Performance Appraisal Structured Approach

Human Resources

Employee Name (Last) (First) (M.I.) Position Title

Performance Period Discussion Date Name of Supervisor Department

INSTRUCTIONS
PERFORMANCE FACTORS
Please rate the employee on each performance factor. The questions under “Considerations” are provided to help in reaching an accurate score. For
ratings of “1” or “0”, which indicate deficient performance, please use the “Documentation and Comments” section to explain performance problems. Attach
additional sheets if necessary.

OPTIONAL FACTORS OR OBJECTIVES

In addition to the performance factors provided, an “Optional Performance Factor or Objective” section is included for assessing performance on specific
responsibilities or special projects.

PERFORMANCE FACTOR RATING SCALE

(4) (3) (2) (1) (0)

Consistently Exceeds
Requirements
Performance consistently
exceeds requirements; with
minimum supervision and/or
direction, achievements are well
beyond those expected at this
level.
Frequently Exceeds
Requirements
Performance frequently
exceeds requirements.
Performs the task and/or
function consistently in a
timely manner; initiates and/or
volunteers; performs the task
and/or function at a very high
quality level.
Fully Meets Requirements Does Not Consistently Meet Below Minimum
Standards Standards
Performance fully meets job
requirements on a consistent Performance sometimes Performance below minimal
basis. meets requirements, but not acceptable standards;
consistently; improvement immediate improvement
necessary. required.

PERFORMANCE FACTORS
JOB KNOWLEDGE
Rating: _____
Considerations:
Does the employee demonstrate an understanding of concepts, methods, techniques, principles, etc.
necessary to accomplish his/her job duties or lead the work of others?
Is the employee current on technical matters and professional development in his/her area? Does he/she
participate in committees and professional groups as necessary?
Does the employee respond accurately to inquiries? Does he/she consult with others and use resources
as appropriate?

Documentation and Comments:

QUALITY AND QUANTITY OF WORK
Rating: _____
Considerations:
Does the employee and/or unit(s) supervised produce accurate, thorough, and reliable results or services promptly
or accurately?
Does the employee and/or unit(s) supervised provide complete, sensitive, and effective services to the
customers or user groups?

Documentation and Comments:

JUDGMENT/PROBLEM SOLVING/DECISION MAKING

Rating: _____
Considerations:
Does the employee identify key issues to be addressed? Does he/she prioritize well?
Does the employee take the initiative in identifying and researching problems? Does he/she develop appropriate
and creative solutions and select the best alternative? Does he/she take action in a timely manner?
In problem resolution situations, does the employee encourage participation of others when appropriate?
Does the employee make decisions in a timely manner after considering all of the factors, consulting with others,
and sharing information as appropriate?

Documentation and Comments:

COMMUNICATIONS
Rating: _____
Considerations:
Does the employee demonstrate effective oral communication skills? Does he/she effectively listen to others,
facilitate group discussions, and/or contribute in a positive and supportive manner?
Does the employee develop clear, concise and complete written materials?
Does the employee share information appropriately?

Documentation and Comments:

PLANNING AND PRODUCTIVITY

Rating: _____
Considerations:
Are assignments and projects completed within a specified time frame? Are deadlines consistently met?
Does the employee identify long and short term goals? Does he/she initiate programs or projects? Is his/her work
organized and prioritized appropriately?
Does the employee delegate work when appropriate? Does he/she consult with his/her supervisor regarding
the department workload as necessary?

Documentation and Comments:

FINANCIAL AND RESOURCE MANAGEMENT

Rating: _____
Considerations:
Does the employee plan for current and future needs – space, budget, staff, supplies, equipment, etc.?
Does the employee remain within his/her budget in meeting objectives? Does he/she monitor and control
expenses?
Does the employee oversee efficient utilization of supplies, equipment, and other resources so as to control costs
while maintaining or improving service?

Documentation and Comments:

RELATIONSHIPS WITH CUSTOMERS, COLLEAGUES, COWORKERS, ETC.

Rating: _____
Considerations:
Does the employee promote an emphasis on customer satisfaction and the importance of responding courteously
and promptly to all internal and external customers?
Does the employee exhibit the ability to adapt to different personalities and cultures?
Does the employee maintain a calm and professional approach to pressure?
Does the employee work in a positive, supportive way with students, staff, faculty, public, other departments, etc.?

Documentation and Comment:

LEADERSHIP AND SUPERVISORY SKILLS

Rating: _____
Considerations:
Does the employee select, train, and develop employees effectively?
Does the employee provide ongoing supervisory feedback, including conducting regular performance appraisals?
Does the employee identify development opportunities and actively solicit employee input on work methods,
supervision, etc.
Does the employee direct the work of others as to achieve optimum productivity? Does he/she solicit feedback for
employees on an ongoing basis?
Does the employee consistently elicit support and cooperation from others when presenting ideas and concepts?
Does he/she facilitate group processes to accomplish goals? Does he/she demonstrate the ability to persuade
others to cooperate in achieving plans?

Documentation and Comments:

ADHERENCE TO UNIVERSITY POLICIES AND PROCEDURES

Rating: _____
Considerations:
Does the employee adhere to and promote the University of Oregon’s diversity initiatives? Does he/she willingly
embrace the diverse cultures present on the University of Oregon campus?
Does the employee comply with university policies?
Does the employee consistently practice and promote a safe working environment in compliance with the employee
safety guidelines and practices as outlined the Department of Environmental Health and Safety’s policies and
procedures?

Documentation and Comments:

OPTIONAL PERFORMANCE FACTOR OR OBJECTIVE: ____________________________________

(Identify Factor/Objective)

Rating: _____
Identify Expectations and Considerations:
_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

Documentation and Comments:

 COMMENTS AND SIGNATURES
Specific contributions and achievements:

Improvement opportunities:

Training and development recommendations:

Goals or action plans for rating period:

Other comments:

SUPERVISOR’S SIGNATURE:

___________________________________________________________________ ______________________
Signature Date

EMPLOYEE’S SIGNATURE:

___________________________________________________________________ ______________________
Signature Date