UW-Green Bay Non-Instructional Staff Performance Evaluation Training Overview

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Explore the changes in the performance evaluation process for UW-Green Bay's non-instructional staff. Understand the reasons for the modifications, upcoming transformations, and the new 2023 performance evaluation template. Gain insights into the rating model and the importance of meeting job expectations effectively.


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  1. UW-Green Bay Non-Instructional Staff Performance Evaluations Employee Training January 25, 2023

  2. Agenda Overview of the Past, Present and Future state of the Performance Evaluation process NEW 2023 Performance Review Form Modified Non-Instructional Academic Staff and Limited Performance Evaluation Form Questions / Open Lab

  3. Past State Academic Staff/Limited and University Staff Non-Exempt University Staff Evaluation Review Period: Calendar Year (January - December) with evaluations due end of March Review Period: Fiscal Year (July June) with evaluations due end of August Structured Format, with self-evaluation in form of R.A.P Sheet Narrative format, with self-evaluation in form of a list of accomplishments

  4. Why change? The AS/LI form had to change for this upcoming review period UW-Green Bay is one of only a couple of schools that has different performance review forms for University Staff and Academic Staff UW-Green Bay is one of only a couple of schools that has a full narrative format for AS reviews (UW-Milwaukee is the only other one that we have found) UW-Green Bay is one of only a few institutions that are not already on a standardized Electronic Performance Review tool.

  5. Looking to the future UW System s Administrative Transformation Program (ATP) Workday scheduled implementation in July, 2024 Inability to customize for individual institutions Changes to current Human Resources business process are being informed what the future state may look like.

  6. NEW 2023 Performance Evaluation Template Performance Review Form (Non-Instructional Staff) *Form should be utilized for all University Staff (Exempt & Non-Exempt)

  7. Rating Model Not Meeting Expectations: Performance generally fails to meet job expectations or requires frequent, close supervision of employee Partially Meeting Expectations: Performance meets some job expectations, but does not fully meet remainder. Meeting Expectations: Performance meets all essential job expectations. Occasionally exceeds expectations. Employee demonstrates good knowledge of job expectations, and assignments are accomplished effectively with normal supervisory guidance. Exceeds Expectations: On a regular basis and/or consistently produces high quality work that exceeds position requirements.. Employee demonstrates outstanding skills and abilities, and assignments are accomplished with limited guidance and direction. *Job expectations takes in to account essential job functions/responsibilities and organizational competencies identified on the standard job description

  8. Performance Review Process Employee and manager review position description and make updates as needed. Manager builds Performance Review Form by adding in Responsibilities (from position description) and sends via email to the employee. Employee completes employee evaluation, suggests goals, and sends to manager via email. Manager completes manager evaluation (assessments and ratings to include overall performance rating), and goals and sends back to employee at least three business days prior to meeting. Employee and manager meet to discuss the performance review. After meeting, manager sends the review through DocuSign to the employee for signature. Employee acknowledges review and adds comments (as applicable) in DocuSign Manager reviews comments and signs in DocuSign. Completed form is forwarded to Human Resources and next level supervisor (if overall performance rating is not meeting expectations or partially meeting expectations ) through DocuSign.

  9. Non-Instructional Academic Staff & Limited Performance Evaluation Performance Evaluation (Non-Instructional Academic Staff, Limited) *For the 2023 year, all Non-Instructional Academic Staff and Limited Employees (contingent upon agreement between the employee and supervisor) may elect to utilize the Non-Instructional Performance Review Form or the Non-Exempt Evaluation Narrative Form.

  10. Electronic Submission Option 1: Utilize DocuSign to capture signatures and email to HR https://account.docusign.com/ *DocuSign accounts need to be set up by GB IT before use. If your account has not been created yet, please contact the IT Service Desk before proceeding. Option 2: Add signature (electronically or print physical copy and scan), combine all relevant documents in to one PDF file and email to HR at hr@uwgb.edu

  11. Questions

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