"Performance Appraisal Template"

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Sample Performance Appraisal
Employee Name:
Hire Date:
Employee Job
Location:
Title:
Review Period
Supervisor:
Start:
Review Period
Appraisal
End:
Date:
General Information
The purpose of the review is to determine objectively how well an employee is performing in
his/her current position. The review is based upon a consideration of all the major functions a
staff member performs.
Rating
Levels of Performance
Overall performance is outstanding. Consistently carries out
5. Outstanding
responsibilities in an exceptional manner. Performance is approaching the
level of the ideal or perfect employee.
Performance is very good and is above standard most of the time.
4. Exceptional
Periodically exceeds expectations.
Overall performance is satisfactory. Does good work most of the time and
3. Meets Job
meets the requirements of the job.
Standards
Overall performance does not meet job requirements. Periodically,
2. Marginal
performance is inconsistent and unacceptable in some areas.
Overall performance is unsatisfactory. Consistently performs at an
1.
unacceptable level in most areas of performance.
Unsatisfactory
1
Sample Performance Appraisal
Employee Name:
Hire Date:
Employee Job
Location:
Title:
Review Period
Supervisor:
Start:
Review Period
Appraisal
End:
Date:
General Information
The purpose of the review is to determine objectively how well an employee is performing in
his/her current position. The review is based upon a consideration of all the major functions a
staff member performs.
Rating
Levels of Performance
Overall performance is outstanding. Consistently carries out
5. Outstanding
responsibilities in an exceptional manner. Performance is approaching the
level of the ideal or perfect employee.
Performance is very good and is above standard most of the time.
4. Exceptional
Periodically exceeds expectations.
Overall performance is satisfactory. Does good work most of the time and
3. Meets Job
meets the requirements of the job.
Standards
Overall performance does not meet job requirements. Periodically,
2. Marginal
performance is inconsistent and unacceptable in some areas.
Overall performance is unsatisfactory. Consistently performs at an
1.
unacceptable level in most areas of performance.
Unsatisfactory
1
The performance appraisal has two sections:
• Section I covers core responsibilities/duties (from current job descriptions).
• Section II covers the individual's actions that support the core responsibilities/duties.
You are to check the appropriate box for each line within the categories. Ratings are 1-5 or
N/A if the category does not apply. Carry this total to page 9 and enter on the appropriate
line.
In section II, the last performance elements, leadership and performance coaching, are
worded to apply to supervisory positions. For non-supervisory staff, the entire category would
be N/A (not applicable).
2
PERFORMANCE ELEMENTS
Section I
Core Responsibilities/Duties
(From job description, transfer each rating for these six areas to page 9)
N/A
1
2
3
4
5
1.
2.
3.
4.
5.
6.
Comments:
3
Section II
Attendance & Punctuality
N/A
1
2
3
4
5
Actions to consider for this topic:
• Schedules time off in advance
• Begins working on time
• Keeps absences within guidelines
• Arrives at meetings and appointments on
• Ensures work responsibilities are covered
time
when absent
Comments:
Communication
N/A
1
2
3
4
5
Actions to consider for this topic:
• Speaks clearly and persuasively
• Listens and understands clarification
• Responds well to questions
• Writes clearly and informatively
• Edits work for spelling and grammar
• Varies writing style to meet needs
• Presents numerical data effectively
Comments:
4
Cooperation
N/A
1
2
3
4
5
Actions to consider for this topic:
• Establishes and maintains effective
• Exhibits tact and consideration
relations
• Offers assistance and support to co-
• Works cooperatively in group situations
workers
• Responds to requests for service and
• Confronts difficult situations maintaining
assistance
objectivity
• Uses negotiation skills to resolve conflicts
• Encourages open communications
Comments:
Customer Service
N/A
1
2
3
4
5
Actions to consider for this topic:
• Displays courtesy and sensitivity
• Meets commitments
• Manages difficult or emotional customer
• Follows procedure to solve customer
situations
problems, improvises carefully
• Responds promptly to customer needs
• Always available for customers
• Handles service problems politely and
• Understands company requirements and
efficiently
standards
• Maintains pleasant and professional
image
Comments:
5