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PERforM Document Templates

Writing Performance Objectives for Job Components
A Brief Tutorial

PERforM: What's It All About?
A Guide for Employees

PERforM: Employee Appraisal Process Online Tutorial [PowerPoint]
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Descriptions and Use of PERforM Screens and Functions

PERforM Training Resources for Agencies

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PERforM Templates

Performance Plan (Objectives) Templates

Supervisors and managers (raters) may find it beneficial to create/edit performance objectives for their employees in a Word document. Using one of the following templates allows raters to spell check the text before entering the objectives into the PERforM system (as required). The columns in the template will expand to accommodate as many objectives as needed for each component.

NOTE: Supervisors and managers in state agencies who cannot access PERforM can use these same templates to communicate performance objectives to their employees.

Save your work on your preferred hard drive for retrieval and revision as needed.

5 Component Planning Document for Employees
8 Component Planning Document for Supervisors

Appraisal (Rating and Rating Exemption) Templates

The following appraisal templates may be used by raters who cannot access PERforM to create appraisals as needed in accordance with their agency’s specific policy requirements.

Save your work on your preferred hard drive for retrieval and revision as needed.

5 Component Appraisal Document
8 Component Appraisal Document

Employee Performance Log Template

The use of an employee performance log is not a statewide requirement of the PERforM system. However, many state agencies may require or encourage supervisors to use a performance log to document employee performance throughout the year. The following template may be used for this purpose.

Save your work on your preferred hard drive for retrieval and revision as needed.

Employee Performance Log

Employee Development Plan Template

An Employee Development Plan (EDP) is a document used to determine or "map-out" both short and long term training needs for an employee that are linked to the agency’s mission. While the use of an EDP is not a statewide requirement of the PERforM system, the goal of the EDP is to promote continuous learning for the employee, to prepare the employee for new challenges and opportunities, and to meet current and future organizational needs. The use of an EDP can also play a key role in succession planning—a core element of workforce planning.

The EDP (whether based upon this example or another version preferred by the supervisor and/or the agency) can assist the supervisor and employee in documenting, monitoring and achieving the employee's professional development goals. However, because each agency may have specific requirements that specify the employee development process, supervisors should consult their policy manual, next level supervisor, or their human resources office for specific direction before using any type of EDP.

Save your work on your preferred hard drive for retrieval and revision as needed.

Employee Development Plan Template [MS Word]