Performance Appraisal Form & Tools

Annual Performance Review

The annual performance review process provides the University community a framework to recognize the achievements of our staff members over the past year, and begin the conversation about new and ongoing performance goals for the upcoming fiscal year.

Performance appraisals are a powerful motivational tool, engaging employees in the broader goals of the department. A clearly defined set of expectations and an understanding of how their goals fit into the overall goals of the Department/School/Administrative Unit encourages employees to succeed. The performance appraisal process is an opportunity to recognize performance against the objectives and behaviors (performance attributes) required for success.

Performance appraisals allow managers to provide staff coaching and support in a structured way. Writing performance appraisals allows the manager to document an employee's strengths, areas of development and opportunities for career growth. A key aspect of supporting and elevating employees' performance is the relationship with their direct supervisor. More than a written form, the dialogue between managers and their staff members will help reinforce target goals for the individual, team, department and University at large.

NCAA Statement

Columbia University is dedicated to exhibiting the highest professional standards and ethical behavior with regard to adherence to National Collegiate Athletic Association (NCAA) rules and regulations. Student-Athletes, Coaches, Administrators, Staff and Supporters involved with Columbia Athletics have a role and responsibility to operate with accountability and integrity when it comes to compliance with NCAA regulations. Our commitment to these standards is now included in the online performance appraisal form when printed. If you have any questions about your department's role in complying with NCAA regulations, please contact your HR Client Manager or call the Office of HR Client Services at 212-851-7008.

 

Using the Performance Appraisal Form

The University provides an online Performance Appraisal Form. This form is designed for managers to log in and complete evaluations for all non-union staff who report to them. When evaluations are complete, staff will receive an email link that allows them to log into their individual evaluation.

Click here to view a demonstration of the Performance Appraisal form.

To print the Performance Appraisal form, click here.

There is also a Performance Appraisal Job Aid for Managers, as well as a Performance Management Job Aid for Non-Managing Officers to help you use the form. Note: To ensure you can download the latest version of this PDF file, please clear your browser's cache before downloading.

If you experience any technical issues in completing this course, please contact the HR Service Center via the self-service web form, or by phone: (212) 851-2888.

 

Performance Attributes

The online performance appraisal form has a library of 54 performance attributes that managers can select from built into the form. As described in the Guide to Performance Management, these performance attributes can be used in various ways and at different levels at the choosing of the school/department or the manager. 

A Performance Attributes Job Aid is available for your convenience.

For more information on performance attributes and how to use them, please contact your CUHR Client Manager or the local HR representative in your school or department.

 

List of Action Verbs

To help managers list performance attributes in active voice, we offer the Performance Appraisal List of Action Verbs.

 

Sample Performance Appraisals

For your convenience, below are several sample Performance Appraisal PDF documents for a fictional staff member in a fictional role at the University to illustrate usage of the new form for each of the four levels of performance.

Performance Goals: Staff Worksheet

Writing goals can be a shared exercise between managers and staff. More experienced staff can and should contribute more to the process. We have developed a Staff Goals Worksheet that managers can share with staff to help write their own goals. managers can then copy and paste the goals into the web-based form.