STAFF PERFORMANCE APPRAISAL MAIN CAMPUS (PSA, Non-Union/Salaried and Hourly) Note: This form may be used for any non-managerial, non-supervisory jobs (both professional and staff level) and may be customized to meet/reflect the needs of the particular department/unit in which the employee works. MC – PSA/Non-union/Salaried and Hourly Employee Name: Rocket #: Position Title: Date: Department: Policy #: 3364-25-45 Evaluation Period: Evaluation Type: Mid-Probation Annual Sum of the Weighted Scores: End Probation Special Mission Statement: The mission of The University of Toledo is to improve the human condition; to advance knowledge through excellence in learning, discovery and engagement; and to serve as a diverse, student-centered public metropolitan research university. Department Statement: The mission of The Department of… Total Possible Weighted Score Pillar 1 Pillar 2 Pillar 3 Pillar 4 Pillar 5 0.50 0.20 0.10 0.10 0.10 Weighted Score by Pillar Average Weighted Score (round to tenth) e.g. 3.2 vs. 3.266 Page 1 of 6 RATINGS: 5 - Distinguished Contributor: An employee who regularly exceeded expectations and demonstrated extraordinary performance, including achievement of objectives and demonstration of core pillars. Personal contributions were recognized and applauded by others. 4 - Highly-Valued Contributor: An employee who consistently exceeded expectations throughout the year, going beyond achievement of objectives and demonstration of core pillars, anticipating issues, and acting proactively. 3 - Valued Contributor: An employee whose performance met and occasionally exceeded all expectations for achievement of objectives and demonstration of core pillars. 2 - Improving Contributor: An employee whose performance occasionally, but not regularly, met expectations for achievement of objectives and demonstration of core pillars in selected areas and requires some improvement. (This rating requires an action plan). 1 - Non-Contributor: An employee whose performance did not meet minimum expectations or requirements of the position. Improved performance is required for continuation in this position. (This rating requires an action plan). *The overall performance rating is the average of your rating for each individual core pillar. CRITERIA PILLARS RATING COMMENTS Foundation/Pillar 1: Core Responsibility: The employee successfully completes the fundamental responsibilities of the job description and fulfills the basic expectations of the role. The employee’s daily actions support the strategic direction of the department/division. Core Duties: (Insert Job Description duties. Please see template). Pillar 2: Customer Service Excellence: The employee demonstrates a noble commitment to students and other members of the University community. The employee consistently demonstrates to students and other members of the University community actions that display the employee’s commitment to provide relief, support, continuous improvement, problem solving, and customer, student centeredness. Pillar 3: Nimble and Responsive: The employee demonstrates flexibility and adaptability while also responding to all requests and inquiries in a timely manner. The employee focuses on moving projects quickly from planning phase to implementation. Pillar 4: Professionalism and Respect: The employee consistently acts and behaves in a manner that demonstrates the culture of dignity and respect that is required in a world-class University and Health Center. Pillar 5: Communication Effectiveness: The employee communicates with clarity, openness and transparency, ensuring all stakeholders receives appropriate information at all times. Page 2 of 6 Core Duties: Template DIMENSION/CRITERIA (Primary Duties, stated in the job description that fulfills the Pillar 1/Foundation, and any related accreditation requirements.) Please complete as appropriate for position Rating (Tally and enter average into Pillar 1/ Foundation). Comments 1. 2. 3. 4. 5. Page 3 of 6 Supervisor Comments: Employee Comments: This appraisal was reviewed with me and I received a copy of it. Employee Signature Date Appraiser Signature, Credentials, and Title Date Appraiser Printed Signature, Credentials, and Title Date Second level Appraiser Signature, Credentials, and Title (Required unless first level is a Chair) Date Second level Appraiser Printed Signature, Credentials, and Title (Recommended not required) Date Is this an addendum to any other performance tool? Yes No Please Attach Signed Job Description. ACTION PLAN FOR IMPROVING JOB PERFORMANCE (for any pillar with a rating of 2 or less) Page 4 of 6 This memo is intended to serve as an action plan and is the culmination of a pattern of job performance which is inconsistent with UT’s values. I want to work with you and include any resources you feel are not listed here under the specific areas of performance needing development. I recognize that you may have additional ideas on how to improve your performance. Therefore, I encourage you to provide your own personal improvement suggestions. Performance Issues Pillar Number: Describe in detail the area in need of improvement: Management’s Expectations: Resources needed to improve performance: MEASUREMENT I will be able to monitor your progress in this area by (describe how you will know the employee is on the right track) Consequences if failure to improve Page 5 of 6 If you have any further incidents of the same or similar nature within _____________ from the date of this action plan, you may be disciplined up to an including termination. Follow up and Personal Commitments (Department Manager) commits to: Employee Signature Date Manager Signature, Credentials, and Title Date Please Attach Signed Job Descriptions Copy to employee, manager and original to HRTD Page 6 of 6