Performance Appraisal Form EMPLOYEE INFORMATION Name: Title: Dept: UC Hire Date: Time in position: Years Months Evaluation Period: From Through SUPERVISOR INFORMATION Name: Supervised employee for: Years Months POSITION DESCRIPTION/GOALS AND EXPECTATIONS 6HHMREGHVFULSWLRQDQGSUHYLRXV\HDU¶VJRDOVDQGH[SHFWDWLRQV RATING SCALE Exceptional (E) UHVSRQVLELOLW\5HPDUNDEOHDFKLHYHPHQWDQG Needs Improvement (NI) Performance does not meet expectations. SDFHVHWWLQJSHUIRUPDQFH Unacceptable (U) 3HUIRUPDQFHIDOOVVXEVWDQWLDOO\VKRUWRI 3HUIRUPDQFHPHHWVH[SHFWDWLRQV Not Applicable (N/A) 3HUIRUPDQFHH[FHHGVH[SHFWDWLRQVLQDOODUHDVRI More Than Satisfactory (MS) 3HUIRUPDQFHH[FHHGVH[SHFWDWLRQV Satisfactory (S) H[SHFWDWLRQV 7KHHPSOR\HHLVQRWUHTXLUHGWRSHUIRUPLQD VSHFLILFUDWLQJIDFWRUDQGLWFDQQRWEHPHDVXUHG PERFORM ANCE RATING (YDOXDWHHDFKRIWKHSHUIRUPDQFHIDFWRUVEHORZ )RUWKRVHIDFWRUVQRWHYDOXDWHGSOHDVHFKHFN³QRWDSSOLFDEOH &RPPHQWVDUH UHFRPPHQGHGIRUDOOUDWLQJVEXWDUHUHTXLUHGIRUUDWLQJVRI³1HHGV,PSURYHPHQW´RU³8QDFFHSWDEOH´3OHDVHUHIHUWRWKHILUVWVHFWLRQ WKH3HUIRUPDQFH)DFWRUVDQG&DPSXVZLGH6WDQGDUGV*XLGHOLQHVIRUIXUWKHUGHILQLWLRQRISHUIRUPDQFHIDFWRUV Rev. 08/10/2015 p. 1 Rating Factors Performance Factor N/A E MS S NI U Position Expertise (IIHFWLYHQHVVZLWKZKLFKWKHHPSOR\HHDSSOLHVSURIHVVLRQDOPDQDJHULDOWHFKQLFDODQGRUQRQWHFKQLFDOVNLOOVDQGNQRZOHGJHWRWKHMRE Approach To Work &KDUDFWHULVWLFVWKHHPSOR\HHGHPRQVWUDWHVZKLOHSHUIRUPLQJMREDVVLJQPHQWVLQFOXGLQJFUHDWLYLW\IOH[LELOLW\LQLWLDWLYHSODQQLQJ DQGRUJDQL]DWLRQWLPHPDQDJHPHQWFRPPLWPHQWWRGLYHUVLW\HWKLFDOEHKDYLRUSURFHVVLPSURYHPHQWDQGRUSURIHVVLRQDO GHYHORSPHQW Rev. 08/10/2015 p. 2 Rating Factors Performance Factor N/A E MS S NI U Quality Of Work 0DQQHULQZKLFKWKHHPSOR\HHFRPSOHWHVMREDVVLJQPHQWVLQFOXGLQJDFFXUDF\UHVSRQVLYHQHVVIROORZWKURXJKMXGJPHQWGHFLVLRQ PDNLQJUHOLDELOLW\DQGFRPSOLDQFHDVVXUDQFH Quantity Of Work (PSOR\HH¶VVXFFHVVLQSURGXFLQJWKHUHTXLUHGDPRXQWRIZRUNLQFOXGLQJSULRULW\VHWWLQJSURGXFWLYLW\DQGWLPHOLQHVV Communication Skills (IIHFWLYHQHVVRIWKHHPSOR\HHLQWUDQVPLWWLQJLQIRUPDWLRQLQFOXGLQJFRQILGHQWLDOLW\IDFLOLWDWLRQSDUWLFLSDWLRQLQVKDULQJ LQIRUPDWLRQDQGRUDODQGZULWWHQH[SUHVVLRQ Rev. 08/10/2015 p. 3 Rating Factors Interpersonal Skills (IIHFWLYHQHVVRIWKHHPSOR\HH VLQWHUDFWLRQVLQUHVSRQGLQJWRDQGZRUNLQJZLWKRWKHUVLQFOXGLQJLQWHUDFWLRQVZLWKFRZRUNHUV VXSHUYLVRUV V IDFXOW\VWXGHQWVDQGRUWKHFRPPXQLW\ Rev. 08/10/2015 Supervisory/Leadership Skills — $SSOLHVWRPDQDJHUVVXSHUYLVRUVRUOHDGV $6XSHUYLVLRQ 3URYLGHVRYHUVLJKWGLUHFWLRQUHFRJQLWLRQDQGGHYHORSPHQWRSSRUWXQLWLHVDQGDGGUHVVHVSHUIRUPDQFHSUREOHPV %/HDGHUVKLS 0DQDJHPHQW &RPPXQLFDWHVDYLVLRQVHWVXQLWJRDOVGHYHORSVVWUDWHJLHVDQGWDNHVDFWLRQWRHQVXUHWKHHIILFLHQWVWHZDUGVKLSRI8QLYHUVLW\ UHVRXUFHV RSHUDWLRQDOILQDQFLDODQGKXPDQ Rev. 08/10/2015 p. Rating Factors Performance Factor N/A E MS S NI U Other Factors — ,IQHFHVVDU\DGGLWLRQDOSHUIRUPDQFHIDFWRUVPD\EHHVWDEOLVKHG(YDOXDWHWKHDGGLWLRQDOIDFWRU V E\FKHFNLQJ WKHDSSURSULDWHER[WRWKHOHIWRIHDFKIDFWRU&RPPHQWVDUHUHTXLUHGIRUUDWLQJVRI³1HHGV,PSURYHPHQW´RU³8QDFFHSWDEOH´ CAMPUSWIDE PERFORM ANCE STANDARDS 7KH8&5&DPSXVZLGH3HUIRUPDQFH6WDQGDUGVLQFOXGH8&53ULQFLSOHVRI&RPPXQLW\8&(WKLFDO9DOXHVDQG6WDQGDUGVRI(WKLFDO &RQGXFW'LYHUVLW\+HDOWK 6DIHW\DQG6HUYLFH2ULHQWDWLRQ3OHDVHUHIHUWRWKHVHFRQGVHFWLRQRIWKHPerformance Factors and &DPSXVZLGH6WDQGDUGV*XLGHOLQHVIRUDGHWDLOHGGHVFULSWLRQRIHDFKVWDQGDUG8QVDWLVIDFWRU\SHUIRUPDQFHLQDQ\DUHDPXVWEH addressed. 6DWLVIDFWRU\SHUIRUPDQFHKDVEHHQGHPRQVWUDWHGLQDOO8&5FDPSXVZLGHSHUIRUPDQFHVWDQGDUGV 6DWLVIDFWRU\SHUIRUPDQFHKDVQRWEHHQGHPRQVWUDWHGLQDOO8&5FDPSXVZLGHSHUIRUPDQFHVWDQGDUGV &DPSXVZLGH3HUIRUPDQFH6WDQGDUGV&RPPHQWV OVERALL PERFORM ANCE RATING 3ODFHDQ³;´LQWKHER[ZKLFKGHVFULEHVWKHHPSOR\HH¶VRYHUDOOSHUIRUPDQFHUDWLQJ Exceptional More Than Satisfactory Satisfactory Needs Improvement Unacceptable COMMENTS Rev. 08/10/2015 p. 5 ACTION PLANS/TRAINING AND DEVELOPMENT GOALS /LVWSHUIRUPDQFHREMHFWLYHVVSHFLILFSURMHFWVRUWUDLQLQJDQGGHYHORSPHQWSODQVIRUWKHQH[WUHYLHZSHULRG'HVFULEHRWKHU SODQVDFWLRQVGLFWDWHGE\WKHDSSUDLVDO EMPLOYEE COMMENTS/RESPONSES 2SWLRQDO,IHPSOR\HHZLVKHVWRGRVRDQ\FRPPHQWVFRQFHUQLQJWKHDSSUDLVDOPD\EHLQGLFDWHGLQWKLVVHFWLRQ EMPLOYEE SIGNATURE Employee ,KDYHUHDGDQGGLVFXVVHGWKLVDSSUDLVDOZLWKP\VXSHUYLVRUDQG,XQGHUVWDQGLWVFRQWHQWV0\VLJQDWXUHPHDQVWKDW,KDYHEHHQDGYLVHG RIP\SHUIRUPDQFHVWDWXVDQGGRHVQRWQHFHVVDULO\LPSO\WKDW,DJUHHRUGLVDJUHHZLWKHLWKHUWKHDSSUDLVDORUWKHFRQWHQWV 6LJQDWXUH 'DWH DEPARTMENT SIGNATURES Supervisor 6LJQDWXUH 'DWH Department Head 6LJQDWXUH Rev. 08/10/2015 'DWH p. 6