Title Page
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Conducted on
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Location
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Document No.
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Employee
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Workstation
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Attendance last 30 days
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Punctual last 30 days
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Customer Communication
- Achieved all Scheduled Service Times. ( 0 Customers checking arrival times )
- Late to 5> more Scheduled Customers without notifications (See Attached)
- Late to <5 less Schedule Customers without notifications (See Attached)
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Focused on Work / Distraction
- Strives for Efficiency
- Need to remind Priorities weekly
- Failed to Schedule/Pre-Schedule
- Completes assignments on time
- Incomplete job responsibilities
- Failed to meet assign goals
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Attention to urgency
- Above average
- Average
- Lack of urgency (no drive)
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Job Critical Responsibilities
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Phone etiquette
- Greets the caller professionally 100% of the time
- Speaks soft and politely
- Familiar with callers request
- Answers the caller quickly as possible
- Receives all necessary information
- Needs additional training on answering callers
- Places the customer on hold inappropriately
- Greets the caller unprofessionally
- Asks the caller the appropriate questions
- Hangs up without thanking the customer
- Knows How to transfer a call appropriately
- Received a legitimate complaint
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Ability to multitask
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Dependable
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Observer
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Signature