Instructions and Samples
Instructions for Performance Evaluations
Personnel Policies for Staff Members, Policy 23 (and similar provisions in collective bargaining agreements) requires that all staff employees be evaluated annually.
Special requirements apply to some collective bargaining units*, and in some schools and colleges.
MS-Word Forms Feature: If you are having formatting problems, you may remove the special features by clicking Tools, Unprotect. Be careful not to re-protect the document afterwards, as this erases the data you entered.
MS-Word Merge File: This file works with the output from PPS Decision Support Report 109. View instructions.
* Note on Collective Bargaining Requirements
University personnel policy and collective bargaining agreements contain provisions concerning the form to be used for employee performance appraisals. Contact Employee & Labor Relations at 752-6660 (campus) or 734-3362 (UCDHS) before making any changes to these forms.
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Special requirements apply to some collective bargaining units*, and in some schools and colleges.
MS-Word Forms Feature: If you are having formatting problems, you may remove the special features by clicking Tools, Unprotect. Be careful not to re-protect the document afterwards, as this erases the data you entered.
MS-Word Merge File: This file works with the output from PPS Decision Support Report 109. View instructions.
| Form | Notes | Format | Revised | |
|---|---|---|---|---|
| Employee Performance Appraisal | Forms for the annual evaluation of career staff employees.* | Word Merge |
6/03 | |
| Sample Appraisals | Samples of well-written Employee Performance Appraisal forms. | Word#1 Word#2 |
PDF#1 PDF#2 |
6/03 |
| Summary of Accomplishments | Employees fill out this form at the start of the performance appraisal process. | Word | 6/03 | |
| Sample Accomplishments | Samples of well-written Summary of Accomplishment forms. | Word#1 Word#2 |
PDF#1 PDF#2 |
6/03 |
| Employee Development Worksheet | Form for evaluation of limited-term and probationary employees. | Word | 4/97 | |
* Note on Collective Bargaining Requirements
University personnel policy and collective bargaining agreements contain provisions concerning the form to be used for employee performance appraisals. Contact Employee & Labor Relations at 752-6660 (campus) or 734-3362 (UCDHS) before making any changes to these forms.