Performance Evaluation

January 31, 2023 ANNOUNCEMENT: The 2022 performance evaluation submissions will follow the same process as previous years; however, one deadline has been extended. Evaluation date and overall rating for each employee is due by March 15, 2023. If errors are found on the BI report, please send the corrections to Given the conversion to WorkdayHR, the deadline for uploading performance evaluations to OnBase has been extended to April 30, 2023.

Performance Evaluation Period

The performance evaluation period for employees follows the university’s calendar year from Jan 1 to Dec 31 each year. 

*All regular staff, administrators and faculty follow the same performance evaluation timeline.

Performance Evaluation Training 

Register for upcoming performance evaluation training sessions through the Employee Success Center or watch a previous recording below.

The Employee Success Center 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


  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

If you need to delete a duplication, please contact Human Resources at with the
employee name and employee ID number, and what information will need to be updated.

If you have technical questions regarding the uploading of Performance Appraisals to OnBase, please
contact the ITS Help desk at .


Additional Resources:

Suggested Professional Development Activities (PDF)

Employee Behavioral Guidelines (PDF)

Performance Evaluation and Planning for UofL (PDF)