California State University, Long Beach
EMPLOYEE PLANNING AND PERFORMANCE REVIEW FORM
Employee Name:
Employee ID:
Classification:
Department:
Please check one box. Temporary employees receive annual or additional reviews only.)
Type of Review (
st
1
Probationary
nd
2
Probationary
rd
3
Probationary
Additional
Reason:
– June 30
Annual
st
th
(Annual Reviews reflect performance from July 1
of each fiscal year.)
Review Period
From
To
Month/Year
Month/Year
Complete the following sections of the Employee Planning and Performance Review Form.
PLEASE NOTE:
Before completing this form with the employee being reviewed, please discuss and review it with your Administrative Services
Manager (ASM).
Issues of attendance, reliability, dependability, etc. should be addressed in Section III Item C.
Any questions or concerns regarding the performance review process should be directed to your ASM or Staff Human Resources.
SECTION I
REQUIRED CRITERIA
(Use specific behavioral examples to support ratings in every category. Specific examples are mandatory for
both exemplary and unacceptable ratings.)
1. JOB SKILLS - Importance
to Position
Critical
Very Important
Important
Consider the ability needed to perform the major responsibilities of this job as noted in the position description.
Exemplary
Commendable
Satisfactory
Needs Improvement
Unacceptable
Consistently
Often demonstrates
Regularly demonstrates
Often fails to
Consistently fails to
demonstrates
skills that exceed those
skills that meet and
demonstrate skills
demonstrate skills
exceptional skills in
needed to perform the
periodically may exceed
needed to perform the
needed to perform the
performing the major
major responsibilities of
those needed to
major responsibilities of
major responsibilities of
responsibilities of this
this job.
perform the major
this job.
this job. Immediate
job.
responsibilities of this
action is required.
job.
Please support your rating in the narrative section below:
[Provide a narrative for the job skills criteria above.]
Revised 05/2016
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