Annual Employee Performance Appraisal Form


Instructions: Please carefully review the employee’s performance during the past appraisal period and select the description that best describes the employee’s overall performance. Please provide supporting comments and examples for each performance area. This appraisal focuses on factors, which determine the quality of the overall performance, and indicates areas, which may require further training and professional development.
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Type of Appraisal

Job Knowledge

Exceeds Expectations: Demonstrates deep knowledge of the job function and understands the most complex aspects of the job responsibilites.

Above Expectations: Demonstrates solid working knowledge of the job function and is capable of handling complex projects.

Meets Expectations: Demonstrates sufficient knowledge of the job and performs job responsibilities well.

Improvement Needed: Lacks knowledge in several basic elements of the job. Requires frequent instruction in areas of fundamental knowledge.

Unsatifactorty: Performance in consistently below the expected level. Despite a reasonable period of orientation, and/or insturction, job knowledge remains at an unacceptable low level.


Quality of Work

Exceeds Expectations: Consistently produces work that is of the highest quality and accuracy.

Above Expectations: Almost always produces high quality and accurate work.

Meets Expectations: Typically produces quality work and occasional errors.

Improvement Needed: Attention needed to producing work that is more thorough and accurate.

Unsatisfactory: Performance is consistently below the expected level. Disorganized and usually unprepared.


Communication

Exceeds Expectations: Excellent oral and written communication skills. An active listener who has a sound sense of when to share essential information and with who to share it with.

Above Expectations: Demonstrates above average oral and written communication skills.

Meets Expectations: Demonstrates solid communication skills but may need occasional training to sharpen certain areas.

Improvement Needed: Additional training to develop communication skills is recommended. Frequent communication breakdowns can cause confusion with coworkers and interfere with the employee's ability to complete assignments accurately.

Unsatisfactory: Performance is consistently below the expected level. Communication skills are extremely poor.


Productivity / Reliability

Exceeds Expectations: Reliability never in question. Work assignments always completed with the highest level of accuracy and ahead of deadline.

Above Expectations: Very reliable. Work always performed accurately and on time.

Meets Expectations: Dependable employee. Work assignments typically completed accurately and in a timely fashion.

Improvement Needed: Work deadlines frequently missed and assignments tend to have a high level of inaccuracies.

Unsatisfactory: Performance is consistently below the expected level. Resists assignments and requires constant direction.


Dependability / Initiative

Exceeds Expectations: Constantly exhibits independent actions and resourcefulness. Exercises outstanding judgment on knowing when to seek guidance from supervisor. An initiative-taking employee.

Above Expectations: Frequently exhibits independent action and resourcefulness. Exercises good judgment on knowing when to seek guidance from supervisor.

Meets Expectations: Dependable employee. Generally, demonstrates independent action with minimal supervision.

Improvement Needed: More independent action is needed. Requires more than normal supervisory guidance in normal, job-related decisions.

Unsatisfactory: Performance is consistently below the expected level. Requires constant supervision at all times.


Attendance

Exceeds Expectations: Consistently is on time and always provides proper notification or advance notice for absence or tardiness. Never requires any start-up time.

Above Expectations: Occasionally early and usually prepared to work at prescribed time. Rarely absent.

Meets Expectations: Attendance record satisfactory. On time. Works well without prodding.

Improvement Needed: Employee attendance record is unstable.

Unsatisfactory: Performance is consistently below the expected level. Seldom on time. Absent often.


Relationship With Others

Exceeds Expectations: Successfully works with others to achieve desired results. Always able to prevent, resolve conflicts. Is very open-minded and flexible. Very respectable towards co-workers.

Above Expectations: Always maintain a positive attitude in the work environment. Always willing to help.

Meets Expectations: Employee typically contributes to team projects and has a positive working relationship with co-workers.

Improvement Needed: Often disagreeable in cooperating with co-workers and fails to get along with others.

Unsatisfactory: Performance is consistently below the expected level. Uncooperative.


Professionalism

Exceeds Expectations: Consistently demonstrates a superior level of professional behavior, attitude, and appearance. Has achieved certification(s) available for position. Maintains superior personal standards and strict confidentiality. Exercises self-control.

Above Expectations: Consistently demonstrates an above-average level of professional behavior, demeanor and appearance. Actively pursues continuing education and learning opportunities. Maintains confidentiality.

Meets Expectations: Consistently demonstrates skilled professional behavior, demeanor and appearance. Participates effectively in job skills training opportunities as offered by the company. Maintains confidentiality.

Improvement Needed: Needs to make a more serious effort to demonstrate professional behavior appropriate to the position.

Unsatisfactory: Performance is consistently below the expected level.


Supervisory Ability (applicable only to supervisor positions):


Decision Making Ability

Exceeds Expectations: Exhibits confident, outstanding decision making skills that take all important factors into consideration.

Above Expectations: Very good decision maker who makes the necessary decisions in a timely fashion. Resourceful.

Meets Expectations: Good decision making. Tends to be logical in approach to problems. Alert to opportunities.

Improvement Needed: Has difficulty in obtaining or evaluating pertinent information and/or puts off making decisions considering facts at hand.

Unsatisfactory: Performance is consistently below the expected level. Often misunderstand or bungle directions. Untimely and inconsistent decision-making practices are frequently exhibited.


Leadership

Exceeds Expectations: Acts as a positive mentor and coach to all direct reports and is concerned with departmental success as well as individual growth. Ties departmental goals to strategic mission.

Above Expectations: A very sound leader who promotes departmental initiative and strategic mission. Work with direct reports on a regular basis to ensure a productive work environment.

Meets Expectations: Provides necessary leadership to individuals and the department. Supports the progress of staff members and the mission the company.

Improvement Needed: A stronger sense of responsibility for the direction of the department and more focused attempt to contribute to or support the mission of the Company would be beneficial.

Unsatisfactory: Performance is consistently below the expected level. Lacks adequate sensitivity to the needs of staff.


Coordination

Exceeds Expectations: Always maintains a cooperative working relationship with the appropriate staff members, outside companies and other partners. Always promotes a positive image of the company.

Above Expectations: Frequently coordinates well with other companies and coworkers.

Meets Expectations: Coordinates with other companies and coworkers in an acceptable manner.

Improvement Needed: Has a challenging time coordinating effectively with other companies and appropriate staff members.

Unsatisfactory: Performance is consistently below the expected level. Tends to create problems with others.


Management Team Participation

Exceeds Expectations: A very active team member who collaborates well with others. An excellent communicator who generates creative ideas and solutions for cost reduction and/or revenue enhancements. High energy in meetings.

Above Expectations: Always participates in team management meetings. Always provide helpful feedback to the team.

Meets Expectations: Works well with management team. Will usually support efforts.

Improvement Needed: Does not respond well to teamwork. Needs to share information with group.

Unsatisfactory: Performance is consistently below the expected level. Shows no desire to participate.


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