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HomeIntermediaryfolderResearch Foundation Performance Programs & Evaluations

 

RESEARCH FOUNDATION (RF) PERFORMANCE PROGRAM/ EVALUATION (PP/PE) PROCESS

The Research Foundation encourages supervisors to conduct performance programs at the time of hire, and evaluations on an annual basis for all RF-supported employees. This important communication process provides the opportunity for the supervisor and employee to reflect on achievements, plan for future activities, re-evaluate job functions, and consider career or position growth. The newly revised RF Performance Program and Evaluation forms are located below, including tips on how to complete the steps of the evaluation process.


 

PERFORMANCE PROGRAM GUIDELINES

Tips for completing Research Foundation Performance Programs & Evaluations


PURPOSE OF PERFORMANCE PROGRAMS & EVALUATIONS

The program provides a written guideline of the Goals and Objectives for a position: An annual written evaluation of an employee's performance and accomplishments should identify areas needing improvement. This should be the written "review phase" of your year long, on-going verbal feedback to your employees. This important communication process provides the opportunity for the supervisor and employee to reflect on achievements, plan for future activities, re evaluate job functions, and consider career or position growth.

The evaluative process should assist those making decisions about discretionary increases and serve to support the increase recommendation. The Research Foundation encourage supervisors to conduct performance programs at the time of hire, and evaluations on an annual basis for all RF-supported employees. Programs and Performance Evaluations must be generated for Administrative employees and all employees identified as having Patient Contact .

PROCEDURAL STEPS IN THE EVALUATION PROCESS

1. Encourage Employee Self-Assessment: The new self-assessment form provides an opportunity for the employee to reflect on their accomplishments and challenges faced, over the evaluation year. Notify the staff member that the evaluation is due and that a voluntary self-assessment form may be completed and submitted to the supervisor prior to completion of the written evaluation. The self-evaluation form may be attached t o the final evaluation and submitted to Human Resources. 

2. Solicit Feedback from Other Sources: Prior to finalizing a written review, and when applicable, supervisors are encouraged to solicit feedback from those who have assigned tasks to this employee.

3. Prepare a Performance Program & Evaluation Form: Supervisors should print a copy of the Performance Program and Evaluation Form prior to meeting with the employee.

      • Section I: Review previous performance program's goals and objectives, and comment on employee's progress and/ or accomplishment for each.

      • Section II: Review the Six performance factors and use check-boxes to assign the most appropriate rating (see Performance Ratings Chart below ) for each factor. Provide more comments about each performance factor in the space provided if desired.

      • Section Ill: Provide a summary statement, making note of any significant contributions or projects, and select a rating which is reflective of t he employee's overall performance for the period.

      • Section IV/VI: Draft New Year Goals and Objectives, Areas for Improvement, and/or Development Opportunities

4. Meet with the Employee to Discuss:

      • Achievements and overall performance related goals and objectives, acknowledge special accomplishments, and solicit feedback from employee regarding ratings assigned. If the "Needs Improvement" rating has been assigned to any of the performance factors, the supervisor and employee should discuss and document the areas of work that need improvement.

      • New Year Goals and Objectives, Areas for Improvement, and Development Opportunities should also be discussed with the employee. The supervisor has final authority with regard to what is included in t he new performance program.

5. Finalize and Sign Performance Program & Evaluation Form: After discussion wit h the employee the supervisor can make
any revisions as appropriate. The employee, supervisor, and project director should all sign the same final copy.

6. Submit Completed documents: Submit final evaluation and performance program in confidential envelopes to:

      • Signed Original Form : Office of Human Resources, Room 390, Administration Bldg. Z:0751
      • Copies: Employee, Supervisor/ Project Direct or, VP Coordinator

Performance Ratings Chart

Outstanding - O The employee consistently exceeds the requirements for the tasks or objectives to be accomplished during the performance period, and/or has made outstanding contributions to the work of the office or project .
Highly Effective - HE The employee meets performance expectations and has generally achieved the objectives or successfully performed the tasks specified in the performance program. The employee is performing better than expected for some of the objectives/tasks assigned.
Effective - E The employee' s performance is at an acceptable level; how ever there may be need for improvement in one or more areas of the employee's performance. In some cases employees rated in this category are either recent appointees, trainees, or appointed to a position having new responsibilities.
Needs Improvement - NI The employee's performance clearly does not meet minimally acceptable standards. There is need for immediate and significant improvement in performance.
 


Performance Program

Research Foundation Performance Evaluation and Program Form

Research Foundation New Employee/New Position Performance Program Form

RF Employee Self-Assessment Form

RF Employee Self-Assessment Form

 

 

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