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[]
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[]
["*****   Personal and Confidential   *****"]
[]
["SPECIAL PERFORMANCE EVALUATION"]
["[Enter the evaluation date:  MM/DD/YYYY]"]
[]
["EXEMPT EMPLOYEE"]
[]
[]
["EMPLOYEE NAME (LAST, First, Middle Initial)",null,null,null,null,null,"HIRE DATE"]
["LAST NAME, First Name, Middle Initial",null,null,null,null,null,"2019-01-01"]
["JOB TITLE",null,null,null,null,null,"PCN"]
["Position Title",null,null,null,null,null,"######"]
["DEPARTMENT/COLLEGE",null,null,null,null,null,"ORG #"]
["Department or College",null,null,null,null,null,"####"]
["SUPERVISOR NAME"]
["[First-Name Last-Name]"]
[]
[]
["PERFORMANCE RATING SUMMARY",null,null,null,null,null,null,"RATING"]
["   PERFORMANCE FACTORS [DO NOT MAKE AN ENTRY - overall rating will automatically calculate]",null,null,null,null,null,null,{"$f":"+H77","v":1}]
["   GOAL PERFORMANCE [DO NOT MAKE AN ENTRY - overall rating will automatically calculate]",null,null,null,null,null,null,{"$f":"+H98","v":1}]
["   JOB DUTIES & RESPONSIBILITIES [DO NOT MAKE AN ENTRY - overall rating will automatically calculate]",null,null,null,null,null,null,{"$f":"+H123","v":1}]
["OVERALL PERFORMANCE RATING [DO NOT MAKE AN ENTRY - worksheet will calculate]",null,null,null,null,null,null,{"$f":"AVERAGE(H26:H28)","v":1}]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
["EMPLOYEE NAME:",null,null,null,"JOB TITLE:",null,"ORG","PCN"]
[{"$f":"+A16","v":"LAST NAME, First Name, Middle Initial"},null,null,null,{"$f":"+A18","v":"Position Title"},null,{"$f":"+G20","v":"####"},{"$f":"+G18","v":"######"}]
[]
["Use this Rating Guide to evaluate the employee's performance in each category."]
["Rating","Description"]
[5,"Unique and exceptional accomplishment"]
[4,"Accomplishments surpass what is required."]
[3,"Meets the requirements of the job in all respects."]
[2,"Marginal performance.  Sometimes acceptable but not consistent."]
[1,"Does not meet the minimum requirements of the job."]
[]
["I.  PERFORMANCE FACTORS:  "]
["     Rate the employee's performance in the following performance factors: "]
["     Click your mouse on each Rating cell to use the drop-down menu to identify the rating."]
["     Supporting comments must be entered on any rating of 1 or 5:"]
[]
["Performance Factor",null,null,"Comments",null,null,null,"Rating"]
["1.  Job Knowledge",null,null,"comments",null,null,null,1]
["2. Quality of Work Performed",null,null,"comments",null,null,null,1]
["3.  Oral & Written Communication",null,null,"comments",null,null,null,1]
["4.  Use of Time and Resources",null,null,"comments",null,null,null,1]
["5.  Reliability & Dependability",null,null,"comments",null,null,null,1]
["6.  Flexibility and Adaptability",null,null,"comments",null,null,null,1]
["7. Interpersonal Relations",null,null,"comments",null,null,null,1]
["8.  Judgment, Analytical Ability & Decision Making",null,null,"comments",null,null,null,1]
["9.  Values Customer Service",null,null,"Comments",null,null,null,1]
["10. Adheres to Policies & Procedures",null,null,"comments",null,null,null,1]
["11. Planning and Execution of Assignments",null,null,"comments",null,null,null,1]
["12. Leadership & Ability to Inspire",null,null,"comments",null,null,null,1]
[null,null,null,null,null,null,null,1]
[null,null,null,null,null,null,null,1]
[null,null,null,null,null,null,null,1]
[null,null,null,null,null,null,null,1]
[null,null,null,null,null,null,null,1]
["OVERALL RATING ON PERFORMANCE FACTORS",null,null,null,null,null,null,{"$f":"AVERAGE(H60:H71)","v":1}]
[]
[]
["II.  GOAL PERFORMANCE: [requires at least TWO (2) goals]"]
["      Evaluate the employee's accomplishment of established goals for this current year."]
["     Click your mouse on each Rating cell to use the drop-down menu to identify the rating."]
["     Supporting comments must be entered on any rating of 1 or 5:"]
[]
["Goal                                                                (Describe Goal & Performance Criteria)",null,null,"Comments                                                               (Describe level of goal accomplishment)",null,null,"Goal Weight (total must equal 100%)","Rating"]
[1,"Goal 1",null,null,null,null,0.6,1]
[2,"Goal 2",null,null,null,null,0.4,1]
[3]
[4]
[5]
[6]
[7]
[8]
[9]
[10]
[11]
[12]
["OVERALL RATING ON GOAL PERFORMANCE",null,null,null,null,null,{"$f":"IF(SUM(G86:G97)=1,(SUM(G86:G97)),\"ERROR: Total not 100%\")","v":1},{"$f":"(+H86*G86)+(H87*G87)+(H88*G88)+(H89*G89)+(H90*G90)+(H91*G91)+(H92*G92)+(H93*G93)+(H94*G94)+(H95*G95)+(H96*G96)+(H97*G97)","v":1}]
[]
[]
[]
[]
[]
[]
["III.  JOB DUTIES and RESPONSIBILITIES [requires at least FOUR (4) duties/responsibilities]"]
["      Evaluate the employee's performance of assigned duties and responsibilities."]
["     Click your mouse on each Rating cell to use the drop-down menu to identify the rating."]
["     Supporting comments must be entered on any rating of 1 or 5:"]
[]
["Duties and Responsibilities",null,null,"Comments",null,null,"Duties Weight (total must equal 100%)","Rating"]
[1,"Duty 1",null,null,null,null,0.25,1]
[2,"Duty 2",null,null,null,null,0.25,1]
[3,"Duty 3",null,null,null,null,0.25,1]
[4,"Duty 4",null,null,null,null,0.25,1]
[5]
[6]
[7]
[8]
[9]
[10]
[11]
[12]
["OVERALL RATING ON DUTIES & RESPONSIBILITIES",null,null,null,null,null,{"$f":"IF(SUM(G111:G122)=1,(SUM(G111:G122)),\"ERROR: Total not 100%\")","v":1},{"$f":"(+H111*G111)+(H112*G112)+(H113*G113)+(H114*G114)+(H115*G115)+(H116*G116)+(H117*G117)+(H118*G118)+(H119*G119)+(H120*G120)+(H121*G121)+(H122*G122)","v":1}]
[]
[]
["IV.  ACTION PLANS FOR ENHANCED PERFORMANCE OPPORTUNITIES"]
["       Identify selected performance areas rated lower than 3.0."]
["       Indicate action plans to enhance performance rating by the next evaluation cycle."]
["       Include these items as goals in Section VI. Annual Goal Planning."]
[]
["Performance Factors",null,null,"Action Plan",null,null,"Resources Needed"]
[1]
[2]
[3]
[4]
[5]
[]
[]
["Duties & Responsibilities",null,null,"Action Plan",null,null,"Resources Needed"]
[1]
[2]
[3]
[4]
[5]
[]
["EMPLOYEE NAME:",null,null,null,"JOB TITLE:",null,"ORG","PCN"]
[{"$f":"+A16","v":"LAST NAME, First Name, Middle Initial"},null,null,null,{"$f":"+A18","v":"Position Title"},null,{"$f":"+G20","v":"####"},{"$f":"+G18","v":"######"}]
[]
["V.  EMPLOYEE FEEDBACK (Complete this section with input from employee.)"]
[]
["Use this Rating Guide to rate overall performance."]
["Rating","Description"]
[5,"Unique and exceptional accomplishment"]
[4,"Accomplishments surpass what is required."]
[3,"Meets the requirements of the job in all respects."]
[2,"Marginal performance.  Sometimes acceptable but not consistent."]
[1,"Does not meet the minimum requirements of the job."]
[]
["1.  What are your future career objectives in one - three years."]
[]
[]
["2.  If there is a position within Western University you are currently interested in, please indicate the position."]
[]
[]
["3. PROPOSED ANNUAL GOALS.   List your proposed professional goals to be accomplished by the next annual evaluation. [At least 1 goal must be proposed.]"]
["Proposed Goal(s)",null,null,null,null,"Proposed Performance Criteria"]
[1]
[2]
[3]
[]
[]
[]
[]
[]
[]
[]
[]
[]
["VI.  ANNUAL GOAL PLANNING [requires at least two (2) goals]"]
["                 GOALS AND OBJECTIVES                              (Described goals and objectives to be accomplished and reviewed on the next annual performance evaluation)",null,null,null,"                  PERFORMANCE CRITERIA                  (Indicate how performance will be evaluated.  Identify method(s) of measurement and timeline(s) for completion)",null,null,"Goal Weight (total must equal 100%)"]
[1,"Goal A",null,null,"Goal A Criteria",null,null,0.5]
[2,"Goal B",null,null,"Goal B Criteria",null,null,0.5]
[3]
[4]
[5]
[6]
[7]
[8]
[9]
[10]
[11]
[12]
["TOTAL GOAL WEIGHTS",null,null,null,null,null,null,{"$f":"IF(SUM(H181:H192)=1,(SUM(H181:H192)),\"ERROR: Total not 100%\")","v":1}]
[]
[]
["VII.  SIGNATURES"]
["Employee",null,null,null,null,null,"Date"]
[]
["Supervisor",null,null,null,null,null,"Date"]
[]
["Director/Dean",null,null,null,null,null,"Date"]

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