Annual Performance Review Manager Evaluation - Completed Elisa Ann DuVall ‘Job Title: Office Technician Ill Manager: Cynthia Loftus Document Type: Annual Performance Review Period: 05/16/2008 - 05/15/2009 Template: Annual Performance Review Document ID: 2698 Status: Completed Due Date: 04/26/2008 The document status is Completed. Section 4 - Weld County CORE Competencies Description Demonstrates a high level of dependabilty in all aspects ofthe job, Completes all assigned tasks ‘with excellence on time and with minimal supervision. Is punctual and present for work. Futils all commitments ‘made to peers, co-workers, and supervisor. Informs appropriate individuals when assigned tasks will nt be completed in agreed upon time frame, Takes responsibility for own actions. Manager Rating: 4-Above Standards 4.00 ‘Avg Rating: 4-Above Standards 4.00 Manager Comments: Description ‘Acts in an honest and trustworthy manner based on personal accountabilty and a moral conviction to do the right thing, Acts consistenty with personal standards of ethical judgment and professionalism when participating in group decisions and problem-solving, Acts to protect and does not violate or compromise the ‘confidentiality of information. Recognizes when situations or directives are directly or indirectly in confict with professional ethics or with the organization's stated values, Promises only what can reasonably be delivered, ‘Appropriately and consistently complies with policies and procedures. Includes appropriate people in the decision making process, Manager Rating: 3-Meets Standards 3.00 ‘Avg Rating: 9-Meets Standards 3.00 Manager Comments: Elisa has been stressed and is showing fustration to fellow clerks. Description Demonstrates an understanding of the ink between one’s own job responsibiities and overall ‘organizational goals and needs, and performs one’s job with the broader goals in mind. Helps and supports fellow ‘employees in their work to contribute to overall organization success. Demonstrates understanding of the overall, business ~ its goals, purpose, functions, compaition, etc. ~ that helps increase employee commitment and interest. Looks beyond the requirements of one's own jab to offer suggestions for improvements of overall ‘organization operations. Takes personal ownership in organization's success. Demonstrates accuracy and thoroughnessManager Rating: 3-Meets Standards 3.00 ‘Avg Rating: 3-Moets Standards 3.00 Elisa needs to work on staying positive about fellow workers and keep up the 00d work of supporting the diferent areas of the office. Manager Comments: Description :Changes behavioral style or method of approach when necessary to achieve a goal; adjusts style as appropriate to meet the needs of the situation. Adjusts easily to changes at work. Modifies a strongly held position in response to contrary evidence. Recognizes the merits of different approaches and uses them in ‘accomplishing work activities. Modifies own behavior fo fit the situation at hand or to meet the expectations of others. Manager Rating: 4-Above Standards 4.00 ‘Avg Rating: 4-Above Standards 4.00 Elisa is flexable and goes out of her way to help customers. She fils in on the line without always having to be asked. Manager Comments: Description :Demonstrates respect for al differences (e.g. race, gender, ethnic background, disabillies, sexual orientation, age, career levels, style and opinions.) Refrains from behavior or language that is exclusionary or ‘offensive in nature. Solicits opinions from many diverse perspectives. Considers different ideas when making business decisions. Acheres to the policy on sexual and other unlawful harassment. Participates in County training and learning opportunites to increase competence in Diversity 4-Above Standards 4.00 ‘Avg Rating: 4-Above Standards 4.00 Manager Comments: Manager Rating: 4-Above Standards 3.60 ‘Avg Rating: 4-Above Standards 3.60 ‘Summary Weight: 35% (not ess than 25%) Manager Comments: Elisa is a hard worker and likes to please the customer.Section 2 - Responsibilities Description ;Perform a variety of duties, including ttle batching, which includes printing strips and tile complete cards. Manager Rating: 3-Meets Standards 3.00 ‘Avg Rating; 3-Meets Standards 3.00 ‘Manager Comments: Description Fling, which includes putting county registration copies in numeric order and fling in the cabinets, Manager Rating: 3-Meets Standards 3.00 ‘Avg Rating: 3-Meets Standards 3.00 Manager Comment nein Description :Scanning checks, checks from the office are scanned for deposit at the treasurers office. ‘Manager Rating: 3-Meets Standards 3.00 ‘Avg Rating: 3-Meets Standards 3.00 Manager Comments: Elisa has showed confidence and improvement on scanning checks. Description :Labeling security agreements, the strips that were printed by the batching clerk are put on the security agreements and all the information is verified, ‘Manager Rating: 3-Meets Standards 3.00‘Avg Rating: 3-Meets Standards 3.00 Manager Comments: Description Processing mail in renewals, this job includes opening the mail in renewals, scanning and processing them and then balancing the monies. Writing letters on the rejects. Also, processing the or-line renewals daily Manager Rating: 3-Meets Standards ‘Avg Rating: 3-Meets Standards Manager Comments: 3.00 3.00 Description Filing in at the counter when necessary, answering the phones and balancing their drawer at the end of the day, Manager Rating: 4-Above Standards 4.00 Avg Ratin 4-Above Standards 4.00 Manager Commen Elisa works in a timely manner and handles customers on the phones and files in atthe front when asked and on her own if is busy. Description lisa has been good at balancing out each night and helping fellow workers. Elisa needs to be more: Careful on completing her worksheets and making sure long and shorts are entered correctly, ‘Manager Rating: 3-Meets Standards 3.00 ‘Avg Rating: 3-Meets Standards 3.00 Manager Comments: El'84 needs to watch her forms and fin the correct blanks and enter and a * remove any shorts orlongs on the balancing sheet Description Elisa is very good at customer service and answering the phones. She tends to get to many personal phone calls in a day.Manager Rating: 2-Below Standards 2.00 ‘Avg Rating: 2-Below Standards 2.00 Elisa has great customer skills, Elisa needs to watch her personal calls and get them down in numbers. Manager Comments: Description -Operates a variety of office equipment, which Include computer terminal and printers. Manager Rating: 3-Meets Standards 3.00 ‘Avg Rating: 3-Meets Standards 3.00 Manager Comments: Description :Keeps informed of new laws and ordinances: answers inquires from departments and the public. Manager Rating: 3-Meets Standards 3,00 ‘Avg Rating: 3-Meets Standards 3,00 Manager Comments: Manager Rating: 3-Meets Standards 3.00 ‘Avg Rating: 3-Meets Standards 3.00 ‘Summary Weight: 65% (not less than 25%) Manager Comments: Elisa is @ hard worker and is well liked by the customers and fellow clerks, She needs to stay focused on the tasks at hand and follow through in a timel Section 3 - Employee Goals Manager Rating: O-No Rating 0.00 ‘Avg Rating: 0-No Rating 0.00 ‘Summary Weight: 0% Manager Comments:Section 4 - Individual Development Plan ‘Manager Comments: ‘Manager Ratin. ‘Avg Rating: Manager Comments: Section 5 - Overall Summary 3.Meets Standards 321 3-Meets Standards 324 Elisa keep up the good work and thank you for filing in all over the office You have a great talent with customer service. Section 6 - Employee Comments Employee Comments: | have been more on the quiet side, but I have not been rude to my co- workers, Phone calls that | have recieved have been pre-approved due to personal issues in he court system or schoo! issues regarding my kids, Others i may recieve are short n sweet above its mentioned that | need to work on being postive about my fellow co-workers/ as well as | am wel iked by my fellow co-workers, (2) Every evening before | leave ALL of my days work is completed. Not sure what the comment @ staying focused and getting my tasks done in a timely matter. 11am watching closely on my worksheet to avoid errors, Section 7 - Manager CommentsManager Comments: Section 8 - Signatures. Elisa Ann DuVall/ Date Gynthia Loftus / Date Last Modified By : Cynthia Loftus