Performance Evaluation Resources

To assist managers and supervisors with the performance evaluation process, the following Policies, Implementation Guidelines, and Forms are available for your reference.

Policies:

1. SMG - Senior Management Group members - Performance Management Review Process Policy 505
2. Staff Employees - Personnel Policy for Staff Members-PPSM 23 - Performance Management Policy 23
3. Employees represented by unions - refer to applicable labor contract

Implementation Guidelines:

1. Policy Guidelines for Senior Management Group (coming soon)
2. Policy Implementation Guidelines for Personnel Policies for Staff Members (PPSM) 23: Performance Management
3. The Performance Appraisal Process

Online Learning

Find performance management resources through the UC Learning Center. Log in with your UCOP username and password, and search for the resources by name.

1. Conducting the Annual Performance Appraisal: This self-paced online class for supervisors introduces important concepts about conducting performance appraisals.
2. Preparing for Your Performance Appraisal: This online resource will help employees assess their readiness, write self assessments and keep a performance log.

Performance Evaluations Forms:

1. SMG Performance Evaluation Form
2. MSP-PSS (non-supervisory) Performance Evaluation Form
3. MSP-PSS (manager/supervisor) Performance Evaluation Form
4. Represented Employees Performance Evaluation Forms