Performance Review Form

Exempt & Non-Exempt Employees

Rating Scale:
Review the phrases below describing each ranking before beginning.

5 Superior performance. Far exceeds the
established goals & expectations for each
item. Highest level of quality. High potential
for growth.
4 Very good performance. Usually exceeds
established goals & expectations for each
item.
3 Acceptable, solid performance. Sometimes
exceeds established goals & expectations for
each item. Room for improvement & can
improve with set goals.
2 Sometimes or often does not meet expectations of item; requires
improvement in the areas noted. Make notes next to each item
ranked a 2.
1 Does not meet expectations of the item. Deficiencies must be
addressed. Possible job mismatch. Likely to require a
performance improvement plan. Confer with HR if several
items are rated a 1.

I. General Circle Appropriate Rating

Demonstrates competence in the performance of duties. 1 2 3 4 5

Promotes a student-centered campus culture and reinforces 1 2 3 4 5

teamwork within the University.

Maintains a consistent level of performance even when 1 2 3 4 5

conditions of stress prevail.

Seeks broader responsibilities. 1 2 3 4 5

Demonstrates positive attitude toward work and peers. 1 2 3 4 5

Comments: ______________________________________________________________________________________

II. Organization and Planning

Able to handle multiple projects simultaneously. 1 2 3 4 5

Meets work schedules and deadlines. 1 2 3 4 5

Establishes and implements appropriate priorities. 1 2 3 4 5

Follows through on commitments. 1 2 3 4 5

Plans effectively for budget. Operates within budgetary guidelines. 1 2 3 4 5

Appropriately delegates tasks and projects. 1 2 3 4 5

Comments: ________________________________________________________________________________________________

III. Decision Making

Seeks guidance when necessary. 1 2 3 4 5

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 Accepts accountability for actions and related outcomes. 1 2 3 4 5

Using all available information, makes informed decisions 1 2 3 4 5

in a timely manner.

Exhibits sound professional judgment even in the absence of policy. 1 2 3 4 5

Considers the effect of decisions on other areas of the department 1 2 3 4 5

and/or the University.

Comments: _______________________________________________________________________________

IV. Communication

Is effective in interacting and cooperating with others. 1 2 3 4 5

Demonstrates comprehensible and articulate written and oral 1 2 3 4 5

communications.

Keeps others informed as necessary and appropriate. 1 2 3 4 5

Listens to others. Benefits from feedback. 1 2 3 4 5

Comments: _______________________________________________________________________________

V. Quality Management

Makes contributions to improve current methods and systems. 1 2 3 4 5

Ensures that commitments to internal and external customers are met. 1 2 3 4 5

Understands and supports Loyola's mission and values. 1 2 3 4 5

Demonstrates attention to detail, accuracy and thoroughness. 1 2 3 4 5

Comments: _______________________________________________________________________________________

VI. Overall Rating and/or Job Specific Function

_____________________________________________ 1 2 3 4 5
(Note main role, accountability or essence of job.)

Comments: _______________________________________________________________________________________

Total Number of Points

from Sections I VI:

Divide by 25 =

Averaged Overall Score: _

Employee Development:

I. Describe the key strengths of this individual:

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 II. Indicate areas requiring improvement and development.

III. Supervisor's expectations and recommendations for continuing performance development.

List agreed upon goals for growth and professional development, which positively contribute to the achievement of University/
Division plans and strategies and dates for accomplishment:

Areas for Growth Actions to be Taken Timing

IV. Employee Comments: (Attach additional page if necessary.)

Supervisor Signature Date:

Employee Signature: Date

This evaluation and a current copy of my job description were reviewed with me by my supervisor. My signature indicates that I have
completed these discussions, but does not necessarily imply my agreement; any areas of disagreement are noted in my comments above.

Received by HR Date

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