Performance Management System & Resources
The annual review process, encompassing best practices will help us better understand and sustain the work staff employees undertake in support of Loyola’s mission. This process is to address professional development, job performance expectations, and keep the performance management system up to date.
Below you will find information about the overall employee evaluation process along with resources to help both employees and managers collaborate and achieve their goals.
General Information about Performance Management
The Performance Management Policy 6-1 is available for review at this link.
Evaluations are due by June 30, 2022. If a staff member or supervisor works a 10-month schedule, evaluations are due before you leave for the summer.
Overview of the New Performance Management System
Loyola Cura Personalis Expectations in the Workplace
Employee Introduction Video - 35 minutes
Supervisor Training Video - 1 hour 5 minutes
Employee Self-Evaluation Form
Employee Self-Evaluation Form - This new form will help supervisors better understand the successes and challenges of employees and foster open communication within departments. Used for Introductory Period and Annual Reviews.
- Download this form and complete in Word. Email the form to both your supervisor and annualreview@loyno.edu.
Supervisor's Employee Evaluation Form & Resources
Employee Evaluation Form for Supervisors (includes optional Professional Development Planning) - This updated form will make the evaluation process easier for both supervisors and employees to understand performance expectations utilizing university standards and best practices. Used for Introductory Period and Annual Reviews.
- Download this file and open with Adobe to complete the annual review. The submit button at the bottom of the form will send the report to Human Resources. The reset button at the top will clear the form to start over with a new employee.
Updated Tech Tips for submitting digital forms.
- Use your digital signature.
- Check the form menu on the left side bar for a list of any errors.
- When submitting, use the webmail option and enter your loyno email information.
- If you are not sure if the form was sent, check your drafts folder and send if it saved.
Core Competencies Rating Scales for Employee Evaluations - These ratings scales will help ensure consistent definititions and expectations are being utilized across the university. They can also be accessed directly from the form by clicking on Ratings Scale next to each of the following sections.
Performance Evaluation Resources
- SMART Goal Setting and Enhancing Accountability - Includes how to set goals using best practices in meaningful, measurable, and actionable language that is clear for both the employee and supervisor.
- Documenting and Evaluating Performance
- Discussing Performance and Preparing for Challenging Performance Conversations - If an employee is not meeting expectations supervisors must consult with Human Resources prior to meeting with the employee regarding their annual review. Please contact us at 504-864-7757.
Supplemental EValuation Form & information for Supervisor and Manager evaluations
Leadership & Supervisory Supplemental Evaluation Form - This new form will support more in-depth evaluation and support of those employees in supervisory roles. Used for Introductory Period and Annual Reviews.
- Download this file and open with Adobe to complete the annual review. The submit button at the bottom of the form will send the report to Human Resources. The reset button at the top will clear the form to start over with a new employee.
- Leadership and Supervisory Competencies Ratings Scale - This ratings scale will help ensure consistent definititions and expectations are being utilized across the university. It can also be accessed directly from the form by clicking on Ratings Scale.
Should employees or supervisors need any assistance with this process please contact Human Resources at 504-864-7757.