Responses from those who used the new performance evaluation tools last year, suggested that the definitions of two of the performance ratings - “successfully meets expectations” (level 3) and “improvement needed” (level 2) – needed to be revised. Users found there was too much of a gap between these two levels. HR staff reviewed the definitions at all five levels as well as the definitions for the 5-point rating scale that is being proposed by OP for use with all UC senior managers. We have made adjustments to the definitions at all levels to improve the transition and clarify the intention of the ratings. If you see a way to further improve these definitions, please direct comments to: firstname.lastname@example.org. New definitions will be posted for use by June 1.
Level 5 (E) Exceptional
This rating occurs infrequently and acknowledges one or more of the following achievements: completion of a major goal, work performance that far exceeded expectations this year due to exceptional quality in all essential areas of responsibility, and/or an exceptional or unique contribution in support of unit, department, or University objectives. Although used infrequently, this rating is achievable by any employee.
Level 4 (EE) Exceeds expectations
Work performance consistently exceeds expectations. Demonstrates very high level performance in all areas of responsibility.
Level 3 (SME) Successfully meets expectations
Solid performance that consistently fulfills expectations and at times may exceed expectations.
Level 2 (I) Improvement needed
Performance does not consistently meet expectations. A professional development plan to improve performance must be outlined and monitored, with timelines for improvement established.
Level 1 (U) Unsatisfactory
Performance is consistently below expectations, and/or has failed to make reasonable progress toward agreed upon goals. Significant improvement is needed in most aspects of this position. In Section 4, a plan to correct performance with timelines must be outlined and monitored for improvement.
The rating is related to the achievement of a significant goal. It occurs infrequently. Work performance far exceeded expectations of the position this year due to exceptional quality in all essential areas of responsibility, the completion of a major goal, and/or an exceptional or unique contribution in support of unit, department, and University objectives.
EE Exceeds expectations
Work performance always achieves expectations and frequently exceeds them. Demonstrates very high level performance in all areas of responsibility
SME Successfully meets expectations
Work performance consistently fulfills expectations and periodically may exceed them. Work is of high quality in all significant areas of responsibility.
GI Improvement needed
Does not meet expectations in one or more of the significant job success factors or achievement of goals. A professional development plan to correct performance must be outlined and monitored, with timelines for improvement established.
Does not meet most of the basic expectations, and/or has failed to meet agreed upon goals. Significant improvement is needed in most aspects of this position. In Section IV, a plan to correct performance with timelines must be outlined and monitored for improvement.