Information

  • Employee Name

  • Position

  • Department

  • Store Name and Number

  • Conducted on

  • Review Period

  • Prepared by

  • Location
  • Follow Through/Dependability
    Superior 5 - Work is always completed correctly and on time without supervision. Anticipates needs. Extremely organized.

    Excellent 4 - Work is usually completed correctly and on time without supervision. Anticipates needs. Usually organized.

    Meets Expectations 3 - Work is completed correctly and on a timely basis with some supervision. Organized.

    Improvement Needed 2 - Work is completed and results can usually be relied upon with normal supervision. Somewhat unorganized.

    Unsatisfactory 1 -Work is seldom relied upon without supervision. Fails to complete tasks correctly and timely. Usually unorganized.

  • Customer Services (Includes Internal and External Customers)
    Superior 5 - Extremely attuned to the needs of customers. Acts proactively when dealing with customers. Is always timely, creative, well-planned and enthusiastic when delivering services.

    Excellent 4 - Usually attuned to the needs of customers. Is usually proactive when dealing with customers. Is usually timely, creative, well-planned and enthusiastic when delivering services.

    Meets Expectations 3 - Responsive to the needs of customers. Is often timely, creative, well-planned and enthusiastic when delivering services.

    Improvement Needed 2 - Struggles to meet the needs of customers. Does not typically deal well with customers. Is seldom timely, creative, well-planned and enthusiastic when delivering services.

    Unsatisfactory 1- Seldom meets the needs of customers. Does not deal well with customers. Is generally not timely, creative, well-planned and enthusiastic when delivering services.

  • Decision Making/Creative Problem Solving
    Superior 5 - Anticipates, recognizes and confronts problems with extraordinary skill and confidence. Perseveres until solution is reached. Is innovative and takes risks without hesitation.

    Excellent 4 - Anticipates, recognizes and confronts problems with above average skill and confidence. Usually perseveres until solution is reached. Usually innovative and takes risks.

    Expectations 3 - Solves problems with confidence. Typically reaches useful solutions and decisions. Often innovative with average risk taking.

    Improvement Needed 2 - Sometimes attempts to solve problems. Needs some guidance to make decisions. Demonstrates limited innovation and risk taking.

    Unsatisfactory 1- Has difficulty recognizing problems and resolving basic issues. Usually needs guidance to make independent decisions. Is not innovative and rarely takes risks.

  • Relations with Others (Teamwork, Leadership)
    Superior 5 - Exceptionally well accepted. Fosters teamwork in others AND/OR highly skilled at assigning work. Consistently encourages clear, open communication.

    Excellent 4 - Well accepted. Usually exhibits team work AND/OR skilled at assigning work. Usually gives clear direction and/or feedback through open communication.

    Meets Expectations 3 - Generally accepted. Exhibits team work AND/OR skilled at assigning work. Communicates well with others.

    Improvement Needed 2 - Struggles to be accepted and work with others. Needs guidance to provide clear direction to others. Communicates with others as needed.

    Unsatisfactory 1- Does not work well with others. Does not provide clear direction nor communicate well with others.

  • Company Policy Compliance
    Superior 5 - Consistently complies with and stays apprised of changes in Company Policies (incl. Safety, Anti-Harassment, Attendance, Telecommunications, etc.).

    Excellent 4 - Usually complies with and stays apprised of changes in Company Policies (incl. Safety, Anti-Harassment, Telecommunications, Attendance, etc.).

    Meets Expectations 3 - Often complies with and stays apprised of changes in Company Policies (incl. Safety, Anti-Harassment, Telecommunications, Attendance, etc.).

    Improvement Needed 2 - Demonstrates limited understanding and support of Company Policies (incl. Safety, Anti-Harassment, Telecommunications, Attendance, etc.).

    Unsatisfactory 1- Has difficulty following Company Policies (incl. Safety, Anti-Harassment, Telecommunications, Attendance, etc.).

  • Technical Skills (Performance based on job performance)
    Superior 5 - Expertise is consistently applied to position. Consistently demonstrates mastery of job requirements and teaches others.

    Excellent 4 - Expertise is usually applied to position. Usually demonstrates proficiency and confidence in job requirements when executing job.

    Meets Expectations 3 - Subject matter expertise is average and generally applied. Demonstrates knowledge and confidence in job requirements when executing job.

    Improvement Needed 2 - Knowledge of subject matter is below average. Inconsistently demonstrates knowledge and confidence in job requirements when executing job.

    Unsatisfactory 1 - Knowledge of subject matter is extremely limited. Struggles to demonstrate knowledge and confidence in job requirements when executing job.

  • Overall Rating (Average)

  • Describe Achievement of 2015 Goals (of Key Areas of Responsibility)

  • 2016 Business Goals (anticipated for the new year):

  • Personal Career Goal (for 2016):

  • DEVELOPMENTAL ACTION PLAN - Performance issues that need to be addressed in 2016:

  • Employee Comments:

  • Employee Print and Sign

  • Date:

  • Manager Print and Sign:

  • Date:

  • HR Review Print and Sign:

  • Date:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.