Performance Reviews

Annual performance reviews are a key component of employee development. The performance review is intended to be a fair and balanced assessment of an employee's performance. The objective of the annual review is to provide all regular university staff and their supervisors an opportunity to:

  • Discuss job performance
  • Set goals for professional development
  • Establish objectives for contributing to the department's mission
  • Discuss expectations and accomplishments
  • Consider a change in compensation

Civil Service

Probationary Period Evaluations

All newly hired regular staff employees, including those converting from temporary or student to regular appointments, shall serve one probationary period in an active pay status with the university beginning with the first day of regular employment. Each regular staff employee shall have his or her work performance evaluated during this period. During this probationary period, employees are subject to discharge without recourse.

Desk Audit/Position Review

If a civil service employee's duties and/or qualifications have changed, you or the employee can request an update to their position classification. The position review, or desk audit, can result in reclassification into a higher position in the same promotional line or reallocation to a position in a different class (refer to SUCSS Statute and Rules, section 250.30, i and j).

To begin, submit an updated job description to us through PeopleAdmin. It should include current duties and responsibilities the employee has performed for at least 30 days. An employment coordinator will review the updated description and write a recommendation indicating if the position is appropriately classified or if it fits better with another classification.

If a classification change is recommended, it will be reviewed by your vice president and department head. If approved, we'll submit the results to the Executive Budget Committee. Once approval is secured, the employee must show that they're qualified for, and pass, the exam for the new classification before it can go into effect. 

Performance Factors

Job-related performance factors must be chosen by the supervisor for each new, reclassified or reallocated position. Below is the list of factors that can be used to evaluate the employee for both the probationary period and annual evaluations.

Factor Description
Ability to Deal with Non-Routine Handles unexpected or crisis situations calmly and professionally. Ability to function effectively under stress and non-stress situations.
Ability to Learn New Duties Accepts and adopts new ideas, technology, situations and/or conditions. Willingness to learn.
Adaptability Ability to adjust and meet new situations. Accepts and adopts new ideas, situations and/or conditions. Flexibility.
Attitude Employee's interest, sense of responsibility, motivation and enthusiasm towards work. Displays positive outlook and opinions concerning department activities.
Availability Consider extent to which individual is open to concerns and ideas of others and accessibility/approachability to users and staff when necessary.
Confidentiality Does employee exhibit discretion in regard to confidential material to which he/she has access?
Cooperation with Supervisor Works harmoniously, as part of a team with supervisor. Ability to accept and evaluate suggestions from supervisor(s) and to resolve disagreements in a professional manner.
Courtesy and Cooperation Effectiveness in maintaining harmonious working relationships with co-workers, supervisors, other university staff, faculty, students and the public. Works as a team member. Attitude and response to supervision.
Creativity Ability of employee to utilize innovative and/or cognitive skills to develop, apply, and/or modify ideas, concepts, systems, procedures, products, forms, etc. as required within the context of the staff member's job. Ability to apply imagination and originality of the job.
Decision Making Ability to decide correct course of action when a choice can be made. Makes sound and timely decisions. Effectively communicates decisions when necessary.
Delegation of Responsibility Consider such areas as utilizing capabilities of people and resources, shifting resources, distributing work and regulating work flow.
Dependability/Reliability Degree to which employee completes work on schedule; reliability with regard to an assigned task. Can employee be assigned a task with the assurance that it will be completed correctly, in a timely manner and conscientiously?
Effectiveness as a Supervisor Does supervisor create a high level of morale in his/her unit and run the department efficiently?
Fairness in Dealing with Others Objective and equal treatment of all concerned.
Fiscal Control Refers to employee's ability to project budget requirements and to control budget expenditures with foresight to potential problem areas. Seeks the best use of materials, equipment, manpower and methods of elimination of waste.
Follow Through Carrying out planned or initiated activity or a request for information or service to a conclusion.
Goal Achievement Consider the degree of achievement of work accomplished. Appraise staff members' contribution to the department and/or administrative area in terms of specific projects, goals, objectives and /or performance targets attained during the rating period.
Health Records Keeping Following established format, accurately and appropriately records information in patients' files.
Implementation of Policies Does employee implement policies and programs accurately and constructively? How effectively does this employee apply the regulations, policies and procedures?
Independence Proceeds with work assignments with minimal instruction or guidance after training.
Initiative Willingness to accept and perform responsibilities and assignments; seeks better way to achieve results. Self-starter; resourcefulness as applied to position duties. Proceeds with work with minimal instruction or guidance.
Interpersonal Communications Effectively transfers thoughts, ideas and/or instructions to others by speech or in writing.
Job Knowledge Basic knowledge of job; familiarity with other departmental functions related to job; understanding and observance of specific job duties.
Job Skills Applies technical skills and knowledge in the performance of assigned work. Competency in job-related skills.
Judgment Ability to analyze problems or procedures and select best course of action; logic and common sense in decision making. Degree of independence or judgment.
Leadership Setting realistic standards for employees, encouraging productive and efficient performance, providing good managerial example, possessing good interpersonal communication skills and inspiring loyalty to the department and its goals.
Listening Devoting attention to the speaker to understand his/her point of view or instructions.
Machinery/Equipment Use Skills Does employee demonstrate proper usage, practical ability, dexterity, knowledge and safety with operating equipment, machinery or university vehicles?
Maintenance of Discipline Does the supervisor allow unsatisfactory performance of undisciplined behavior by an employee to go unquestioned for long periods of time?
Overall Job Performance All facets of work performance.
Patient/Client Satisfaction Achieves favorable patient/client satisfaction by effectively administering high quality care.
Performance Improvement Learns quickly; retains what is taught; seeks additional training and/or information when needed. Attempts to improve performance, obtain additional proficiency, development of skills, and overall competence in job or related areas.
Personnel Development Does employee effectively select, counsel, orient and train employees? Do his/her employees know why things are done in certain ways? Do they understand the relationship of their job to others? Does the supervisor encourage employees to learn new duties and accept new responsibilities? Does this department run efficiently when the supervisor is away? Does the supervisor delegate work projects according to each employee's capabilities and abilities? Does the supervisor provide career development resources, offer guidance, communicate priorities, goals and objectives and give clear task instructions?
Persuasiveness The ability to influence or persuade by reason.
Planning/Organization Effectiveness of organizing work, planning its' distribution among employees, efficient utilization of available manpower. Ability to set specific goals, objectives and timetables in order to accomplish various tasks and complete assigned projects within required deadlines.
Problem Solving Ability to identify problems and apply logic and reason to resolution of same.
Productivity Consider the individual's productivity compared to specific known standards/expectations; evaluate the employee's ability to effectively yield results in spite of work load variations and demands.
Quality of Work Consider accuracy, thoroughness, attention to detail, efficiency, dependability of results and completeness of work. Adherence to instructions, policies, etc. Excludes quantity.
Quantity of Work Accomplishments measured against requirements of position. Results and timely completion of projects. Amount or volume of work produced; use of time and facilities. Nature of results or objectives achieved. Accomplishes assigned work of a specified quality within a specified time period. Evaluate the employee's ability to effectively yield results in spite of work load variation and demands.
Safety Enforcement Performs work in such a way that danger to self, to fellow workers and to university equipment or property is minimized. Is employee familiar with applicable safety regulations and does he comply with them?
Sensitivity to the General Public Appreciation of and cooperation with general public needs; development of public image consciousness. Ability to develop and maintain understanding and good will with the general public.
Sensitivity to the Goals of the University Performance related to such overall goals of the university as teaching, research or community service.
Use of Telephone Telephone conversations and personal contact with public/fellow employees in performing job duties. Is employee courteous? Does employee project a positive image for the department and the university?
Versatility Ability to deal with interruptions and constantly changing activities.
Working Relations with Others Sensitivity to work-related problems of faculty, staff and employees. Scope and depth of interaction with others. Ability to work effectively and cooperatively with others. Attitude, tact, courtesy, discretion.


During their first week of employment, you should meet with your employee to review their position description and communicate your performance expectations for them.

During the next three to six months of employment, you should meet with the employee on a regular basis to review their performance related to the position description and your performance expectations for them.

Each year, you should prepare an annual written evaluation. The evaluation format should be individualized to best meet the needs/preferences of both you and the employee.

You can conduct SPS evaluations in a variety of formats, including a departmental evaluation form, narrative memo, conference or any combination thereof. When scheduling a meeting regarding the annual evaluation, be sure to provide the employee with sufficient notice to prepare.

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