Title Page
-
Department
-
Employee Name
-
Employee Number
-
Job Title
-
Employment Status
-
Date Hired
-
Supervisor/Manager
-
Date of Evaluation
Goals
-
Goals and Expectations
Performance Rating
-
REFERENCE: Employee Appraisal Evaluation Guide
[This is an example of how you can use iAuditor to include reference images in your templates to assist with assessment] -
Position Expertise: Effectiveness with which the employee applies professional/managerial/technical and/or non-technical skills and knowledge to the job.
- Exceptional (E)
- More Than Satisfactory (MS)
- Satisfactory (S)
- Needs Improvement (NI)
- Unacceptable (U)
- Not Applicable (N/A)
-
Approach To Work: Characteristics the employee demonstrates while performing job assignments including creativity, flexibility, initiative, planning and organization, time management, commitment to diversity, ethical behavior, process improvement, and/or professional development
- Exceptional (E)
- More Than Satisfactory (MS)
- Satisfactory (S)
- Needs Improvement (NI)
- Unacceptable (U)
- Not Applicable (N/A)
-
Quality Of Work: Manner in which the employee completes Job assignments Including accuracy, responsiveness, follow-through, Judgment, decision making, reliability, and compliance assurance.
- Exceptional (E)
- More Than Satisfactory (MS)
- Satisfactory (S)
- Needs Improvement (NI)
- Unacceptable (U)
- Not Applicable (N/A)
-
Quantity Of Work: Employee's success in producing the required amount of work including priority setting, productivity, and timeliness.
- Exceptional (E)
- More Than Satisfactory (MS)
- Satisfactory (S)
- Needs Improvement (NI)
- Unacceptable (U)
- Not Applicable (N/A)
-
Communication Skills: Effectiveness of the employee in transmitting information including confidentiality, facilitation/participation in sharing information, and oral and written expression.
- Exceptional (E)
- More Than Satisfactory (MS)
- Satisfactory (S)
- Needs Improvement (NI)
- Unacceptable (U)
- Not Applicable (N/A)
-
Interpersonal Skills: Effectiveness of the employee's interactions in responding to and working with others, including interactions with co-workers, supervisors(s), faculty, students and/or the community.
- Exceptional (E)
- More Than Satisfactory (MS)
- Satisfactory (S)
- Needs Improvement (NI)
- Unacceptable (U)
- Not Applicable (N/A)
Supervisory/Leadership Skills
-
Supervision: Provides oversight, direction, recognition and development opportunities, and addresses performance problems.
- Exceptional (E)
- More Than Satisfactory (MS)
- Satisfactory (S)
- Needs Improvement (NI)
- Unacceptable (U)
- Not Applicable (N/A)
-
Leadership and Management: Communicates a vision, sets unit goals, develops strategies and takes action to ensure the efficient stewardship of University resources (operational, financial, and human).
- Exceptional (E)
- More Than Satisfactory (MS)
- Satisfactory (S)
- Needs Improvement (NI)
- Unacceptable (U)
- Not Applicable (N/A)
Action Plans / Training and Development Goals
-
List performance objectives, specific projects, or training and development plans for the next review period. Describe other plans and actions needed.
Concerns, Issues or Incidents
-
Documentation of concerns, issues or incidents involving:
- Metrics/KPIs
- Conduct of Behavior (Interpersonal Skills)
- Safety or Work Environment
- Customer Service
- Rules and Regulations
- Attendance
- Other
-
Please specify
-
Describe performance concern or issue (be specific, and include dates and examples)
-
Describe agreed upon solution(s) or course of action
-
Follow-up review plan date
Completion
-
Overall Performace Rating
-
I have read and discussed this appraisal with my supervisor and I understand its concern.
-
Full Name and Signature of the Employee
-
Full Name and Signature of the Supervisor or Manager
