/ Performance Appraisal
for Union Employees

Name: Position/Title:

Supervisor:Review Date:

Department: Review Period:

Instructions:Prior to the performance appraisal meeting, employee and supervisor complete Section I separately based on individual perceptions. Supervisors and employees can attach an additional page with comments or further description of ratings. The employee completes Section II prior to the meeting. For section III, the supervisor designates the overall rating; both employee and supervisor provide comments and signatures. During the performance appraisal meeting, supervisors and employees dialogue about the extent to which the staff member demonstrates the following factors and discuss developmental ideas. Return the completed Performance Appraisal to Human Resources at 129 Humphreys Service Building by March 31st each year. The completed appraisal will be filed in the employee’s HR file. Call Human Resources at 255-1037 with any questions.

Section I: Performance Evaluation

Ratings based on individual’s performance in relation to expectations set by job description,
work rules, policies, and procedures. / Needs Improvement / Meets Expectations / Exceeds Expectations / Fails to Meet Expectations
1 / 2 / 3
Skills for Success / Inclusiveness:Shows respect for differences in backgrounds, lifestyles, viewpoints, and needs in reference to areas such as ethnicity, race, gender, creed, and sexual orientation.
Adaptability:Handles multiple tasks and priorities. Demonstrates cooperation in responding effectively to new or changing situations and assignments.
Self Development:Enhances personal knowledge, skills, and abilities. Seeks and acts upon feedback.
Communication:Demonstrates the ability to express thoughts clearly. Demonstrates effective listening skills.
Teamwork:Builds working relationships to solve problems and achieve common goals. Offers assistance, support, and feedback to others.
Service-Minded:Strives to satisfy customers.Reaches out to be helpful in a timely and responsive manner.
Stewardship:Demonstrates accountability in all work responsibilities. Exercises appropriate confidentiality in all aspects of work. Demonstrates responsibility for proper key control and security as trained.
Motivation:Shows initiative, anticipates needs, and takes actions. Ability to be self-directed, take appropriate action and be efficient and resourceful in fulfilling responsibilities.
Productivity / Dependability: Extent to which employee can be counted on and follow-through.
Work Organization/Time Management: Extent to which time is used wisely, in an organized and efficient manner to achieve the best results possible.
Attendance: Extent to which a good attendance record is maintained, and recognizes its importance to the overall effectiveness of the service we provide.
Quality of Work: Accuracy, thoroughness, effectiveness, and dependability of results.
Quantity of Work: Amount of satisfactory work produced in relation to established expectations.
Job Specific Performance / Following Work Procedures/Safety: Adheres to department work procedures as trained, and provides services with safety in mind at all times.
Judgment/Problem Solving: Extent to which decisions and actions support departmental policies, goals.
Work Attitude: Amount of interest and enthusiasm shown in work.
Technical Knowledge: Proficiency in use of procedures, tools, equipment and other materials necessary to accomplish work.
Job Knowledge: Demonstrates understanding of position requirements, department procedures, objectives, duties and responsibilities.

Section II: Development

1)What have beenyour major accomplishments over the past year? What would you like to accomplish over the next year in your current position?

2)If you would like to take on higher levels of responsibility or advance during your career please list your career goals.

3)Whattraining or development would you like to pursue in order to achieve your job and/or career goals? What support or resources do you need from your supervisor?

Section III: Overall Evaluation

Fails to Meet Expectations: Does not fulfill position requirements. Progress against Performance Improvement Plan must be demonstrated. Progressive discipline will be followed in accordance with contract provisions.
Needs Improvement: Fails to meet significant position requirements. Requires improvement in areas noted. Performance Improvement Plan must be developed and monitored in conjunction with HR.Progressive discipline may be initiated in accordance with contract provisions. / 1
Meets Expectations: Fulfills position requirements, consistently meeting established goals and expectations. Employee performance makes the expected contributions to the department and university. / 2
Exceeds Expectations:Works at a superior level in most aspects of performance. Exceeds goals and expectations for most position responsibilities. Employee performance makes an exceptional contribution to the department and university. / 3
Supervisor's Comments
Employee’s Comments

I have provided the employee with a current position description, reviewed applicable work rules, and completed and discussed the Performance Appraisal with him/her.

Immediate Supervisor: ______Date: ______

______

(Print Name)

Next Level Supervisor (if applicable): ______Date: ______

______

(Print Name)

I have reviewed this document with my supervisor. My signature indicates that I have completed these discussions, but does not necessarily imply my agreement: any areas of disagreement are noted in my comments above (or in the attached document). I understand that I am entitled to receive a copy of this form and attachments, with all required signatures.

Staff Member: ______Date:______

______

(Print Name)

Revised 09/24/09