Engineering Human Resources

All staff receive performance evaluations at least annually.  The annual reviews are due each year by March 31 so that the evaluation ratings can be considered when making July 1 salary decisions.

Performance evaluations are located on UI Self Service, Personal tab, under Performance/Career.  Either the staff member or the supervisor is able to launch a performance review form.  Regardless of who launches the form, it goes first to the staff member to enter his/her comments before being forwarded to the supervisor.

Process Steps

The steps to complete the performance review process are outlined here, with more detailed information in the following sections:

1. Employee:  Update goals and goal progress comments on the Goal Plan.
2. Employee or Supervisor:  Launch the performance evaluation document.
3. Employee:  Complete comments on Universal Competencies and Goals/Achievements sections.  Complete optional Self-Evaluation template and upload it to the review form.  Submit the form to the supervisor.
4. Supervisor:  Complete comments on Universal Competencies and Goals/Achievements, and enter overall performance rating.  Save the form.
5. Supervisor and Employee:  Meet to discuss the evaluation.
6. Supervisor: Complete optional Performance Review Summary template and upload it to the review form.  Enter the date of the meeting.  Finalize the form which sends it back to the Employee for final signature.
7. Employee:  Enter any final comments and finalize the form with an electronic signature.

A PowerPoint presentation explaining the steps of the review process is available for your review. 

Three Elements of the Annual Performance Evaluation Form

1. Universal Competencies (required):  the staff member and the supervisor both have an opportunity to enter comments to describe the staff member’s efforts that demonstrate each competency.
2. Employee Goals & Accomplishments (required):you will find a link to the staff member’s 2016-17 goals so they can be viewed directly from the performance evaluation.  However, to edit goals and enter progress notes about the goals, the staff member will need to navigate to the Goal Plan link on UI Self Service, outside of the performance evaluation.  The performance evaluation document has space for the staff member to enter summary comments about his/her accomplishments during the review period, which should be supported by the goals and comments in the Goal Plan page.
3. Employee Performance Documents (optional):  provides the opportunity to upload other documents that you wish attach to the performance evaluation.  The College of Engineering has templates available for staff and supervisors to use for an employee self-evaluation and for the supervisor’s overall review, as well as for a quarterly check-in. We encourage you to look at the templates to see if they may be useful in facilitating conversation about the employee’s work performance and needs.  If documents are uploaded, they can be automatically added to the staff member’s ePersonnel file when the evaluation is complete.

Optional Templates

Self-Evaluation Form

Performance Review Summary

Quarterly/Monthly Check-In

The staff member also has an opportunity to enter overall comments at the end of the form.  After the staff member completes his/her initial comments, they will click on “Submit Performance Review” at the bottom of the form to forward it to the supervisor.  The supervisor will then enter comments and also enter an overall performance rating.

Performance Rating

The following five-point scale is being used to provide the overall performance rating.  The rating definitions are available here.

• Outstanding
• Exceeds Expectations
• Successfully Meets Expectations
• Needs Improvement
• Unsatisfactory

Supervisors of merit staff have the option to select “No Rating.”

After the supervisor enters comments and the overall rating the supervisor should Save the form, and then the supervisor and staff member will meet to discuss the review.  After that meeting, the supervisor will enter the meeting date, finalize his/her comments, and then “Finalize Performance Review” which sends the form back to the staff member for final comments and signature.  When the employee signs, the evaluation is automatically uploaded to the ePersonnel file.

Please contact your HR Administrator if you have any questions or need assistance as you complete the performance evaluation process.  We are happy to help!

Information coming soon