Appraisal Guide

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Supervisor’s Guide to Performance
Appraisals

Table of Contents
Introduction ...............................................................................................................................3 Benefits of Productive Performance Meetings .......................................................................3 Performance Goals Help Employees .......................................................................................3 Performance Goals Help Supervisors ......................................................................................4 Preparing the Employee and Scheduling the Performance Meeting .....................................4 Completing the Annual Performance Summary Form ...........................................................4 Conducting the Performance Meeting .....................................................................................7 Helping Employees Set Career Goals......................................................................................9 Guidelines for Handling a Meeting with a Poor Performer...................................................10 Discussing Employee Attitude Problems..............................................................................11 Addressing Emotional Situations ..........................................................................................11 Crying ....................................................................................................................................11 Shouting ................................................................................................................................12 Walking Away ........................................................................................................................12 Becoming Silent.....................................................................................................................12 Quick to Agree .......................................................................................................................12 Preparing for Next Year’s Performance Appraisal................................................................12 Documenting Job Performance .............................................................................................13 Coaching Employee Performance .........................................................................................14 Planning and Preparation ......................................................................................................14 Conducting a Coaching Session ............................................................................................15 Action-planning and Follow-up...............................................................................................16 How Human Resource Services Can Assist .........................................................................17

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Supervisor’s Guide to Performance Appraisals

Introduction
The following guidelines are designed to assist you in conducting performance appraisals of employees who report to you. It is very important to assess job-related performance and not personality unless it relates directly to the employee’s performance. Please keep in mind that you are a role model for those who report to you. There is no substitute for courtesy, sensitivity, and a common sense approach to the performance appraisal process. This guide has been developed in conjunction with the revision of the annual appraisals forms used for Merit (AFSCME) employee by the 2000 Merit Evaluation Task Force, including task force members and employees from AFSCME, the Department of Residence, Library, Physical Plant, Print Services, and Human Resource Services. In certain instances, reference is made to the actual evaluation forms used for Merit employees, including the Annual Performance Summary and the Discussion Guide for Annual Performance Summary. This guide may also be used as...
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