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Self-Help Tools

This section includes a variety of self-help tools and resources intended to assist managers and employees through the performance management process. 

Your designated Employee Relations Consultant is also a resource and is available for consultation.


Employee Tools


Supervisor Tools


UC Performance Management Series for Supervisors

The UC Performance Management Series provides the fundamentals of performance management including important information, tools and resources needed to support UC people managers in their roles.  It is recommended you take the series in order.

The eight-part series includes:

  1. Performance Management Overview
  2. Setting Expectations & Individual Performance Goals
  3. Giving and Receiving Feedback
  4. Engaging and Developing Employees
  5. Conducting Performance Appraisals
  6. Motivating, Recognizing and Rewarding Employees
  7. Coaching for Performance and Development
  8. Managing Corrective Action

To access the UC Performance Management Series, login to the UC Learning Center, using the Find a Course feature, enter the course name in the search box.


Performance Appraisal Forms

Appraisal Form: A hard copy of the Performance Appraisal form is available for reference. It is recommended that supervisors complete employee appraisals using the online Saba system.

Summary of Accomplishments (SOA) Form: A hard copy of the SOA is available for reference. It is recommended that employees complete their SOA using the online Saba system. However, the form is also available for those who are unable to complete their SOA using the Saba eAppraisal tool due to extenuating circumstances. Circumstances under which to substitute the eAppraisal tool include: An employee on an extended leave of absence, or an employee that has insufficient computer skills to complete the form. Once completed, the supervisor must upload the SOA into the documents section of the respective employees’ Saba account.

Probationary Assessment Form: In accordance with UC Merced’s performance management guidelines, probationary employees should receive a mid-probationary assessment. Once the probationary assessment is completed, the supervisor will need to upload the Probationary Assessment to the documents section of their respective employees’ Saba account.


For training questions, please contact

For performance appraisal process or Saba questions, please contact your respective the Employee & Labor Relations team.

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