Monthly Employee Performance Review - Trial

• Site conducted

  Select

• Conducted on

  Date

• Prepared by

• Personnel

Health,Safety and Enviornment

• Has the employee had any Safety incidents?

  No

  Yes

• Describe the incident and put things in place to prevent it from happening again

• Has the employee been proactive managing their own safety?

  Yes

  No

  N/A

• What do they need to do better?

• On a rating of 1-10 rate the employees safety performance

Attendance and Punctuality

• Is there any issues with the employees attendance?

  No

  Yes

• Describe what the issue is and what needs to be done to rectify it

• Is there any issues with the employees punctuality?

  No

  Yes

• Describe what the issue is and what needs to be done to rectify it

• On a rating of 1-10 rate the employees attendance and punctuality?

Attitude and Presentation

• Is there any issues with the employees attitude?

  No

  Yes

• Describe what the issue is and what needs to be done to rectify it

• Is there any issues with the employees presentation?

  No

  Yes

• Describe what the issue is and what needs to be done to rectify it

• On a rating of 1-10 rate the employees attitude and presentation

• On a rating of 1-10 rate the employees Customer Service and Interaction with Customers

Initiative and forward thinking

• Is there any issues with the employees initiative and thinking ahead ?

  No

  Yes

• Initiative- the ability to assess and initiate things independently.
  "use your initiative, imagination, and common sense"

• On a rating of 1-10 rate the employees initiative and forward thinking

  No Concerns

  Concerns

• Select from range

• On a rating of 1-10 rate the employees Customer Service skills

  No Concerns

  Concerns

• Select from range

Checklist Compliance

• Is their any issues with the employees ability to fill out their checklists

  Compliant

  Non-Compliant

  N/A

• Open up the checklists for the last month for the employee and go through a few randomly and assess for correctness

  Compliant

  Non-Compliant

  N/A

• Is there any outstanding actions for the employee?

  Compliant

  Non-Compliant

  N/A

• Filter Actions completed/not completed and go through with Employee since last meeting

  Compliant

  Non-Compliant

  N/A

• Display the percentage compliant the checklists are for the last month

• On a rating of 1-20 rate the employees checklist compliance

Deputy News Feed/To Do List and Journals

• Discuss Newsfeed Posts over the last month and ensure Employee understand each item

  Compliant

  Non-Compliant

  N/A

• Discuss any issues i raised in To Do

  Compliant

  Non-Compliant

  N/A

• Discuss any Journals about the employees performance

  No Concerns

  Concerns

• undefined

Training Requirements

• Does the employee require any further training

  Yes

  No

  N/A

• What areas is the additional training required?

• Revisit the Employees training manual and retain in the areas needed

  Compliant

  Non-Compliant

  N/A

Shop Performance

• What is the employees regular position?

  Barista

  Till Operator

  Food Delivery

  Manager

• Was there any reviews this month on Social Media?

  Yes

  No

  N/A

• What was the rating of the reviews

• Please describe the context of the review

• What is the employees average transaction for the month?

• Discuss the percentage of food bought in the back door compared to sales and ways to minimise wastage

• Discuss how long on average it took for customers to be served for the week

• Discuss with Manager what is working and whats not working

• The KPIs relevant to a Barista are listed below

• Was there any reviews this month on Social Media?

  Yes

  No

  N/A

• What was the rating of the reviews

• Please describe the context of the review

• Was there any reviews this month on Social Media?

  Yes

  No

  N/A

• What was the rating of the reviews?

• Please describe the context of the review

• What is the employees average transaction for the month?

• Discuss how long on average it took for customers to be served for the week