Division of Human Resources

Performance Evaluation System
FY'09 Schedule

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Performance Evaluation
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PES Handbook

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The new Performance Evaluation System Cycle is July 1, 2008 - June 30, 2009 (Fiscal Year Cycle). Each section of the PES should be completed according to the following schedule:

Step 1: INITIAL AGREEMENT on Major Goals and Job Expectations
              Due: July 15, 2008

    • Supervisor establishes written goals and job expectations for the 
       individual and work group.
    • Employee and supervisor should meet to review the performance        expectations for the next fiscal year and discusses standards of 
       satisfactory performance by which the employee will be evaluated.
    • All participants should complete and sign of the PES Initial Agreement
      and forward it to the PES Coordinator in CO-316.

Step 2: INTERIM ASSESSMENT PERIOD: Due: January 31, 2009

     • Supervisors should meet with the employee to discuss his
       progress based on the established goals for the individual and
       work group and to implement any necessary development plans
       halfway through the rating period.
     • All participants should complete and sign the Interim Assessment and
       forward it to the PES Coordinator in CO 316.

Step 3: FINAL ASSESSMENT PERIOD: Due: June 30, 2009

     • Supervisors should meet with the employee to discuss his/her
        evaluation of the overall performance for the entire rating cycle.
     • All participants should complete and return Pages 1, 2, 6 and 7
       of the Performance Evaluation System and forward the completed
       packet to the PES Coordinator in CO-316.
     • An Initial Agreement for the next Fiscal Year Cycle (FY '10) should be
       finalized with the employee and also submitted at this time.

IMPORTANT NOTES:

    • PES forms must be completed on all employees employed with
      Montclair State University for more than 30 days.
    • If an employee transfers to another campus department, current
      supervisors should conduct a "close-out" PES prior to the employee's
      last day of work. This should document his/her performance through
      the last day of work. The new supervisor should establish an Initial
      Agreement with the new employee.
    •The Reviewer (the supervisor's manager) may not change the PES
      rating unless it is mutually agreed upon by both the Ratee and the Rater.


Montclair State University
Division of Human Resources
1 Normal Avenue - College Hall 316, Montclair, N.J. 07043, USA
(973) 655-5293
Fax (973) 655-7210
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