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Performance Evaluation Process and Forms

Overview of the Process

The annual evaluation process occurs between April 1 and July 31 and consists of the following steps:

  • Employee writes their self-evaluation
  • Evaluator drafts their evaluation of the employee's performance
  • Evaluator’s supervisor reviews and approves the evaluation
  • Employee and evaluator meet to discuss the evaluation
  • Employee completes the electronic sign-off acknowledging receipt (option to make comments)
  • Evaluator reviews comments (if applicable) and finalizes

For convenience, automated notifications are sent to the person responsible for each step as it becomes available.

Overview of the Forms

The performance evaluation forms for all employees include a set of competencies, the Success Factors, as well as a consistent rating scale. They have been scaled to better represent each subfunction’s level and role in the organization (union-eligible, support task expert, subject matter professional, management and leadership). Success Factors describe how you do the various duties of your job.

  • AccountabilityOwns decisions, outcomes, work products, etc. that are within the scope of one’s role.
  • CollaborationWorks inclusively to build trust and accomplish tasks, goals, and initiatives.
  • CommunicationProvides information clearly and accurately in various settings, ensuring understanding and participation.
  • Customer FocusUnderstands, anticipates, and appropriately responds to internal and/or external customers’ needs.
  • Diversity & InclusionValues differences by ensuring that all people are included, respected and can engage in their work to the best of their abilities.
  • JudgmentMakes appropriate decisions and evaluates risk and uncertainty to create optimal outcomes.
  • Time ManagementActively manages time to most effectively accomplish work, projects, objectives, and goals.

For union-eligible employees, a summary of Key Responsibilities will be automatically populated as an eighth rated section.

Probationary Evaluations

Probationary evaluations are not required by policy, but can help ensure employees and supervisors are on the same page.

  • Union Eligible (coming soon)
  • Support Task Expert (coming soon)
  • Subject Matter Professional (coming soon)
  • Management (coming soon)
  • Leadership (coming soon)

Reviewed 2020-03-27