• PRD Employee Self-Assessment Worksheet (Optional)
• Performance Review and Development (PRD) Form (Mandatory)
• PRD Feedback Worksheet (Optional)
• PRD Assessing Competencies Worksheet (Optional)

 

 

• Combined Self Assessment Annual Review Summary Form (Mandatory)
• Self Assessment Form Guidance Sheet
• Supervisor Guidance Sheet
• Career Development Plan Form (Optional)
• Career Development Plan Form Guidance Sheet
• Performance Feedback Form (Optional)

Examples of Completed Forms:

• Annual Self Assessment Form
• Career Development Plan
• Valuable Contribution - Annual Performance Review Summary Form
• Needs Improvement - Annual Performance Review Summary Form
  
  

 

• OCFO Performance Review/Ratings Guidelines
• OCFO Guidelines Memo
• eRoom Quick Reference Guide (for new supervisors and for those who do not use eRoom)
• 5 Steps to Setting Annual Performance Goals
• Performance and Career Management Process: OCFO Supervisor/Manager Training

  June 10, 2013
  
  
  

 

 

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 6 | 1:30 – 3:00 pm | 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.

 

 

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 Annual Performance Review form with ratings is to be used for non-represented employees. The PRD form is to be used for CUE represented employees. Typically, the Self-Assessment, Competencies, or Career Development Plan Form is not completed for a probationary employee. 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