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A Sample Self-Assessment
                                      Annual Performance Evaluation Form
                                     Non-Probationary, Classified Employees
Employee Name:                                                       PeopleSoft ID#: 100012345             Position #: 00044
Jane Smith

Department:                                                          Date prepared:
English Department                                                   August 5, 2008


                   Core Responsibilities, Special Assignments & Departmental Values
    Core
Responsibility                                                    Evaluation
                                Contributor                Extraordinary Contributor                    Below Contributor
                                     Positive Factors                                        Areas For Improvement
                 In my supervision of Kate, the Office Services             I need to help Kate more on the technical aspect of her
                 Assistant, I have observed that she has learned her        job and how it fits into the big picture.
                 position very quickly. She has told me often that she


  1
                 feels encouraged in her job and our working
                 relationship. All performance management deadlines
                 have been or are being met.

                                                             Additional Comments
                 I’d like to update Kate’s position description to include student/department scheduling. I think it would challenge
                 her a bit more and help her learn a new program.


                                Contributor                Extraordinary Contributor                   Below Contributor
                                     Positive Factors                                        Areas For Improvement
                 I think I have done a good job maintaining the             I’d like to work on sending out correspondence and e-



  2
                 Director’s schedule and making her appointments.           mails that are error free. Even though I proof-read
                 I always make sure needed repairs are made quickly.        them before I send them, I still seem to make mistakes.
                                                                            I feel like I need to show more attention to detail in my
                                                                            role as building coordinator.

                                                             Additional Comments
                 I would like help with correspondence and e-mails before I send them out. I feel embarrassed occasionally with
                 my grammatical errors.

                               Contributor                Extraordinary Contributor                    Below Contributor
                                     Positive Factors                                        Areas For Improvement
                 Student records are accurate and well-managed.             There are times when the office is full of students and I
                                                                            find myself disorganized when that happens. I feel like



  3
                                                                            I can’t control the flow of students during certain hours.

                                                             Additional Comments

                 It would help to know when the peak times are. I could prepare a plan to handle the crowd better. Can I make a
                 proposal and have you review it?




                                                         Revised 5/5/2008
Contributor                Extraordinary Contributor                      Below Contributor
                                   Positive Factors                                           Areas For Improvement
               Because of all the work I put in with managing the                 
               budget and developing the new spreadsheet system,



  4
               the department now has the ability to make
               projections and create budget reports we have never
               had before.


                                                           Additional Comments
               I plan to sign up for Advanced Excel training now that I have mastered basic excel.



                             Contributor                Extraordinary Contributor                     Below Contributor
                                   Positive Factors                                           Areas For Improvement
               The Faculty Planning Process has gone pretty                  I find the process boring. I know I’m not as enthused
               smoothly.                                                     with this part of my job and I guess I’m not as proactive



  5
                                                                             as I should be.




                                                           Additional Comments
               Is there anything I can do to make this responsibility more interesting or is this just the way it has to be?     



                           Contributor                Extraordinary Contributor                     Below Contributor
                                   Positive Factors                                           Areas For Improvement

 Overriding    I am willing to do anything for the department.               At times, the students are hard to please making it
Departmental                                                                 difficult to serve them effectively.
  Values




                                                           Additional Comments




                                                          Revised 5/5/2008
Special Assignments and Rating

                         Contributor                 Extraordinary Contributor                Below Contributor
                                 Positive Factors                                      Areas For Improvement
              I am now co-chairing of the Staff Advisory Council. I           
              think we have been able to accomplish more than we
              imagined would be possible.      

  Special
Assignments

                                                          Additional Comments
                   




                                            Overall Results & Rating
          An employee must receive at least one ‘Notification of Extraordinary Contribution’ before the first
          workday in September in order to be eligible for an overall “Extraordinary Contributor” rating
          during the same performance cycle. However, receipt of such a notification does not guarantee
          an overall rating of ‘Extraordinary Contributor’.

          An employee must receive at least one ‘Improvement Needed Notification Form’ before the first
          workday in September or a Written Notice in order to be eligible for an overall “Below Contributor”
          rating during the same performance cycle. An employee who earns an overall rating of “Below
          Contributor” must be reviewed again within three months.


                       Contributor                  Extraordinary Contributor               Below Contributor



                                                      Signatures




                                                      Revised 5/5/2008
Supervisor’s Comments:
     




                                                                                       People Soft
Supervisor’s Signature:                                                                ID#             Date:      
                                                                                            
Supervisor’s Name Printed:                                                             Position Number
                                                                                            
Reviewer’s Comments:
     



Reviewer’s Signature:                                                                  Date:      
Reviewer’s Name Printed:                                                               Position Number
                                                                                            
Employee Comments: (Please check the box below only if it applies)
                    I was not given an opportunity to provide a self-assessment
I enjoy working for you and in the English Department. Thank you for helping me be successful in my job.




Employee’s Signature:                                                                  Date: August 5, 2008

Employee’s Name Printed:                                                               People Soft ID#
Jane Smith                                                                               FORMTEXT 100012345    




                                                    Revised 5/5/2008

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Selfassessmentsample

  • 1. A Sample Self-Assessment Annual Performance Evaluation Form Non-Probationary, Classified Employees Employee Name: PeopleSoft ID#: 100012345 Position #: 00044 Jane Smith Department: Date prepared: English Department August 5, 2008 Core Responsibilities, Special Assignments & Departmental Values Core Responsibility Evaluation Contributor Extraordinary Contributor Below Contributor Positive Factors Areas For Improvement In my supervision of Kate, the Office Services I need to help Kate more on the technical aspect of her Assistant, I have observed that she has learned her job and how it fits into the big picture. position very quickly. She has told me often that she 1 feels encouraged in her job and our working relationship. All performance management deadlines have been or are being met. Additional Comments I’d like to update Kate’s position description to include student/department scheduling. I think it would challenge her a bit more and help her learn a new program. Contributor Extraordinary Contributor Below Contributor Positive Factors Areas For Improvement I think I have done a good job maintaining the I’d like to work on sending out correspondence and e- 2 Director’s schedule and making her appointments. mails that are error free. Even though I proof-read I always make sure needed repairs are made quickly. them before I send them, I still seem to make mistakes. I feel like I need to show more attention to detail in my role as building coordinator. Additional Comments I would like help with correspondence and e-mails before I send them out. I feel embarrassed occasionally with my grammatical errors. Contributor Extraordinary Contributor Below Contributor Positive Factors Areas For Improvement Student records are accurate and well-managed. There are times when the office is full of students and I find myself disorganized when that happens. I feel like 3 I can’t control the flow of students during certain hours. Additional Comments It would help to know when the peak times are. I could prepare a plan to handle the crowd better. Can I make a proposal and have you review it? Revised 5/5/2008
  • 2. Contributor Extraordinary Contributor Below Contributor Positive Factors Areas For Improvement Because of all the work I put in with managing the       budget and developing the new spreadsheet system, 4 the department now has the ability to make projections and create budget reports we have never had before. Additional Comments I plan to sign up for Advanced Excel training now that I have mastered basic excel. Contributor Extraordinary Contributor Below Contributor Positive Factors Areas For Improvement The Faculty Planning Process has gone pretty I find the process boring. I know I’m not as enthused smoothly. with this part of my job and I guess I’m not as proactive 5 as I should be. Additional Comments Is there anything I can do to make this responsibility more interesting or is this just the way it has to be?      Contributor Extraordinary Contributor Below Contributor Positive Factors Areas For Improvement Overriding I am willing to do anything for the department. At times, the students are hard to please making it Departmental difficult to serve them effectively. Values Additional Comments Revised 5/5/2008
  • 3. Special Assignments and Rating Contributor Extraordinary Contributor Below Contributor Positive Factors Areas For Improvement I am now co-chairing of the Staff Advisory Council. I       think we have been able to accomplish more than we imagined would be possible.       Special Assignments Additional Comments       Overall Results & Rating An employee must receive at least one ‘Notification of Extraordinary Contribution’ before the first workday in September in order to be eligible for an overall “Extraordinary Contributor” rating during the same performance cycle. However, receipt of such a notification does not guarantee an overall rating of ‘Extraordinary Contributor’. An employee must receive at least one ‘Improvement Needed Notification Form’ before the first workday in September or a Written Notice in order to be eligible for an overall “Below Contributor” rating during the same performance cycle. An employee who earns an overall rating of “Below Contributor” must be reviewed again within three months. Contributor Extraordinary Contributor Below Contributor Signatures Revised 5/5/2008
  • 4. Supervisor’s Comments:       People Soft Supervisor’s Signature: ID# Date:             Supervisor’s Name Printed: Position Number             Reviewer’s Comments:       Reviewer’s Signature: Date:       Reviewer’s Name Printed: Position Number             Employee Comments: (Please check the box below only if it applies)  I was not given an opportunity to provide a self-assessment I enjoy working for you and in the English Department. Thank you for helping me be successful in my job. Employee’s Signature: Date: August 5, 2008 Employee’s Name Printed: People Soft ID# Jane Smith   FORMTEXT 100012345     Revised 5/5/2008