Performance Evaluation

Performance Evaluation Period

The performance evaluation period for employees follows the university’s calendar year from Jan 1 to Dec 31 each year. The performance evaluations are due to HR by March 15.

Performance Evaluation Training 

The Professional Development Department will be providing training to help managers and employees:

  • Understand how the performance evaluation works
  • Understand their role in the evaluation
  • Understand how to perform while working remotely 
  • Understand how to evaluate remote work
  • Learn how to coach and be coached/evaluated
  • How to work towards a common goal of team success
  • Know the guidelines/criteria of performance evaluation

If you are unable to attend the trainings, you can watch a previous training below:

Ongoing Evaluation

It is very important that managers and supervisors hold informal meetings about three times year (e.g. April, August, December) with employees to provide ongoing feedback on what they are doing well and where they may need development. Building those conversations in as a standard part of the management relationship will help ensure no surprises each year and should lead to stronger employee performance throughout the year.

Performance Evaluation Timeline

NOTE: Since the performance calendar was transitioned back to a calendar year, employees will not be formally* evaluated for the period of 7/1/19-12/31/19 on the 2020 evaluation form. The 2020 evaluation period is from January 1, 2020 – December 31, 2020.

*If you choose to evaluate the period of 7/1/19-12/31/19, you may do so on a separate evaluation form as a mid-year evaluation. However, this is not required.

 View printer-friendly version of timeline (PDF)

On Demand Webinars

How to Complete a Performance Evaluation

Workshop: Conducting Effective Performance Evaluation

Performance Evaluation Forms

Performance Evaluation Form

Employee Self-Assessment Form

Please Note: To electronically sign the forms, you must enter all information then save as a PDF. Once the form is a PDF, you can sign electronically

Uploading to OnBase

OnBase Download Information- Unity Client

OnBase Download Information- Web Version

For OnBase access questions, contact .

Additional Resources:

Suggested Professional Development Activities (PDF)

Employee Behavioral Guidelines (PDF)

Performance Evaluation and Planning for UofL (PDF)