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Performance Appraisals

PDF Appraisal Form

Purpose Statement

The purpose of the performance appraisal process is to allow each support (USPS) and administrative (A&P) employee, and their supervisor, to reflect on the employee's achievement of job activities and demonstration of core work competencies for the period under review, as well as help the employee prepare for successful performance and career development going forward. In order to carry out this process, performance appraisals are completed annually for each support and administrative employee. The Performance Appraisal Form is the official tool for supervisors to document their employee's past performance and future expectations in consultation with the employee. The performance appraisal also serves as the official record supporting personnel decisions such as salary increases, promotions, probation, or termination. 

Frequency and Timing

The appraisal period for both Administrative (A&P) and Support (USPS) employees is July 1st – June 30th. All annual A&P/Support appraisals are due to Human Resources by August 30th of each year.  

Support (USPS) Probationary Appraisals

Supervisors will complete a probationary performance appraisal at six (6) months of employment for support employees and then evaluate support staff on an annual basis, where the appraisal period is July 1 – June 30, with the appraisals due to Human Resources by August 30.  Please reference the Support Staff Appraisal Table below.

Support Staff Performance Appraisal Table

 

Hire Month

 

USPS 6-Mo Probationary Appraisal Due

 

Current 
Annual Appraisal Cycle Ends

Months between 6-Mo Probationary Appraisal & Annual Appraisal

 

Next
Annual Appraisal Cycle Ends

March 2022      8/31/2022 6/30/2023 10 6/30/2024
April 2022      9/30/2022 6/30/2023 9 6/30/2024 
May 2022 10/31/2022 6/30/2023 8 6/30/2024
June 2022 11/30/2022 6/30/2023 7 6/30/2024
July 2022 12/31/2022 6/30/2023 6 6/30/2024
August 2022 1/31/2023 6/30/2023 5 6/30/2024
September 2022 2/28/2023 6/30/2023 4 6/30/2024
October 2022 3/31/2023 6/30/2023 3 6/30/2024
November 2022 4/30/2023 6/30/2023 2 6/30/2024
December 2022 5/31/2023 6/30/2024 13 6/30/2025
January 2023 6/30/2023 6/30/2024 12 6/30/2025
February 2023 7/31/2023 6/30/2024 11 6/30/2025
March 2023 8/31/2023 6/30/2024 10 6/30/2025

 

Procedure for A&P

Administrative & Professional (A&P) Annual Performance Program

Below are the recommended steps associated with A&P annual performance programs.

  1. The supervisor creates the annual performance plan in collaboration with the A&P employee, which can include reviewing any evaluative criteria, reviewing listed job duties/position details, and establishing current fiscal year goals and professional development activities. 
  2. The supervisor and employee meet mid-year, or as needed to discuss on-going performance.
  3. Optional: Employee completes a self-evaluation using established evaluative criteria.
  4. Supervisor evaluates the employee based on established evaluative criteria, using the Performance Appraisal Form (PDF). Supervisors may also add future goals and professional development activities to be completed in the next appraisal cycle.
  5. Supervisor and employee meet to discuss the evaluation. Based on feedback from the employee, the supervisor can make changes to the appraisal form.
  6. Employee acknowledges and signs the final appraisal form.
  7. Second Level supervisor acknowledges and signs the final appraisal form.
  8. The final appraisal form is forwarded to HR for review and keying the overall appraisal score in Banner.

Procedure for USPS

Support Staff (USPS) Annual Performance Programs

Below are the steps associated with Support annual performance programs.

  1. The supervisor creates the annual performance plan, which can include reviewing any evaluative criteria, reviewing listed job duties/position details, and establishing current fiscal year goals and professional development activities. 
  2. The supervisor and employee meet mid-year, or as needed to discuss on-going performance.
  3. Optional: Employee completes a self-evaluation using established evaluative criteria.
  4. Supervisor evaluates the employee based on established evaluative criteria, using the Performance Appraisal Form (PDF). Supervisors may also add future goals and professional development activities to be completed in the next appraisal cycle.
  5. Supervisor and employee meet to discuss the evaluation. Based on feedback from the employee, the supervisor can make changes to the appraisal form.
  6. Employee acknowledges and signs the final appraisal form.
  7. Second Level supervisor acknowledges and signs the final appraisal form.
  8. The final appraisal form is forwarded to HR for review and keying the overall appraisal score in Banner.

Probationary Performance Programs

Below are the steps associated with the Support probationary programs.

  1. The supervisor creates the annual performance plan, which can include reviewing any evaluative criteria, reviewing listed job duties/position details, and establishing current fiscal year goals and professional development activities. 
  2. The supervisor and employee meet as needed to discuss on-going performance.
  3. Supervisor evaluates the employee based on established evaluative criteria, using the Performance Appraisal Form (PDF). Supervisors may also add future goals and professional development activities to be completed in the next appraisal cycle.
  4. Supervisor and employee meet to discuss the evaluation. Based on feedback from the employee, the supervisor can make changes to the appraisal form.
  5. Employee acknowledges and signs the final appraisal form.
  6. Second Level supervisor acknowledges and signs the final appraisal form.
  7. The final appraisal form is forwarded to HR for review and keying the overall appraisal score in Banner.

 

For questions about performance appraisals, please contact the Office of Human Resources at (904) 620-2903 or hr@unf.edu.

Performance Improvement Plans (PIPs)

The performance appraisal should not serve as first notice to the employee of a performance issue. Supervisors should provide feedback throughout the course of the appraisal period, to ensure that expectations are communicated, and employees are given the opportunity to correct performance issues. Performance Improvement Plans are designed to assist employees in meeting the requirements of their job responsibilities at the expected level of performance. If an employee receives an overall rating of “Below Expectations” or “Unsatisfactory” on their annual Performance Appraisal, a Performance Improvement Plan must be completed.

Supervisors are expected to contact Human Resources’ Employee and Labor Relations unit to discuss the criteria and format for Performance Improvement Plans prior to administering. At a minimum, PIPs should describe specific performance issues, steps already taken to remediate the issues, a level of performance that would demonstrate acceptable improvement, a time frame for correction, and the consequences for not improving performance.

For questions about Performance Improvement Plans, please contact Rosemary Ponce Ferguson, Associate Director Employee and Labor Relations, in the Office of Human Resources at (904) 620-2981.