Printed on: 10/22/2019. Please go to http://policy.umn.edu for the most current version of the Policy or related document.
University of Minnisota  Procedure

Conducting Annual Performance Reviews of Academic Professional and Administrative Employees

Administrative Procedure

SETTING THE STAGE—Unit and/or Department

Performance Standards/Competencies
The unit and/or department may choose to establish unit-wide performance standards/competencies for different types of positions.

Communications
The unit and/or the department communicates expectations, including performance standards/competencies, and unit-specific procedures for performance reviews of P&A employees. This information should include a schedule and timeframe for all aspects of the review process.

Delivery Formats and Tools
The unit and/or department may choose to develop customized performance review delivery systems and tools in accordance with policy.

EMPLOYEE PARTICIPATION IN PERFORMANCE REVIEW

Preparation of Annual Performance Summary Report
P&A employees prepare an annual performance summary report and provide it to their respective responsible administrator/supervisor. It is recommended that the report include achievements made toward goals established for the preceding 12 months. It may also include a statement of proposed goals/objectives for the coming year.

Written Response
P&A employees may prepare, if desired, a written response to the performance review to supplement or refute the evaluation of the responsible administrator/supervisor. This response is to be retained with the official copy of the review.

STEPS IN CONDUCTING THE ANNUAL PERFORMANCE REVIEW

  1. The responsible administrator/supervisor conducting the annual performance review is to review the annual performance summary report prepared by the P&A employee being reviewed and assess the work and progress toward goals.
  2. The responsible administrator/supervisor may seek feedback regarding the employee’s performance from others as appropriate. In doing so, ensure that procedures are consistent for all P&A employees in the unit unless special circumstances exist.
  3. The responsible administrator/supervisor is to prepare a written evaluation regarding the performance of the P&A employee being reviewed.
  4. The responsible administrator/supervisor is to meet with the P&A employee, provide a copy of the review, and discuss its contents.
  5. The responsible administrator is to engage the employee in a discussion of expectations and goals for the coming year and areas for professional growth.
  6. The responsible administrator/supervisor is to forward a copy of the employee’s completed performance review to the Office of Human Resources for inclusion in the employee’s personnel file.

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