St. John Fisher College Performance Review Three-Month Probationary EMPLOYEE INFORMATION It is the practice at St. John Fisher College to review an employee’s performance near the conclusion of the three-month probationary status. The purpose of this document is to provide you with written feedback on your performance and to inform you of your status with the College. Section I of this memo captures a written summary of your performance for your first three months. Please see the ratings below. Section II summarizes the areas that need further development as well as informs you of your status with the College. Employee Name: Click here to enter text. Job Title: Click here to enter text. Supervisor’s Name: Click here to enter text. Date Three-Month Review Completed: Click here to enter text. EMPLOYEE RATINGS Ratings must be assigned at the end of the reporting period, although supervisors are encouraged to discuss progress with employees during a mid-year assessment discussion. Employees and supervisors should assign the following ratings: Rating: Definition: Consistently Exceeds Expectations Maintains excellence in consistency; performs as a role model Exceeds Expectations Job performance meets and frequently exceeds expectations Consistently Meets Expectations Job performance consistently meets expectations Does Not Consistently Meet Expectations Expectations are marginally or inconsistently met Does Not Meet Expectations Self-explanatory New To Position For employees who are in a new position with inadequate time or opportunity to demonstrate or evaluate performance Page 1 Ratings: Consistently Exceeds Expectations, Exceeds Expectations, Consistently Meets Expectations, Does Not Consistently Meet Expectations, Does Not Meet Expectations, New To Position ________________________________________________________________________________________________________________________ Section I - SKILLS AND BEHAVIORS The purpose of this section is to promote discussion of the performance of day-to-day duties and also the values and behaviors that demonstrate how responsibilities are carried out. High performance is not only "what" is accomplished but "how" it is accomplished. which of the skills are being appropriately performed by the employee. Although the “New to Position” rating has been offered for use with new employees, wherever possible, a qualitative rating choice should be used. Communications, Teamwork, Interpersonal Skills Shares information with other team members Exhibits good written and verbal communications skills Understands the perspectives of others Balances team and individual responsibilities Contributes to building a positive team spirit Able to build morale and lead team to goal objectives Approaches others in a tactful manner Reacts well under pressure Treats others with respect and consideration Supervisor Comments: Click here to enter text. Supervisor Rating: Choose an item. Initiative, Reliability, Responsibility Generates new ideas/suggestions to improve the organization Fosters change and become a change agent Accepts responsibility for actions Follows through on commitments Performance is completed with timeliness Is able to work effectively with little direction Establishes credibility with peers Follows instructions Keeps commitments Supervisor Comments: Click here to enter text. Supervisor Rating: Updated: June 2015 Choose an item. Page 2 Ratings: Consistently Exceeds Expectations, Exceeds Expectations, Consistently Meets Expectations, Does Not Consistently Meet Expectations, Does Not Meet Expectations, New To Position ________________________________________________________________________________________________________________________ Problem Solving, Planning, Organizing Identifies and resolves problems in a timely manner Gathers and analyzes information skillfully Develops alternative solutions Collects and researches data Uses intuition and experience to complement data Designs work flow with procedures Prioritizes and plans work activities Uses time efficiently Organizes or schedules other people and their tasks Maintains a work space that is compliant with department – specific expectations Supervisor Comments: Click here to enter text. Supervisor Rating: Choose an item. Judgment Displays willingness to make decisions Exhibits sound and accurate judgment Supports and explains reasoning for decisions Includes appropriate people in the decision making process Makes timely decisions Supervisor Comments: Click here to enter text. Supervisor Rating: Choose an item. Organizational Support and Agility, Adaptability Follows policies and procedures Completes administrative tasks correctly and on time Supports organizational goals and values Adapts to changes in the work environment Manages competing demands Changes approach or method to best fit the situation Able to deal with frequent change, delays, or unexpected events Supervisor Comments: Click here to enter text. Supervisor Rating: Choose an item. Customer Service Updated: June 2015 Page 3 Ratings: Consistently Exceeds Expectations, Exceeds Expectations, Consistently Meets Expectations, Does Not Consistently Meet Expectations, Does Not Meet Expectations, New To Position ________________________________________________________________________________________________________________________ Manages difficult or emotional customer situations Responds promptly to customer needs Meets commitments Responds actively, sensitively and in a timely manner to the needs of internal and external clients Seeks input from clients for continuous improvement Evaluates services provided to clients Supervisor Comments: Click here to enter text. Supervisor Rating: Choose an item. Leadership (Include or delete this section, as applicable) Demonstrates effective supervisory, mentoring, developing and motivating skills Delegates effectively and empowers team members Effectively leads, facilitates and models problem solving Pioneers and supports risk-taking Includes staff in planning and decision making, as well as process improvement Improve processes, products and services Holds staff members accountable Provides timely, constructive and balanced feedback Identifies training and development opportunities Supervisor Comments: Click here to enter text. Supervisor Rating: Choose an item. ADDITIONAL ACCOMPLISHMENTS Click here to enter text. Updated: June 2015 Page 4 Ratings: Consistently Exceeds Expectations, Exceeds Expectations, Consistently Meets Expectations, Does Not Consistently Meet Expectations, Does Not Meet Expectations, New To Position ________________________________________________________________________________________________________________________ Section II – Overall Comments/Areas for Development Option 1: Employees not yet performing at a successful level: Sample Text for next steps: Your temporary status with St. John Fisher College will be extended for an additional 30 days, until DATE. Conversion to regular, full-time status is contingent upon successful improvement of the areas identified in this section. If you are unable to meet expectations in these areas, your employment may be terminated on or before DATE. Area of Improvement 1 Area of Improvement 2: Note: Supervisor can add additional areas of improvement if achievement is a reasonable expectation in the time period allotted for improvement. ************************************************************************************** Option 2: Employees performing successfully during probationary period and ready to move to regular fulltime status and goals for remainder of review year: Sample Text for a successful completion of 3 months: As a result of a successful 3 month probationary review, your probationary status with the College will be converted to regular full-time (part-time). Please be advised that your performance will be monitored on a regular basis and an official review will be completed each year. In preparation for that yearly review, please work with me (supervisor name) to develop goals for the remainder of the review period. (End of 3-month probationary period through May 31) Congratulations on your transition. I have had an opportunity to discuss this performance review with my supervisor. My signature below does not indicate my agreement or disagreement with the contents of this form, only that I have seen and read it. Employee Comments: (optional) ____________________________________ Employee Signature/Date Updated: June 2015 ____________________________________ Supervisor Signature/Date Page 5