Group 5 - Performance Review - Employee

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The document outlines a performance review and salary appraisal form that is used to evaluate an employee's performance over a period and determine their salary and status for the upcoming year. It includes sections to rate the employee's competencies and performance on various criteria and goals.

The form includes sections to capture the employee's name, contact information, department, hire date, current salary and funding source. It also includes sections to rate the employee's competencies in areas like work ethic, problem solving, teamwork, etc. and performance against objectives using a rating scale.

The form asks questions to evaluate the employee's performance on criteria like achieving job objectives, meeting performance criteria, fulfilling job requirements, demonstrating expertise in tasks, ability to take on more responsibility, meeting deadlines, helping others and volunteering for non-required work.

Performance Review and Salary Appraisal form

This form is intended to document the employee’s salary for the upcoming year - or portion
thereof. The employee should keep a signed copy on file, and the manager should receive a
signed copy.

NAME: DATE:
EMAIL: EMPLOYEE ID:
DEPARTMENT:
UNIT AND/OR CENTRE:
NUMBER OF YEARS IN CURRENT APPOINTMENT: __ 1 __ 2 __ 3 __ 4 __ 5 __ 5+
INITIAL HIRE DATE: CURRENT APPT. ENDS:
MANAGER:
CURRENT SALARY: SALARY SOURCE: NIH ______ OTHER ______
SALARY SOURCE:

Employee Competency Ratings


Competency Unsatisfactory Satisfactory Good Excellent
Work Ethic
Problem Solving
Teamwork
Critical Thinking
Integrity
Communication
Collaboration
Initiative
Innovation
Results Orientation
Self Confidence
Flexibility

Employee Performance Ratings


Question Strongly Disagree Agree Strongly
Disagree Agree
The employee achieves the objectives of the job.
The employee meets criteria for performance.
The employee fulfills all the requirements of the job.
The employee demonstrates expertise in all job-
related tasks.
The employee can manage more responsibility than
currently assigned.
The employee meets deadlines.
The employee helps others.
The employee volunteers to do things not required by
the job.

STATUS:
Review Completed with Satisfaction
Change of Status:
Higher Salary Bracket
Bonus for the Quarter
COMMENTS:
Intended to clarify if either the salary or the appointment is anticipated to be for a term of less than one full
year.

SALARY FOR UPCOMING YEAR: ___________ SALARY SOURCE: NIH ____ OTHER ____

SALARY SOURCE: _______________________________________

EMPLOYEE’S SIGNATURE: _______________________ DATE: _____________

MANAGER’S SIGNATURE: _________________________ DATE: ____________

Performance review discussion plan

Before the discussion

What were your employee’s individual performance goals for this performance cycle and
how well do you think they have performed against each of their goals?

What has your employee done well?


What could your employee do better?

During the discussion

How does your employee think they have performed against each of their goals?

Does your employee have any feedback or concerns?

Did you discuss the employee’s career goals and future within your business?

What individual performance goals have you and your employee agreed on for the next
performance cycle?

What support have you agreed to provide to your employee to help them reach their
goals?

When will you next meet with the employee to review their performance?
What are the next steps?

For you:

For your employee:

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