Performance Management Process – Forms and Resources for 2024 – 2025

March 4, 2025
Human Resources
March 4, 2025

It’s time to complete the 2024-2025 (April 1, 2024 – March 31, 2025) performance appraisals.

Background

The University of California’s PPSM 23: Performance Management policy informs campus locations that the performance of each employee shall be appraised at least annually in writing by the employee’s immediate supervisor, or more frequently in accordance with UCR local procedures and bargaining agreements.

The performance appraisal is an opportunity for supervisors and employees to review whether previously discussed performance expectations and goals have been met, to discuss professional development opportunities, and to identify options for acquisition of additional skills and knowledge to foster performance improvement and career growth.

As the campus prepares for the performance review, it is important to understand that performance management is an ongoing process of communication between a supervisor and an employee that occurs throughout the year. The communication should include setting objectives, identifying goals, providing feedback, and evaluating results, which would be captured in the overall appraisal.

Appraisal Information and Timelines

The 2024-2025 Performance Management (PM) forms are now available on the HR Performance Management Forms and Documents website. The available forms include:

•    Performance Appraisal Form

•    Performance Appraisal Addendum

•    Supplemental Performance Feedback Form

•    Goal Agreement Form

For the 2024-2025 evaluation period, each organizational unit must certify to Central HR by Friday, May 30, 2025, that all staff have received an annual appraisal for the 12-month performance period ending on March 31, 2025. Please visit the HR Performance Management website for further resources including a proposed timeline.

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UC Required Training

The current Performance Management review cycle will end on March 31, 2025. As a reminder, completion of, or failure to complete the following UC-required training must be reflected in the completed Performance Appraisal form and will impact eligibility for any university salary programs:

•    Abusive Conduct Training

•    General Compliance Briefing: University of California Ethical Values and Conduct

•    Safety Orientation

•    UC Cybersecurity Awareness Fundamentals

•    UC Prevention Harassment & Discrimination

•    UC Workplace Violence Prevention

The trainings are available in the UC Learning Center (LMS). The Manager Guide on LMS has two resources:

•    Team Compliance Dashboard – which offers canned reports on assigned training

•    Advanced Reporting – which offers customizable report templates

ePER

Specific information and instructions for ePermance appraisals will be sent to participants using ePerformance.

Questions

Questions on the Performance Management process or performance concerns may be directed to the Performance Management designated email address: performancemanagement@ucr.edu.