UNIVERSITY OF UTAH DIVISION OF HUMAN RESOURCES
PERFORMANCE EVALUATION PROCESS
1. MANAGER MEETS WITH EMPLOYEE
The purpose and procedures of the performance evaluation process is explained. Focus on the
benefits to the employee, which include the following:
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Provides a clear understanding of what is expected (few surprises).
Helps insure you have the training and support you need to do your best work.
Provides an opportunity to ask questions in a safe environment.
Provides an opportunity to inform and alert your manager on job issues.
Identifies areas for personal and professional growth.
Enhances teamwork by revisiting and refocusing on key goals.
2. EMPLOYEE COMPLETES SECTION 1
This is an opportunity for the employee to list his/her goals, objectives, and accomplishments
prior to the performance review discussion. The employee can also list other concerns that
they want addressed.
3. MANAGER COMPLETES SECTION 2
List the general expectations of the different performance expectations. Summarize results of
the employee’s actual performance—include specific examples. Include both areas of strength
as well as areas that need improvement.
4. MANAGER COMPLETES SECTION 3
Using both the information that the employee provided and the information/ratings in Section 2,
assess the employees overall performance. Add comments to support your overall rating.
Create development and/or performance improvement goals. Consider the employee’s
responses, growth opportunities, and the areas needing improvement.
5. PERFORMANCE EVALUATION DISCUSSION
Review and discuss Section 1, Section 2, and Section 3.
Questions for consideration in framing your discussion:
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Does the employee have a clear understanding of his/her duties and responsibilities?
Review the primary goals listed by the employee. Is the employee focused on the right things?
Does the employee have a clear understanding of the team or department’s primary goals? Is any
clarification needed?
Are the employee’s achievements consistent with organizational goals? How do the employee’s
achievements relate to the strategic goals of the department and the University of Utah?
Does the employee have a clear picture of what tasks are most important in the next evaluation period?
What opportunities are available for the employee to gain valued experience and/or training in the next
evaluation period?
Does the employee understand the areas of his/her performance that need improvement?
6. EMPLOYEE & MANAGER SIGN PERFORMANCE EVALUATION, EMPLOYEE RECEIVES A
SIGNED COPY
7. MANAGER SETS FOLLOW UP FEEDBACK/COACHING MEETINGS AS NECESSARY (At
least bi-annually, preferably monthly or quarterly)
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PERFORMANCE EVALUATION FORM
Department Name
Evaluation Date
Department #
Supervisor Name
Employee Name
Year or Period Covered
Employee ID#
Job Title
SECTION 1: TO BE COMPLETED BY EMPLOYEE
List your main responsibilities and duties for the past period?
What are your most important achievements in the past year?
What are your goals for the upcoming period?
2
Additional Comments/Concerns
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SECTION 2: TO BE COMPLETED BY MANAGER
PERFORMANCE EXPECTATIONS
1. Customer Service
Expectation
Actual Performance (comments, examples)
Outstanding
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Above Standards
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Meets Standards
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Below Standards
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Unsatisfactory
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n/a
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Below Standards
□
Unsatisfactory
□
n/a
□
□
Below Standards
□
Unsatisfactory
□
n/a
□
2. Time & Attendance
Expectation
Actual Performance (comments, examples)
Outstanding
□
Above Standards
□
Meets Standards
3.Team Work/Interpersonal Skills
Expectation
Actual Performance (comments, examples)
Outstanding
4
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Above Standards
□
Meets Standards
4. Quality of Work
Expectation
Actual Performance (comments, examples)
Outstanding
□
Above Standards
□
Meets Standards
□
Below Standards
□
Unsatisfactory
□
n/a
□
□
Below Standards
□
Unsatisfactory
□
n/a
□
□
Below Standards
□
Unsatisfactory
□
n/a
□
5. Job Knowledge/Technical Skills
Expectation
Actual Performance (comments, examples)
Outstanding
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Above Standards
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Meets Standards
6. Time Management/Organization
Expectation
Actual Performance (comments, examples)
Outstanding
5
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Above Standards
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Meets Standards
SECTION 3: (TO BE COMPLETED BY MANAGER)
Overall Assessment
Comments
Outstanding
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Above Standards
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Meets Standards
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Below Standards
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Unsatisfactory
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n/a
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Goals/Objectives For Next Period:
Employee:
Signature_________________________________________ Date ________________
I have read and discussed this evaluation with my manager and I understand its contents. My signature means
that I have been advised of my performance status and does not necessarily imply that I agree with the
contents of this document.
Manager:
Signature_________________________________________ Date ________________
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