Administrator Performance Evaluation: Finance

Administrator Performance Evaluation: Finance

Employee Name & Oracle ID#: / Position Title:
Department: / Supervisor Name:
Evaluation Period:
(From_____ to _____) / Date of Review:

Summary of Performance Ratings and Definitions

Performance Rating:Definition:

EExceeds ExpectationsPerformance exceeds normal job requirements

MMeets ExpectationsPerformance meets position requirements, objectives and expectations

NNeeds ImprovementPerformance meets some of the position requirements, objectives and expectations

Section 1: Division Responsibilities

Responsibility / Performance Measurements
Focuses on goals congruent with USD’s mission and values. / Is dependable, on-time and productive during scheduled hours. Initiates high-impactgoal-setting in collaboration with supervisor, department and affected units. Focuses energy on goal attainment to further USD’s mission and values. Measured by goal attainment, level of communication, and the engagement of others where appropriate.
Employee Comments: / Self Rating
Supervisor Comments: / Final Rating
Responsibility / Performance Measurements
Conducts oneself in accordance with The USD Way and upholds the Finance Office’s Values Statement. / Balances fiscal responsibility with awareness and customer service through knowledge, integrity, accountability, and impact to the customer. Provides accurate, timely and courteous service to others. Initiates one performance goal per year based on The USD Way. Makes a difference to others in the workplace through helpful, positive and professional interactions. Measured by supervisor’s observation and feedback from others on the effectiveness of performance.
Employee Comments: / Self Rating
Supervisor Comments: / Final Rating
Responsibility / Performance Measurements
Usesinnovation and collaborationto effectively complete job responsibilities and solve problems. / Confronts challenges and seeks to identify underlying factors, alternative solutions and preventative measures. Uses proper judgment to solve problems, collaborates with others, and presents a positive image while representingthe Finance Office. Listens and learns from feedback received by others. Actively contributes to the success of the Finance Officeby seeking out ways to improve the delivery of service. Measured by productivity outcomes, levels of innovation, effective collaboration, and active engagement.
Employee Comments: / Self Rating
Supervisor Comments: / Final Rating
Responsibility / Performance Measurements
If a supervisor, establishes and monitors team goals to consistently improve the performance of the department as a whole. / Sets the bar high for assigned staff by establishing ambitious performance goals that contribute to the effectiveness of the department. Initiates regular communication with staff to monitor progress and maintain the expectation of high-performance. Coaches, provides feedback, and clarifies instructions to staff. Completes performance evaluations on time. Measured by supervisor’s observation and feedback from staff.
Employee Comments: / Self Rating
Supervisor Comments: / Final Rating

Section 2: Evaluate Results on 2017-2018 Goals

In the spaces provided below, list the goals set for the employee for the previous year.

Goal / Performance Expectation and Measures
Employee Comments on Results: / Self Rating
Supervisor Comments on Results: / Final Rating
Goal / Performance Expectation and Measures
Employee Comments on Results: / Self Rating
Supervisor Comments on Results: / Final Rating
Goal / Performance Expectation and Measures
Employee Comments on Results: / Self Rating
Supervisor Comments on Results: / Final Rating
Goal / Performance Expectation and Measures
Employee Comments on Results: / Self Rating
Supervisor Comments on Results: / Final Rating
Goal / Performance Expectation and Measures
Employee Comments on Results: / Self Rating
Supervisor Comments on Results: / Final Rating

Section 3: Summary of Overall Performance and Employee Comments

Supervisor’s Summary of Overall Performance
Does the job description need to be updated? ___ Yes ___ No
Overall Rating:
(Mark one with an X) / ___ / Exceeds Expectations / ___ / Meets Expectations / ___ / Needs Improvement
Supervisor’s Name (Please Print): ______
Supervisor’s Signature:______Date______
Next Level Manager’s Name (Please Print): ______
Next Level Management Signature:______Date______
Employee’s Comments
Employee’s Acknowledgement Signature:______Date______
(Employee’s signature indicates these evaluation documents have been reviewed and discussed with the employee. It does not indicate agreement or disagreement.)

Section 4: Set 2018-2019 Goals

List in priority three to five major goals/objectives for the next year.

Goal # / Goal / Performance Expectations and Measures
(How this goal will be measured and assessed)
1
Goal # / Goal / Performance Expectations and Measures
(How this goal will be measured and assessed)
2
Goal # / Goal / Performance Expectations and Measures
(How this goal will be measured and assessed)
3
Goal # / Goal / Performance Expectations and Measures
(How this goal will be measured and assessed)
4
Goal # / Goal / Performance Expectations and Measures
(How this goal will be measured and assessed)
5

Professional Development Plans

List two development initiatives to be accomplished throughout the next year. Both should enhance the skills or competencies of the individual and/or help them accomplish the goals established above.

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