Employee Review Form

Employee Review Form 300x176 Employee Review FormThe Employee Review Form is used by companies to provide an objective record of the quality and quantity of work done over a specific period by an administrative employee. The Employee Review Form allows companies to reiterate company expectations and the consequences of not rising to organizational standards as well as allow companies to provide administrative employees with regular supportive feedback.

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Employee Review Form: Non-Template

Employee Review Form: Example

I. Job Performance:

Functional Area Description Employee Rating Manager Rating
a) Knowledge Understands job functions, requirements, tools, and processes associated with this position. Please Select
Please Select

b) Execution The ability to ‘get things done’. Follows through on tasks/projects until completion, completes tasks/projects in a timely manner and according to schedule, overcomes obstacles, proposes solutions rather than excuses. Please Select
Please Select

c) Problem Solving When posed with a problem the ability to develop timely solutions with alternatives. Please Select
Please Select

d) Process Improvement Improves existing processes to either increase productivity, quality, or customer satisfaction. Please Select
Please Select

e) Safety Practices safe work habits and encourages others do the same. Identifies ways to improve the safety of the work environment. Please Select
Please Select

f) Productivity Amount of quality work performed as compared with peers. Please Select
Please Select

g) Quality Quality of work performed or products produced. Please Select
Please Select

h) Initiative The initiative to identify work to be performed and perform the work without being directed by others. Please Select
Please Select

i) Attendance & Punctuality Arrives to work on time, works on days scheduled, and requests time off with sufficient advance notice. Please Select
Please Select

j) Organization Organized workspace and in the approach to working. Please Select
Please Select

k) Adaptability Easily adapts to changes in the workplace, requirements, schedule, and priorities. Please Select
Please Select

Employee’s Self-Observations

Strengths

Weaknesses

Manager’s Observations

Strengths

Weaknesses

Manager’s Recommendations

 

II. Relationships:

Functional Area Description Employee Rating Manager Rating
a) Telephone Skills Personable skills answering the phone; being courteous and respectful to the customer/client and fully addressing their needs. Please Select
Please Select

b) Problem Resolution Solves customer/client problems; clearly defines and understands the problem and fully resolves the problem to the customers’ satisfaction. Please Select
Please Select

c) Salesmanship Sells to the customer according to their requirements and needs; clearly defines and understands the customers’ requirements and closes the sale which results in a lifetime customer. Please Select
Please Select

d) Initiative Goes out of their way to satisfy customers/clients; Please Select
Please Select

e) Proactiveness Contacts customers/clients proactively; proactively works with customers/clients to prevent problems, answer unasked questions and develop their relationship and loyalty to the company. Please Select
Please Select

f) Politeness Displays politeness to the customer/client; always says thank you, please, and speaks in a polite tone and manner. Please Select
Please Select

g) Personal Appearance Proper attire and grooming when meeting with a customer/client; attire matches or exceeds customer/clients’ attire, is appropriate for the environment, neatly groomed giving an appearance of professionalism and respect for the customer/client. Please Select
Please Select

Employee’s Self-Observations

Strengths

Weaknesses

Manager’s Observations

Strengths

Weaknesses

Manager’s Recommendations

 

III. Communication:

Functional Area Description Employee Rating Manager Rating
a) Verbal Ability to communicate clearly and effectively to others through verbal communication. Please Select
Please Select

b) Technical Writing Create technical documents which adhere to corporate standards, clearly communicates technical details, and presented in an organized manner. Please Select
Please Select

c) Creative Writing Ability to influence readers through creative writing resulting in a change in perception of value, urgency, quality, or other abstract qualities.
d) Influence The ability to influence others through effective communication (verbal, written, illustrative, etc.). Please Select
Please Select

e) Presentations Quality, clarity, and effectiveness of presentations.
f) Relationships Relationships with co-workers, management, suppliers, and customers. Please Select
Please Select

g) Listening Ability to listen to and understand others, including the practice of active listening. Please Select
Please Select

h) Negotiation The ability to act in a profession manner and negotiate to gain new opportunities, discover new solutions, resolve disputes, agree upon courses of action, bargaining, or create outcomes which satisfy everyone’s interests. Please Select
Please Select

i) Facilitation Planning and running effective and impartial meetings which results in consensus in either solving a problem or making a decision; or effectively presenting information. Please Select
Please Select

j) Responding to Conflict Ability to resolve a dispute or conflict where all parties are satisfied with the outcome. Please Select
Please Select

Employee’s Self-Observations

Strengths

Weaknesses

Manager’s Observations

Strengths

Weaknesses

Manager’s Recommendations

 

IV. Interpersonal Skills:

Functional Area Description Employee Rating Manager Rating
a) Interaction with Coworkers Works well with co-workers, respects others, and has the respect of others. Please Select
Please Select

b) Interaction with Supervisors Works well with Supervisors, respects their authority and interacts in a professional manner. Please Select
Please Select

c) Interaction with Clients Works will with Clients resulting in established and committed relationships with the clients. Please Select
Please Select

d) Motivational Skills Ability to motivate others which results in the desired outcome (perform a task, change of attitude, etc.) Please Select
Please Select

e) Leadership To have a vision and to effectively communicate it to others resulting in a change in human behavior. Please Select
Please Select

Employee’s Self-Observations

Strengths

Weaknesses

Manager’s Observations

Strengths

Weaknesses

Manager’s Recommendations

 

I am signing this form to indicate that I have received it and completed my portion. My signature does not necessarily indicate that I agree with the contents.

Employee’s Signature Date

Supervisor’s Signature Date

Employee Review Form: Attributes

What makes an effective Employee Review Form? The answer depends on your business and management needs. However, there are some general guidelines that you can follow:

  1. Make them simple to use –  Provide clear instructions, and make sure they follow a logical, sequential order.
  2. Keep them familiar – Use your corporate language and terminology for all aspects of the process, and for competency names and descriptions.
  3. Gather the information you need to achieve the goals of your appraisal process
  4. Choose the most effective rating method for competencies
  5. Address development needs, both professional and career
  6. Provide sufficient space for feedback