Performance Review Templates Page 10
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35PROCEDURE
Supervisor:
1. Schedules a performance review and planning session with the employee well in advance of the
formal review (2 to 3 weeks). If the employee is new, let the employee know that specific
responsibilities will be discussed and future work objectives will be planned. The employee is
given the performance Review and Planning materials and other appropriate forms for the
evaluation.
2. Prepares for the meeting by using the checklist found in the Performance Review and Planning
packet.
Employee:
3. Prepares for the meeting by completing the self-evaluation forms and reviewing the appropriate
checklist.
Supervisor:
4. Conducts a face-to-face performance review and planning meeting according to the checklists and
utilizes information contained in the reference guide to ensure an effective meeting.
Employee:
5. Contributes to the employee performance review and planning meeting by following the checklist.
It is the employee’s right and responsibility to be actively involved in the review process.
Supervisor &
Employee:
6. Prepares, for employee and supervisor signature, the results of the review and planning meeting
on Form DER-DAS-001, Performance Review Form.
Employee &
Supervisor:
7. Writes any appropriate comments, other viewpoints, and additional information on the
Performance Review Form or attached page(s) if additional space is needed.
Supervisor &
Employee:
8. Discuss employee’s training and development needs.
Employee:
9. Signs the Performance Evaluation form to acknowledge participation in face-to-face meeting.
Supervisor:
10. Signs the Performance Evaluation form. Gives a copy of the completed Performance Evaluation
form to the employee. Keeps one copy. Route in a confidential manner to the Division
Administrator.
Division
Administrator:
11. Establishes a monitoring system to assure that employee’s performance reviews are completed
and submitted to Human Resources by the specified deadlines.
Human
Resources:
12. Review completed performance appraisals for purposes of improving the Department’s
performance review process, enhancing supervisor training and other human resource
management issues. File copies in employee’s personnel file.
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Parent category: Business