2013 Annual Performance Appraisal

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1 2013 Annual Performance Appraisal Employee Name: Job Title: Last Appraisal Date: Previous Rating Employee ID: Supervisor Name: Department: Department Number Rating Scale - Consistently delivered exceptional results in performance against goals, in core functions and demonstration of expected behaviors. Employee has been innovative in recommending and implementing the new and different, took appropriate risks; has improved processes which positively impacted unit/departmental/university operations; and demonstrated initiative in all aspects of the position. - Performance consistently reflected the University s Standards of Excellence and Accountability while performing the core functions and responsibilities of the position with quality results. Not - the key requirements, but did not meet requirements in all areas. Performance is inconsistent and at times fails to meet the standards of the job. Core Competencies Accountability and Ownership Do the right thing for the right reason; honor commitments and behave ethically with a sense of ownership and responsibility for contributing to business success. Assume personal accountability for goals, outcomes, and deadlines, and hold others accountable for achieving individual and organizational objectives. Share information and responsibility with others to build a sense of ownership and involvement. Not

2 Adaptability Demonstrates ability to adjust to changing job requirements, work and volume, as well as operational and organizational changes. Not Communication Be transparent and authentic; provide open feedback to others. Not Continuous Learning Demonstrate a commitment to continuous personal and professional learning and improvement of self, others, and the University.

3 Not Initiative/Creative Problem Solving Anticipate and act on opportunities for improvement. Create new and valuable ideas, and use these ideas to solve problems and develop improved processes. Not Service Excellence Understand the needs and wants of customers to provide accurate, complete, and timely service. Demonstrate professionalism and ensure thoroughness of work. Not

4 Teamwork Work with people within your team and across the organization to achieve goals. Not Safety Does the employee meet the safety expectations of the position, e.g., follows safe work practices, communicates hazards, and safely operates equipment and machinery where applicable? Yes No Comments Required if Response is 'NO' Budgeting/Cost Awareness Where Applicable: Creates accurate budgets, tracks expenses, and adjusts the budget as necessary. Ensures that budgetary concerns are communicated to all concerned. Strives to keep costs within budget(s). Ensures proper financial controls are in place within a department or unit. Yes No Comments Required if Response is 'NO'

5 Attendance Consistently adheres to work schedules, arrival times, and time limits for breaks/lunches. Seeks approval for scheduled time off according to department/university policy. Yes No Comments Required if Response is 'NO' The Leadership Competencies apply primarily to employees that supervise at least 1 full time regular employee or 3 or more temporary or student workers. This section must be completed by everyone. If the employee is not a supervisor, select. Leadership Competencies Leading the Operation Follow through on commitments. Keep focus on critical priorities and set clear expectations. Challenge the status quo; take calculated risks, be approachable; keep employees informed and involve employees in decision making. Pursue solutions to problems that are directed at achieving long-term success versus short-term gain; ensure that objectives are established within his or her area of expertise and are consistent with University values, policies, and practices. Not

6 Leading the People Take the time to effectively plan and evaluate performance; provide feedback, continuous learning opportunities, recognition, and coaching, and develop employees to be their personal best. Not Well-Being and Work-Life Balance Demonstrate respect and concern for an employee s best interests and work- life balance. Has a mindset for flexibility. Not Diversity and Inclusion Take full advantage of the rich backgrounds and abilities of all by recognizing, valuing and respecting differences, seeking inclusiveness, and considering and honoring differing points of view.

7 Not Past and New Goals - Instructions Overall Past Goal Rating Rating ES - MS - NI - Not N/A - only to be used if 2012 goals not assigned Rating Employee Score: Overall Past Goals Manager Score: Past Goals Goals Accomplishments Title:

8 Title: Title: New Goals (2013 Goals Are Required) Goals Weight Goal Title/Description: % Start: Due: Add New Goal Job Description Is the current Job Description a valid indicator of the job duties? If NO, submit a Job Description to Human Resources/Faculty Affairs, and provide the employee with a copy. Yes No

9 2013 Performance Management CBL Has the employee completed the required Performance Management CBL? If NO, the employee must log in to ULearn to complete the 2013 Performance Management CBL prior to submitting this appraisal. Yes No Summary of Core Competencies Core Competencies Score: Score: Accountability and Ownership Adaptability Communication Continuous Learning Initiative/Creative Problem Solving Service Excellence Teamwork Summary of Leadership Score Leadership Competencies Score: Score: Leading the Operation Leading the People Well-Being and Work-Life Balance

10 Diversity and Inclusion Summary of Goals Overall Past Goal Rating Score: Score: Overall Past Goals Overall Score Score: / 3.0 (0%) = = = Not Supervisor's Comments Employee's Comments Self:None Available Employee has met with supervisor to review this appraisal. N/A Employee has not met with supervisor to review this appraisal.

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