Performance Evaluation

Forms and Procedures


MPP & C99  ♦ Represented Employees ♦  Probationary Evaluations  ♦
♦ Evaluation Forms ♦ Contract Language

---

MPP and Confidential Employees

Confidential (C99) and MPP (M80) employees receive annual performance evaluations. All confidential and most MPP employees are evaluated on an annual cycle which runs from July 1 of one year through June 30 of the following year (e.g. 7/1/07 - 6/30/08) The annual evaluation cycle for Vice Presidents and Deans is September 1 through August 31.

• 2008 Performance Evaluations: Evaluation Period, Workshop Schedule, Forms, Procedures
• Policy Statement

---

Represented  Employees Annual Evaluations

Represented employees are evaluated on an annual cycle which runs from April 1 of one year through March 31 of the following year (e.g., 4/1/07 - 3/31/08).  This includes employees in the following units:

• Physicians - Unit 1

• California State University Employees’ Union (CSUEU) -  Units 2, 5, 7 & 9 

• Academic Professionals of California (APC) Unit 4

• State Employees Trades Council (SETC) Unit 6

• Statewide University Police Association (SUPA) Unit 8

• Long-Term Temporary Employees (more than 180 days)

2008 Performance Evaluations: Evaluation Period, Workshop Schedule, Forms, Procedures

 

---

 Probationary Evaluation Schedules

• Due Dates:  Probationary Performance Evaluations are due to HREO two weeks prior to each due date.

• Physicians - Unit 1:  Two-year probation is required.  Two evaluations are due by the end of the 6^th and 18^th month.

• California State Employees’ Union (CSUEU) – Units 2, 5, 7 & 9:  One-year probation is required (except when less than full-time base, then it is pro-rated according to the time base, up to a two year probation). Three evaluations are due by the end of the 3^rd, 6^th and 11^th month.  Note:  A draft of the performance evaluation must be provided to the employee to provide input for consideration prior to the final evaluation being completed.  The employee then has 5 days to submit his/her input prior to the final evaluation being completed.

• Academic Professionals of California (APC) Unit 4:  One-year probation is normally required.  Two evaluations are due by the end of 6^th, 11^th month.  In the case of an internal promotional advancement or when probation is shortened to one year, two evaluations are due on the 3^rd and 9^th month.  Note:  A draft of the performance evaluation must be provided to the employee to provide input for consideration.  The employee then has 14 days to submit a rebuttal prior to the final evaluation being completed.

• State Employees Trade Council (SETC) Unit 6:  One-year probation (12 months of continuous full-time credited service) is required. Two evaluations are due by the end of 3^rd and 9^th month.

• Statewide University Police Association (SUPA) Unit 8:  One-year probation (12 months of continuous full-time credited service) is required. Two evaluations are due by the end of 3^rd and 9^th month.

• Transition to Permanent Status: When a probationary employee gains permanent status, his/her first annual evaluation period begins from the date of his/her final probationary evaluation through March 31, regardless of the length of time. Subsequent evaluations will be on the annual schedule.

• Reclassification: Probationary periods due to reclassification will follow the regular schedule unless otherwise indicated on the Personnel Action Notice (PAN).

---

Evaluation Forms

• CSUEU Staff Evaluation Forms (Units 2, 5, 7 & 9) rev. 2/2008

• CSUEU Performance Evaluation Rating Form

• CSUEU Performance Evaluation - Core Performance Dimensions Definitions

• CSUEU Employee Self-Evaluation Form (optional)

• CSUEU Performance Development Plan

• CSUEU Performance Improvement Plan

• Staff Evaluation Form (Units 1, 6, 8 & Confidential Employees)

• Unit 4 (R04) Staff Evaluation Form

• Staff Self Evaluation Form

• SUPA (Unit 8) Performance Evaluation Form and SUPA (Unit 8) Evaluation Continuation Form

• MPP (Management Personnel Plan Performance Review

 

---

More Information

Contract Language for Performance Evaluations (updated 2/2008)

                        

Visitors to this site since 7/28/04

Human Resources and Equal Opportunity
Cal State San Marcos

333 S. Twin Oaks Valley Road
San Marcos, CA 92096-0001

Craven Hall 1st Floor, Room 1200

760-750-4418