Employee evaluation example

EMPLOYEE PERFORMANCE EVALUATION

NAME POSITION/TITLE

HIRE DATE LOCATION/DEPARTMENT

EMPLOYMENT STATUS

FT PT PD

LAST REVIEW DATE IMMEDIATE SUPERVISOR

DATE:

TYPE OF

REVIEW:  ANNUAL  PROBATIONARY OTHER

Instructions for Evaluators

Performance evaluations are conducted by the employee’s immediate supervisor at least once every 12

month period or as needed. The goal is to reach a mutual understanding of the standards of performance

expected, and an overall performance rating. As the information recorded on this form will become

part of the employee’s personnel record, and may be used in decisions concerning advancement, future

training needs, performance-related salary adjustments or even disciplinary actions, take time to think

through and complete all sections.

The performance evaluation process has been divided into two parts, one for the supervisor and one for

the employee. Upon receipt of this package, give the employee the self-evaluation form to complete and

at the same time schedule a performance meeting within two weeks. Then complete the supervisor’s

section which has been divided into two sections: Major Job Elements and Performance/Customer

Service Factors.

First, list and briefly describe the major elements (duties and responsibilities) of this employee’s

position. Then, rate this employee’s performance of these major job elements and indicate with

comments your justification for each rating. YOU MUST MAKE A COMMENT WHENEVER YOU

CHOOSE THE RATING “EXCEEDS EXPECTATIONS” OR “FAR BELOW

EXPECTATIONS/UNSATISFACTORY”. Next, rate this employee’s performance on the performance

factors listed; again you must justify a high or low grade. Note: you may give a half grade if you feel

the performance is between two rating levels. Finally, give an overall rating for this employee’s

performance and sign the form.

After the review, please make two copies of the performance evaluation; one for your records, the other

should be given to the employee. Return the original forms to the Human Resources Department.

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NAME____________________________________ REVIEW DATE______________________

This self-evaluation will be of help to both you and your supervisor in reviewing your progress and in

future planning. It provides an opportunity to compare your view, with that of your supervisor’s, on your

performance. After completing the evaluation questions (use additional paper if needed), share this form

with your manager either during or prior to your performance evaluation meeting, as agreed upon.

1. List the two, three or four major duties or responsibilities in your job.

2. Do you think your job description accurately describes your job?

3. Describe your major performance accomplishments in the last year.

4. What have been your major disappointments with your performance in the last year?

5. What could your supervisor and/or the company do differently to help you better perform your job?

6. What are the personal development areas in which you most need to improve?

7. What other comments or suggestions should be addressed in this review?

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STANDARDS OF PERFORMANCE

Evaluate the employee’s performance since the last appraisal. Place an “X” in the category which best

describes the performance level for the factor being rated. Include supporting evidence for each factor.

YOU MUST MAKE A COMMENT WHENEVER A GRADE OF “4” OR “1” IS CHOSEN.

4- EXCEEDS

EXPECTATIONS

3- MEETS

EXPECTATIONS

2- BELOW EXPECTATIONS/

NEEDS IMPROVEMENT

1- UNSATISFACTORY/

FAR BELOW EXPECTATIONS

Consistently achieves

results superior to

expectations.

Normally achieves

expectations;

occasionally exceeds

requirements.

Work is below average, not

of quality expected;

requires improvements.

Unacceptable; considerable

and immediate

improvements are necessary.

I. MAJOR JOB ELEMENTS

(See Job Description)

4 = Exceeds Expectations 2 = Below Expectations

3 = Meets Expectations 1 = Far Below Expectations/Unsatisfactory

RATING: (Place “X” in box for appropriate rating)

1. 4 3 2 1

COMMENTS:

Next period expectations:



2. 4 3 2 1

COMMENTS:

Next period expectations:



3. 4 3 2 1

COMMENTS:

Next period expectations:



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II. PERFORMANCE FACTORS

4 = Exceeds Expectations 2 = Below Expectations

3 = Meets Expectations 1 = Far Below Expectations/Unsatisfactory

PROFESSIONALISM COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• The display of appropriate attitude,

actions and work attire for the position ;

• Maintenance of ow n wo rk area;

• Flexibility;

• Commitment to professio nal growth;

• Responsibility for actions;

• A skill level that inspires respect and

confidence.

DEPENDABILITY COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• The thoroughness demonstrated by the

employee in following through on

assignments and instructions in a reliable,

trustworthy and timely manner;

• Overall attendance and adherence to work

schedules, office hours.

JUDGEMENT/DECISION MAKING COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• The ability to think logically and

practically before making decisions;

• Use of independent thought, originality

and reasoning;

• Ability to prioritize work and timely

implementation of workable solutions to

problem;

• The ability to hand le confidential

information.

QUALITY OF WORK COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• The value of work produce d b y the

employee and the thoroughness,

accuracy, neatness and acceptability of

the work completed;

• Ability to work under pressure and learn

from previous mistakes.

INITIATIVE COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• Willingness to make significant

contributions with little direction,

voluntarily start projects, attempt non-

routine jobs and tasks;

• Energy, enthusiasm and ingenuity;

• Judgment and independent actions within

limits of authority;

• Self starting and proactive.

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III. CUSTOMER SERVICE

FACTORS

4 = Exceeds Expectations 2 = Below Expectations

3 = Meets Expectations 1 = Far Below Expectations/Unsatisfactory

TEAMWORK COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• Contributes to a climate of strong morale

and spirit where people strive to do their

best

• Notices when othe rs are overwhelmed

and pitches in

• Celebrates wins and successes

• Fosters open dialogue

• Defines success in terms of the whole

team

• Fosters a feeling of belonging in the team

CUSTOMER FOCUS COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• Is dedicated to exceeding the expectations

and requirements of internal and external

customers;

• Gets first-hand customer information and

uses it for improvements in products and

services;

• Establishes and maintains effective

relationships with all customers and gains

their trust and respect.

CONFLICT MANAGEMENT COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• Steps up to conflicts, seeing them as

opportunities

• Reads situations quickly

• Good at focused listening

• Can hammer out tough agreements and

settle disputes equitably

• Can find common ground and get

cooperation

INTERPERSONAL

SKILLS/RESPECT

COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• Ability to express ideas clearly, concisely

and effectively both orally and in writing;

• Listens well, shares work related

information, tolerant of others’ wo rk

styles;

• Ability to work with others in an assertive

and effective manner;

• The exercise of authority or the response

to criticism in a tactful manner. Is easy to

approach and talk to

• Uses diplomacy and tact

• Can diffuse even hi g h-tension situations

comfortably

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• Treats others respectfully

III. CUSTOMER SERVICE

FACTORS

(Continued)

4 = Exceeds Expectations 2 = Below Expectations

3 = Meets Expectations 1 = Far Below Expectations/Unsatisfactory

CREATIVITY COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• Comes up with new and unique id eas

• Tends to be seen as original and value-

added in brainstorming settings

COMPASSION COMMENTS & FUTURE EXPECTATIONS 4 3 2 1

• Is tolerant with people and processes

• Lets people know their opinions matter

• Has patience

• Demonstrates real empathy with the joys

and pains of others

• Is available and ready to help

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OVERALL RATING

MAJOR JOB ELEMENTS

4 3 2 1

1.

2.

3.

PERFORMANCE FACTORS

• Professionalism

• Dependability

• Judgment / Decision Making

• Quality of Work

• Initiative

CUSTOMER SERVICE FACTORS

• Teamwork

• Customer Focus

• Conflict Management

• Interpersonal Skills/Respect

• Creativity

• Compassion

4 3 2 1

Total Rating ___________

Calculation of Raise

Total rating__________Divide by number of items rated__________ = _________% increase

Effective Date_______________

Please note 2006 range for salary increase = 0-4%. Any rating of 1.5 or below indicates no increase.

___________________________________ __________________________________

Supervisor’s Signature Date

___________________________________ __________________________________

Next Level Supervisor/Manager Date

___________________________________ __________________________________

Employee’s Signature Date

Employee Comments:

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Review and Revision History

Revision

Number

Authorized

Signature(s)

Date

Description of change

(If no changes, write N/A)

0 LLampidis 3/7/06 Initial version with revision number

F-HR-041 Rev. 0

Fillable Printable Employee evaluation example

Fillable Printable Employee evaluation example