Date:
Employee Name:
UNIVERSITY STAFF EMPLOYEE EVALUATION
Department:
Supervisor’s Name:
Review Type: Choose Review Type Review Period: to
Review Date: Date of Last Review:
P
URPOSE
:
The purpose of the evaluation is to provide guidance and support for the highest levels of employee performance, and to focus on the employee’s professional growth. A Performance Evaluation must be completed on an at least annual basis by every employee and the immediate supervisor. Emphasis should be placed on:
1.
Aligning employee goals with Department and UWM strategy, goals, and values
2.
The employee’s professional and career development goals
E
VALUATION
P
ROCESS
:
1.
Supervisor obtains employee’s most recent PD and performance standards
2.
Supervisor notifies employee of evaluation discussion date, allowing time to complete Self-
Assessment. With notification, Supervisor provides to the employee the Current PD and standards, and the evaluation document.
3.
Employee completes self-assessment on evaluation parts 1 and 2 and sends to supervisor prior to meeting.
4.
Supervisor adds Rating and Observations to the form, along with any additional goals for discussion and schedules meeting.
5.
Evaluation meeting - the employee and supervisor should:
A.
B.
C.
D.
E.
Discuss attainment of goals that were established for the year in review.
Discuss supervisor’s and employee’s assessment of employee’s job performance, including clarification of performance factors ratings and discussion of strengths & proudest moments and improvement opportunities.
Establish together the performance and professional development goals and actions for the upcoming year.
Discuss employee’s longer-term career interests and establish related professional development goals and actions.
Review and discuss employee’s PD and related standards for the upcoming year.
Within 10 working days of the Evaluation discussion :
1.
Supervisor completes Evaluation document based on discussion, along with updates to PD and
Performance Standards.
2.
Employee and Supervisor sign and forward to Department Director or Chair. The employee may also add comments to the signature page of the Evaluation document at the time it is signed.
Employee and Supervisor retain a copy of the goals pages for periodic follow-up and discussion.

3.
The supervisor should forward the following to the appropriate Department Chair/Director/Dean for signature: a.
The signed version Evaluation b.
If updates are necessary, PD and standards established for upcoming year
4.
Department Chair/Director/Dean signs and forwards to Personnel Representative for review.
5.
Personnel Representative forwards original to campus HR and provides copies to Employee and
Supervisor.
The completed, signed document should be printed double sided if possible.

UNIVERSITY STAFF PERFORMANCE EVALUATION FORM
P ERFORMANCE F ACTORS :
Performance factors ratings are based on performance of responsibilities as described in the position description and performance standards.
Functional Area Description Employee
Rating
Rating
Supervisor
Rating
Rating
Job Knowledge
Overall :
The employee demonstrates an understanding of goals and knowledge specific to the position through the application of related policies, procedures, technologies, and/or concepts. i.
Applies necessary skills, both technical and nontechnical, to accomplish assigned tasks.
Rating Rating ii.
Consults appropriate staff, internal or external resources as needed.
Rating Rating iii.
Exhibits knowledge of and adherence to group, departmental and University policies and procedures.
Rating Rating
Rating Rating iv.
Demonstrates willingness to learn new practices and adjust to changes in assignments or working conditions.
Rating Rating v.
Works to remain current in the field of work.
Demonstrates an awareness of new practices, approaches or technology by utilizing this knowledge in related work activities.
Employee’s Self-Observations
Strengths, Proudest Moments &
Accomplishments
Improvement Opportunities
Supervisor’s Observations
Strengths, Proudest Moments &
Accomplishments
Improvement Opportunities
Functional Area Description Employee
Rating
Rating
Manager
Rating
Rating
Respect &
Community i.
ii.
Overall :
The employee values the campus community by showing consideration for the needs of faculty, staff and/or students. Exemplary behaviors and actions are modeled through responsiveness and a willingness to help shape and foster the Department’s connection to campus.
Handles interpersonal relationships and conflicts in a professional and constructive manner.
Helps build and maintain productive partnerships with internal and external customers and colleagues.
Rating
Rating
Rating
Rating iii.
Supports the mission, goals and priorities of the
Rating Rating

iv.
v.
vi.
Department and UWM.
Shares knowledge and information willingly.
Exercises courtesy, tact, and diplomacy in all dealings with internal and external customers and colleagues.
Welcomes feedback to promote improvement and progress. vii.
Anticipates how Work Group, Departmental and/or campus policies, procedures, and services will affect the campus/customers and takes appropriate action.
Employee’s Self-Observations
Strengths, Proudest Moments &
Accomplishments
Improvement Opportunities
Rating
Rating
Rating
Rating
Supervisor’s Observations
Strengths, Proudest Moments &
Accomplishments
Improvement Opportunities
ADDITIONAL FOR MANAGERS, SUPERVISORS OR LEAD WORKERS
Functional Area Description Employee
Rating
Rating
Supervisory/Lead
Worker Skills
Overall :
The supervisor/manager/lead worker possesses the skills necessary to effectively manage employees.
Rating i.
Effectively manages personnel activities, including recognizing excellent performance and addressing poor performance. ii.
Promotes employee development.
Rating
Rating iii.
Provides honest, clear, productive feedback to employees.
Rating iv.
Fosters teamwork among workgroups and campus teams. v.
Effectively mediates conflicts.
Rating
Rating vi.
Establishes group goals in alignment with Department and campus goals. vii.
Helps employees effectively manage work load.
Rating
Rating viii.
Empowers employees to make decisions; provides relevant information and context; ensures employees know they are empowered.
Employee’s Self-Observations
Strengths, Proudest Moments &
Accomplishments
Rating
Rating
Rating
Rating
Manager
Rating
Rating
Rating
Rating
Rating
Rating
Rating
Rating
Rating
Rating

Improvement Opportunities
Supervisor’s Observations
Strengths, Proudest Moments &
Accomplishments
Improvement Opportunities
S
UPERVISOR
’
S
O
VERALL
A
SSESSMENT FOR
T
IME
P
ERIOD
C
OVERED
I
N
T
HIS
R
EVIEW
Circle the letter that best matches your overall assessment of job performance over the review period.
The overall assessment should be supported by observations provided above.
(E) The employee consistently exceeds expectations and performance standards.
(M) The employee meets or exceeds expectations and achieves all performance standards.
(M-) The employee’s performance is below expectations at times. Some performance standards are met, or performance standards are not consistently met.
(DN) The employee consistently does not meet expectations and is at risk due to unmet performance standards.
E
MPLOYEE
C
OMMENTS
:
After meeting with your supervisor, you may add your comments here. (Attach additional sheets if necessary.)
F INAL S TEPS :
Please initial to verify the following have been completed before forwarding to Director or Dean:
___ Attach Goals Document
___PD and Standards for review period have been reviewed with employee
___ PD needs to be updated and is attached
___ PD needs to be updated and is NOT attached

S
IGNATURES
:
Our signatures indicate that we have seen, discussed, and understand the contents of this Employee
Development Plan.
______________________________________
Employee’s Signature
____________________
Date
____________________
Date
______________________________________
Supervisor’s Signature
______________________________________
Manager/Director/Chair’s Signature
______________________________________
Personnel Representative’s Signature
____________________
Date
____________________
Date
______________________________________
Dean or Division Head Signature
____________________
Date