TO:      Campus Community

FR:       Garry Mac Pherson, Vice Chancellor, Administrative Services

            Cynthia Señeriz, Director, Human Resources

RE:       Announcing a New Performance Evaluation Form and Process for Policy-Covered Staff for FY2020-21


As the start of the new fiscal year quickly approaches on July 1st, Human Resources is excited to announce that a new performance evaluation form and process for policy-covered (non-represented) staff will be rolled out for FY2020-21.  The new form and process was developed over a five-month period with valuable input from a cross campus work group that began meeting in January 2020.  The new design of the form and process supports a performance development approach for our staff and moves away from an annual performance lookback process.  Our objective was to simplify the form and incorporate goal-based, forward looking, coaching conversations during the year.   

The reasons for these changes are important.  Our current performance evaluation form and process have been in place for seven years and it was time for our campus to modernize our approach to support the shift to performance development.  Secondly, in April 2021, Human Resources will deploy ePerformance, a module in UCPath, which incorporates the new form into an interactive web-based performance feedback process, eliminating the need for paper forms.  Lastly, this new approach creates alignment between our campus process and UC’s Performance Management Model and UC’s Integrated Talent Management Model.  This fresh approach, coupled with the new technology of ePeformance, sets the stage for a modern performance development program at UC Santa Barbara for future years.  Information about the new form and the new process, and how those elements build the foundation for our transition to ePerformance in April 2021 will be posted soon on the Human Resources website.  Human Resources will follow up with additional communications providing details on these topics within the next couple of weeks.

Additionally, we want to share that a select group of campus departments have volunteered to be early adopters of the ePerformance module in UCPath.  These campus departments will begin using ePerformance in two waves:  the first group in July and a second group in October.  These early adopters will provide feedback and help ensure that our training and communication materials are ready for the campuswide roll-out of ePerformance in April 2021.

We also want to express our appreciation to the members of our Performance Evaluation Redesign Work Group for their valued input in developing the new form and process.  With the support and participation of these individuals, we gained valuable insights that have been incorporated into the new form and process.  We also want to thank the Program Management Office (PMO) team members who are providing their expertise and technical support for our phased deployment of ePerformance over the next ten months.  We look forward to sharing more details in the weeks and months to come.


Performance Evaluation Redesign Work Group Members

Bryna Bock, UCEAP

Monica Dussert, EH&S

Anjum Fitch, ASTD

Alex Garcia-Suarez, LTSC

Alejandra Greene, DEVL

Christine Griffin, ICBT

Amy Jacobs, HDAE

Robin Jenneve, ELEG

Mira Lazaro, ENGR

Laura Lee, DFSS

Amanda Maffett, HASC

Shalauna Miller, HDAE

Mike Moore, ELEG

Lynne Pritchard, PSYC

Dorothy Satomi, LTSC

Carolyn Sheehan, MSII

Sharon Terry, POLS

Shilo Tucker, PHYS

Christian Villasenor, EXOF

Amy Arnold, HR

Sarah Soto, HR

Tara Wise, HR


PMO Team Members

Maria Ayllon

Tim Buchanan

Darrell Littleberry