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Human Resources Service Center

Performance Evaluation Forms

The performance evaluation form is an important tool that encourages continued dialogue between supervisor and employee. The employee classification(opens in new window) determines the Unit or CBID for the employee, which determines the form to use.

Current forms for staff and management are listed below.  Forms open in Box and you must download form then once opened in Acrobat click Enable All Features button to complete form. Note: the browser will display an error, look for the file in your downloads.

Managers must use the same form for similarly situated employees in their department.

Virtual Process for Performance Evaluations

Managers should plan on completing evaluations (and on being evaluated) under normal timelines. Keep in mind that the present circumstances may not represent the full range of an employee’s annual work performance.

For downloading and opening PDF documents we recommend Chrome browser with Adobe Reader plug-in enabled.  Review Knowledge Base articles Enabling Adobe Reader plug-in in Chrome(opens in new window) and Opening PDFs from Box(opens in new window).

Electronic Routing and Signature

  1. Download, complete and save the evaluation.
  2. Provide a draft to your appropriate administrator for review prior to presenting to the employee.
  3. Once the draft review is complete, set up a Zoom meeting with the employee. If Zoom is not an available option, set up a phone meeting.
  4. The manager emails the completed performance evaluation to the employee.
  5. Meet with the employee via Zoom (or phone) and talk through the evaluation.
  6. Route the evaluation for electronic signature.

If you can add your signature electronically, please do. If you need help adding an electronic signature on a performance evaluation form, please reach out via Teams chat(opens in new window) to our staff (and they will respond as soon as possible during business hours) or email We can even route the document for signatures on your behalf, if needed.

For employees that already have access to Adobe Sign, we will accept forms routed for signature through Adobe Sign. (Note, you may need to "print" the file to "Microsoft PDF" to create a flat file for routing.) When routing for signature, cc: Only campus email addresses should be used when routing for signature.

Questions about this process can be forwarded to Professional Development or Beverly Gentry. A report of your department's performance evaluation schedule can be run by your division HR Partner or by Professional Development upon request.