General Information About the New Performance Review Form
Fields highlighted in red are those that you must complete in order to save the form. All other required fields default to the most common values. You can accept the defaults or change them as needed to complete a review.
Section 1: Basic information about the review period, reviewee, and reviewer
| Field | Default/Requirements |
|---|---|
| Evaluation Period Start | Defaults to 1 June 2007 - Can change if needed |
| Evaluation Period End | Defaults to 31 May 2008 - Can change if needed |
| Reviewee Last Name | Must type text |
| Reviewee First Name | Must type text |
| Reviewee EmplID | Must type 8 numeric characters |
| Reviewee Uniqname | Must type text |
| Reviewee Market Title | Must type text |
| Reviewee Working Title | Must type text - If the same as Market Title, can copy and paste |
| Department | Choose from alphabetical drop-down list |
| Reviewer Last Name | Defaults based on login info |
| Reviewer First Name | Defaults based on login info |
| Reviewer EmplID | Defaults based on login info |
Section 2: Ten review categories and optional comments for each
| Field | Default/Requirements |
|---|---|
| Professionalism, Dependability, Reliability | Defaults to Proficient |
| Communication | Defaults to Proficient |
| Interpersonal Relations, Cooperation & Teamwork | Defaults to Proficient |
| Job Knowledge | Defaults to Proficient |
| Initiative | Defaults to Proficient |
| Problem Solving & Decision Making | Defaults to Proficient |
| Planning & Organization | Defaults to Proficient |
| Quality of Work | Defaults to Proficient |
| Quantity of Work | Defaults to Proficient |
| Management, Supervision, Leadership | Defaults to N/A |
Section 3: Report on Goals and Objectives
| Field | Default/Requirements |
|---|---|
| FY08 Goals and Objectives | Must type text - 2500 character limit |
| FY08 Goals and Objectives Met? | Defaults to yes |
| FY09 Goals and Objectives | Must type text |
Step-by-Step Create a New Performance Review
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Navigate to https://www.engin.umich.edu/perfreview/ and login using uniqname and Kerberos password (if needed).
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Read the information in the Instructions for managing your reviews section.
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Under Links to get started, select Create a Performance Review.
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Type/select information in all required fields (required fields are preceded by a red asterisk *).
For the simplest and least time-consuming version of a review, you would:-
Create a new review
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Enter the required demographic information
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Enter text in the two Goals and Objectives fields
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Save the review
Most required fields default to the most common values to save you time. To give an employee a rating that's different from the default, you'll need to select the appropriate rating for each category. All comments are optional, except when you change a rating to Not Meeting Expectations or Approaching. For those two ratings, comments are required. In general, you can fill in as many or as few comments as you'd like, depending on your evaluation style.
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After you've completed all required fields on the form, click the Save button (located in the top and bottom left - can use either one). If you don't save the form before exiting, all of your work will be lost, so it's very important to remember to Save!!!
If you attempt to save without populating all required fields, the system displays an error message to remind you to complete all required fields. Required fields that are not completed are highlighted in red to help guide you. Until the required fields are filled out the performance review has not been saved.
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After you've saved a review, it appears in your My Reviews in Progress list. From this list, you can choose to View or Edit any review you've previously created.
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After you've finalized a form and reviewed it with the employee to ensure you both agree it is final, you'll need to use the Print function within the form to print a properly formatted final copy. This copy will include signature lines for both supervisor and employee.
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Send the final signed copy to RPM.
