Performance Evaluation Forms

Review forms:

Structured approach:  This format guides the supervisor through a series of statements regarding performance so that s/he can rate the OA in eight general performance areas. This format also has an optional section for assessing performance on specific department or OA goals and objectives.  This approach can be effective for positions that are activity-focused, rather than project-based.

Narrative approach:  This format permits the supervisor to describe performance in a written, narrative form.  The form guides the supervisor and OA through sections on goals and results, job knowledge and skills, leadership and interpersonal characteristics, to create a thorough and comprehensive narrative review.


Other forms:

OA self-assessment form An OA’s review of his or her own performance is an important part of the performance management planning and review process, allowing an opportunity for valuable insight and a richer discussion.  OAs are strongly encouraged to complete the self-assessment form and supervisors are asked to consider the self-assessment in completing the review forms.

OA performance evaluation goals addendum: An optional form to evaluate the completion of past goals and identify new goals.

OA evaluation employee comment form: This form allows an OA to add to, rebut, correct, amplify or explain any content in their evaluation.  This form should be attached to the performance evaluation and kept in the OA’s personnel file.

Third party input:  This form solicits input about an OA’s performance from colleagues, customers, and/or subordinates to provide a comprehensive review.  Please note that third-party input cannot be added to the permanent file unless the name of the person providing the input is furnished or the OA waives his/her right to review the file.

Waiver of access form:  This form notifies an OA of their rights related to accessing evaluation information in personnel file and enables the OA to waive their right as it pertains to third party input ("external review") received for the purpose of completing a performance evaluation process.