Name:
Department:
Division/Section:
Title:
UC Hire Date:
Merit Review Date:
Date
Time in Current Title (yrs/mos):
Rating Period:
List your primary job responsibilities:
Describe accomplishments you have made during the rating period or since your last performance review.
Examples of accomplishments include: achievement of goals set during the last review period, involvement in special projects, improvements made in performance, action taken to improve service or reduce costs, initiative taken to develop skills and the attainment of special licenses or certifications. You should also include accomplishments that are part of your regular job duties.
Using the rating scale described below, read each category and reflect on your performance of job responsibilities. Select rating which you believe best matches your actual performance.
E = Exceeds expectations. Performance shows mastery of the skills and tasks involved and exceed desired results. Performance is consistently excellent, and is characterized by major, outstanding achievements.
M = Meets expectations. Performance displays a level of competence. Performs job with skills sufficient to achieve desired results to meet job requirements. Performance is consistently good.
NI = Needs to improve. Performance in some areas is below acceptable levels and indicates room for improvement to meet goals and objectives. Performance is marginally satisfactory.
B =
PD =
Below standards. Immediate performance improvement is needed.
Performance is developing. Improvement is needed to meet goals & objectives on a consistent basis. (For employees on probation or in training on a new assignment of function.)

Quality of Work: Accuracy, thoroughness, neatness, and acceptance of finished product or service to meet expectations
Productivity: Volume of work performed meets productivity goals.
Job Knowledge: Understanding of daily job requirements such as equipment operation, systems navigation, policies and procedures, and methods.
Versatility: Showing flexibility to respond and adjust to fluctuations in the workload or operational priorities.
Managing Relationships: Works effectively with other people.
Attendance: Attendance and punctuality are consistent.
Communication: Ability to communicate clearly and concisely, both verbally and in writing
Organizing: Effectively plans and organizes work by setting priorities and adjusts them to meet changing needs
Teamwork: Can be counted on to help others inside and outside the department to accomplish goals.
Initiative: Self-motivated; initiates action to improve operations and prevent or solve problems.
Innovation: Identifies, develops and communicates ideas/opportunities for the department that may improve service and/or reduce costs.
Professional Improvement:
Consistently seeks methods to improve his or her professional development.
Reliability: Is dependable and follows through on commitments in a timely manner. Can be relied upon to see tasks through to completion.
Customer Focus: Takes initiative to understand the needs of internal and external customers
Professionalism: As a representative of the school, presents a businesslike appearance and demeanor, which would instill confidence in others.
Other:
SELF COMMENTS SUPEVISOR’S COMMENTS SELF SUP

SELF COMMENTS SUPEVISOR’S COMMENTS
Job Knowledge: Proficient in understanding and applying methods, techniques and skill required to perform work; understands how work of job/function contributes to organizational goals; keeps informed about current developments; creates and implements new methods and techniques to address business issue; work quality is comprehensive and complete.
Leadership & Professionalism: Sets and communicates expectations; holds self and others to high standards; initiates and manages change; presents self as a role model; creates equitable workplace based on respect; directs and accepts responsibility for the performance of subordinates.
Financial Performance: Effectively plans for and establishes sound financial controls within area of responsibility; evaluates expenditures in terms of usefulness, cost effectiveness, and business need; and allocates financial resources to achieve business goals.
Problem Solving & Decision Making:
Effectively identifies problems; assesses relevant facts; weighs alternatives; makes appropriate decisions; takes responsibility for decisions made; communicates information to appropriate parties; ensures that all decisions are consistent with overall organizational goals; effectively assesses degree of risk in plans and actions.
Planning & Time Management:
Demonstrates ability to set goals and priorities; handles multiple tasks simultaneously; delegates effectively; implements strategies to meet deadlines; anticipates and plans for change.
Communication: Speaks clearly and concisely; listens alternatively; uses tact and diplomacy in interpersonal interactions; writes effectively; uses communication skills to build group commitment.
Building & Maintaining Relationships:
Understands the importance of onthe-job relationships; effectively develops credibility by building rapport and achieving trust; recognizes and resolves conflict; effectively initiates and sustains collaboration across departmental lines.
Reliability: Can be relied upon to consistently fulfill job requirements
SELF SUP

and commitments with minimal supervision; takes needed action without direct instructions.
Supervisory Skills: Ability to get work done through others. Selects, trains, motivates, evaluates, and other disciplines subordinate staff as appropriate; ensures competence by providing necessary training; reinforces desired actions through feedback, coaching and counseling; prepares written performance appraisals, conducts formal performance appraisal meetings and is consistent in linking performance to compensation.
Other:
Using the rating skill presented above, please select your overall performance rating. Select the rating which best represents the employee’s overall performance by indicating the rating letter (E, M, NI, B) in the space below. You may use also use a plus (+) or minus (-) sign.
E – Exceeds Expectations
M – Meets Expectations
NI – Needs Improvement
B – Below Standards
Self Supervisor
Summarize overall performance accomplishments and areas you encourage the employee to develop during the next review period. If “NI” or “B” ratings are given, please provide comments to explain the ratings.
This section is to be completed jointly by the supervisor and employee after discussing performance ratings.
Decide on three to five areas of performance the employee will concentrate on improving during the next review period. Specify any needed training, job coaching or self-study which will support the employee in accomplishing their goals.
DEVELOPMENT PLAN TARGET DATES
Goals may be set for the coming year that support the mission of the unit and the departmental organization as a whole.

__________________________________________________
Manager/Supervisor Signature
_______________________________
Date
__________________________________________________
Evaluating Manager/Supervisor (Print name/title)
__________________________________________________
Reviewing Manager Signature
_______________________________
Date
__________________________________________________
Reviewing Manager (Print name/title)
My signature acknowledges only that I have thoroughly discussed this review with my supervisor and I have received a copy.
__________________________________________________
Employee
____________________________
Date