SUPERVISOR

CREATES 
Performance Appraisal APPRAISAL

Workflow
Support: appraisals@ucsc.edu SELF‐ 
APPRAISAL YES
07/07/2017.9   kdshaw@ucsc.edu Submit for Employee Self‐Appraisal
NO
7 day auto‐advance begins
Skip Employee Self‐Appraisal EMPLOYEE
COMPLETES
SELF‐APPRAISAL
SUPERVISOR
COMPLETES
APPRAISAL Submit Self‐Appraisal

Copy Self‐Appraisal Data

No auto‐advance
SUPERVISOR
** NO EMPLOYEE SIGNATURE
ADDS MGR/ELR
SIGNATURE(s) MANAGER 
or ELR
YES PREVIEW
Save Changes

NO

SUPERVISOR
ONE‐ON‐ONE 
MANAGER/ELR MEETING
REVIEW w/EMPLOYEE

SIGNATURES Number of signatures 
SUPERVISOR SUPERVISOR 1.  Employee  determined by the divisional/
CONSIDERS ADDS 2.  SUPERVISOR departmental administrator of 
UPDATE SIGNATURES 3.  Supervisor’s Supervisor the performance appraisal 
4.  Manager/Director process.

Submit for Employee Review
7 day auto‐advance begins

Return to Supervisor
NO
Employee writes 
comments in the 
Employee Review 
comments field before  YES
returning
Submit for Signatures

Sign This Performance Appraisal
7 day auto‐advance begins
For each sequential signature

Signature Process 
after Employee Signs Repeat through 
Return
comments  all signature levels
not visible to
employee APPROVE
Return This Performance Appraisal Sign This Performance Appraisal
NO APPRAISAL YES
Final Approval
Signature 

Auto‐Downloaded FINAL
Final LOCKED
Performance APPRAISAL
Appraisal
Document Print Performance Appraisal
(optional)