Helping employees maximize their potential


Performance Management Forms and Documents

Note: The annual performance appraisal process for the period beginning April 1, 2019 through March 31, 2020 will resume on September 1, 2020.

On April 14, 2020 the University of California (UC), Office of the President confirmed the 2019-20 systemwide Annual Performance Appraisal Program for policy-covered staff will be postponed until the fall. A statement from the Office of the President read, 

After close consultation with chancellors, and in consideration of the crucial work associated with COVID-19, President Napolitano has suspended the FY 2019-2020 systemwide Annual Performance Appraisal Program for policy-covered staff until the fall.

“I recognize some campuses have already begun or even completed the performance appraisal cycle. Thank you for your diligence and attention to this important process,” said President Napolitano in her note to chancellors. “I greatly appreciate all you are doing to maintain our operations and uphold our mission.”

Please click on each of the following tabs to locate the forms and documents associated with the Performance Management (PM) topic.

Performance Management Forms
Performance Management Certification Forms
Performance Appraisal Certification Letter
Performance Appraisal Audit Spreadsheet

The Performance Appraisal Certification Letter is required to be used for all staff including represented and non represented staff

  • Organizational unit letter certifying that Performance Appraisals for the Staff Performance Management Program  have been completed.

The audit worksheet is collection data for all staff including represented and non-represented staff

  •  HR will send each organizational unit a spreadsheet with a list of staff members who should receive a performance appraisal. The spreadsheet should be completed and submitted along with the Performance Appraisal Certification form.