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.
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
Quality Of Work: Manner in which the employee completes Job assignments Including accuracy, responsiveness, follow-through, Judgment, decision making, reliability, and compliance assurance.
Quantity Of Work: Employee's success in producing the required amount of work including priority setting, productivity, and timeliness.
Communication Skills: Effectiveness of the employee in transmitting information including confidentiality, facilitation/participation in sharing information, and oral and written expression.
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.
Supervisory/Leadership Skills
Supervision: Provides oversight, direction, recognition and development opportunities, and addresses performance problems.
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).
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:

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

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
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.