Performance Evaluation Training and Resources

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OPEIU

Important Dates:
June 1st - Evaluations open
June 15th - Evaluations due

Evaluations should be completed for staff that began employment prior to Jan. 1, 2022. 

Process:

• Manager has the option to complete section 1 or section 2 on the paper form. 
• Manager and Employee meet to discuss the evaluation.
• Employee, Manager, dept/office/division head, vice president, and human resources sign the evaluation. 

Non-Aligned

Important Dates: 
July 15th — Employee Self Review Due
August 15th — Manager Review Due
August 31st — Mutual Discussion Finished
September 15th — Final Signatures  Due to HR

Evaluations should be completed for staff that began employment prior to Jan. 1, 2022.

Process: 

• The employee completes and submits a self evaluation through the Performance Management Application by July 15th. 
• The manager reviews and completes the evaluation with their comments and submits to the next level manager by August 15th. 
• A discussion on the submitted review is held between the employee and manager by August 31st.
• Final evaluation and signature should be completed to HR by September 15th

AFSCME

Important Dates:
July 15th — Manager Review
October 15th — Discussion and Final Signatures
 
Evaluations should be completed for staff that began employment prior to Jan. 1, 2022. 

Process:

• The manager has the option to complete section 1 or section 2 on the paper form. The Manager and Employee meet to discuss the review. The employee signs and answers questions regarding performance. 
• Employee Manager, dept/office/division head, vice president, and human resources sign the evaluation
• Manager should review evaluations and begin discussions with employees after July 15th.
• Evaluations need to be completed and submitted to HR by October 15th

PSA Staff

Important Dates: 
September 1st — Manager Review Due
September 1st — Mutual Discussions Begin
September 5th – 20th — Final Signatures Due
 
Process:

• Manager completes evaluation and submits electronically through the Performance Management application on the pipeline. The application opens June 20th.
• Managers Evaluation is due to the employee by September 1st. Within 10 business days of receipt of the written evaluation, each employee will have a discussion with their manager regarding the evaluation.
• Both the employee and manager must sign the final evaluation and electronically file the evaluation within 5 business days of the discussion.
• An evaluation should be completed for all PSA employees. Employees that began after January 1st should focus on setting goals for the upcoming fiscal year. 
   

*For specific processes and timelines for populations that are not listed here, please refer to the appropriate collective bargaining agreement.

Performance evaluation forms can be accessed at:

Performance Evaluation Competencies Dictionary

1. PSA Staff Evaluation Form — Please note that the PSA performance evaluation process and form is web-based and can be accessed through the Highlander Pipeline via “Faculty and Staff Services/Human Resource Services/Performance Management Applications”
2. OPEIU Evaluation Form
   • OPEIU Exceptional Award Recommendation Form
3. OPEIU Security Officer Evaluation
4. SOA Evaluation
5. AFSCME Evaluation
6. FOP Lieutenants Evaluation
7. UCAN Graduate Evaluation (TA/RA) Evaluation — Please note that the UCAN performance evaluation process and form is web-based and can be accessed through the Highlander Pipeline via “Faculty and Staff Services/Human Resource Services/Performance Management Applications”
8. Non-Aligned Evaluation — Please note that the Non-Aligned Performance Review process and form is web-based and can be accessed through the Highlander Pipeline via the “Faculty and Staff Services/Human Resource Services/Performance Management Applications”

Training Presentations: 

Performance Management Training for Non-Aligned Staff and Administration

Performance Management Training for PSA Staff

Performance Management Training for OPEIU 

Performance Management and Goal Setting Training for Managers

Manager’s Guide to Performance Management 

LinkedIn Learning Resources:

• Managing Performance
• Performance Management: Setting Goals and Managing Performance