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Administrative and Professional Faculty Work Planning.doc

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  • 1. ADMINISTRATIVE AND PROFESSIONAL FACULTY WORK PLANNING AND PERFORMANCE APPRAISAL DOCUMENT PACKAGE [Note: to transfer data from page 1 to other parts of form, select “Print Preview” in the “File” menu.] PART I: JOB PROFILE (FOR GUIDANCE, SEE HTTP://WWW.UMW.EDU/HR/APFA/#ONE ) Position Title       Position Number       Employee Name       Employee Network ID       Banner ID       Work Year       Document Version Date       Supervisor Title       Supervisor Position No.       Supervisor Name       Reviewer Title       Reviewer Position No.       Reviewer Name       Dept/Unit Name:       Dept/Unit Mission (Org Objective)       Major Job Responsibilities (for guidance, see http://www.umw.edu/hr/apfa/#oner ) Responsibility 1       Responsibility 2       Responsibility 3       Competencies/Knowledge-Skills-Abilities (KSAs) Needed for Job (for guidance, see http://www.umw.edu/hr/apfa/#onek ) Required       Preferred      
  • 2. Pos No       Emp Name       Net ID       Work Year       Ver Date       Page No 2 Education, Experience, Licensure, Certification for Entry in Job (for guidance, see http://www.umw.edu/hr/apfa/#onee ) Required       Preferred       PART II: OVERALL APPRAISAL (for guidance, see http://www.umw.edu/hr/apfa/#two ) ADDITIONAL INSTITUTIONAL PRIORITY APPRAISAL ELEMENTS FOR RATING AT END OF WORK YEAR (POINT OF SPECIAL EMPHASIS IN PERFORMANCE APPRAISAL FOR WORK YEAR      , ALSO CONSIDERED IN OVERALL RATING – FOR GUIDANCE, SEE HTTP://WWW.UMW.EDU/HR/APFA/#TWOIP ) Managing People for Individual and Institutional Success (for guidance on ratings, see http://www.umw.edu/hr/apfa/#twor ) Supervisor Comment Your Rating for             No Rating OVERALL APPRAISAL AT END OF WORK YEAR (FOR GUIDANCE ON RATINGS, SEE HTTP://WWW.UMW.EDU/HR/APFA/#TWOR )       Supervisor Comment Your Rating for             No Rating Signatures for Appraisal Employee Date Supervisor Date Reviewer Date
  • 3. Pos No       Emp Name       Net ID       Work Year       Ver Date       Page No 3 PART III: WORK PLAN AND APPRAISAL FOR EACH RESPONSIBILITY FOR WORK YEAR       (FOR GUIDANCE, SEE HTTP://WWW.UMW.EDU/HR/APFA/#THREE ) Work Plan and Appraisal for Responsibility 1 for Work Year       WORK PLAN Responsibility 1 (automatically filled from “Major Job Responsibilities”)       Representative Duties, Tasks, Projects and Special Assignments for this Responsibility (set at beginning of work year--(for guidance, see http://www.umw.edu/hr/apfa/#threed )       Development Plan (by Supervisor, for implementation in next work year--for guidance, see http://www.umw.edu/hr/apfa/#threedp )       SELF-ASSESSMENT BY EMPLOYEE Self Assessment by Admin/Prof Faculty Member of Performance for this Responsibility (near end of work year--for guidance, see http://www.umw.edu/hr/apfa/#threeea )  Self Assessment text below (may add attachments to support text)       Self Rating for Results No Rating Self Rating for Process (how you did it) No Rating ASSESSMENT BY SUPERVISOR Assessment by Supervisor of Performance for this Responsibility (near end of work year--for guidance, see http://www.umw.edu/hr/apfa/#threesa ). PLEASE NOTE: If employee managed another employee’s “Return to Work” after qualifying absence (see http://www.umw.edu/hr/policies_procedures/workers_compensation__retu/default.php ), assessment must include review of performance of that responsibility).  Comment by Supervisor below       Supervisor Rating for Results No Rating Supervisor Rating for Process (how you did it) No Rating Development Comments (by Supervisor, based on appraisal)      
  • 4. Pos No       Emp Name       Net ID       Work Year       Ver Date       Page No 4 Work Plan and Appraisal for Responsibility 2 for Work Year       WORK PLAN Responsibility 2 (automatically filled from “Major Job Responsibilities”)       Representative Duties, Tasks, Projects and Special Assignments for this Responsibility (set at beginning of work year--(for guidance, see http://www.umw.edu/hr/apfa/#threed )       Development Plan (by Supervisor, for implementation in next work year--for guidance, see http://www.umw.edu/hr/apfa/#threedp )       SELF-ASSESSMENT BY EMPLOYEE Self Assessment by Admin/Prof Faculty Member of Performance for this Responsibility (near end of work year--for guidance, see http://www.umw.edu/hr/apfa/#threeea )  Self Assessment text below (may add attachments to support text)       Self Rating for Results No Rating Self Rating for Process (how you did it) No Rating ASSESSMENT BY SUPERVISOR Assessment by Supervisor of Performance for this Responsibility (near end of work year--for guidance, see http://www.umw.edu/hr/apfa/#threesa ). PLEASE NOTE: If employee managed another employee’s “Return to Work” after qualifying absence (see http://www.umw.edu/hr/policies_procedures/workers_compensation__retu/default.php ), assessment must include review of performance of that responsibility).  Comment by Supervisor below       Supervisor Rating for Results No Rating Supervisor Rating for Process (how you did it) No Rating Development Comments (by Supervisor, based on appraisal)      
  • 5. Pos No       Emp Name       Net ID       Work Year       Ver Date       Page No 5 Work Plan and Appraisal for Responsibility 3 for Work Year       WORK PLAN Responsibility 3 (automatically filled from “Major Job Responsibilities”)       Representative Duties, Tasks, Projects and Special Assignments for this Responsibility (set at beginning of work year--(for guidance, see http://www.umw.edu/hr/apfa/#threed )       Development Plan (by Supervisor, for implementation in next work year--for guidance, see http://www.umw.edu/hr/apfa/#threedp )       SELF-ASSESSMENT BY EMPLOYEE Self Assessment by Admin/Prof Faculty Member of Performance for this Responsibility (near end of work year--for guidance, see http://www.umw.edu/hr/apfa/#threeea )  Self Assessment text below (may add attachments to support text)       Self Rating for Results No Rating Self Rating for Process (how you did it) No Rating ASSESSMENT BY SUPERVISOR Assessment by Supervisor of Performance for this Responsibility (near end of work year--for guidance, see http://www.umw.edu/hr/apfa/#threesa ). PLEASE NOTE: If employee managed another employee’s “Return to Work” after qualifying absence (see http://www.umw.edu/hr/policies_procedures/workers_compensation__retu/default.php ), assessment must include review of performance of that responsibility).  Comment by Supervisor below       Supervisor Rating for Results No Rating Supervisor Rating for Process (how you did it) No Rating Development Comments (by Supervisor, based on appraisal)      
  • 6. Pos No       Emp Name       Net ID       Work Year       Ver Date       Page No 6 PART IV: OTHER ANNUAL UNIVERSITY REQUIREMENTS FOR WORK YEAR       MANDATORY CHECKLIST (CHECK TO CERTIFY THAT YOU HAVE ACCOMPLISHED THESE STEPS) This year, I have reviewed and understand the University’s Statement of Community Values (http://www.umw.edu/hr/policies_procedures/community_values/default.php ). This year, I have reviewed and understand the University’s Return to Work policies (http://www.umw.edu/hr/policies_procedures/workers_compensation__retu/default.php ). This year, I have reviewed and understand the University’s Network and Computer Use policies (http://www.umw.edu/policies/network/use/ ). This year, I have reviewed with my supervisor any departmental, unit- or role-specific additional requirements to refresh my familiarity with and understanding of policies and procedures, and have followed instructions for making a record that I have done so. SIGNATURES FOR WORK PLAN COMPONENTS       Employee Date Supervisor Date Reviewer Date