Probationary Review

 

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

 

• Performance Review and Development (PRD) Form
• Performance and Career Management Process (PMP) Form with Ratings

 

2012 Performance Management Forms*:

 

PRD Performance Review & Development Process: For CUE Employees	PMP Performance and Career Management Process: For Non-Represented Non-Scientists
PRD Employee Self-Assessment Worksheet (Optional) Performance Review and Development (PRD) Form (Mandatory) PRD Feedback Worksheet (Optional) PRD Assessing Competencies Worksheet (Optional)	Self Assessment_Annual Review Summary Form_Combined (Mandatory) Self Assessment Form Guidance Sheet
	Career Development Plan Form (Optional)
	Career Development Plan Form Guidance Sheet
	Performance Feedback Form (Optional)
	Performance Feedback Form Guidance Sheet
	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

 

*This year we will not be using ratings.

 

2012 Workshop Presentations & Guides:

• Self Assessment Workshop for Employees
• Rollout Presentation to Managers & Supervisors
• eRoom Quick Reference Guide (for new supervisors and for those who do not use eRoom)

 

2011 Performance Management Process Calendar:

 

Activity	Due Date
Self-Assessments to Supervisor	June 22
Draft Performance Reviews in eRoom	July 31
Delivery of Performance Reviews to employees	August 10-31
Signed reviews to HR	September 1

 

PRD/PMP Training:

 

Download the Annual Training Calendar Here:

PRD/PMP Training Calendar