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Conducting Performance Evaluations

  
   
   Performance Evaluations
   
   Preparing
   
   Conducting
   
   Finalizing
   
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Be prepared for the evaluation prior to the date and time you arranged with the employee. Be ready to discuss both positive and negative aspects of the employee's performance.

 

Set the climate:

  • Provide a comfortable atmosphere
  • Put the employee at ease
  • Ensure no interruptions take place
  • Eliminate physical barriers between you and your employee.
 

Get started:

  • In most instances, begin on a positive note.
  • Be friendly, be yourself
  • Be sincere
  • Point out any recent significant positive performance.
  • Stress your desire for two-way communication
 

Obtain the Employee's view:

  • Encourage the employee to point out any accomplishments of which you are not aware
  • Have the employee list any areas in which improvement is needed.
  • Clarify what you think you've heard

Having the employee complete a self-evaluation may serve as a helpful tool in this process.

 

Make any additions, corrections, and deletions to the ratings or comments on the approved Performance Evaluation Rating Form.

 
  • Discuss the employee's career goals and objectives.
    • Plan specific job assignments or activities which support the employee's objectives
    • Point out opportunities for training or education that will assist the employee.
 

Schedule a follow-up meeting, if needed, before ending the evaluation. (i.e. to establish performance standards with the employee's input)