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EMPLOYEE PERFORMANCE APPRAISAL -

NON-EXEMPT
DATE:
(I.E., 07/01/01)

CENTER/DEPT:

NSU ID#: REVIEW PERIOD (Month/Year):


From: To:
EMPLOYEE: ###
(I.E., 07/01/01)

JOB TITLE: OVERALL RATING:


#DIV/0!
ANNUAL ORIENTATION SPECIAL
INSTRUCTIONS:
1. Complete all sections (A, B and C).

2. Carefully evaluate each of the factors separately, based on recurring day-to-day performance since the last review and
not on recent or isolated exceptional events. Use examples, whenever possible, to support each performance rating.
3. There are seven core performance categories. All non-exempt employees must be rated in each of these areas and
given specific feedback on performance. There are also four optional performance categories that may be relevant,
depending on the non-exempt position.
4. For each factor, evaluate the employee using the definitions provided below.
5. The overall rating will be automatically calculated on Page 6.

EXCELLENT (EXCEEDS STANDARDS) (4)


Performance frequently exceeds the established requirements for the job. The employee fully understands the position,
takes the appropriate initiative, and requires only occasional direct supervision.
GOOD (FULLY MEETS STANDARDS) (3)
Performance fully meets all the established requirements for the job. The employee is familiar with all aspects of the
position and performs these in a competent and satisfactory manner.
ACCEPTABLE (USUALLY MEETS STANDARDS) (2)
Performance usually meets all the minimal established requirements for the job. The employee’s performance
occasionally may require improvement.
UNSATISFACTORY (SUBSTANTIALLY SHORT OF STANDARDS) (1)
Performance is considered below established requirements for the job. The employee needs to improve performance
significantly to reach satisfactory performance and requires daily close supervision and/or additional training to bring
performance within acceptable limits. Performance plan required.

The care and accuracy with which this appraisal is completed will
determine its value to you, to the employee, and to the organization.

Page 1 EMPLOYEE PERFORMANCE APPRAISAL - NON-EXEMPT rev 04.08


Page 2 EMPLOYEE PERFORMANCE APPRAISAL - NON-EXEMPT rev 04.08
SECTION A: FACTORS AFFECTING JOB PERFORMANCE (CORE PERFORMANCE CATEGORIES)

OVERALL COMMUNICATION SKILLS (Consider written, verbal, and listening skills)


Demonstrates proficiency at expressing ideas and listening, asking for and providing productive feedback, and has a
positive, effective communication style.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

DEPENDABILITY
Fulfills responsibilities, instills full confidence, works well without continual supervision.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

RELIABILITY
Consistent attendance, punctually arrives and leaves work, meetings and appointments.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

ATTITUDE/COOPERATION/ADAPTABILITY
Commitment, team spirit, amount of interest and enthusiasm shown in the performance of responsibilities and attitude
toward coworkers, students and the University. Works effectively and willingly with others (individuals and departments) in
positive, supportive, and cooperative relationship. Accepts new or changed situations, adjusting activities and plans to
accommodate.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

Page 3 EMPLOYEE PERFORMANCE APPRAISAL - NON-EXEMPT rev 04.08


SECTION A: FACTORS AFFECTING JOB PERFORMANCE (CORE PERFORMANCE CATEGORIES)

JUDGMENT
Demonstrates ability to make sensible and appropriate decisions. Demonstrates discretion/professionalism in unusual
situations. Ability to make solid decisions.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

KNOWLEDGE
Demonstrates skills and an understanding of the position, policies, and procedures required in present job.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

QUALITY
Works with attention to detail and absence of error.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

QUANTITY/APPLICATION
The amount of work an individual accomplishes. Consistently applies ability and completes work in given timeframe.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

Page 4 EMPLOYEE PERFORMANCE APPRAISAL - NON-EXEMPT rev 04.08


SECTION B: FACTORS AFFECTING JOB PERFORMANCE (OPTIONAL PERFORMANCE CATEGORIES)

PROBLEM SOLVING
Identifies problems and determines their causes, assesses alternatives, makes recommendations/decisions.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

INITIATIVE
A self-starter who contributes and/or carries out new ideas or methods.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

PLANNING
Develops and utilizes methods and work organization to efficiently complete overall workload.

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

OTHER (IDENTIFY)

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1) RATING: 0.00

COMMENTS:

Page 5 EMPLOYEE PERFORMANCE APPRAISAL - NON-EXEMPT rev 04.08


SECTION C: CONCLUSION

THIS SECTION SHOULD BE COMPLETED WITH THE EMPLOYEE AT THE CONCLUSION OF THE APPRAISAL.

COMPLETED MANDATORY TRAINING

Has employee completed mandatory training? (E.G. Sexual Harassment Awareness & Prevention Training, Human
Resources Code of Conduct & Ethics Training OR Compliance Code of Conduct & Ethics Training, Safety-Sensitive
training, Other (please specify).
Yes No
Note: Failure to comply with Mandatory training requirements will be noted on this performance appraisal, and tentative
fiscal merit salary increases will be withheld until all required training has been completed.
COMMENTS

PLANS, GOALS, AND OTHER COMMENTS

Include any plans to further develop the employee's strengths, or any areas to develop requiring improvement.

Describe any specific goals or special projects this employee is assigned during the next four quarters. Specify
details and milestones. (Set cooperatively by supervisor and employee.)

Page 6 EMPLOYEE PERFORMANCE APPRAISAL - NON-EXEMPT rev 04.08


EMPLOYEE COMMENTS
After you have reviewed this appraisal and discussed it with your supervisor/manager, please state briefly your
comments regarding this evaluation. If you have no comments, please indicate “none.”

Employee’s Signature: Date:

Evaluated By:
Print Name Signature

Reviewed By:
(Next Level Supervisor) Print Name Signature

PERFORMANCE RATING CALCULATION


Gray-shaded areas contain formulas and are protected against entry.

CORE PERFORMANCE CATEGORIES: PERFORMANCE RATING

OVERALL COMMUNICATION SKILLS 0.00


DEPENDABILITY 0.00
RELIABILITY 0.00
ATTITUDE/COOPERATION/ADAPTABILITY 0.00
JUDGMENT 0.00
KNOWLEDGE 0.00
QUALITY 0.00
QUANTITY/APPLICATION 0.00

OPTIONAL CATEGORIES:

PROBLEM SOLVING 0.00


INITIATIVE 0.00
PLANNING 0.00
OTHER 0.00

NUMBER OF CATEGORIES:
TOTAL: 0.00 0
(Field automatically counts categories entered)

OVERALL PERFORMANCE RATING: #DIV/0!

EXTENSION INFORMATION
Reason:
30 days 60 days 90 days

Page 7 EMPLOYEE PERFORMANCE APPRAISAL - NON-EXEMPT rev 04.08

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