Planning and Evaluating Employee Performance

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For employees to deliver their best performance, they need a clear description of what is expected of them. This should be outlined through the performance program process where duties and behaviors are specified in greater detail than in the job description. The program, and employee development plans, should then be used to evaluate their performance at the end of the annual cycle.

Develop Your Skills

Supervisors can develop their own ability to manage employees' performance by participating in a variety of performance management training oppportunities.

Seek Guidance For Difficult Situations

Performance Programs

An employee's performance program clarifies expectations for job responsibilities and corresponding competencies. The program should outline specific behaviors related to each competency and job responsibility. A performance program should be developed when a person is hired or has a change in supervisor. Because performance management is an ongoing process, the program should be revisited throughout the year and adjusted as priorities and goals shift. On an annual basis, the program should be used to complete the performance evaluation.

Templates For Programs

Select the template for your employee based on his or her UB affiliation (state or Research Foundation) and group. Download and use it to create a custom program.

Use a Template to Create a Performance Plan

Program Templates For State Employees

Program Templates For Research Foundation Employees

Competency Library

Competencies define what great performance looks like. Specifying which competencies are most valued by the team or unit can guide employees' performance and help them to be successful in their job. Each competency in this library has definitions and a table of common behaviors at three proficiency levels. Supervisors can use this resource to help them specifically describe the desired behaviors for each competency they identify as important for their team.

Performance Evaluation (Appraisal)

The performance evaluation occurs after you have collected information about the employee's performance and drafted a performance evaluation document. The meeting is typically the final step of the appraisal process where you review the employee's performance in relation to the established program. Three factors consistently contribute to effective evaluations:

  • Ongoing observation of the employee’s performance during the evaluation period
  • Demonstrating support of the employee's growth and development
  • Creating an environment in which the employee freely participates in the conversation

Templates For Evaluations

Select the template for your employee based on his or her UB affiliation (state or Research Foundation) and group. Download and use it to write a  performance evaluation (appraisal).

Probationary Period Evaluation

The probationary period is the final and perhaps most critical step in the selection process. It is intended to provide an opportunity to evaluate an employee on the knowledge, skills and ability (as demonstrated by the employee’s conduct and performance) not evaluated by other parts of the selection process.

See Steps in Probation Period

Make the Employee Permanent

Submit an ePTF:
  • At any time after the minimum period indicated in the ePTF notes section
  • At the end of the probationary period

Notify the Employee

Send a probationary completion letter to the employee.

Download template-Classified Probationary Completion Letter

If the conduct or performance of a probationer is not satisfactory:

  • Terminate employment at any time after 8 weeks or before completion of the final period of probation
  • Notify the employee in writing of the decision to terminate two weeks prior to date of termination
  • Contact with the former department if the employee is in a title to which she or he has been promoted 

Download Template-Classified Probationary Termination Letter

Evaluate Your Employee During Probation

  • Visit the Action tab under the Staff Management Dashboard in SIRI to find the Civil Service probation dates
  • Complete and submit the evaluation form before each report due date
  • Submit completed form to Human Resources

Evaluation Forms

Plan Job and Professional Skill Development With Your Staff

Take advantage of a rich catalog of training and development opportunities to assist your staff to grow in their jobs or ask for guidance from UB's expert training staff.

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