OA Performance Management

Performance Evaluation Resources

Perfomance Management Policy     ::     Evaluation Forms     ::     Frequently Asked Questions

Annual performance evaluations are a key part of performance management for officers of administration. 

Unit HR partners: Please make sure to record completed OA reviews in Banner each year.

Performance Evaluation Reminders:
  • Clearly identify the dates of the review period on the evaluation form. The review should cover performance only during that period.
  • There should be no connection between an employee’s performance evaluation and protected activities such as ADA accommodation, FMLA/OFLA, parental leave, grievances, etc.
    • Example #1: An employee was out for 2 months on FMLA during the review period. Their absence should not affect their evaluation.
    • Example #2: An employee filed a grievance during the review period that led to stress in the department. This should not affect their performance evaluation.
  • Supervisors may use third-party feedback to inform OA performance evaluations. Please use the Third Party Input form and the Waiver of Access form.
  • If you would like to make any changes to the performance evaluation form, please get them approved by Employee and Labor Relations.
  • If you use the structured approach, or another HR-approved quantitative rating system, make sure the numeric ratings and the narrative align.  For example, don't give a low rating, but then indicate in text that the OA is doing a great job in this area.
  • Performance evaluation feedback should not be a surprise to the OA—make sure you're engaging in effective performance management throughout the year.
  • Retain a copy of the review in the unit’s personnel file as required based on the applicable retention schedule.
  • Record completed reviews in Banner. Supervisors, make sure your unit HR staff know that you have completed the reviews so they can take this important step.

General Information

Evaluation Forms and Information

 

Recording Completed Reviews

Units need to record completed OA performance evaluations in Banner. See the Recording a Complete OA Performance Review page for instructions.

 

Performance Improvement Resources:

Corrective Discipline

Performance management may include corrective discipline.  Procedures are provided for such action:

Corrective Discipline Procedures