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Performance Evaluation

Policy No.: 6-3 This policy applies to:
Policy Name: Performance Evaluation

Non-exempt staff
Effective Date: 08/01/04  

Exempt staff
Revised: 08/01/08    Faculty


The performance evaluation is a means by which the supervisor summarizes and assesses the work performance of an employee and gives suggestion for future development. Supervisors are strongly encouraged to discuss job performance and goals with employees on an informal, day-to-day basis.

Formal performance evaluations are conducted to provide both supervisors and employees the opportunity to look back over the previous year’s accomplishments, discuss job tasks, identify and correct weaknesses, encourage and recognize strengths, and discuss positive, purposeful approaches for meeting goals.

The performance evaluation lays the foundation for any merit-based pay adjustments that may be awarded by Loyola University New Orleans. In order to ensure that each employee receives at least annual performance feedback, merit increases will not be processed through payroll unless a written annual performance evaluation has been received in Human Resources.


The performance of all employees is generally evaluated according to an ongoing 12-month cycle, based on the fiscal year. The evaluation period is August 1 through July 31.

New employees receive evaluations to determine progress in learning jobs and meeting performance expectations after 90 days if non-exempt staff and after 180 days if exempt staff.

There are two Performance Evaluation forms; one is formatted for management-level employees and the other is ideal for non-management staff. Managers should choose the form that he/she feels best encourages constructive communication about performance.

Click here for downloadable versions of the performance evaluation forms. Each form includes space to write your comments in support of the ratings that you give to the employee's performance as well as space for the employee to comment.

A Cover Sheet should accompany each completed performance evaluation form.