Performance Review

Annual performance reviews are a key component of employee development. The performance review is intended to be a fair and balanced assessment of an employee’s performance. The annual review is to provide all regular university staff and their supervisors an opportunity to:

• Discuss job performance
• Set goals for professional development
• Establish objectives for contributing to the department’s mission
• Discuss expectations and accomplishments

Timeline for Annual STAFF Performance Evaluations

The annual review period is March 25th through May 17th.

• Prior to the end of October 2018:  Goals should be created.
• March 25th – 29th:  Supervisors forward Pre-Review Forms to Employees for completion.
• April 1^st – April 5th:  Employees return Pre-Review Forms to Supervisors.
• April 8^th – April 12^th: Supervisors complete online Review Forms and obtain signed approval from next level manager.
• April 15^th – April 19th:  HR sends blank spreadsheet to Cabinet for completion.
• April 22^nd – April 26^th: Cabinet member returns completed scoring spreadsheet to HR.
• April 29th – May 3rd: Cabinet will review scores.
• May 6th – May 10th:  Cabinet supplies approval to supervisors.
• May 13^th – May 17^th: Supervisor meets with employee to discuss. Supervisor submits original signed review form to Human Resources for filing.

Performance Review Guides

These guides are intended to be used as a reference and procedural guide to the performance management and appraisal process.

• Employee Guide to Performance Management – general overview of the performance management process.
• Supervisor Guide to Performance Reviews – general overview of the performance review process.
• Supervisor or Project Manager Review–  summary of performance management system, forms and tools.

Performance Review Forms

Employees and supervisors will be able to choose from the following documents in order to prepare a comprehensive, position appropriate, review for their employees:

• Pre-Review Form– should be used by employees and submitted to supervisor prior to review.
• Employee Performance Review Form – should be used by manager for non-supervisor position.
• Supervisor Performance Review Form – should be used by administrators for managers and supervisors.

Goal Tracker

This goal tracker should be used to identify and track ongoing and future goals.

• Goal Sheet – PDF– Should be used internally with ongoing discussions with the employee.
• Goal Sheet – Word Version

Video Resources

• Video Examples
  • Poor Performance Review
  • Good Performance Review

Goal Resources

• SMART Goal
  • What is a SMART Goal?

Important:

You must have the current version of Adobe Acrobat Reader DC installed in order to use the forms in fillable format.  Adobe Reader DC is freeware and is available for download from the Adobe website at https://get.adobe.com/reader.  Please take note to uncheck the Optional offers.  Any questions or assistance, please contact the WLU HelpDesk at [email protected] or 304-336-8886.