Fillable SCUPA Employee Evaluation Form - SCUPA Performance Review

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SCUPA Employee Evaluation Form - SCUPA Performance Review

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Pennsylvania State System of Higher Education
Performance Development Report
State University Administrators/Grand Funded Coordinators
The Performance Development Report (PDR) is to be used as the evaluation tool for all State
University Administrators (SUA) and Grand Funded Coordinators (GFC). The purpose of the PDR is
to provide the immediate supervisor and employee with an opportunity to review the employee’s
job duties, responsibilities and performance on an annual basis. The PDR is designed to generate
discussion and open communication between the immediate supervisor and employee, to
promote the growth and development of employees in the SUA/GFC classifications and to foster
support for the department/university mission.
At the beginning of the annual evaluation period, the immediate supervisor and employee should
use the job description as a guideline to identify those general performance factors that will be
included in the PDR, deleting or adding performance factors that are applicable to the employee’s
position. When evaluating critical performance categories, the ratings are defined as follows:
OUTSTANDING: Employee achieves results on a constant basis and significantly
surpasses job standards.
EXCEEDS STANDARDS: Employee frequently exceeds job standards.
MEETS STANDARDS: Employee meets the standards of the job in a fully adequate manner
NEEDS IMPROVEMENT: Employee occasionally falls below acceptable standards
UNSATISFACTORY: Employee’s work reflects excessive performance discrepancies that
must be corrected.
The PDR should be completed on an annual basis, or more frequently if needed, for all permanent
employees in the SUA/GFC classifications. Prior to completing the annual PDR, the immediate
supervisor should solicit input from the employee in an effort to arrive at a mutual understanding
regarding the finished product. For probationary employees who work a 12-month schedule, the
PDR should be completed in the 12
th
month of employment with the 3
rd
, 6
th
, and 9
th
month
reviews completed separately on the probationary evaluation forms. For probationary employees
who work a 9-month schedule, the PDR should be completed in the 9
th
month of employment with
the 3
rd
and 6
th
month reviews completed on the probationary evaluation form.
Annually, the Human Resource Office will forward the PDR form along with the most current job
description on file to the employee’s immediate supervisor. The job description is to be reviewed
and updated at that time, if necessary. The annual evaluation will typically be done on an
employee’s anniversary date unless, for operational reasons, the department in conjunction with
the Human Resources Office determines it should be done at a different time. During the
evaluation meeting, the immediate supervisor and employee will discuss job performance and
review job duties and responsibilities and develop a plan for the employee’s professional
development. The completed PDR should be signed by the immediate supervisor and employee.
The original PDR is then to be forwarded to Human Resources to be placed in the employee’s
personnel file. A copy should also be forwarded to the reviewing officer, for review and signature,
as appropriate.
Print Form
PENNSYLVANIA STATE SYSTEM OF HIGHER EDUCATION
PERFORMANCE DEVELOPMENT REPORT FOR SUA EMPLOYEES
EMPLOYEE NAME
TYPE REPORT
INTERIM ANNUAL PROBATIONARY END
EMPLOYEE PERSONNEL NUMBER
CAMPUS
CLASS TITLE
WORK TITLE
DEPARTMENT
EVALUATION
PERIOD
FROM
TO
CRITICAL PERFORMANCE CATEGORIES
This report includes four critical performance categories which are to be considered during
performance review discussions (Organizational Success, Making People Matter, Job
Effectiveness, and Supervisory Ability). Each category lists specific performance factors
which may be considered. You may choose to mutually eliminate any of the performance
factors listed under a particular category, or add others, depending on their applicability to
your area’s strategic plan or the employee’s development plan. Each category that is rated
outstanding needs improvement or unsatisfactory must be documented in the comments
section of the performance development report.
Organizational Success
teamwork/cooperation (within and across units) Outstanding
customer orientation Exceeds Standards
commitment to continuous improvement Meets Standards
creativity/innovation Needs Improvement
flexibility/adaptability to change Unsatisfactory
continuous learning/development
leadership/initiative
Comments:
EMPLOYEE NAME:
EMPLOYEE NUMBER:
Making People Matter
respect for others Outstanding
interpersonal skills Exceeds Standards
supports diversity and understands related issues Meets Standards
honesty/fairness Needs Improvement
builds trust Unsatisfactory
recognizes others’ achievements
understands others’ perspectives
resolves conflicts constructively
positive attitude
Comments:
Job Effectiveness:
planning/organization Outstanding
problem solving/judgment Exceeds Standards
makes effective decisions Meets Standards
takes responsibility Needs Improvement
achieves results Unsatisfactory
communicates effectively
dependability
job/organizational knowledge
productivity
Comments:
EMPLOYEE NAME:
EMPLOYEE NUMBER:
Supervisory Ability: (OPTIONAL)
coaches/counsels/evaluates staff
identifies areas for and supports employee development opportunities
encourages teamwork and group achievement
leads change/achieves support of objectives
enables and empowers staff
strives to achieve diverse staff at all levels
understands diversity issues and creates supportive environment for diverse
employees
Outstanding
Exceeds Standards
Meets Standards
Needs Improvement
Unsatisfactory
Comments:
Overall Rating and Comments: (Continue on additional paper)
Outstanding
Exceeds Standards
Meets Standards
Needs Improvement
Unsatisfactory
Areas of Strong Competence:
Areas in Need of Improvement:
Other Comments:
Professional Development Plan: (identify opportunities for improvement/expectations for the
next review period/recommendations for future development:
Supervisor Signature:
Date:
I acknowledge that I have read this report and that I have been given an opportunity to
discuss it with my evaluator. My signature does not necessarily mean that I agree with the
report.
Employee Signature:
Date:
I would like to discuss this report with my reviewing officer. Yes No
Employee Signature:
Date:
As requested, reviewing officer discussed report with employee.
Reviewing Officer Signature:
Date:
Return original to Office of Human Resources for placement in the employee’s personnel file and
a copy to the reviewing officer and the employee.
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SCUPA Employee Evaluation Form - SCUPA Performance Review

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Completed 16 November 2019

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