Professional Documents
Culture Documents
Appr
Appr
EXEMPT
DATE:
(I.E., 07/01/01)
CENTER/DEPT:
2. Carefully evaluate each of the factors separately, based on recurring day-to-day performance since the last review and not on
recent or isolated exceptional events. Use examples, whenever possible, to support each performance rating.
3. There are ten core performance categories. All exempt employees must be rated in each of these areas and given specific
feedback on performance. There are also five optional performance categories that may be relevant, depending on the exempt
position.
4. For each factor, evaluate the employee using the definitions provided below.
5. The overall rating will be automatically calculated on Page 7.
The care and accuracy with which this appraisal is completed will
determine its value to you, to the employee, and to the organization.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
DEPENDABILITY
Fulfills responsibilities, instills full confidence, works well without continual supervision.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
RELIABILITY
Consistent attendance, punctually arrives and leaves work, meetings and appointments.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
ATTITUDE/COOPERATION/ADAPTABILITY
Commitment, team spirit, amount of interest and enthusiasm shown in the performance of responsibilities and attitude toward
coworkers, students and the University. Works effectively and willingly with others (individuals and departments) in positive,
supportive, and cooperative relationship. Accepts new or changed situations, adjusting activities and plans to accommodate.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
JUDGMENT
Demonstrates ability to make sensible and appropriate decisions. Demonstrates discretion/professionalism in unusual situations.
Ability to make solid decisions.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
KNOWLEDGE
Demonstrates skills and an understanding of the position, policies, and procedures required in present job.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
PROBLEM SOLVING
Identifies problems and determines their causes, assesses alternatives; makes recommendations/decisions.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
INITIATIVE
A self-starter who contributes and/or carries out new ideas or methods.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
PLANNING
Develops and utilizes methods and work organization to efficiently complete overall workload.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
QUALITY
Works with attention to detail and absence of error.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
QUANTITY/APPLICATION
The amount of work an individual accomplishes. Consistently applies ability and completes work in given timeframe.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
DEDUCTIVE REASONING
Draws a conclusion by reasoning. Uses analysis and/or logic that is thorough, accurate, and appropriate while working on a
project or assignment.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
PRESENTATION
Performs group presentations in an effective, credible, and professional manner. Disseminates information to group participants
in a way that is concise and easy to understand.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
RESPONSIVENESS
Responds quickly and appropriately to requests for documents, reports, or information, whether verbal or written.
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
OTHER (IDENTIFY)
Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00
COMMENTS:
THIS SECTION SHOULD BE COMPLETED WITH THE EMPLOYEE AT THE CONCLUSION OF THE APPRAISAL.
Has employee completed mandatory training? (E.G. Sexual Harassment Awareness & Prevention Training, Human Resources
Code of Conduct & Ethics Training OR Compliance Code of Conduct & Ethics Training, Safety-Sensitive training, Other (please
specify).
Yes No
Note: Failure to comply with Mandatory training requirements will be noted on this performance appraisal, and tentative fiscal
merit salary increases will be withheld until all required training has been completed.
COMMENTS
What plans have you and the employee developed to build on present strengths?
What plans have you and the employee established to work on areas requiring improvement?
Describe any specific goals or special projects this employee is assigned during the next four quarters. Specify details and
milestones. (Set cooperatively by supervisor and employee.)
EMPLOYEE COMMENTS
After you have reviewed this appraisal and discussed it with your supervisor/manager, please state briefly your comments
regarding this evaluation. If you have no comments, please indicate “none.”
Evaluated By:
Print Name Signature
Reviewed By:
(Next Level Supervisor) Print Name Signature
OPTIONAL/CATEGORIES:
NUMBER OF CATEGORIES:
TOTAL: 0.00 0
(Field automatically counts categories entered)
EXTENSION INFORMATION
Reason
30 days 60 days 90 days