Initial Review Period Performance Evaluation

Self-Assessment Form (AKA Pre-Appraisal Form)

Non-Exempt Performance Evaluation

Exempt Performance Evaluation Form

Exempt Supervisory Staff Performance Evaluation Review

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How to complete, download, and save the Performance Management Forms

For Self-Assessment/Pre-Appraisal Form:

1. Enter the data
2. Download the document
3. Update the default ‘File Name’ using the following naming convention:
   <Last Name>, <First Name>, <‘Form Name’>, <date - yyyymmdd>
   Ex. Jones, Sue, Pre Appraisal Form, 20251210
4. Sign the document and enter the date
5. Click on ‘Save’
6. Send the signed document to your supervisor and HR-Reviews@cua.edu

For All Other Performance Management Forms:

1. Enter the data
2. Download the document
3. Update the ‘File Name’ using the following naming convention
   <Last Name>, <First Name>, <‘Form Name’>, <date - yyyymmdd>
   Ex. Jones, Sue, Exempt Performance Period Evaluation, 20251210
4. Click on ‘Save’, then have the meeting with the employee being evaluated
5. After the meeting, the Employee and Supervisor/Rater sign the document and enter the date
6. Send the signed document to HR-Reviews@cua.edu