Breadcrumb
Evaluations
Performance Evaluations are a critical link between individual performance and the achievement of the institutions goals.
For managers use only
Use the link below to review the permanency or probationary status of your employees.
The Performance Evaluation Process
- Is required by policy and collective bargaining agreements.
- Provides employees a formal process for on-going feedback.
- Helps to ensure that standards and expectations of an employee's Position Descriptions are communicated and met.
- Acknowledges an employee's contributions, efforts and identifies areas of improvement.
- The evaluation serves as a permanent record of the employee's performance for a specified period of time.
Notes for evaluators - The evaluator may be identified as providing lead work or as the lead or the appropriate administrator. Contact HR is there are questions as to who can be an evaluator. Best practice is to have this person identified on the position description.
- The evaluator may prepare or submit input for the draft evaluation and provide this to the appropriate administrator for review and edits.
Notes for appropriate administrators - The appropriate administrator should consult Human Resources and the specific collective bargaining agreements for further procedural details on completing performance evaluations.
- The appropriate administrator should review an employee's position description prior to completing an employee's performance evaluation.
- The appropriate administrator should provide a draft of the evaluation to the employee and give the employee an opportunity to provide input prior to the final evaluation being submitted by the appropriate administrator. The draft evaluation could be part of the evaluation workflow, but the employee needs appropriate time to review and discuss the evaluation with the appropriate administrator. Best practice is to prepare a draft document for initial review.
Instructions for Submitting Employee Evaluations
Latest update: 8/19/2024
If you need assistance with information about the evaluator role or the evaluation process please contact Human Resources. We'll be happy to assist you.
Step 1: Draft Evaluation Forms
Use the Draft Evaluation forms to share the evaluation with your employee and make any revisions as needed.
NOTE: DO NOT UPLOAD THESE FORMS.
These are to be used as a DRAFT working document only.
Confidential
- Confidential - DRAFT Permanent Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Confidential - DRAFT Probationary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Confidential - DRAFT Temporary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
MPP
- MPP - DRAFT Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
Unit 1
- Unit 1 - DRAFT Permanent Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Unit 1 - DRAFT Probationary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Unit 1 - DRAFT Temporary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
Units 2, 5, 7, 9
- Units 2,5,7,9 - DRAFT Permanent Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Units 2,5,7,9 - DRAFT Probationary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Units 2,5,7,9 - DRAFT Temporary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
Unit 4
- Unit 4 - DRAFT Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
Unit 6
- Unit 6 - DRAFT Permanent Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Unit 6 - DRAFT Probationary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Unit 6 - DRAFT Temporary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
Unit 8
- Unit 8 - DRAFT Permanent Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Unit 8 - DRAFT Probationary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
- Unit 8 - DRAFT Temporary Evaluation NOT FOR UPLOAD TO EVALUATION WORKFLOW
Step 2: Fill Out the Adobe Sign Final Evaluation
The final employee evaluations process must be completed using Adobe Sign.
- Appropriate Administrator: Click the link to the appropriate evaluation workflow based on the type of evaluation and the Bargaining Unit below.
NOTE: DO NOT send the link to the employee.
- If you haven't opened Adobe Sign, you will be prompted to log in. Click the "Continue with Google" option in the log in window.
- You will be prompted to sign in to your "Personal Account" or "Company or School Account". Choose "Company or School Account"
- The Workflow window will open.
- Fill out your email in the Evaluator field using the abc123@humboldt.edu format.
- Fill out the Appropriate Administrator email using the abc123@humboldt.edu format. If you are the Evaluator and the Appropriate Administrator, you will have to fill both fields with your email.
- Fill out the Employee email using the abc123@humboldt.eduformat
- If you have an attachment, please add it at this moment in the document's section.
- Click the "Send" button.
- The Evaluation Form will open.
- Fill out all the required fields and add information to the optional fields as needed.
- Once all the required fields are complete, the "Click to Send" button will appear at the bottom of the window. Click it to submit the form for the Appropriate Administrator (or you if you are both) to sign.
- The Appropriate Administrator will receive an email with a link to sign the form. If you are also the Evaluator, you will have to sign again.
- The Appropriate Administrator should click the "Click to Send" button in order to submit the form.
- The staff member will receive an email with a link to the form.
- The staff members should click the "Click to Send" button in order to submit the form.
- After your staff member signs the form,
- HR will receive the form after everyone has signed it and the process is complete.
- Everyone that signed the form will receive a link to download the signed document as a pdf.
NOTE: If revisions need to be made to a form that's already been submitted, you should cancel the existing form and submit a new revised form through AdobeSign.
Employee Evaluation Workflows
Probationary Employee Evaluations
- Confidential Employee Probationary Evaluation Workflow
- Unit 1 - UAPD (Union of American Physicians and Dentists) Probationary Evaluation Workflow
- Unit 4 Annual and Probationary Employee Evaluation
- Unit 6 - Teamsters Local 2010 Probationary Evaluation Workflow
- Unit 8 - SUPA (Statewide University Police Association) Probationary Evaluation Workflow
- Units 2, 5, 7 & 9 - CSUEU Probationary Evaluation Workflow
Permanent Employee Evaluations
- Confidential Employee Permanent Evaluation Workflow
- Unit 1 - UAPD (Union of American Physicians and Dentists) Permanent Evaluation Workflow
- Unit 4 Annual Employee Evaluation
- Unit 6 - Teamsters Local 2010 Permanent Evaluation Workflow
- Unit 8 - SUPA (Statewide University Police Association) Permanent Evaluation Workflow
- Units 2, 5, 7 & 9 - CSUEU Permanent Evaluation Workflow
Temporary Employee Evaluations
- Confidential Employee Temporary Evaluation Workflow
- Unit 1 - UAPD (Union of American Physicians and Dentists) Temporary Evaluation Workflow
- Unit 6 - Teamsters Local 2010 Temporary Evaluation Workflow
- Unit 8 - SUPA (Statewide University Police Association) Temporary Evaluation Workflow
- Units 2, 5, 7 & 9 - CSUEU Temporary Evaluation Workflow
Management Personnel Plan Performance Evaluation (MPP)
Vice President Evaluations
Resources
Staff Performance Evaluations
- Guide to Performance Management This guide is intended to be a resource for individuals responsible for evaluating staff job performance. It may also assist staff who are beingevaluated to better understand the staff evaluation process.
Management Personnel Plan Performance Evaluation (MPP)
- Management Personnel Plan Performance Evaluation Instructions Please print these instructions on the back of page 4.