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<body lang="EN-US" link="#467886" vlink="#96607D" style="word-wrap:break-word">
<div class="WordSection1">
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="border-collapse:collapse">
<tbody>
<tr>
<td width="681" valign="top" style="width:511.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><img width="181" height="53" style="width:1.8854in;height:.552in" id="Picture_x0020_1" src="cid:image001.png@01DB8C29.46243F50" alt="Text
Description automatically generated"></span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Arial",sans-serif">March 3, 2025<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></b></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="652" style="width:489.35pt;border-collapse:collapse">
<tbody>
<tr style="height:23.85pt">
<td width="55" valign="top" style="width:41.15pt;padding:0in 5.4pt 0in 5.4pt;height:23.85pt">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">To: <b><o:p></o:p></b></span></p>
</td>
<td width="598" valign="top" style="width:448.2pt;padding:0in 5.4pt 0in 5.4pt;height:23.85pt">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">UCR Faculty and Staff<b><o:p></o:p></b></span></p>
</td>
</tr>
<tr style="height:22.5pt">
<td width="55" valign="top" style="width:41.15pt;padding:0in 5.4pt 0in 5.4pt;height:22.5pt">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">From:<b><o:p></o:p></b></span></p>
</td>
<td width="598" valign="top" style="width:448.2pt;padding:0in 5.4pt 0in 5.4pt;height:22.5pt">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Central Human Resources<b><o:p></o:p></b></span></p>
</td>
</tr>
<tr style="height:6.75pt">
<td width="55" valign="top" style="width:41.15pt;padding:0in 5.4pt 0in 5.4pt;height:6.75pt">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Re: <b><o:p></o:p></b></span></p>
</td>
<td width="598" valign="top" style="width:448.2pt;padding:0in 5.4pt 0in 5.4pt;height:6.75pt">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">UCR’s Performance Management Process – Forms and Resources for 2024 – 2025<b><o:p></o:p></b></span></p>
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</table>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">__________________________________________________________________________________<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">It’s time to complete the 2024-2025 (April 1, 2024 – March 31, 2025) performance appraisals.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Background<o:p></o:p></span></u></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">The University of California’s
<a href="https://policy.ucop.edu/doc/4010397/PPSM-23">PPSM 23: Performance Management policy</a> informs campus locations that the performance of each employee shall be appraised at least annually in writing by the employee’s immediate supervisor, or more frequently
in accordance with <a href="https://documents.ucr.edu/HR-Policy/pol-ppsm23-local-procedure-performance-management.pdf">
UCR local procedures</a> and bargaining agreements.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">The performance appraisal is an opportunity for supervisors and employees to review whether previously discussed performance expectations and goals have been met, to discuss
professional development opportunities, and to identify options for acquisition of additional skills and knowledge to foster performance improvement and career growth.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">As the campus prepares for the performance review, it is important to understand that performance management is an ongoing process of communication between a supervisor and an
employee that occurs throughout the year. The communication should include setting objectives, identifying goals, providing feedback, and evaluating results, which would be captured in the overall appraisal.<o:p></o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Appraisal Information and Timelines<o:p></o:p></span></u></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">The 2024-2025 Performance Management (PM) forms are now available on the HR Performance Management Forms and Documents
<a href="https://hr.ucr.edu/supervisor-resources/performance-management-0">website</a>. The available forms include:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:.25in;mso-list:l5 level1 lfo3"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><a href="https://documents.ucr.edu/HR-Resources/pm-performance-appraisal.docx">Performance Appraisal Form</a><u><o:p></o:p></u></span></li><li class="MsoListParagraph" style="margin-left:.25in;mso-list:l5 level1 lfo3"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><a href="https://documents.ucr.edu/HR-Resources/pm-performance-appraisal-addendum.docx">Performance Appraisal Addendum</a><u><o:p></o:p></u></span></li><li class="MsoListParagraph" style="margin-left:.25in;mso-list:l5 level1 lfo3"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><a href="https://documents.ucr.edu/HR-Resources/pm-supervisor-supplemental-performance-feedback.docx">Supplemental Performance
Feedback Form</a><u><o:p></o:p></u></span></li><li class="MsoListParagraph" style="margin-left:.25in;mso-list:l5 level1 lfo3"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><a href="https://documents.ucr.edu/HR-Resources/pm-goal-agreement-form.docx?_gl=1*1q2w1vj*_ga*NzY0NTYwMzgxLjE3MzIxMjI3MDU.*_ga_S8BZQKWST2*MTc0MTAyNzYxOS4xNDIuMS4xNzQxMDI4OTkyLjAuMC4w*_ga_Z1RGSBHBF7*MTc0MTAyNzYxOS4xNDIuMS4xNzQxMDI4OTkyLjAuMC4w">Goal
Agreement Form</a><u><o:p></o:p></u></span></li></ul>
<p class="MsoNormal" style="margin-left:.5in"><u><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p><span style="text-decoration:none"> </span></o:p></span></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">For the 2024-2025 evaluation period, each organizational unit must certify to Central HR
<b>by Friday, May 30, 2025</b>, that all staff have received an annual appraisal for the 12-month performance period ending on March 31, 2025. Please visit the HR
<a href="https://hr.ucr.edu/supervisor-resources/performance-management-0">Performance Management website</a> for further resources including a proposed
<a href="https://hr.ucr.edu/supervisor-resources/performance-management-0">timeline</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><img border="0" width="624" height="235" style="width:6.5in;height:2.4479in" id="Picture_x0020_7" src="cid:image002.png@01DB8C29.46243F50" alt="A screenshot of a computer screen
AI-generated content may be incorrect."></span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;font-family:"Arial",sans-serif">UC Required Training<o:p></o:p></span></u></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">The current Performance Management review cycle will end on March 31, 2025. As a reminder, completion of, or failure to complete the following UC-required training must be reflected
in the completed Performance Appraisal form and will impact eligibility for any university salary programs:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:.25in;mso-list:l1 level1 lfo6"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Abusive Conduct Training<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:.25in;mso-list:l1 level1 lfo6"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">General Compliance Briefing: University of California Ethical Values and Conduct<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:.25in;mso-list:l1 level1 lfo6"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Safety Orientation<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:.25in;mso-list:l1 level1 lfo6"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">UC Cybersecurity Awareness Fundamentals<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:.25in;mso-list:l1 level1 lfo6"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">UC Prevention Harassment & Discrimination<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:.25in;mso-list:l1 level1 lfo6"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">UC Workplace Violence Prevention<o:p></o:p></span></li></ul>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">The trainings are available in the
<a href="http://ucrlearning.ucr.edu/">UC Learning Center (LMS)</a>. The Manager Guide on LMS has two resources:<o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l4 level1 lfo9"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><a href="https://ucrlearning.ucr.edu/manager-guide#team-compliance-dashboard">Team Compliance Dashboard</a> – which offers canned reports on
assigned training<o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l4 level1 lfo9"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><a href="https://ucrlearning.ucr.edu/manager-guide#advanced-reporting">Advanced Reporting</a> – which offers customizable report templates<o:p></o:p></span></li></ul>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;font-family:"Arial",sans-serif">ePER</span></u></b><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Specific information and instructions for ePermance appraisals will be sent to participants using ePerformance.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Questions</span></u></b><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">Questions on the Performance Management process or performance concerns may be directed to the Performance Management designated email address:
<a href="mailto:performancemanagement@ucr.edu">performancemanagement@ucr.edu</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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