Performance Appraisal Form (including supervisory skills)

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Employee Name:                                            Position:

Supervisor Name:                                           Department:

Review Period:                                                Date:

 

Instructions: Rate the employee's performance during the review period by checking the most appropriate numerical value in each section. To determine the overall performance rating, add the numerical values together and divide by eight (or 11 if the supervisor section was completed). Prior to the performance discussion with the employee, a detailed plan to address areas rated "needs improvement" or "unacceptable" must be submitted to the department head and human resources for review.

Rating scale:

 5   Excellent (consistently exceeds standards)

 4   Outstanding (frequently exceeds standards)

 3   Satisfactory (generally meets standards)

 2   Needs improvement (frequently fails to meet standards)

 1   Unacceptable (fails to meet standards)



​5
​4
​3
​2
​1
Job knowledge

Knowledge of products, policies and procedures; OR knowledge of techniques, skills, equipment, procedures, and materials.






Quality of work

Freedom from errors and mistakes. Accuracy, quality of work in general.


Quantity of work

Productivity of the employee.

Reliability

The extent to which the employee can be depended upon to be available for work, to complete work properly, and complete work on time. The degree to which the employee is reliable, trustworthy, and persistent.

Initiative and creativity

The ability to plan work and to proceed with a task without being told every detail and the ability to make constructive suggestions.

Judgment

The extent to which the employee makes decisions that are sound. The ability to base decisions on fact rather than emotion.

Cooperation

Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures.

Attendance

Consistency in coming to work daily and conforming to scheduled work hours.


Complete this section for employees with supervisory responsibilities:


​5
​4
​3
​2
​1
Planning and organizing

The ability to analyze work, set goals, develop plans of action, utilize time. Consider amount of supervision required and extent to which you can trust employee to carry out assignments conscientiously.






Directing and controlling

The ability to create a motivating climate, achieve teamwork, train and develop, measure work in progress, take corrective action.

Decision-making

The ability to make decisions and the quality and timeliness of those decisions.


Noteworthy accomplishments during this review period:

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

Areas requiring improvement in job performance (attach the performance improvement plan for any areas rated needs improvement or unacceptable):

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

Actions taken to improve performance from the previous review:

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

Professional development goals:

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

 

Add all numerical values from each category then divide by 8 (or 11 if supervisor section was completed).

Overall performance rating:  _____

 

Employee comments:

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

 

Signatures acknowledge that this form was discussed and reviewed.

 

Employee signature:                                                               Date:  

Supervisor signature:                                                              Date: 


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