EMPLOYEE PERFORMANCE APPRAISAL

DATE:

DEPARTMENT:

Emp ID: REVIEW PERIOD (Month/Year)

From: To:
EMPLOYEE NAME:

JOB TITLE:

ANNUAL Quarterly

INSTRUCTIONS:
1. Complete all sections (A, B and C).
2. Carefully evaluate each of the factors separately. Use examples, whenever possible, to support each
performance rating.

3. The overall rating will be calculated after discussion with Manager

EXCELLENT (4)
The employee fully understands the position, takes the appropriate initiative, and requires only occasional
direct supervision.
GOOD (3)
Performance fully meets all the established requirements for the job. The employee is familiar with all
aspects of the position and performs these in a competent and satisfactory manner.
ACCEPTABLE (2)
Meets all the minimal established requirements for the job. The employee’s performance occasionally may
UNSATISFACTORY (1)
Performance is considered below established requirements for the job. The employee needs to improve
performance significantly to reach satisfactory performance and requires additional training
 SECTION A: CORE PERFORMANCE CATEGORIES

OVERALL COMMUNICATION SKILLS

(Consider written, verbal, and listening skills)
Demonstrates proficiency at expressing ideas and listening, asking for and providing productive feedback,
and has a positive, effective communication style.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

Report Generation

Fulfills responsibilities, works well without continual supervision.

Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

Tracking of Accounts

Consistent in calling, Weekly interations with respective stakeholders, meetings and appointments.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

Formulation of systematic Reporting System

Works effectively and willingly in positive, supportive, and cooperative manner. Accepts new or changed situations, adjusting
activities and plans to accommodate.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

Feedback Analysis
Demonstrates ability to make sensible and appropriate Analytical inferences. Ability to make solid decisions.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:
Domain Knowledge
Demonstrates skills and an understanding of the position, policies, and procedures required in present job.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

Problem Solving
Identifies problems and determines their causes, assesses alternatives; makes recommendations/decisions.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

Quality
Works with attention to detail and absence of error.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

SECTION B: OPTIONAL PERFORMANCE CATEGORIES

NEGOTIATION
Demonstrates ability to effectively reach agreement with others.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

PRESENTATION
Performs group presentations in an effective, credible, and professional manner. Disseminates information to
group participants in a way that is concise and easy to understand.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:
RESPONSIVENESS
Responds quickly and appropriately to requests for documents, reports, or information, whether verbal or
written.
Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

OTHER (if Any)

Rating

Excellent (4) Good (3) Acceptable (2) Unsatisfactory (1)

COMMENTS:

SECTION C: CONCLUSION

THIS SECTION SHOULD BE COMPLETED WITH THE EMPLOYEE AT THE CONCLUSION OF THE
APPRAISAL.

COMPLETED MANDATORY TRAINING

Has employee completed mandatory training? (E.G. Sexual Harassment Awareness Training, Ethics Training
OR Compliance Code of Conduct, Safety-Sensitive training)
Yes No
Note: Failure to comply with Mandatory training requirements will be noted on this performance appraisal,
and tentative fiscal merit salary increases will be withheld until all required training has been completed.

PLANS, GOALS, AND OTHER COMMENTS

What plans have you and the employee developed to build on present strengths?

EMPLOYEE COMMENTS

Employee’s Signature: Date:

Evaluated By:
Name Signature
 PERFORMANCE RATING CALCULATION

PERFORMANCE CATEGORIES PERFORMANCE RATING

CORE CATEGORIES:

Overall Communication Skills

Report Generation
Tracking of Accounts
Formulation of systematic Reporting System
Feedback Analysis
Domain Knowledge
Problem Solving
Quality

OPTIONAL/CATEGORIES:

NEGOTIATION
PRESENTATION
RESPONSIVENESS
OTHER

OVERALL PERFORMANCE RATING:

anged situations, adjusting

decisions.