The Basics

This standard requires that the organization operate a formal employee assessment program that contains two essential features: (1) an annual review, and (2) the review of documentation produced by the employee.

Management Tips

Some organizations have tried to meet the intent of this standard, and particularly the requirement that the appraisal include a review of documentation produced by the employee, by including in the template appraisal form a section allowing the employee to comment on his/her performance or on the supervisor's appraisal.  It is increasingly clear that this will not suffice.  Rather, your P&P and your template appraisal should be written to require and document that the supervisor looked a actual documentation produced by the employee in the course of performing his/her job.  

URAC Accreditation Tips

You need not submit an actual review in the initial, AccreditNet phase.  A template will suffice.  As usual, however, you also must submit a P&P that requires both the annual appraisal and a review of the documents produced by the employee.

The onsite review will involve an actual examination of the last one or two performance appraisals from the selected employees' personnel files.