Performance appraisal process and dates

Each manager and supervisor is required by UC policy and by the applicable labor contract to conduct performance appraisals. Performance appraisals are required for:

  • Probationary employees: A probationary employee shall be assessed at least once during a full probationary period, preferably at the mid-point of probation; and,
  • Career employees: A career employee's performance shall be assessed in writing at least once per year.
  • Contract employees: A contract employee should receive a written appraisal at least once per year.

UCOP Mid Year Check In Process for 2018/2019

  • Step 1: Employee Enters/updates goals in Halogen Goals page.
    • Employees DO NOT have to wait until November 6th to enter their goals. Goals can be created/editing at any time during the year.
    • All goals created or edited after June 1, 2018 will populate onto the review form.
    • Employees must have goals in Halogen or the manager form will open blank.
  • Step 2. Manager meets and documents goal and compliance training progress via Halogen form
  • Step 3. Employee receives form, updates goals as needed and signs off they received the form 


  • November 6 - Mid Year Check In process opens, managers review employee goals in Halogen
  • December 15 - Mid Year Check In process closes, employees update Personal goals page as needed

UCOP Annual Performance process dates for 2018/2019 (not including UCPress)

  • Specific dates available closer to process

UCPress Annual performance process dates for 2018/2019

  • Specific dates available closer to process 

Sample Forms

Learning Resources