Unit 1 and Unit 6 Employee Performance Review
California State University
Dominguez Hills
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Employee Planning and Performance Appraisal Form
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PART I - IDENTIFICATION
|Employee Name |Type of Appraisal |
| [pic] | |
|Appraisal Date | |
| [pic] | |
|Classification | |
| [pic] | |
|Department | |
| [pic] | |
| |[pic]Probationary Employee |[pic]Permanent Employee |[pic]Temporary Employee |
| |[pic]3 mo |[pic]Annual |[pic]Annual |
| |[pic]6 mo |[pic]Additional |[pic]Additional |
| | [pic]11 mo | | |
| | | | |
PART II - PERFORMANCE FACTORS
|1. JOB SKILLS: Consider the utilization of skills needed to perform this job. |
|[pic]Exceptional skill in performing work in |[pic]Adequate skills in performing normal |[pic]Inadequate skills in performing job. Requires constant |
|related field. |assignments. |assistance. |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS |
| |
|2. AMOUNT AND QUALITY OF WORK: Consider the amount and quality of work performed. |
|[pic]Consistently maintains an exceptionally high|[pic]Produces good work and meets |[pic]Efforts are often not acceptable because certain factors |
|standard of work that is well thought out and is |productivity requirements. |have not been considered. Frequently fails to meet productivity |
|of superior quality. Meets or exceeds | |requirements. |
|productivity requirements. | | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS |
|3. PLANNING AND ORGANIZING WORK: Consider the ability to anticipate conditions, plan ahead, establish priorities, and meet deadlines. |
|[pic]Effective planner who completes work on time|[pic]Completes on-going assignments within |[pic]Slow to complete assignments; has difficulty meeting |
|even in the face of heavy workloads or short |acceptable time limits. |deadlines or accomplishing work within time limits. |
|deadlines. | | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS |
|4. ACCEPTANCE OF RESPONSIBILITY: Consider the willingness to accept responsibility for work that needs to be done. |
|[pic]Accepts responsibility even for difficult |[pic]Accepts responsibility for tasks and |[pic]Often avoids taking a position or is unwilling to support |
|tasks and takes full responsibility for actions; |role in decisions or recommendations. |decision; consistently offers excuses when results are |
|doesn't' avoid sensitive or complex assignments. | |unfavorable. |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS |
|5. MEETING CHANGING DEMANDS OF THE WORK SITUATION: Consider the ability to adapt to changing conditions. |
|[pic]Has unusual ability to adapt to new or |[pic]Accepts procedural changes willingly; |[pic]Resists changes in routine procedures; is often flustered |
|changing working conditions; effectiveness is |an innovator when conditions demand new |by changes in workload or by the pressure of deadlines. |
|seemingly unaffected by even extreme demands and |approaches; can cope with normal job | |
|pressures. |pressures | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS: |
|6. INTERPERSONAL SKILLS: Consider the ability and willingness to get along with and work with others. |
|[pic]Highly successful team worker with strong |[pic]Works well with others; sensitive to |[pic]Will not go out of the way to help others; sometimes causes|
|ability to promote cooperation and gain support |the needs of others; an active team worker; |disruptions which diminish productivity of others. |
|for programs or goals when required |persuasive. | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS: |
|7. PROBLEM SOLVING/DECISION MAKING: Consider the application of decision making and problem solving abilities to assignment. |
|[pic]Effective in evaluating problems and |[pic]Judgment is technically sound and |[pic]Decisions frequently not reached in a timely manner; |
|developing technically sound solutions; decisions|recommendations or decisions are timely and |judgment is frequently unsound. |
|or recommendations are always workable as |reflect proper consideration of | |
|presented. |alternatives. | |
|[pic]Categories above are to adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below. |
|EXAMPLES/OVERALL COMMENTS: |
|8. WORKING WITHOUT CLOSE SUPERVISION: Consider the ability to perform assignments. |
|[pic]Check box if factor does not apply. |
|[pic]Anticipates work that needs to be done and |[pic]Performs well without detailed |[pic]Not a self-starter; easily loses sight of the desired end |
|follows through without prior instructions or |directions; can think through most |product without detailed instructions or constant guidance. |
|guidance; develops solutions to even the most |situations and devise solutions to normal | |
|complex problems independently. |problems. | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS: |
|9. WRITING SKILLS: Consider the ability to communicate effectively in writing. |
|[pic]Check box if factor does not apply. |
|[pic]Unusual ability to relate very complex |[pic]Written work is acceptable, |[pic]Does not express thoughts well in writing; work often |
|thoughts or instruction clearly, logically, and |understandable, and suitable for the |requires rewrite because it is unclear or incomplete; contains |
|in a convincing manner. |intended recipient; only minimum rewrite is |faulty grammar or unacceptable tone. |
| |required. | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS: |
|10. SKILL IN ORAL COMMUNICATION: Consider the ability to communicate orally. |
|[pic]Check box if factor does not apply. |
|[pic]Makes excellent oral presentations; speaks |[pic]Can hold own in discussions; makes |[pic]Is not an effective speaker in group discussions; does not |
|effectively and convincingly; respects the ideas |position clear; evaluates questions and |communicate readily in face-to-face situations. |
|of others. |responds well. | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS: |
|11. CUSTOMER SERVICE: Consider the ability to provide courteous and discrete customer service. |
|[pic]Check box if factor does not apply. |
|[pic]Consistently demonstrates a high level of |[pic]Demonstrates a satisfactory level of |[pic]Consistently demonstrates a low level of customer service |
|customer service when interacting with |customer service when interacting with |when interacting with customers. |
|customers. |customers. | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS: |
|12. SUPERVISORY SKILLS: Consider the ability to plan, organize and direct the work of others. |
|[pic]Check box if factor does not apply. |
|[pic]Consistently excels at supervising |[pic]Demonstrates satisfactory supervisory |[pic]Fails to meet minimal supervisory skills. Frequently |
|employees. Treats all employees fairly. Regularly|skills. Usually attends to supervisory |neglects supervisory responsibilities. |
|attends to supervisory responsibilities. |responsibilities. | |
|[pic]Categories above are not adequate descriptors. (Describe behavior in "Examples/Overall Comments" section, below.) |
|EXAMPLES/OVERALL COMMENTS: |
| |
|Comments regarding problems with employee's attendance, e.g., tardiness, abuse of sick leave, excessive time taken for breaks, or other. |
| |
PART III - OVERALL RATING
|[pic]The employee readily |[pic]Possesses good |[pic]Satisfactorily handles |[pic]Generally needs |[pic]Overall performance |
|grasps all aspects of the job. |under-standing of the job. |assignments. Performance is equal |assistance on routine |inadequate to meet the job |
|Overall performance is |Overall performance exceeds |to the expected requirements of |assignments. Must obtain |requirements. |
|exceptional. |expected requirements of job. |job. |assistance to meet minimal | |
| | | |requirements of the | |
| | | |assignment. | |
ADDITIONAL COMMENTS: (Must be completed)
1. What are the employee's strengths?
Provide specific examples of major achievements during this review period.
2. If applicable, provide specific examples that occurred during this review period
which demonstrates this employee's need for improvement.
3. If applicable, what training or other learning experiences would you recommend
for this employee's performance and development plan.
4. What goals should the employee reach by the end of the next review period or
other specific time line? Indicate preferred time line.
PART IV - RECOMMENDATION
| [pic]This is the last Performance Evaluation prior to employee being granted permanent status. |
| I,____________________________ recommend the granting of tenure (permanent status) to this employee as of ___________________. If there is a change in my |
|recommendation, I will notify the Human Resources Management Office immediately and prior to _______________ |
|PART V - EMPLOYEE COMMENTS/SIGNATURE |
|EMPLOYEE: I certify that this report has been discussed with me. I understand that my signature does not indicate agreement. |
| C O M M E N T S |
| |
| |
|Employee’s Name: ____________________________ Signature: ____________________________ |
| |
|Date: __________________________ |
|Department/Unit Evaluator's Name: |Appointing Authority's (MPP) Name: |
| | |
|_______________________________________ |________________________________________ |
| | |
|Signature: _______________________________ |Signature: _______________________________ |
| | |
|Date: __________________________ |Date: __________________________ |
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