Occidental College
Annual Performance Appraisal for 2018Employee: /
A# / Hire Date:
Period of Appraisal: / Supervisor:
Job Title: / Department:
Instructions: The purpose of the performance appraisal is to give an employee feedback on the performance of the job responsibilities, to establish goals for future performance, and to document the fact that the appraisal has taken place. The supervisor should rate the performance of essential functions of the position based on the job description, past year’s goals and expectations, as well as expected work behaviors, using the rating factors shown below. In addition, a narrative must be included to expand on the ratings given. Additional sheets may be attached as appropriate.
Rating Factors:
Level 5
(E) ExceptionalThis rating occurs infrequently and acknowledges the following achievements: work performance that far exceeded expectations this year due to exceptional quality in all essential areas of responsibility.
Level 4
(EE) Exceeds expectationsWork performance consistently exceeds expectations. Demonstrates very high level performance in all areas of responsibility.
Level 3
(SME) Successfully meets expectations Solid performance that consistently fulfills expectations and at times may exceed expectations. A fully successful employee consistently meets expectations within specified time, understands and supports College-wide goals and priorities.
Level 2
(I) Improvement needed Performance needs improvement. Performance does not consistently meet expectations. Plan for corrective action should be developed.
Level 1
(U) UnsatisfactoryPerformance is consistently below expectations, and/or has failed to make reasonable progress. Significant improvement is needed and a timeline will need to be established.
Rating
/Position Expectations
Essential Job Responsibility:Referring to job description, please list a main area of responsibility and provide a rating and narrative
Comments:
Essential Job Responsibility:
Referring to job description, please list another main area of responsibility and provide a rating and narrative
Comments:
Essential Job Responsibility:
Referring to job description, please list another main area of responsibility and provide a rating and narrative
Comments:
Goals and Expectations –
Please comment on previous goals and expectations for Fiscal Year 2017/2018:
Comments:
Position Expertise –
Effectiveness with which the Employee applies professional skills and knowledge to the job
Comments:
Rating
/Performance Behaviors
Communication Skills – Establishes rapport and displays good listening skills; Written and oral information is clearly conveyed to others. Establishes and maintains positive working relationships with others; treats all persons with dignity, courtesy and respect in a service oriented manner.Comments:
Approach to Work – Effective organization skills, use of time and equipment, materials and resources; Dependable, prompt, adheres to work schedule and deadlines, complies with College policies and procedures. Sets priorities and establishes specific goals/objectives and formulates plans to achieve them.
Comments:
Initiative and Adaptability – Shows initiative in work activity and making work improvements, using good judgment, identifying and correcting errors. Assesses issues objectively, developing solutions or alternatives with others. Able to adapt and adjust quickly to new technology and/or changes in the work place.
Comments:
Workplace Safety – Promotes safety in the workplace by encouraging safe work practices by employees within the work area; reporting unsafe conditions; and taking action to address and/or prevent on-the-job injuries in a manner consistent with College policies, and state and federal regulations.
Comments:
Rating
/Supervisory / Leadership Skills –
Applies to Managers, Supervisors & Department Heads
Supervisory Skills – Provides oversight, direction, recognition and development opportunities, and addresses performance issue; consults Human Resources as appropriate.Comments:
Overall Rating / Overall Performance Rating
Please describe the Employee’s overall Employee Performance:
Overall Comments:
Complete the Goals and Development Sheet with the employee during the Appraisal Meeting and attach it to this appraisal form for the employee’s personnel record. The employee is encouraged to include comments in the space provided below:
Employee Comments: (may attach separate document, if desired)This appraisal was discussed with the employee on: ______
Date
______
Employee Signature Date
Supervisor’s SignatureDateDepartment Head’s SignatureDate
Vice President/Dean’s SignatureDateDirector of Human Resources Date
Occidental College
Goals and Development Worksheet for Fiscal Year 2018/2019
Employee: Department:
Accomplishments During the Appraisal Period (Fiscal Year 2017/2018):Goals for Fiscal Year 2018/2019:
Professional Development Plan:
Employee’s Signature: Date______
Supervisor’s Signature: Date______