Employee Name:



This evaluation is prepared in accordance with Article 10 of the agreement between the CSU and CSUEU and stipulates that each employee in CSUEU Units 2, 5, 7 and 9 must have a ten-day opportunity to review this evaluation and provide input and have a discussion with their supervisor. The supervisor will consider the input before drafting and approving a final performance evaluation for inclusion in the personnel file. New employees are evaluated at the 3, 6 and 11 month cycle.

|Employee Name: |Department: |Evaluation Period: |Type of Appraisal: |

| | | |to | | | |3 Month |

|Classification: |Employee Status: | | |6 Month |

| | | |Temporary | |Permanent | | |11 Month |

|Working Title: | | |Probationary | | |Annual |

| | | |

| |

| |

| |(5) |(4) |(3) |(2) |(1) |

| |Outstanding |Exceeds Expectations |Meets Expectations |Needs Improvement |Failed to Meet |

| | | | | |Expectations |

|Job Skills/ Knowledge|Shows exceptional skills |Very well informed on all |Has a good understanding of|Has minimal knowledge of|Unacceptable job |

|Consider the |and knowledge on the job. |phases of the position. |all aspects of job. |the essentials. Needs |knowledge. Requires |

|knowledge of job and |Has strong understanding |Requires little or no |Requires standard |close supervision. |maximum supervision in |

|the supervision |of all aspects of |supervision. |supervision. | |most or all areas of job|

|required. |department. | | | |responsibilities. |

| |

|Quality |5 |4 |3 |2 |1 |

|Consider accuracy and|Exceptionally accurate. |Produces results that |Produces good quality work.|Quality of work |Produces unreliable |

|reliability of |Produces top quality and |exceed requirements. |Results are generally |sometimes below |results with frequent |

|results and wasted |thorough results. Sets |Seldom necessary to check |accurate, but may require |standards. Requires |errors. Requires |

|time in rework. |example. Work is |work. |occasional rework. |frequent review. |constant checking. |

| |consistently error-free. | | | | |

| |

| | | | | | |

|Quantity |5 |4 |3 |2 |1 |

|Consider expected |Consistently produces a |Consistently produces more |Meets volume requirements. |Volume not always at |Does not complete work |

|volume of work |high volume of work. |than expected. Capable of |Completes all assigned |expected level. |assignments. Amount of |

|produced. |Capable of performing a |taking on extra work and |tasks. | |work produced is |

| |number of diverse tasks. |assignments. | | |Unacceptable. |

| |Generally a top producer | | | | |

| |in unit. | | | | |

| |

|Service Orientation |5 |4 |3 |2 |1 |

|Consider overall |Provides exceptional |Provides consistent top |Displays positive service |Occasionally displays |Rarely displays a |

|internal and external|service. Initiates |quality service. |orientation. Clients are |positive service |positive service |

|service commitment |suggestions for overall |Consistently exceeds |satisfied with level of |orientation. |orientation. Immediate |

|and behavior. |service improvement. |clients’ service |service provided. | |improvement necessary. |

|Clients may include |Feedback from clients |expectations. | | | |

|customers, peers and |indicates an extraordinary| | | | |

|supervisors. |level of commitment to | | | | |

| |service. | | | | |

| |

|Judgment |5 |4 |3 |2 |1 |

|Consider success in |Thinks quickly and |Shows consistently sound |Displays sound judgment. |Minimum ability to |Work is not organized. |

|organizing work and |logically. Decisions made |judgment. Very |Good organizational |organize daily work. Some|Consistently poor |

|the ability to |are extremely reliable and|well-organized. |ability. |improvement may be |judgment. |

|differentiate between|sound. Exceptionally | | |required in judgment. | |

|decisions that should|well-organized. | | | | |

|be made or deferred. | | | | | |

| |

| | | | | | |

|Adaptability |5 |4 |3 |2 |1 |

|Consider willingness |Adapts to change rapidly |Quickly learns new |Competently learns new |Learns new practices after|Does not retain |

|to learn new |and displays positive |practices. Has positive |practices and adjusts well |much instruction. Accepts|instructions. |

|practices and adjust |attitude. May help others|attitude about change. |to change. |change with hesitancy. |Resistant to change. |

|to changes in |adapt to change. | | | | |

|assignments or | | | | | |

|working conditions. | | | | | |

| |

|Communication |5 |4 |3 |2 |1 |

|Consider verbal, written |Exceptional |Very strong |Fully competent |Communication and |Interpersonal and |

|and interpersonal |communication and |communication and |communication and |interpersonal skills need|communication skills |

|communication skills. |interpersonal skills. |interpersonal skills. |interpersonal skills. |improvement in some |are Unacceptable. Does|

| |Interacts |Interacts very well with|Interacts well with |areas. May interact well|not interact well with |

| |extraordinarily well |all levels of employees |others. |with some, but not all, |others. |

| |with all levels of |and managers. | |levels of employees and | |

| |employees and managers. | | |managers. | |

| |May be used as an expert| | | | |

| |service resource or act | | | | |

| |as an example for | | | | |

| |others. | | | | |

| |

|Attendance |5 |4 |3 |2 |1 |

|Consider punctuality |Always arrives on time. |Consistently arrives on |Generally arrives on time. |Excessive amount of |Unacceptable amount of |

|and unscheduled or |All absences are approved |time. Absences are |Absences are often approved|tardiness and unscheduled |tardiness and |

|unapproved absences. |in advance. |approved in advance with |in advance. |or unapproved absences. |unscheduled or |

| | |rare exception. | | |unapproved absences. |

| |

|Safety Compliance | | | | | |

|Consider safety |Numerical value is not | |Complies with emergency | |Does not comply with |

|practices in work |assigned and should not | |procedures and safety | |emergency procedures |

|area. |affect any statistical | |programs. | |and safety programs |

| |average analyses. | | | | |

| |

| |

|Employee Name: | |

OVERALL PERFORMANCE EVALUATION

Using the following standards, please select the summary description that most closely describes the employee’s overall performance for this entire review period:

{ } Outstanding (5): Performance and results far exceed the position’s requirements and expectations. Incumbent consistently integrates a wide variety of skills to outstandingly and effectively solve problems and carry out duties, responsibilities and objectives well beyond the expectations of the position. Outcomes and solutions are routinely excellent and seldom matched by others. Incumbent demonstrates the highest level of performance standards in handling all assignments. Incumbent’s performance is consistent with the behavior associated with the selected critical performance factors. Overall, performance demonstrates a very high degree of expertise and serves as a model of excellence for others. Incumbent adds value to the organization well beyond what was expected. Incumbent’s high level of sustained performance merits special recognition and compares with the best the CSU has seen. Very few employees achieve this level of competency, particularly in an overall evaluation.

{ } Exceeds Expectations (4): Accomplishes considerably more than required or expected. Incumbent frequently demonstrates the ability to integrate a variety of skills to effectively solve problems and carry out duties, responsibilities and objectives beyond the expectations of the position. Incumbent’s performance is consistent with the behavior associated with the selected critical performance factors. Incumbent adds value to the organization beyond what is expected and is one of the key contributors within the organization.

{ } Meets Expectations (3): Performance is solid and consistently meets the position’s requirements and expectations necessary to further the University mission. Critical goals, tasks, and projects are achieved within acceptable standards. During the review period, there may have been some accomplishments that exceeded expectations, some that may have met expectations and, possibly, some areas where results may not have fully met expectations. Overall, the incumbent demonstrates the ability to handle projects or assignments within the scope of the position and demonstrates the ability to integrate a variety of skills to solve problems and carry out duties, responsibilities and objectives. Incumbent’s performance is generally consistent with the behavior associated with the selected critical performance factors. Incumbent adds value to the organization and is a fully competent performer.

{ } Needs Improvement (2): Performance and results meet some, but not all, of the position’s requirements and expectations; however, overall performance needs improvement. The need for further development and/or improvement in one or more of the critical performance factors is recognizable. Incumbent requires more than normal amount of guidance and follow-up to assure that assignments were progressing adequately. Performance is occasionally consistent with the behavior associated with the selected critical performance factors. Sustained progress and improvement are required in one or more of the critical performance factors.

{ } Failed to Meet Expectations (1): Performance and results are consistently below expectations and are not acceptable. Performance is below the minimum needed to fulfill principal duties, responsibilities, objectives and expectations of the position. Incumbent requires an unreasonable amount of direction and guidance. Performance must improve to an acceptable level or corrective action will be taken, up to and including notice of termination.

|Employee Name: | |

ADDITIONAL SUPERVISORY COMMENTS:

(Include comments on Overall Performance Evaluation rating and future goals and objectives.)

EMPLOYEE’S COMMENTS:

(May also attach a separate sheet of paper)

I certify that this evaluation has been discussed with me. My signature does not necessarily indicate that I agree with the evaluation.

|Employee’s Signature | |Date |

| | | |

|Supervisor’s Signature | |Date |

| | | |

|Reviewer’s Signature | |Date |

|(Appropriate Administrator) | | |

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