Employee/Staff annual and interim performance appraisal

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Knowledge of Role

• Does the member perform their role as required in line with the position description and expected alignment and how do they perform on a scale of 1-10 with 5 being average and grading system above or below average.

• Enter comments in support of rating.

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Leadership

• The staff member does not necessarily need to be in a management position to display leadership qualities. Does this member display leadership qualities? On a scale of 1-10 with 5 being average and grading system above or below average.

• Enter comments in support of rating.

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Motivation

• Is the staff member motivated to perform well? Does the member actively engage with their peers to energise the local culture? On a scale of 1-10 with 5 being average and grading system above or below average.

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Management

• Does the staff member manage other staffs and or processes and are they effective in role? On a scale of 1-10 with 5 being average and grading system above or below average.

• Enter comments in support of rating

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Organisational Abilities

• Is the staff member well organised or requires additional training (eg. Time management training). Are the staff members administrative inputs complete or are they requiring additional inputs. On a scale of 1-10 with 5 being average and grading system above or below average.

• Enter comments in support of rating.

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Training & Development

• Does the staff member perform the role tasks in line with expectations? Where the position role requires change, has the staff member been adequately trained to meet the requirements and has the position description been reviewed for alignment? On a scale of 1-10 with 5 being average and grading system above or below average.

• Enter comments in support of rating.

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Interpersonal Skills

• How does the staff member interact with the other team members? On a scale of 1-10 with 5 being average and grading system above or below average.

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Company Culture

• Does the staff member know, demonstrate and display the company values? On a scale of 1-10 with 5 being average and grading system above or below average.

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Staff Member Observations and Comments

• Encourage staff member for general comments about the company, role and work.

• Tap here and enter staff supportive comments.

• Manager name and signature

  Sign

• Staff member name and signature

  Sign

• Date and timing of the review

  Date

Closing manager comments

• This area to summarise staff member performance and provide comments/observations during the reporting period.

• Tap here and enter supportive comments.