As a supervisor, your role is to set expectations, gather data, and provide ongoing feedback to your employees to assist them in utilizing their skills, expertise and ideas in a way that produces results. One of the key times for providing this direction and guidance is during performance appraisals.
Probationary Performance Appraisals
It's recommended that you conduct performance appraisals after 45, 90, and 135 days for each probationary employee you supervise, notifying employees of whether or not their performance is meeting expectations. When their performance is below acceptable standards, provide specific guidance to them as to the actions required to improve performance. You may use the following tools to help you understand the probationary period and conduct probationary performance appraisals:
- Handbook of Operating Procedures—Probationary Policy
- Probationary Performance Appraisal Form [PDF]
- Probationary Performance Appraisal Form [Word document]
Annual Performance Appraisals
You should conduct a performance appraisal for each of your employees at least once a year—this means you should annually evaluate all of your non-faculty employees who are appointed half time or more for at least four and a half months. As a best practice, you should end the annual performance appraisal process with performance planning between you and your employee in which you discuss expectations, performance standards, and objectives or goals for the next year. When conducting annual performance appraisals, follow the guidelines set forth in the Performance Appraisal Policy for Classified Personnel and Non-Faculty Professional Staff, and use the following tools to help you complete the performance appraisal process:
- University Performance Appraisal Instructions [PDF]
- University Performance Appraisal Form [PDF]
- University Performance Appraisal Form [Word document]
- Employee Self-Appraisal Form [PDF]
- Employee Self-Appraisal Form [Word document]
- Keying Performance Evaluations in HRMS [PDF]
In addition to the University Performance Appraisal Form above, other departments have submitted and had their performance appraisal forms approved. You may elect to use the university form or any one of the Authorized Performance Appraisal Systems and make minor modifications to the forms, such as changing the logo and name of the department. Any substantive changes must be reviewed with your Strategic Workforce Solutions (SWS) representative for certification (see Performance Appraisal System Certification Process).
Get Help Conducting Performance Appraisals
You can take advantage of services designed to help you conduct effective performance appraisals and communicate well with your employees. Contact Strategic Workforce Solutions at 512-471-HRSC (4772) to request services to help you improve your performance appraisal processes, get specific guidance on conducting a difficult performance appraisal or to request certification of your department's appraisal system (see Performance Appraisal System Certification Process).