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HomeMy WebLinkAboutN-205 - Employee Performance and Development ReviewAppendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 1 3/15 CITY OF PASCO PERFORMANCE AND DEVELOPMENT REVIEW STATEMENT OF PURPOSE As an employee of the City of Pasco, you have the right to know how you stand in relation to your current job and your career. The Performance and Development Review focuses on key aspects of your job performance. It permits your supervisor to assess your strengths and weaknesses, comment on your overall level of achievement in fulfilling your position’s responsibilities, recommend ways you can improve your performance, and further develop your abilities. This information is used to evaluate performance, to identify candidates for transfers and promotional opportunities, and as a basis for salary reviews. It also helps you by providing valuable information regarding your current level of performance and serves as a guide for your continued development and success. A copy of the review will be provided for your records. The original, which has been reviewed by your Supervisor, Department Director and the City Manager, will be made a part of your personnel file. If you wish to comment on this review, you should use the form provided. It will become a permanent part of this review. EMPLOYEE NAME: DATE: DEPARTMENT: DIVISION: DATE EMPLOYED: TIME IN POSITION: YEARS MONTHS CURRENT POSITION: CURRENT GRADE: STEP: TYPE OF EVALUATION: (Probation, Annual, Special) Reason for special evaluation: DATE OF LAST EVALUATION: Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 2 3/15 SECTION I JOB FUNCTION PERFORMANCE Name: Evaluation Period: From: To: Rating Scale: 1: Does Not Meet Standards 2: Meets Standards 3: Exceeds Standards Function #1: Performance Achieved Quality: 1 2 3 Quantity: 1 2 3 Function #2: Performance Achieved Quality: 1 2 3 Quantity: 1 2 3 Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 3 3/15 SECTION I JOB FUNCTION PERFORMANCE Name: Evaluation Period: From: To: Rating Scale: 1: Does Not Meet Standards 2: Meets Standards 3: Exceeds Standards Function #3: Performance Achieved Quality: 1 2 3 Quantity: 1 2 3 Function #4: Performance Achieved Quality: 1 2 3 Quantity: 1 2 3 Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 4 3/15 SECTION I JOB FUNCTION PERFORMANCE Name: Evaluation Period: From: To: Rating Scale: 1: Does Not Meet Standards 2: Meets Standards 3: Exceeds Standards Function #5: Performance Achieved Quality: 1 2 3 Quantity: 1 2 3 Function #6: Performance Achieved Quality: 1 2 3 Quantity: 1 2 3 Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 5 3/15 SECTION II GENERAL PERFORMANCE FACTORS Name: Position: Evaluation Period: From: To: Does Not Meet Standards Meets Standards Exceeds Standards A 1 Quality of Work 2 Quantity of Work B 3 Accuracy 4 Honesty/Integrity 5 Dependability 6 Follow-through 7 Following Instructions 8 Judgment 9 Punctuality 10 Thoroughness 11 Understanding of Job 12 Working with Others (public/employees) C 13 Appearance 14 Attendance 15 Cooperation with Supervision 16 Time Management 17 Initiative 18 Leadership 19 Neatness of Work 20 Organization 21 Versatility 22 Positive Behavior (Sections A, B & C pertain to Administrative Order No. 71 “Non-Management Wage Plan”) Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 6 3/15 SECTION III CAREER DEVELOPMENT AND GOALS A. Note employee development accomplished during the current performance period (include: workshops, seminars, and classes completed or in progress, as well as any awards, certificates or degrees received). B. List employee career development and goals to be completed during the upcoming year [include: job skill development, performance ratings in need of improvement or SMART (Specific, Memorable, Achievable, Relevant, Timely) goals]: Evaluator’s Signature: Date: Division Manager’s Comments: Division Manager’s Signature: Date: Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 7 3/15 SECTION IV COMMENTS AND SIGNATURES EMPLOYEE’S COMMENTS (Optional) Please use this space to comment on any aspects of your review. By signing below, I represent and hereby warranty that I possess a current and valid Washington state Driver license. I acknowledge that the City is justifiably relying upon this representative in allowing me to operate any vehicle or City equipment on behalf of the City. I have reviewed and discussed this performance evaluation with my supervisor. I am aware that I have the opportunity to comment on this evaluation in writing and that my comments will become a part of the overall evaluation. Employee’s Signature Date DEPARTMENT MANAGER’S COMMENTS (Optional) Please use this space to comment on any aspects of this review. Department Director’s Signature Date City Manager’s Signature Date initial initial Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 8 3/15 Additional comments: Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 9 3/15 SECTION V MANAGEMENT TEAM MERIT EVALUATION Complete annual goals identification, Part I, prior to January 31, annually. Complete goals achievement and Parts II-IV with annual evaluation in November. Name: Evaluation Period: From: To: I. ANNUAL GOALS: Goal #1: Target Completion Date: Performance Achieved: Goal #2: Target Completion Date: Performance Achieved: Goal #3: Target Completion Date: Performance Achieved: Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 10 3/15 Goal #4: Target Completion Date: Performance Achieved: Goal #5: Target Completion Date: Performance Achieved: ADDITIONAL SHEETS MAY BE USED AS NECESSARY. II. UNANTICIPATED SIGNIFICANT TASKS COMPLETED (specify by “Assignment” or “Initiative”): By _____________: By _____________: By _____________: ADDITIONAL SHEETS MAY BE USED AS NECESSARY. Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 11 3/15 III. HARD DOLLAR COST REDUCTION (SAVINGS) IDENTIFIED AND/OR IMPLEMENTED (specify as “One Time” or “On-Going”): _______________: _______________: _______________: ADDITIONAL SHEETS MAY BE USED AS NECESSARY. IV. RECURRING PRODUCTIVITY IMPROVEMENTS IDENTIFIED AND/OR IMPLEMENTED (specify “Identified” or “Implemented”): _______________: _______________: _______________: ADDITIONAL SHEETS MAY BE USED AS NECESSARY. Appendix A Administrative Order No. 205 – Employee Performance and Development Review Appendix A – Page 12 3/15 GOALS APPROVAL (JANUARY): Division Manager: Date: Department Director: Date: City Manager: Date: EVALUATION (NOVEMBER): Division Manager: Date: Department Director: Date: City Manager: Date: Appendix B Administrative Order No. 205 – Employee Performance and Development Review Appendix B – Page 1 3/15 EMPLOYEE PERFORMANCE AND DEVELOPMENT REVIEW INSTRUCTIONS TO THE EVALUATOR Approximately one to two weeks prior to completing the performance evaluation, submit the “Employee Questionnaire” (Appendix B.1) to the employee. Do not fill out the evaluation form until the questionnaire has been returned. Request that it be completed and returned in a timely manner. Following is a brief explanation of how to administer each of the four sections in this review packet. NOTE: the evaluation should be based on the performance expectation for the step occupied by the employee during the evaluation period. SECTION I: JOB FUNCTION PERFORMANCE Please list the individual’s specific work objectives and/or major responsibilities using the employee’s job description as a guide. Indicate the degree of quality and productivity. Each degree of achievement MUST be supported by comments. SECTION II: GENERAL PERFORMANCE FACTORS (see Evaluation Guidelines, Appendix B.2) By placing an (X) in the appropriate box, indicate the individual’s demonstrated capabilities in each of the categories shown. Items 1 and 2 must be supported by the Work Plan (Section I). SECTION III: CAREER DEVELOPMENT AND GOALS A. Career Development and Goals Accomplished: Indicate employee career development (training, etc.) that has been accomplished during the current rating period. If none, indicate “N/A” this rating period. B. Employee’s Career Development and Goals: List job skills which may be further developed and include specific recommendations on how development can be achieved. If none, indicate “N/A” for this rating period. List specific actions to be taken to correct performance ratings in need of improvement. If none, indicate “N/A” this rating period. List other goals to be completed during the upcoming employment year. For any goals make sure they are SMART (Specific, Measurable, Achievable, Relevant, Timely) SECTION IV: COMMENTS AND SIGNATURES The performance evaluation is to be discussed with the employee and he/she shall be given the opportunity to comment on the evaluation (not on other aspects of their job). The employee’s signature shall be secured and the entire evaluation forwarded to the next highest reviewing authority. SECTION V: MANAGEMENT TEAM MERIT EVALUATION For use only for eligible Management Team employees. Annual employee goals and target completion dates are to be approved by the City Manager prior to January 31 annually. Goal performance achieved, significant tasks, operational savings and/or productivity improvements sections are to be completed together with annual evaluation form each November, per City Manager direction.