OCFO-HR Performance Management


2013 Annual Performance Review Deadlines:


June 14: Employees Complete Self Assessment
July 12: Supervisors Complete Written Review for All Eligible Employees
September 9: All Written Annual Performance Reviews Completed and Signed by Employee and Supervisor and Delivered to HR


2013 Announcements and Updates


2013 Performance Management Forms and Information:


PRD Forms for CUE Represented Employees


Self-Assessment/Development Plan Form Workshop for All Employees
RSVP to Neli Lopez

May 28 | 9:30 – 10:30 am | Aspen

May 30 | 10:00 – 11:00 am | Willow

May 31 | 10:00 – 11:00 am | B90-1099


Employees Complete Self Assessment
Email to supervisor, copy to Department Administrator

May 28 – June 14


Supervisor/Manager Performance Review/eRoom Training - Mandatory

June 10 | 1:00 – 2:30 pm | Aspen


Supervisors Draft Performance Reviews
Email to Department Head, copy to Department Administrator

June 17 – July 12


B971 BLI Performance Review Discussion Workshop for Employees
RSVP to Neli Lopez

August 5 | 9:00 – 10:30 am | Aspen


Wondering if you took this already? Check HERE.


B971 BLI Performance Review Discussion Workshop for Supervisors/Managers
RSVP to Neli Lopez

August 14 | 1:00 – 2:30 pm | Aspen


Wondering if you took this already? Check HERE.


Supervisor and Employee Discuss/Sign Performance Review

August 19 – September 6


Hard Copies of Fnal Signed Performance Reviews to HR

September 9


For Performance Review Discussion Workshop on the Hill go to the BLI website for dates, times and registration information.


Probationary Review Information


Lab practice for non-represented employees, and a requirement for represented employees, is to provide a written probationary review at least once during the probationary period. Normally this would take place close to the midpoint of the probationary period. UC transfers with no break in service do not serve a probationary period. Term employees with an appointment greater than one year serve a probationary period.


The PMP Probationary Review form with two ratings is to be used for non-represented employees. The PRD form is to be used for CUE represented employees. Links to both forms are below.


Following is the Probationary Review process:

  1. The HR Center sends supervisors a reminder approximately 3 weeks before the 3-month anniversary of the probationary employee’s date of hire
  2. The supervisor writes the performance review and asks their next level supervisor and/or Department Head to review
  3. The supervisor asks the Sr. HR Division Partner, Neli Lopez, to review
  4. The Sr. HR Division Partner responds to the supervisor within 48 hours
  5. The supervisor issues the probationary review to the employee at least 24 hours before meeting with the employee to discuss the probationary review
  6. The supervisor meets with the employee to discuss the probationary review
  7. The supervisor and employee sign the probationary review
  8. The supervisor makes copies of the performance review and sends the original to the Sr. HR Division Partner for the employee’s personnel file