California State University, Fresno Auxiliary Services

Performance Evaluation
Employee Name: Department: Evaluation Period: Type of Appraisal:
to 6 Month
Working Title: Annual
Other

RATING CRITERIA

Exceeds Expectations: Performance in this area often exceeds expectations and requirements of the position.

Achieves Expectations: Performance meets and sometimes may exceed expectations and requirements of the position.
Fully competent.

Needs Improvement: Performance in this area often does not meet expectations and requirements of the position.
Improvement is necessary.
Needs
Exceeds Achieves
Improvemen
Expectations Expectations
t

JOB KNOWLEDGE :
Demonstrates the knowledge and skills necessary to perform the essential functions of
the job description.
Comments:

QUALITY OF WORK:
Demonstrates accuracy, thoroughness and efficiency; understands goals and
completes assignments within reasonable timeframes.
Comments:

PROBLEM SOLVING:
Demonstrates analytical and problem-solving skills; recognizes, diagnoses, and
resolves routine problems independently; considers policies, procedures, and
long term ramifications of decisions.
Comments:

ORGANIZATIONAL SKILLS :
Demonstrates ability to plan, organize and coordinate job duties in a manner
that efficiently and effectively achieves desired work goals/objectives.

Comments:

TEAMWORK:
Demonstrates ability to foster a supportive work environment by establishing
and maintaining effective working relationships within a diverse population.

Comments:

FLEXIBILITY AND ADAPTABILITY:

1
 Comments:

INITIATIVE:
Demonstrates ability to be self-directed, resourceful and creative in preforming
job duties; Ability to identify and resolve problems; following through on
assignments; and initiating or modifying ideas, methods, or procedures to
provide improved customer service, redesign business processes, and
accomplish duties.

Comments:

INTERPERSONAL SKILLS:
(Customer service, Communication, Integrity and Trust, Professionalism)
Easily understood by others; able to communicate clearly; demonstrates active
listening skills; demonstrates integrity and professionalism; is trustworthy;
demonstrates tact and courtesy in discussions with others.

Comments:

VALUES DIFFERENCES:
Seeks to understand different perspectives and cultures; contributes to a work
climate where differences are values and supported; applies other’s diverse
experiences, styles, backgrounds and perspectives to get results; is sensitive to
cultural norms, expectations and ways of communicating.
Comments:

SUPERVISION OF OTHERS (if applicable):

Comments:

GOALS AND OBJECTIVES FOR NEXT APPRAISAL PERIOD

Mutually develop performance goals for the next appraisal period. Identify areas for growth. If performance is in need of improvement,
establish an improvement plan at this time. The plan should include new goals as well as a commitment to improve performance in those areas
which are currently weak. Take the opportunity to discuss any available resources that may be beneficial in achieving these goals and
objectives.

{Insert Goals Here}

OVERALL PERFORMANCE EVAULATION RATING

Using the following standards, please select the summary description that most closely describes the employee’s overall performance for this
entire review period:

{ } Exceeds Expectations: Performance often exceeds expectations and requirements of the position. Incumbent frequently demonstrates
the ability to integrate a variety of skills to effectively solve problems and carry out duties, responsibilities and objectives beyond the
expectations of the position. Incumbent’s performance is consistent with the behavior associated with the selected critical performance
factors. Incumbent adds value to the organization beyond what is expected and is one of the key contributors within the organization.

2
{ } Achieves Expectations: Performance meets and sometimes may exceed the position’s requirements and expectations. Incumbent adds
value to the organization and is a fully competent performer. Critical goals, tasks, and projects are achieved within acceptable standards.
During the review period, there may have been some accomplishments that exceeded expectations, some that may have met expectations
and, possibly, some areas where results may not have fully met expectations. Overall, the incumbent demonstrates the ability to handle
projects or assignments within the scope of the position and demonstrates the ability to integrate a variety of skills to solve problems and
carry out duties, responsibilities and objectives. Incumbent’s performance is generally consistent with the behavior associated with the
selected critical performance factors. Incumbent adds value to the organization and is a fully competent performer.

{ } Needs Improvement*: Performance often does not meet expectations and requirements of the position. Improvement is necessary.
Incumbent needs further development and/or improvement in one or more of the critical performance factors. Incumbent requires more than
the normal amount of guidance and follow-up to assure that assignments are progressing adequately. Performance is occasionally consistent
with the behavior associated with the selected critical performance factors. Sustained progress and improvement are required in one or more
of the critical performance factors.
*Please explain why the employee is not meeting expectations with specific examples in Evaluator Comments Box.

EVALUATOR’S COMMENTS
(Comment on the Performance Factors, cite examples where appropriate, and include future performance and professional development
objectives).

{Insert Narrative Here}

EMPLOYEE’S COMMENTS
(May also attach a separate sheet).

{Insert Narrative Here}

I certify that this evaluation has been discussed with me. My signature does not necessarily indicate that I agree with the
evaluation.

Employee’s Signature Date

Manager’s Signature Date

Director’s Signature Date

HR Review ________