Workforce Planning & AnalysisHuman Resources

Below you will find forms and other resources to conduct your staff performance reviews. Right click on the link and select "save link as"  ("save Target as" in Internet Explorer) to download the necessary forms.

For additional information on any HR related matters please reference the Student Affairs HR Contact List.



Performance Evaluation Forms

Performance Evaluation Form for ALL Non-Represented Staff (Including Managers and Supervisors)

For FY 2017, all non-represented staff (including managers and supervisors) have two options for filling out the PErformance Planning and Review Forms. We recommend all non-represented staff to fill out the soon to come online form. 

OPTION 1: Fill out the online form

OPTION 2: Fill out the non-online (paper) version of the form.

Student Affairs Behavioral Anchors


CUE Form

Performance Evaluation Form for CUE


Performance Evaluation Form for All Other Represented Staff


Further Resources For Performance Evaluations:

Annual Self Assessment

A tool for employees to think about their current position in preparation for their annual job performance review.

Sample E-mail Regarding Self-Assessment

This document provides templates for supervisors and managers of non-represented employees for communication about an employee's self assessment and annual performance review.

Quarterly Performance Review Template

The Quarterly Performance Review Template is a great resource for all managers and supervisors to use throughout the year to set meaningful goals. 

Student Affairs HR Contact List

New Employee Onboarding:

New Employee Orientation Checklist for Supervisors:

Information for New Employees:

Supervisor Resources:




Student Affairs Position Control 

To assure we are good stewards of university resources, Student Affairs will be monitoring the following actions through a position control review process. For an overview of the process, click here


Actions requiring position control approval:

       • Creation of new positions

       • Salary increases outside the merit process

       • Career replacement hires for positions that are not on the exempt category list - see attached

       • Stipends

       • Waivers of recruitment

Exempt from position control approval:
       • Increases subject to or mandated by collective bargaining agreements
       • Student hires
       • Limited and contract hires
       • Recruitment for positions on the exempt category list – see attached 
       • Failed Searches
       • Resident Advisors

Please email with any questions on the process or to check the status of a request. 


Click here for Student Affairs Position Control Review Form
Please note: you will still need to submit a BizeBears or ServiceNow ticket to complete this action.



PLEASE NOTE: The Student Affairs Position Control Review Form is an online tool that cannot be saved in progress. All questions on the form must be completed online, at one time. To help you prepare your request, we have created a document that includes all questions on the form for all request types. However, all SAPC requests must be submitted using the online form; this document is an optional preparation tool only. 



The UC Berkeley, Student Affairs division-wide calendar is now available to add on bCal! We want to provide you with upcoming division-wide events. 


Please add the UC Berkeley Student Affairs calendar to your bCal using the instructions below: 

  1. Access your bCal through bConnected 
  2. Next to "Other calendars" in the left hand pane, click the Down arrow Down Arrow
  3. Select Add by URL.
  4. Enter the following calendar's link in the field provided: 
  5. Click Add Calendar. The calendar will appear on the left side under "Other calendars."
Note: It might take up to 12 hours for changes to show in your bCal. 



Workforce Planning & Analysis


The Division of Student Affairs continues to recognize the tremendous work and accomplishments of our employees in transforming students, community, UC Berkeley and the field of Student Affairs. The Division offers multiple types of ways to award outstanding contributions.

  • Achievement Awards have changed from a divisional recognition program for significant one-time accomplishments into a supplement for our merit-based salary compensation for ongoing and sustained achievements. Instead of being decided division-wide, Achievement Awards are now being handled at the AVC level.  Each AVC (David Surratt, Joseph Greenwell and Amy Jarich (Interim) will be handling the Achievement Award process for their respective units internally leveraging performance reviews and other assessments of accomplishments. If you have any questions about this award program, please contact
  • The Spot Award, similar to previous years, recognizes special contributions, as they occur, for a specific project or task, generally for a special contribution accomplished over a relatively short time period. The award amount is $500. In a change, this year, represented clerical employees (CX) are now eligible for the award. If you have any questions about this award program, please contact
  • The Thanks to You “Spotlight” Recognition program is just one of the ways to celebrate successes by appreciating one another's talents and contributions.
  • The STARS Recognition Program is set-up to help advance Student Affairs mission through high quality customer service. If someone you have interacted with has shown true STARS standards (Sincere, Trustworthy, Attentive, Resourceful, and Successful), the employee is eligible for a $25 Amazon gift card!Please note that the STARS program is not funded by the Division and requires the department's Chartstring or Speedtype. 


For even more details regarding the Campus Awards programs, click HERE


UC Berkeley is known for our many acronyms! We created an editable bConnected sheet so that YOU may assist with the addition of new acronyms created for our Berkeley campus throughout the years. Thank you for taking the time!



1) Login to your Berkeley account. The bConnected sheet cannot be viewed if you are not logged-in to your bConnected account.

2) Please scroll down to the bottom of the spreadsheet, and scroll to the right, to ensure ALL of the following fields are thoroughly filled out:

·       Abbreviation

·       Title

·       Description

·       Website 



Workforce Planning & Analysis


What gets measured, gets done.~ This quote from William Hewlett is still very relevant today and particularly for Berkeley as it moves towards implementing its High Performance Culture. We need to be able to measure the quality of our work in order to make improvements.

The Workforce Planning & Analysis team is developing metrics to enable the Division to measure progress toward achieving strategic goals at both the Division and unit levels.

What are the benefits of using metrics?

As we move towards building a world-class operation to support our students, it is important for every staff member to know how their contribution affects the larger mission of the university. There are a lot of best practices that we can draw upon to help us to measure our progress. Benefits include:

  • Clear and transparent communication of priorities throughout the Division.
  • Alignment on campus-wide goals and consistent metrics to assess overall performance (e.g., support plans that are clearly aligned to Student Affairs priorities).
  • Well-defined goals and metrics.
  • Clear guidelines on how to assess performance with strengthened accountability and incentives aligned with performance.

For more information on how the University is using metrics please check out OSKI