Employee Performance Evaluation Form

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Employee Performance Evaluation
Name:
Title:
Date of Evaluation:
Appraisal Period:
Accountabilities – The degree to which an employee meets the expectations of
the job during the appraisal period
Availability – The degree, to which an employee is prompt, follows rules
pertaining to breaks, lunch periods and overall attendance
Adherence to Policy – The degree to which an employee follows office policy
and adheres to SEC/NASD regulations
Behavior Pattern (External) – The stability, politeness and judgment shown
when dealing with clients and/or vendors
Behavior Pattern (Internal) – The stability, politeness and judgment shown
when dealing with fellow associates and partners
Creativity – The degree to which an employee suggests ideas, discovers new
and better ways of accomplishing goals
Dependability – The degree to which an employee can be relied upon to
complete the job
1
Employee Performance Evaluation
Name:
Title:
Date of Evaluation:
Appraisal Period:
Accountabilities – The degree to which an employee meets the expectations of
the job during the appraisal period
Availability – The degree, to which an employee is prompt, follows rules
pertaining to breaks, lunch periods and overall attendance
Adherence to Policy – The degree to which an employee follows office policy
and adheres to SEC/NASD regulations
Behavior Pattern (External) – The stability, politeness and judgment shown
when dealing with clients and/or vendors
Behavior Pattern (Internal) – The stability, politeness and judgment shown
when dealing with fellow associates and partners
Creativity – The degree to which an employee suggests ideas, discovers new
and better ways of accomplishing goals
Dependability – The degree to which an employee can be relied upon to
complete the job
1
Independence – The degree of work accomplished with little or no supervision
Initiative – The degree to which an employee searches out new tasks and
expands abilities professionally and personally
Interpersonal Relationships (External) – The willingness and ability to
communicate, cooperate, and work with clients, support organizations and
vendors
Interpersonal Relationships (Internal) – The willingness and ability to
communicate, cooperate and work with co-workers and partners
Knowledge of Job – Useful technical skills and information used at work
Productivity – The accuracy of work finished in a specific amount of time
Quality – The accuracy, detail and acceptability of work accomplished
2
Accomplishments during appraisal period:
Areas which need improvement:
Recommendations for Career Development:
Employee’s overall performance in comparison to the Job Requirements
involved with this position (Circle one):
E = Excellent
A = Above Average
S = Satisfactory
D = Decreased performance
U = Unsatisfactory
Supervisor Comments:
Employee Comments (Optional):
Evaluation Date: __________________________________
Employee’s Signature:
__________________________________________
Supervisor’s Signature:
__________________________________________
3

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