EMPLOYEE PERFORMANCE APPRAISAL FORM

Employees Name : __________________________________________________________ Date : __________________

Position / Level : __________________________________________________________ Date HIRED : ________________

Department : __________________________________________________________ Employment Status:__________

Type of Appraisal : ANNUAL PROBATIONARY MID / YEAR END

Appraisal Period From : ____________________ To : _____________________

Instructions: Please carefully review the employee's performance during the past appraisal period and select the description th
describes the employee's overall performance. Please provide supporting documents, comments and examples for each perform
area. This apparaisal focuses on factors, which determine the quality of the overall performance, and indicates areas, which ma
require futher training and professional development. Rating is ranging from 1 to 5 considering one (1) is the lowest and five (5
the highest score.

JOB KNOWLEDGE: The employee's understanding of his/ her specific job responsibilities and general goals of the company
________ (5) Exceeds Expectations: Demonstates deep knowledge of the professional field and understands the most complex
aspects of the job responsibilities.
________ (4) Above Expectations: Demonstrates solid working knowledge of the professional area and is capable of handling
complex projects.
________ (3) Meets Expectations: Demonstrates sufficient knowledge of professional area and performs job responsibility wel

________ (2) Improvement Needed: Lacks knowledge in several basic elements of job. Requires frequent instruction in areas o
fundamental knowledge.
________ (1) Unsatisfactory: Performance is consistently below the expected level. Despite a reasonable period of orientation
and/or instruction, job knowledge remains at an unacceptably low level.

Comments or Performance Examples:

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QUALITY OF WORK: Work products are professional, clear, and comprehensive.

________ (5) Exceeds Expectations: Consistently procedures work that is of the highest quality and accuracy.
________ (4) Above Expectations: Almost always procedures high quality, accurate work.
________ (3) Meets Expectations: Typically procedures quality of work with occasional errors.
________ (2) Improvement Needed: Attention needed to producing work that is more thorough and accurate.
________ (1) Unsatisfactory: Performance is consistently below the expected level. Disorganized and usually unprepared.

Comments or Performance Examples:

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COMMUNICATION: Effecively conveys and receives ideas, information and directions; listens effectively; demostrates good ve
and written communication. Shares appropriate information with coworkers and management.
________ (5) Exceeds Expectations: Excellent oral and written communication skills. An active listener who has a sound sense
when to share information and with who to share it with.
________ (4) Above Expectations: Demonstrates above average oral and written communication skills.
________ (3) Meets Expectations: Demonstrates solid communications skills but may need ocassional training to sharpen certa
areas.
________ (2) Improvement Needed: Additional training to develop communication skills is recommended. Frequent communi
break downs can cause confusions with coworkers and interfere with the employee's ability to complete assignments accurate

________ (1) Unsatisfactory: Performance is consistently below the expected level. Communication skills are extremely poor.

Comments or Performance Examples:

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PRODUCTIVITY/ RELIABILITY: Maintains fair workload; takes on additional responsibilities as needed; manages priorities; de
and follow work procedures; completes assignments on time and with work accuracy.
________ (5) Exceeds Expectations: Reliability never in question. Work assignments always completed with the highest level o
accuracy and ahead of deadline
________ (4) Above Expectations: Very reliable. Work always performed accurately and on time.
________ (3) Meets Expectations: Reliable employee. Work assignments typically completed accurately in a timely fashion.

________ (2) Improvement Needed: Work deadlines frequently missed and assignments tend to have a high level of inaccurac

________ (1) Unsatisfactory: Performance is consistenly below expected level. Resists assignments and requires constant direc

Comments or Performance Examples:

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DEPENDABILITY/ INITIATIVE: Demonstrates independent action and resourcefulness on the job; performs duties in an accep
manner with minimal supervision.
________ (5) Exceeds Expectations: Constantly exhibits independent action and resourcefulness. Exercises outstanding judgme
knowing when to seek guidance from supervisor. A highly motivated employee.
________ (4) Above Expectations: Frequently exhibits independent action and resourcefulness. Exercises good judgment on kn
when to seek guidance from supervisor.
________ (3) Meets Expectations: Dependable employee. Generally demonstrates independent action with minimal supervisio

________ (2) Improvement Needed: More independent action is needed. Requires more than normal supervisory guidance in
normal, job-related decisions.
________ (1) Unsatisfactory: Performance is consistently below the expected level. Requires normal supervision at all times.

Comments or Performance Examples:

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ATTENDANCE: Consistently is on time and ready to work at the start of tshift and after breaks; requires not start-up time; alwa
provides proper notification or advance notice for absence or tardiness.
ATTENDANCE: Consistently is on time and ready to work at the start of tshift and after breaks; requires not start-up time; alwa
provides proper notification or advance notice for absence or tardiness.
________ (5)Exceeds Expectations: Consistently is on time and always provides proper notification or advance notice for absen
tardiness. Never requires any start-up time.
________ (4)Above Expectations: Ocasssionally early and usually prepared to work at prescribed time. Rarely absent.
________ (3) Meets Expectations: Attendance record satisfactory. Generally on time. Works well without prodding.
________ (2) Improvement Needed: Employee attendance record is unstable.
________ (1) Unsatisfactory: Performance is consistently below the expected level. Seldom on time. Absent often.

Comments or Performance Examples:

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RELATIONS WITH OTHERS: Consider employee's abilities to maintain a positive and harmonous attitude in the work environm

________ (5) 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.
________ (4) Above Expectations: Always maintain a positive attitude in a work environment. Always willing to help.
________ (3) Meets Expectations: Employee typically contributes to team projects and has a positive working relationship with
coworkers.
________ (2) Improvement Needed: Often disagreeable in cooperating with co-workers and fails to get along with others.
________ (1) Unsatisfactory: Performance is consistently below the expected level. Uncooperative.

Comments or Performance Examples:

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PROFESSIONALISM: Displays the behavior, demeanor and appearance generally associated with the assigned position.
________ (5) Exceeds Expectations: Consistently demonstrated a superior level of professional behavior, attitude and appearan
Has achieved certification(s) available for position. Maintains superior personal standards and strict confidentiality. Exercises se
control.

________ (4) Above Expectations: Consistently demonstrates an above-avarage level of professional behavior, demeanor and
appearance. Actively pursues continuing education learning opportunities. Maintains confidentiality.
________ (3) Meets Expectations: Consistently demonstrates good professional behavior, demeanor and appearance. Participa
effectively in job skills training opportunities as offered by agency. Maintains confidentiality.
________ (2) Improvement Needed: Needs to make a more serious effort to demonstrate professional behavior appropriate p

________ (1) Unsatisfactory: Performance is consistently below the expected level.

Comments or Performance Examples:

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FINANCIAL /RESOURCE MANAGEMENT: The process of planning, organizing, controlling and monitoring financial resourc
the company, with a view to achieve organizational goals and objectives.
________ (5) Exceeds Expectations: Able to manage well all financial aspects of the company and can easily identify areas of
profitability and possible losses. Shows great concern towards profit and loss.
________ (4) Above Expectations: Consistently manage financial performance in area of responsibility in accordance with the
and departmental goals.
________ (3) Meets Expectations: Manage assets effectively, including technology, equipment, budget, and space where appli
________ (3) Meets Expectations: Manage assets effectively, including technology, equipment, budget, and space where appli

________ (2) Improvement Needed: Tends to overlooked some important details as to cost and expenditures.
________ (1) Unsatisfactory: Not concious at all in terms of cost and expenses in the area of responsibility.

Comments or Performance Examples:

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 page 1
FORMANCE APPRAISAL FORM
Date : __________________

Date HIRED : _____________________

Employment Status:_______________

formance during the past appraisal period and select the description that best
rovide supporting documents, comments and examples for each performance
ne the quality of the overall performance, and indicates areas, which may
ating is ranging from 1 to 5 considering one (1) is the lowest and five (5) being

his/ her specific job responsibilities and general goals of the company
knowledge of the professional field and understands the most complex

working knowledge of the professional area and is capable of handling

ent knowledge of professional area and performs job responsibility well.

n several basic elements of job. Requires frequent instruction in areas of

ly below the expected level. Despite a reasonable period of orientation,

ptably low level.

__________________________________________________________
__________________________________________________________

clear, and comprehensive.

dures work that is of the highest quality and accuracy.
dures high quality, accurate work.
quality of work with occasional errors.
to producing work that is more thorough and accurate.
ly below the expected level. Disorganized and usually unprepared.

__________________________________________________________
__________________________________________________________
eas, information and directions; listens effectively; demostrates good verbal
ation with coworkers and management.
written communication skills. An active listener who has a sound sense of
h.
average oral and written communication skills.
ommunications skills but may need ocassional training to sharpen certain

to develop communication skills is recommended. Frequent communication

nterfere with the employee's ability to complete assignments accurately.

y below the expected level. Communication skills are extremely poor.

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d; takes on additional responsibilities as needed; manages priorities; develops

time and with work accuracy.
question. Work assignments always completed with the highest level of

lways performed accurately and on time.

Work assignments typically completed accurately in a timely fashion.

equently missed and assignments tend to have a high level of inaccuraces.

y below expected level. Resists assignments and requires constant direction.

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dent action and resourcefulness on the job; performs duties in an acceptable

independent action and resourcefulness. Exercises outstanding judgment on

ly motivated employee.
ndependent action and resourcefulness. Exercises good judgment on knowing

ee. Generally demonstrates independent action with minimal supervision.

t action is needed. Requires more than normal supervisory guidance in

y below the expected level. Requires normal supervision at all times.

_____________________________________________________________
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rk at the start of tshift and after breaks; requires not start-up time; always
nce or tardiness.
me and always provides proper notification or advance notice for absence or

nd usually prepared to work at prescribed time. Rarely absent.

atisfactory. Generally on time. Works well without prodding.
nce record is unstable.
y below the expected level. Seldom on time. Absent often.

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ties to maintain a positive and harmonous attitude in the work environment.

with others to achieve desired results. Always able to prevent, resolve

able towards co-workers.
ositive attitude in a work environment. Always willing to help.
ontributes to team projects and has a positive working relationship with

e in cooperating with co-workers and fails to get along with others.

y below the expected level. Uncooperative.

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and appearance generally associated with the assigned position.
nstrated a superior level of professional behavior, attitude and appearance.
ntains superior personal standards and strict confidentiality. Exercises self-

trates an above-avarage level of professional behavior, demeanor and

ning opportunities. Maintains confidentiality.
trates good professional behavior, demeanor and appearance. Participates
by agency. Maintains confidentiality.
more serious effort to demonstrate professional behavior appropriate position.

y below the expected level.

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s of planning, organizing, controlling and monitoring financial resources of
als and objectives.
ell all financial aspects of the company and can easily identify areas of
wards profit and loss.
financial performance in area of responsibility in accordance with the budget

tively, including technology, equipment, budget, and space where applicable.

 ed some important details as to cost and expenditures.
ms of cost and expenses in the area of responsibility.

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 SUPERVISORY ABILITY (Applicable only to designated Supervisory, Officer, AM and up Positions)

DECISION MAKING ABILITY: Demonstrates sound, timely decision, making practices.

________ (5) Exceeds Expectations: Exhibits confident, outstanding decision making skills that take all important
factors into consideration.
________ (4) Above Expectations: Very good decision maker who makes the necessary decisionsin timely fashion.
Resourceful.
________ (3) Meets Expectations: Good decision maker. Tends to be logical in approach to problems. Reasonably
alert to opportunities.
________ (2) Improvement Needed: Has dificulty in obtaining or evaluating pertinent information and/ or puts off
making decisions considering facts at hand.
________ (1) Unsatisfactory: Performance is consistently below the expected level. Often misunderstand or bungle
directions. Untimely and inconsistent decision making practices are frequently exhibited.
Comments or Performance Examples:

LEADERSHIP: Motivates team with sound direction and leadership.

________ (5) Exceeds Expectations: Acts as a positive mentor and coach to all direct reports and is concerned with
departamental success as well as individual growth. Ties departamental strategic mission.
________ (4) Above Expectations: A very sound leader who promotes departamental initiative and strategic
mission. Work with direct reports on a regular basis to ensure a productive work environment.
________ (3) Meets Expectations: Provides necessary leadership to individuals and the department. Supports the
progess of staff members and the mission of the company.
________ (2) Improvement Needed: A stronger sense of responsibility for the direction of the department and a
more focused attempt to contribute to or support the mission of the company would be beneficial.
________ (1) Unsatisfactory: Performance is inconsistently below the expected level. Lacks adequate sensitivity to
the needs of staff.
Comments or Performance Examples:

COORDINATION: Demonstated ability to coordinate work program elements with appropriate staff members,
outside agencies and other partners.
________ (5) Exceeds Expectations: Always maintains a cooperative workin relationship with the appropriate staff
members, outside agencies and other partners. Always promotes a positive image of agency.
________ (4) Above Expectations: Frequently coordinates well with other agencies and coworkers.
________ (3) Meets Expectations: Coordinates with other agencies and coworkers in an acceptable manner.
________ (2) Improvement Needed: Has a difficult time coordinating effectively with other agencies and
appropriate staff members.
________ (1) Unsatisfactory: Performance is consistently below the expected level. Tends to create problems with
others.
Comments or Performance Examples:

MANAGEMENT TEAM PARTICIPATION: Level of participation as a management team member, including

contribution to group budgeting, work programming, problem solving, and policy development efforts.
MANAGEMENT TEAM PARTICIPATION: Level of participation as a management team member, including
contribution to group budgeting, work programming, problem solving, and policy development efforts.
________ (5) 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 meetings.

________ (4) Above Expectations: Always participates in team management meetings. Always provide good
feedback to the team.
________ (3) Meets Expectations: Works well with management team. Will usually support efforts.
________ (2) Improvement Needed: Does not respons well to teamwork. Needs to share information to the group.
________ (1) Unsatisfactory: Performance is consistently below the expected level. Shows no desire to participate.
Comments or Performance Examples:

- page 2
 OBJECTIVE
I. Performance Plan: Identify specific actions/ behaviors the employee needs to initiate, cease and/or continue in the
upcoming performance period. Attach any additional pages, if necessary.

II. Development Plans: Identify specific work assignments and topics for training designed to increase individual's
effectivess on present job and prepare for future job assignments. Attach any additional pages, if necessary.

III. Goals of Year: Identify specific performance goals for the year. Attach any additional pages, if necessary.

Overall Employee Rating: ( Sum of all scores divided by number of factors)

_______ 0-1.9 _______ 2 - 2.9 _______ 3-3.9 _______ 4 - 4.9 _______ 5

Overall comments including any necessary corrective action:

Date discussed to the Employee: _______________ ____________________________________

Evaluator's Signature

Employee Comments: Enter below any comments you wish to make about your appraisal or the objectives for upcoming year.
Attach any additional pages, if necessary.

I have reviewed the above evaluation and discussed it with supervisor. My signature below shall not be constructed to mean
either agreement or disagreement with the evaluation but rather acknowledgement that the evaluation has been seen by me.
I have reviewed the above evaluation and discussed it with supervisor. My signature below shall not be constructed to mean
either agreement or disagreement with the evaluation but rather acknowledgement that the evaluation has been seen by me.

_________________________________ ________________________________
Employee's Signature Date

__________________________________ _________________________________
Executive Director's Signature Date