Staff Performance Appraisal & Planning

Evaluation of employees’ work is a key component of performance management. While informal evaluation and conversations occur throughout the year through planning and developing employees’ work, all staff members participate in the annual Staff Performance Appraisal & Planning Process. The Performance Appraisal & Planning Process will take place in BaylorCompass, Baylor’s Career Management Resource System.

Performance Appraisal Steps


The annual process takes place in the spring with a review of the past year - June of last year to May of this year - and plans for the upcoming year.

Due dates for steps in the process are in place this year and are outlined below. Steps may be completed ahead of the due date.

Departments may have internal timelines, so check with your department head.


Employees who began work prior to May 31, 2017, will participate in the appraisal & planning process and be eligible for merit recommendations.

Employees recently hired will focus on the planning pieces of the process.

Employees hired/transferred after May 31, 2017, are not eligible for the merit process and not required to complete the appraisal & planning process. If these employees or their managers would like them to participate in the appraisal process, please contact the HR Consultant.

Tools for Planning & Preparation

Related Baylor University Personnel Policies:

Staff Performance Appraisal and Planning - BU-PP 804

Note for Managers: Should an employee’s work or conduct not meet expectations and initial coaching efforts prove unsuccessful in soliciting improvement, the manager should contact their HR Client Relationship Manager to develop a plan for corrective action. More information can be found on the Corrective Action page.


For tips and guides on writing performance appraisals, having performance discussions, or using BaylorCompass: