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EMPLOYEE PERFORMANCE REVIEW Employee Name:Evaluation Period:Review Date:Manager’s Name:Directions –Step One - Employee: In section I, employee is to list or write out their primary and secondary job responsibilities. Next, in sections II through IV, employee is to describe their strengths, weaknesses and how they intend to improve based on the functional area and descriptions provided. The employee is then to rate their performance in each category. Then in sections V and VI, the employee is to answer each question with as much detail as possible. In the final section, the employee is to rate their overall performance in this period.Step Two - Manager: In sections II through IV, the manager is to go in and provide feedback by giving recommendations and a rating for the employee based on each category. In the final section, the manager is to rate employee’s overall performance in this period.I. Job Duties:Primary Responsibilities Secondary Responsibilities II. Job PerformanceFunctional AreaDescriptiona) KnowledgeUnderstands job functions, requirements, tools, and processes associated with this position.b) Execution The ability to “get things done”. Follows through on tasks/projects until completion, completes tasks/projects in a timely manner and according to schedule, overcomes obstacles and proposes solutions rather than excuses. c) Problem SolvingWhen posed with a problem the ability to develop timely solutions with alternatives.d) Process ImprovementImproves existing processes to either increase productivity, quality, or customer satisfaction.e) Productivity Amount of quality work performed as compared with peers. Effectively uses downtime to accomplish other goals. Minimizes personal activity during work hours.f) Quality Quality of work performed or products produced.g) Initiative The initiative to identify work to be performed and perform the work without being directed by others.h) Attendance and PunctualityArrives to work on time, works on days scheduled, and requests time off with sufficient advance notice. i) Organization Organized workspace and in the approach to working.j) Dependability Does not “clock in and clock out’. Makes sure tasks are completed even if additional work hours are required.k) Adaptability Easily adapts to changes in the workplace, requirements, schedule, and priorities.Employee’s Self-Observations Describe your strengths. Describe your weaknesses and how you intend on improving. Rate your performance in this category:Significantly Exceeded ExpectationsExceeded ExpectationsMet ExpectationsRequires ImprovementRequires Significant ImprovementManager’s RecommendationsManager’s rating:Significantly Exceeded ExpectationsExceeded ExpectationsMet ExpectationsRequires ImprovementRequires Significant ImprovementIII. Client RelationsFunctional Area Description a) Problem ResolutionSolves issues; clearly defines and understands the problem and fully takes accountability to resolve the problem to ensure operation efficiency/success. b) Support Clearly defines and understands the concerns to come up with.c) ProactivenessFully support operational or client needs and goals from start to finish.d) Relationship BuildingContacts vendors or clients proactively; proactively works with vendors or clients to prevent problems, answer unasked questions and develop relationships and partnerships with clients or vendors. e) PolitenessDisplays politeness to the customer/client; always says thank you, please, and speaks in a polite tone and manner. f) Initiative Goes out of their way to satisfy clients or vendors. Employee’s Self-ObservationsDescribe your strengths.Describe your weaknesses and how you intend on improving.Rate your performance in this category:Significantly Exceeded ExpectationsExceeded ExpectationsMet ExpectationsRequires ImprovementRequires Significant ImprovementManager’s RecommendationsManager’s rating:Significantly Exceeded ExpectationsExceeded ExpectationsMet ExpectationsRequires ImprovementRequires Significant ImprovementIV. Interpersonal SkillsFunctional AreaDescriptiona) Interaction with Coworkers Works well with co-workers, respects others, and has the respect of others.b) Interaction with SupervisorsWorks well with Supervisors, respects their authority and interacts in a professional manner. c) Interaction with Clients Works will with Clients resulting in established and committed relationships with the clients. d) Motivational SkillsAbility to motivate others which results in the desired outcome (perform a task, change of attitude, etc.)e) LeadershipTo have a vision and to effectively communicate it to others resulting in a change in human behavior. Employee’s Self-Observations Describe your strengths.Describe your weaknesses and how you intend on improving. Rate your performance in this category:Significantly Exceeded ExpectationsExceeded ExpectationsMet ExpectationsRequires ImprovementRequires Significant ImprovementManager’s RecommendationsManager’s Rating:Significantly Exceeded ExpectationsExceeded ExpectationsMet ExpectationsRequires ImprovementRequires Significant ImprovementV. Major Accomplishments Major Accomplishments and FailuresWhat are your major accomplishments and what factor lead to meeting your goals?What goals were not accomplished and why do you think they weren’t met?VI. GoalsEmployee’s Performance GoalsWhat performance goals would you like to set for the next period?What changes or activities will you undertake to meet these goals?What can your supervisor, your fellow coworkers, and/or your company do to assist you in meeting these goals?Employee’s Long-Term GoalsWhat are your long-term goals?What will you do in the next period to move toward them?VII. Overall Performance RatingEmployee’s Rating Self-Overall PerformanceRate your overall performance for this period:Significantly Exceeded ExpectationsExceeded ExpectationsMet ExpectationsRequires ImprovementRequires Significant ImprovementManager’s Rating Overall PerformanceRate employee’s overall performance for this period:Significantly Exceeded ExpectationsExceeded ExpectationsMet ExpectationsRequires ImprovementRequires Significant ImprovementSignature PagePlease print and sign once all sections are completed. The Supervisor will file both electronic and printed copies with the HR Department.I am signing this form to indicate that I have received it and completed my portion. My signature does not necessarily indicate that I agree with the contents.44623291780335Date4000020000Date35331401656448___________________________________020000___________________________________4460875464820Date4000020000Date-590551643462___________________________________________020000___________________________________________5034111783080Supervisor’s Signature 4000020000Supervisor’s Signature -59260301625___________________________________________020000___________________________________________3533571304452___________________________________020000___________________________________502920441960Employee’s Signature4000020000Employee’s Signature ................
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