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CO NFID ENTIAL

GREAT IMAGE SERVICES CORP.


Human Resources Department

PERFORMANCE EVALUATION FORM


FOR RANK AND FILE OPERATIONS PERSONNEL

ALL GREAT IMAGE SUPERVISORS AND MANAGERS ARE REQUIRED TO COMPLETE A SEMI-
ANNUAL WRITTEN PERFORMANCE EVALUATION FORM SCHEDULED TO EVERY 1 ST WEEK OF JULY
AND 1ST WEEK OF JANUARY OF EACH YEAR, OR WHENEVER NECESSARY TO AFFECT IMPORTANT
PERSONNEL ACTIONS SUCH AS REGULARIZATION, PROMOTION, TRAINING, OR FOR ANNUAL
MERIT INCREASE. COMPLETED EVALUATION FORM SHALL BE FORWARDED TO HUMAN
RESOURCE DEPARTMENT.

I. EMPLOYEE INFORMATION

POSITION TITLE
EMPLOYMENT DATE
EMPLOYEE NAME (LAST, FIRST ) CASHIER
SECRETARY

DATE OF
DEPARTMENT
SUPERVISORS NAME DATE OF PERFORMANCE REVIEW REVIEW
OPERATIONS

REASON FOR EVALUATION

SEMI-ANNUAL REVIEW REGULARIZATION PROMOTION MERIT INCREASE


OTHERS:

II. INSTRUCTIONS

1. Review employees functional job description and how the employee performed relative to the
described performance standards. ( Make sure, the employee is aware of these standards prior to your
evaluation)
2. Appropriately document the employees actual performance RESULTS with a narrative summary that
describes the employees achievements for the critical elements as compared to the performance
standards. Also include submitted reports and key achievements met.
3. Assign numerical rating levels that accurately reflects the employees performance on each of the
major duties and responsibilities. (5 Exceeds expectations 4-Meets and at times exceeds
expectations Meets expectations 2-Falls below expectations 1-Unacceptable)
4. Add up the numerical ratings to get a total then get the average.
5. Detailed review of the employees actual performance on each of his/her major functions prepares you
to assess the major critical performance factors located on the next page
6. Check the appropriate box for each identified work-related performance factors using data in part I as
your guide.
7. Add up the numerical ratings to get a total then get the average.
8. Do the same thing in the behavioral elements (Part 1 B) with your rating category key as your guide,
check the appropriate box for each behavioral elements (remember that these behavioral elements and
that your judgment must be supported by facts.
9. Summarize the rating data in the employees performance worksheet and determine the over-all score.
10. Identify Areas where the employee excels and also areas that need to be improved.
11. Jointly plan with your appraisee the interventions necessary to help him/her improve on those areas
identified, and develop action plans.
12. Agree when to meet to evaluate the impact of the interventions made.
13. Define and agree on priority goals you want the appraisee to achieve within the next appraisal period.

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PART I-A. At the beginning of the appraisal period, Identify job specific performance
elements/criteria and review job standards (please refer to the copy of performance standards
developed for this position). Enumerated duties, responsibilities, performance standards,
expectations, and how they will be used to measure work related performance during the
period should be discussed with the ratee prior to the actual rating. Compare defined
standards versus the actual results of performance in every major duties, key results areas
identified and assign numerical rating for each:

PART I - KRA FACTORS (40%)

LIST FINAL
ESSENTIAL/MAJOR % PERFORMANCE RATIN
ACTUAL RESULTS RATIN
JOB DUTIES/KEY STANDARDS/ G
ACHIEVED G
RESULT AREAS/ CORE EXPECTATIONS (vs. %)
COMPETENCIES
Job duty no. 1
ENSURES AGGRESSIVE
PRODUCT PROMO AND 15% SHOULD HIT SALES
EFFICIENT SALES TARGET.
PERFORMANCE. ENSURES NO RECORD OF NEGATIVE
THAT MONTHLY SALES SALES
QUOTA IS ACHIEVED
Job duty no. 2
ATTENDS TO CUSTOMER 10%
QUERIES/CONCERNS FULLY SATISFIED
CUSTOMERS

Job duty no 3 5% ALL INFO ARE


ENCODES CIS ENCODED/REGISTERED

20% ZERO INCDENCE OF


Job duty no. 4
ERROR
TIMELY DEPOSIT OF CASH
ON TIME/REFLECTS TOTAL
SALES
AMOUNT DUE FOR
PREPARES DEPOSIT SLIPS
DEPOSIT
Job duty no. 5
MAINTAIN AN INVENTORY COMPLETE INVENTORY
OF SUPPLIES AND STOCKS 10% RECORD.
CONDUCTS DAILY UPDATED LEVEL OF
INVENTORY OF PAPER AND STOCKS/REQUEST MADE
INK ON TIME
Job duty no 6
10% NO INCIDECNE OF
SAVES PHOTOS IN THE DELETED/UNSAVED FILES
COMPUTER
Job duty no. 7
EDITS PICTURES SELECTED 20% HIGH QUALITY OF
BY CUSTOMERS RETOUCH/WITHIN
PRESCRIBED TIME

Job duty no. 8 ALL TRANSACTIONS ARE


RECEIVES AND ENTERS 10% ENTERED/NO
CASH PAYMENTS IN THE OVERAGE/SHORTHAGES.
CRM/POS. ISSUANCE OF OR AT ALL
ISSUES OR TIMES

Final Rating Total:

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PART II Sales/Job Performance Factors (20%)

KEY ACHIEVEMENTS (SALES COMMENTS ON RELEVANCE,


PERFORMANCE / ACHIEVEMENTS TIMELINESS, IMPACT OF
FOR THE LAST SIX OR TWELVE IMPLIMENTATION, COST RATING
MONTHS) CONSIDERATIONS

Sales for the month =

versus Previous Year =

versus Quota =

Sales for the month =

versus Previous Year =

versus Quota =

Sales for the month =

versus Previous Year =

versus Quota =

Sales for the month =

versus Previous Year =

versus Quota =

Sales for the month =

versus Previous Year =

versus Quota =

Sales for the month =

versus Previous Year =

versus Quota =

Total: _____________
Average: ___________

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PART III - BEHAVIORAL FACTORS (40%)

5 Exceeds expectations - No record of absences and


1.) ATTENDANCE AND tardiness, always willing to make himself/herself
PUNCTUALITY available even on day offs, holidays.
4 Meets and at times exceeds expectations
Adheres to work schedule, reporting Employees attendance supports the expected level of
requirements. 3 work.
Meets expectations No record of unexcused
/disapproved tardiness and absences and
2 unauthorized self initiated day-offs.
Falls below expectation Has been given written
1 reprimand due to unauthorized absence or tardiness.
Unacceptable - Has incurred habitual tardiness and
absenteeism despite written warnings and
reprimands.

5 Exceeds expectations - consistently manifest


2.) JOB ATTITUDE enthusiasm towards work and shows willingness to
Degree of interest towards work and extend support to others, consistently manifest
intrapreneural behavior, and organizational
cooperation shown towards worker, & commitment. Receives commendations
level of organizational commitment 4 Meets and at times exceeds expectations -
Consider cooperation and Consistently comply with all SOPs and policies and
contributions to team effort. The adheres to all prescribed work practices and
procedures (77 steps, standard greetings, etc.)
interest and enthusiasm employee
shows to job and company
3 Meets expectations - regularly complies with
policies with very minimal deviations
2 Falls below expectation - manifest lack of interest and
motivation to perform assigned tasks.
1 Unacceptable - manifest very negative work attitude
manifested in the manner she/he deals with superiors,
colleagues, and customers

5 Exceeds expectations - No record of violations, and


3.) COMPLIANCE TO SOPS and a real role model to others in terms of compliance
POLICIES 4 Meets and at times exceeds expectations - Full
compliance to SOPs
Extent by which the employee 3 Meets expectations - regularly complies with
complies with the departments policies with very minimal deviations
standard operating procedures, HR 2 Falls below expectation - Has 2-5 x recorded
and Audit policies. violations of company policies and has been
suspended due to violations
1 Unacceptable - Regularly deviates from policies and
standard operating procedures

5 Exceeds expectations - Very personable, neat &


4.) APPEARANCE clean at all times with no record of not wearing uniform
Personal hygiene and appropriateness or not in uniform during working days (complete with ID)
of attire, adherence to dress code.
4 Meets and at times exceeds expectations - Very
personable neat & clean at all times.
3 Meets expectations - Personal hygiene maintained at
all times.
2 Falls below expectation - With 1 to 4 written
reprimand due to poor personal hygiene and
1 appearance.

Unacceptable - Very untidy and with 5 6 written

4
reprimand due to personal hygiene and appearance.

5 Exceeds expectations - Displays unusual skills in


5.) CUSTOMER FOCUS
dealing with customers and relating with co-
employees received very positive feedback from
Interact in an effective and positive 4 mystery shoppers
manner with internal and External Meets and at times exceeds expectations
customers, and extent by which the Exerts extra effort to satisfy the needs of the
employee effectively attends to the 3 Company and other employees and external
needs of his internal and external customers
customers 2 Meets expectations Meets the basic customer
satisfaction standards.
Falls below expectation has 2- 3 negative
1 feedback and complaints either from internal and
external customers.
Unacceptable -- Has received frequent negative
feedbacks from internal and external customers

5 Exceeds expectations - Initiative often results in


6.) INNOVATION / CREATIVITY / frequent savings in time, money and effort
RESOURCEFULNESS 4 Meets and at times exceeds expectations Does
job without waiting to be told, and provides workable
Has a can do rather than wont suggestions and solutions
work attitude. The ability for 3 Meets expectations Has an average initiative in
independent action, develop and his job, do what he is normally required by the job
implements innovative ideas; this 2 Falls below expectation Exercise little initiative on
includes the ability to start effective his job, does only what he is told to do
actions without the need of prodding 1 Unacceptable - Lacks initiative, refuses constant
from supervisors. prodding from superiors

7.) HONESTY/INTEGRITY
5 Exceeds expectations - Very high degree of
Integrity adhering to the standards of his profession
The Degree by which the employees
4 Meets and at times exceeds expectations Has
manifest behavior that supports the value an anxious regard to be honest, can be left alone
of honesty and credibility, to the extent to on the job
which the employees adheres to the facts
3 Meets expectations Manifest truthful and upright
& appropriateness of actions. attitude
2
Falls below expectation Has an indication to be
1 dishonest.

Unacceptable - Often gives false reports and


feedback, cannot be relied upon, too unreliable to
be left alone in the job

Total: ___________
Average: _________

EMPLOYEE PERFORMANCE APPRAISAL WORK SHEET

PERFORMANCE APPRAISAL WORK SHEET


GET THE AVERAGE RATING FOR EACH CATEGORY BY DIVIDING THE TOTAL VALUE
BY THE TOTAL ELEMENTS RATED IN EACH CATERGORY

ENTER THE AVERAGE RATING IN EACH RATING CATEGORY AND THEN MULTIPLY BY
THE ASSIGNED WEIGHT VALUE:

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KRA Factors ___________ x 40% = __________
Sales / Job Performance factors ___________ x 20% = __________
Behavioral factors ___________ x 40% = __________

ADD THE TOTAL VALUE OF THE THREE CATEGORIES TO GET THE NUMERIC SCORE

TOTAL VALUE __________________________

USING THE KEY BELOW, FIND THE NUMERIC SCORE AND ENTER IT AS THE OVER-
ALL RATING. THEN ENTER THE ALPHA SCORE:

KEY

NUMERIC SCORE ALPHA SCORE:

5.00 = Clearly exceeds expectations


4.00 to 4.99 = Meets and at times exceeds expectation
3.00 to 3.99 = Meets expectations
2.00 to 2.99 = Falls below expectations
1.00 to 1.99 = Unacceptable
Numeric Score: Alpha Score:
____________________________ _________________________________

I. DEVELOPMENTAL PLAN (To be accomplished jointly by the ratee and rater)


Make an assessment of the ratees strengths and areas of improvement:

A. EMPLOYEES STRENGTHS

B. AREAS OF IMPROVEMENT

WHAT (AREAS THAT NEEDS TO BE IMPROVED)

HOW (INTERVENTION PLANS TO BRIDGE PERFORMANCE GAPS)

WHEN (DURATION OF PLANNED INTERVENTION

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II. PERFORMANCE ACTION PLAN (DEFINE ONE OR TWO MAJOR PRIORITY OBJECTIVES
(SMART) YOU WANT THE EMPLOYEE TO ACHIEVE BEFORE THE NEXT APPRAISAL REVIEW

OBJECTIVE NO. 1 PERFORMANCE INDICATOR ACTION PLANS SCHEDULE

OBJECTIVE NO. 2 PERFORMANCE ACTION PLANS SCHEDULE


INDICATOR

RECOMMENDATIONS/COMMENTS FROM RATER


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SIGNATURE OVER PRINTED DATE

RATEES COMMENTS/COMMITMENTS
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SIGNATURE OVER PRINTED DATE

REVIEWED BY:

________________________________________
DATE

APPROVED BY:

________________________________________
DATE

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