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Performance Evaluation

Performance Evaluation

Promoting the growth and development of Cal State Monterey Bay employees.

A performance evaluation is a formal opportunity to review an employee’s progress and set future goals.

Managers evaluate the performance of their direct reports at least once each year. New and probationary employees are evaluated more frequently. These evaluations are designed to:

Encourage continuous professional growth
Stimulate improvement where the employee is not meeting expectations
Facilitate the achievement of university goals

Performance evaluation begins during an employee's probationary period and continues throughout their employment.

Supervisors should:

Be consistent in applying performance evaluation practices.
Include both verbal and written two-way communication in their performance evaluations.
Base their evaluations on observable and, when appropriate, measurable outcomes.

Supervisors must sign final evaluations with AdobeSign before emailing them to Human Resources at PerfEval@csumb.edu. (If you are new to AdobeSign, Adobe Acrobat Sign tutorials are available.)

If you have any questions or need accommodations, please contact Melanie Chavez at mchavez@csumb.edu.

Evaluation Schedules

2025-2026 Annual Evaluations

Review period: July 1, 2025 - June 30, 2026

Employee Type	Due Date
Bargaining Unit Staff	July 31, 2026
MPP and Confidential Staff	August 31, 2026

Probationary Employee Evaluations

Please note that probationary periods may be altered due to certain leaves taken during the probationary period. Consult Human Resources with any questions.

Employee Type	Due Date
APC (Unit 4)	Once during the probationary period
CSUEU (Units 2, 5, 7 and 9)	By the end of the 3rd, 6th and 11th month
Teamsters (Unit 6)	Within two weeks of the completion of the 6th and 11th months
SUPA (Unit 8)	By the end of the 6th, 9th and 12th month

Helpful Resources

Overall Guidance

Performance Evaluations Process Refresher (PDF)
Giving and Receiving Feedback
CSU Performance Evaluation PowerPoint (CSU login required)

Job Aids

Performance Evaluation Checklist (PDF)
Feedback That Works (PDF)

Learning

Managing the Staff Performance Evaluation Process 30-minute eLearning for CSUMB MPPs to provide the tools and information necessary to conduct a performance evaluation and support employee performance.
Successful Performance Reviews: How To Give Them And How To Receive Them CSUs Got Talent Webcast Recording (60 minutes)

How to Use the Evaluation Forms

DO NOT use forms you have stored on your computer, and do not save blank forms on your computer for later use. We want to ensure you use the most current form.

Please use the evaluation forms (either online fillable or printed) posted on this web page. This will ensure you always use the most current form and avoid redoing evaluations. Download the form onto your computer before filling it out to make sure you can save it.

If any of the forms do not open as online fillable, or have other issues, please let Human Resources know immediately so we can fix the problem.

These forms limit the number of characters in each section. If you run out of room on the form, simply note “see attached” or “continued” and continue writing on a separate sheet of paper. Be sure to clearly mark which section the text belongs to and attach it to the document.

Evaluators, please remember to:

NOT sign the draft evaluation given to the employee for review/input. Sign the final, but not the draft.
Attach the Self-Evaluation (if one was submitted) to the Performance Evaluation.
Provide the employee with a copy of the fully signed Performance Evaluation and all attachments.
Submit the Performance Evaluation (with any attachments) to Human Resources on or before the deadline.