Writing
Samples
Using
the
5
Point/Level
Employee
Performance
Rating
Scale
Definitions:
Meets Expectation – Performance consistently met expectations in all essential areas of responsibility, at times
possibly exceeding expectations and the quality of work overall was very good. The most critical annual goals were
met.
Exceeds Expectations – Performance consistently exceeded expectations in all essential areas of responsibility and the quality of work overall was excellent. Annual goals were met.
Exceptional ‐ Performance consistently far exceeded expectations in the rated competencies and/or job functions and
the quality of work performance was superior.
What follows are sample job duties taken from different positions and possible write ups for the three levels of performance.
This first sample is for an Environmental Health and Safety Technician.
Job Duty (from Position Description) Specific Task/Duty (need for year being assessed)
Performance Expectation/Goal (Designed with input from both supervisor and employee) Provide training for and assist EH&S staff
in identifying and correcting chemical
and other laboratory health and safety
problems
Develop, design and deliver curriculum
to train EH&S staff on new Cal‐OSHA
standard re:lasers
Develop, design and deliver 30 minute
training to 120 staff over a period of two weeks. Due date for roll out is three
weeks from now. Also, create training
manual to pass Cal‐OSHA review once
everyone is trained.
Below is a possible write up for the three levels – Meets Expectations, Exceeds Expectations and Exceptional.
Meets Expectations Exceeds Expectations Exceptional
Developed, Designed and Delivered 30
minute training to 120 staff over a period of two weeks. Met the due date for roll out. Also created training
manual to pass Cal‐OSHA review once
everyone was trained. Did very good
work.
Developed, Designed and Delivered 30
minute training to 120 staff in just one week. Was able to begin the training a
week before expected too. Created
training manual both online and hard
copy versions. Was able to share online
version with UCLA colleague.
Outstanding effort!
Developed, designed and delivered both
an e‐learning and in person version of
the training. Shared with system wide
colleagues so that 1,200 EH&S specialist were able to be trained in one week’s
time. Also, created training manual,
again, in both online and hard copy
version.
This second sample is a job duty taken from the position of a Safety Services supervisor.
Job Duty Specific Task/Duty Performance Expectation/Goal
Provide effective leadership and
development to team of 8 Safety
Services employees.
Create team environment, where team
members feel engaged and motivated.
Regularly communicate available
opportunities for professional
development, providing time for
interested employees to pursue
professional development activities.
Below is a possible write up for the three levels – Meets Expectations, Exceeds Expectations and Exceptional.
Meets Expectations Exceeds Expectations Exceptional
Conduct bi‐weekly staff update
meetings, complete EPAR’s in a timely
manner, identify appropriate training
opportunities to staff. Actively encourages staff to attend staff
development classes.
Support staff by providing continual
performance feedback, chairs weekly
staff meetings with rotating agenda
including current topics, training and
round table. Conducts a midyear
appraisal and Employee Development
Plan identifying growth opportunities for
each staff member. Encourages
employees to identify professional
development opportunities and provides
release time for doing so. Completed
MSAP training.
Everything mentioned previously PLUS
created a SPOT award program that was
custom designed for team’s
achievements with the intent of
engaging and motivating staff.
This third sample is a job duty taken from the Program Representative position description in college of Agriculture and
Environmental Sciences.
Job Duty (from Position Description) Specific Task/Duty (need for year being assessed)
Performance Expectation/Goal (designed with input from both supervisor and employee)
Translate scientific information about
agricultural sustainability for broad
audiences, with the goal of engaging and
educating citizens of California about
their food system, agricultural
sustainability and its role in climate
change.
Targeting high school student
demographics, research potential
partnerships statewide and determine
best delivery of the information re:
California’s agriculture sustainability and
its role in climate change.
Partner with 3 or more, partners and
determine how best to deliver
information on California Agriculture via
these partnerships. Create three
modules to roll out to new partners.
Below is a possible write up for the three levels – Meets Expectations, Exceeds Expectations and Exceptional.
Meets Expectations Exceeds Expectations Exceptional
Partnered with 3 organizations and
developed 3 appropriate learning
modules to target the high school
student demographic.
Partnered with 4 organizations and
developed 6 appropriate learning
modules to target the high school
student demographic.
Partnered with 4 organizations and
developed 6 appropriate learning
modules to target the high school
student demographic. Was also
awarded one of twelve nationwide
$150,000 grants for increasing
awareness on the role of climate change
to agricultural sustainability.
Possible
write
up
for
levels
3
‐
5
or
Meets
through
Exceptional
for
an
employee
in
Office
of
Research
Job Duty (from PD) Specific Task/Duty (need for the
year being assessed)
Performance Expectation /Goal
(designed with input from both
supervisor and employee) Apply knowledge of federal, state and local regulations, policies and guidelines to review and analyze completed research submissions and determine review criteria and pathway. Develop standardized guidelines and a training manual for reviewing research submissions. Finalize guidelines and manual and deliver 30‐minute trainings to new and existing staff over a period of two weeks. Due date for deliverables is three weeks to prevent overlap with accreditation review, which is expected to occur in three weeks. Review impact of trainings at the 3/6/9 month marks and reevaluate trainings as needed.
Meets Expectations Exceeds Expectations Exceptional
Developed, designed and delivered 30‐minute trainings on Effectively Reviewing Research Submissions to 40 staff in less than three weeks. You created training manual as a reference guide. The information presented was concise and kept the audience engaged. Feedback was positive. The work performed was very good. Developed, designed and delivered 30‐minute trainings on Effectively Reviewing Research Submissions and Protocols to 40 staff in less than two weeks. You created a hardcopy and online training manual for staff to use as reference guides. The information presented during the training was concise and kept the audience engaged. After the accreditation review, you assessed the effectiveness of the training, revised the manual, delivered additional follow‐up trainings and posted the updated manuals to the website. Feedback from staff has been very positive. Staff commented that the addition of the online version allows greater access to resources when out of the office and the additional training has resulted in a significant decrease in errors and expedited the reviews. You took the initiative and shared the online version with colleagues at other UC campuses. Your proactive approach and awareness for process improvement has increased the efficiency of the team and improved productivity. Outstanding work and effort. Developed, designed and delivered 30‐minute trainings on Effectively Reviewing Research Submissions and Protocols to 40 staff in less than two weeks. You completed the training in less than two weeks and created a hardcopy and online training manual for staff to use as reference guides. The information presented during the training was concise and kept the audience engaged. After the accreditation review, you assessed the effectiveness of the training, revised the manual, & delivered additional follow‐up trainings You took a Train the Trainer course then partnered with SD&PS, colleagues from other UCs and the IT programmer to develop and design a comprehensive interactive eLearning training program on Effectively Reviewing Research Submissions and Protocols and arranged to deliver a few in‐person training sessions. The training manual was adopted by other UC campuses and resulted in a more consistent approach to how research submissions and protocols are reviewed system‐wide. Because of your training, staff is able to more effectively identify potential problems with the protocol reviews and reach out to investigators and research teams to proactively address concerns. This significantly improved staff’s ability to work with faculty to complete their protocol reviews and make determinations about exempt and non‐human subjects research (NHSR). This has resulted in a decrease in the backlog of reviews, an increase in response time and improved customer satisfaction, with letters and emails of salutations to the Vice Chancellor and Chancellor. Your resourcefulness, proactive approach and awareness for process improvement have increased the efficiency of the team and campus and improved productivity and generated high quality performance in yourself, the unit and the
organization. Exceptional work performance
and effort.
Opportunity meets initiative.
Competencies Competencies Competencies
Communication, Service Focus Communication, Service Focus,
Team work, Quality Improvement
Leadership, Strategic Planning,
Communication, Service Focus,
Team work, Quality Improvement