AY 2023/2024 Management/Confidential Performance Evaluation

Annual Performance Evaluation for M/C Employees

1Part A: Information, Part B: Self-Evaluation > 2Part C: Competencies/Goals/Secondary Sources > 3Part D: Signatures
M/C Performance Evaluation Workflow Overview

1) The employee opens the link and fills out Part A (information) and Part B, (self-evaluation). The employee emails a form resume link to their supervisor to complete Part C.

2) The supervisor completes Part C, saves the form to themselves (to their own email) and schedules a 1-on-1 meeting with the employee to review the evaluation.

3) In-person meeting?

The supervisor opens the form resume link and discusses the evaluation with the employee. They sign and submit the form together.

Virtual meeting?

The supervisor opens the form resume link and discusses the evaluation with the employee. The supervisor advances to Part D, signs, and emails a form resume link to the employee for their signature. The employee opens the form resume link and signs and submits the form.

*Clearing your cache will solve most Machform reload issues*
Part A: Information
Employee Name Employee Name First Last
Employee Email
Employee Campus Title:
Employee Division
Employee Department
Supervisor Name Supervisor Name First Last
Supervisor Email
Supervisor Campus Title (Check Staff Directory)
Part B: Self Evaluation

For the employee: Discuss your thoughts on the questions below. For the supervisor: Use these responses to guide a conversation with the employee about their performance.
1) What are you most proud of this year? What factors led to those results?
2) What did you struggle with this year? What were the causes and how did you navigate these challenges?
3) How can you be supported to perform your duties more effectively?
BEFORE THE 1-on-1 MEETING DIRECTIONS

After completing Part A and B, the employee should send a draft to their supervisor by clicking "Save my progress and resume later," entering the email address of THEIR SUPERVISOR, and clicking "Save form and resume later."

The supervisor will complete Part C and discuss the full evaluation with the employee during the 1-on-1 meeting.

Employee- do you need to save the document to finish it at a later time before sending it to your supervisor? Click "Save my progress and resume later" at the bottom of the page and enter your own email address.
DURING/AFTER THE 1-on-1 MEETING

Click "Continue to Part C" to advance to the next section.
Save my progress and resume later
Enter Your Email Address *

A special link to resume the form will be sent to your email address.

AY 2023/2024 Management/Confidential Performance Evaluation

Part A: Information

Part B: Self Evaluation For the employee: Discuss your thoughts on the questions below. For the supervisor: Use these responses to guide a conversation with the employee about their performance.

DURING/AFTER THE 1-on-1 MEETING Click "Continue to Part C" to advance to the next section.

Part B: Self Evaluation

For the employee: Discuss your thoughts on the questions below. For the supervisor: Use these responses to guide a conversation with the employee about their performance.

DURING/AFTER THE 1-on-1 MEETING

Click "Continue to Part C" to advance to the next section.