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End-of-Year Evaluation
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End-of-Year Evaluation

Completing the End-of-Year Evaluation:  Sample End-of-Year Evaluation

end-of-year evaluation

I.  Identifying Information 

Check the appropriate box:  

Supervisor Evaluation -- The formal evaluation that is signed and forwarded.
Employee Self-Evaluation (optional) -- The employee may choose to complete for purposes of discussion with the supervisor.  He/she may request that it be attached to the formal supervisor's evaluation.
AND:  Employee Name, Review Cycle, Budget Title, Local Title, Salary Level, Date in Title, Department, Supervisor Name and Title, Secondary Source, Relationship

Note:  Review Cycle should be, at maximum, one year.   The UUP contract and the Policies of the Board of Trustees notes employee’s shall have their performance evaluated once each year during their term appointment (Policies p. 26 and UUP contract p. 76).

II.  Rate and Comment on each Goal 

Transfer the goals from the original performance program (or updated performance program from mid-year discussion) into each section: individual goals, professional development goals, college community service activities.  Check the appropriate rating box – completed, satisfactory progress, etc. and add comments to provide specific feedback.

III.  Job Description Evaluation

Evaluate elements of the employee’s job that are not reflected in the goal section using the job description as a guide.

IV.  Overall Rating and Optional Satisfactory Rating

Overall Rating: Check either Satisfactory or Unsatisfactory to reflect the employee’s overall performance.  Consult your supervisor and Human Resource Management prior to assigning an unsatisfactory rating to discuss the implications of this rating.

Optional Satisfactory Rating: You may check one of the boxes in this section. While not required by the Agreement between UUP and State of New York, this is an opportunity to provide additional feedback to the employee.  There are four options:  Outstanding, Highly Effective, Effective, and Some Improvement Needed.   Descriptions are on the form.

V.  Recommendation from Immediate Supervisor

If the employee is a term or temporary employee, check the box to indicate the appropriate recommendation: renewal, non-renewal, or permanent appointment.  If the employee is a management confidential or permanent employee, check the box to indicate that this is an annual evaluation. 

Attach Current Employee Change Form if you have checked renewal, non-renewal or permanent employee.  This is the form that will be used to process the appropriate letter to the employee and to update personnel records.

Attach a new Performance Program.  The dates of the new performance program should be for one year and begin at the end of the previous one.

VI.  Signatures

Route the end-of-year evaluation, new performance program, and Current Employee Change Form (if needed) to the appropriate individuals for signatures.  After the Vice President/Provost/CIO has signed it, the evaluation is forwarded to Human Resource Management.  The evaluation is returned to the office of the Vice President/Provost/CIO where the original is filed and copies are made for the supervisor and employee.

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