Exempt Group Performance Review Program Suggested Worksheet for Evaluators and Incumbents

Review Period: Evaluator: Completed Prior to Review Period1 Date Agreed: Initials: (A) (B) Responsibilities3 Related Performance Expectations4 Incumbent: Completed During Performance Review Meeting2 (C)
% total Workloa d

(D)
Perf. Rating (1 to 5)5

(E)
Incumbent s SelfRating

(F)
Score (Cols C x D)

(G) Comments, Actions for Improvement6

Totals 100%

Overall Rating: (Max 5.00)

University/community service (optional and not rated). If disclosed, also state how it may enhance work performance Overall Comments Signatures Date Evaluator: Evaluator: Incumbent: Incumbent: Supervisor of Evaluator:

See Exempt Group Performance Review Program Guidelines (Conducting the Annual Review), page 6 As above, pages 6-7 3 As above, (Summarizing Job Responsibilities), page 3. For all employees, responsibilities should include regular Job Fact Sheet duties. Through mutual agreement, responsibilities may be revised during the Review Period to accommodate changing circumstances and directions. 4 As above (Setting Related Performance Expectations), pages 4-5. Performance expectations described in Column (B) help to clarify expected results for each responsibility listed in Column (A). For regular responsibilities already clarified in a job description, performance objectives should state, as a minimum, as per Job Fact Sheet. Where appropriate, performance objectives should also specify milestones for achievement, together with any related Actions for Improvement identified and specified in Column (G) for the previous Performance Review. See Appendix A for examples. 5 As above (Rating Performance of Individual Job Responsibilities), page 8. 6 Completion of this column is required for performance ratings of 3 or lower in Column (D)
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