
Supervisor’s Summary of Overall Performance
Does the job description need to be updated?
Overall Rating:
(Mark one with an X)
___
___ Yes
Exceeds Expectations
___ No
___
Meets Expectations
___
Needs Improvement
Supervisor’s Name (Please Print): ___________________________________________________________
Supervisor’s Signature:________________________________________ Date________________________
Next Level Manager’s Name (Please Print): ____________________________________________________
Next Level Management Signature:______________________________ Date________________________
Employee’s Comments
Finance Administrator Performance Evaluation
3
3
Employee’s Acknowledgement Signature:_____________________________ Date________________________
(Employee’s signature indicates these evaluation documents have been reviewed and discussed with the employee.
It does not indicate agreement or disagreement.)
Section 4: Set 2016-17 Goals
List in priority three to five major goals/objectives for the next year. One goal should be related to the USD Way.
Goal #
Goal
Performance Expectations and Measures
(How this goal will be measured and assessed)
Goal
Performance Expectations and Measures
(How this goal will be measured and assessed)
Goal
Performance Expectations and Measures
(How this goal will be measured and assessed)
Goal
Performance Expectations and Measures
(How this goal will be measured and assessed)
Goal
Performance Expectations and Measures
1
Goal #
2
Goal #
3
Goal #
4
Goal #
Finance Administrator Performance Evaluation
4
4
(How this goal will be measured and assessed)
5
Professional Development Plans
List two development initiatives to be accomplished throughout the next year. Both should enhance the skills or
competencies of the individual and/or help them accomplish the goals established above.
1
2
Finance Administrator Performance Evaluation
5
5