Get Staff Performance Evaluation & Planning Document - Baylor University

This guide is designed to assist users in successfully completing the Staff Performance Evaluation & Planning Document for Baylor University. By following the outlined steps, users can ensure that all relevant information is accurately captured and submitted online.

Follow the steps to fill out the performance evaluation document effectively.

1. Press the ‘Get Form’ button to access the Staff Performance Evaluation & Planning Document and open it in your preferred editing platform.
2. Input the name of the employee being evaluated in the designated field, ensuring the correct spelling is used.
3. Enter the employee's ID number in the provided space, which is necessary for identification and record-keeping.
4. Fill in the name of the supervisor overseeing the evaluation, maintaining accuracy in naming.
5. Specify the position title of the employee under review to clarify their role within the organization.
6. Record the date of the performance review in the assigned date field, keeping in mind the timeline of evaluations.
7. Indicate the department name in which the reviewing employee works, ensuring it aligns with organizational structure.
8. Complete the period covered by the report by filling out the start and end dates, marking the duration of the evaluation.
9. Select the appropriate review type by marking one of the options provided—initial 180, annual, inter-department, intra-department, or observation/probation—based on the employee's situation.
10. Summarize the past year's achievements and challenges in the specified section, providing as much detail as necessary to reflect performance accurately.
11. Outline upcoming goals and objectives for the next year in the corresponding section, linking them to organizational goals where applicable.
12. If necessary, review and adjust job descriptions as suggested in the instructions, ensuring any changes receive prior approval.
13. Provide an overall performance rating by selecting one of the performance rating boxes: Excellent, Very Good, Good, Improvement Necessary, or Unsatisfactory.
14. Gather feedback and comments from both employee and supervisor, ensuring all perspectives are represented.
15. Complete the signature section to validate the evaluation, including dates next to each signature for accurate record-keeping.
16. Upon completion, save your changes and use the options to download, print, or share the document as necessary.

Complete your Staff Performance Evaluation & Planning Document online today to enhance your performance review process.