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People Strategy, Equity, and Culture

Performance assessment

Assessment is a formal process by which a supervisor assesses an employee’s past performance, provides feedback, plans with them for future performance, and identifies areas for professional and personal growth. The process also ensures accountability and excellence in the delivery of service, improves team performance, and aids in assessing staffing and budget planning. Assessments are also part of the accreditation process, adding additional importance to their timely completion. All required assessment forms are embedded in the Workday Assessment Process. You will receive a notification and task in Workday 90 days before an assessment due date.

Roles and responsibilities

Managers should have regular one-on-one meetings (quarterly at a minimum) throughout the year to discuss job performance with each of their direct reports so there are no surprises in the assessment. Performance assessment must be done with mutual respect and understanding. Assessments must be fair, objective, job-based and focused on improving performance.

Performance measure descriptions

Workday quick resource guides

  • Managers:
  • All employees:
    • : how to create new goals, edit, update progress, and archive goals.

Assessment sessions and recordings

  • Management, confidential and classified:
    • Recorded training session:
    • Recorded training session:
  • Faculty and academic professional:
  • Part-time faculty: at this time, part-time faculty assessments will continue to be submitted through PASS
    Part-time faculty assessment Due Forms Submission method
    Initial assessment By end of second term

    Assessment form

    Self-assessment form
    Second / third year assessment Annually during second and third years
    Post-third year assessment Once every three years after third year
    Multi-year contract assessment In second year of contract
Naming conventions

When saving your assessment documents, please use the following naming convention:

  • Supervisor assessment form: Employee last name_Employee first name_SupvAssessment_assessment due date. Example: Smith_Jane_SupvAssessment_03312021.pdf
  • Self assessment form: Employee last name_Employee first name_SelfAssessment_assessment due date. Example: Smith_Jane_SelfAssessment_03312021.pdf
  • Employee responsibilities and goals form: Employee last name_Employee first name_Goals_assessment due date. Example: Smith_Jane_Goals_03312021.pdf