Administrative and Non-Managerial Employee Performance Review Guide

CATEGORIES

To assist your thought process in completing the rating and review comments

Communication Skills

Listening & paying attention Speaking to and with others Keeping others informed Writing skills
Keeping in touch with internal and external contacts Accurate and consistent communicator Ensures follow up

Personal Development

Additional training Self-improvement open to new tasks, ideas, challenges

Team Player

Cooperates with others Considerate of others over oneself Availability Reliability Accountability Integrity

Customer Service / Relations

Pays attention to detail Listening Ensures Follow-up Sees tasks through to completion Note: Includes internal and external
customers
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Decision Making Ability

Can make decisions Can uphold decisions Sees how decisions impact others Considers the whole picture

Organizational Skills

Orderliness Planning Methodology Structure Demonstrated time management skills

Motivated

Strives to complete tasks Prompt Strong work ethic

Attitude

Positive & good natured outlook A spark and enthusiasm to do the job
For example, in the warehouse area; this would include treating equipment with care and respect

Self Presentation

Personal appearance Grooming Hygiene Appropriate dress to meet job requirements

Presents self in a style appropriate to the position in the work environment

10

Work Habits

Reliable Accountable Dependable Consistently carries out and sees tasks through to completion

11

Position Knowledge

Familiar and knowledgeable regarding job position

For example, in the warehouse area; this would include order picking accuracy and shipping and receiving properly

12

Productivity

Output relative to job position

13

Employee Relations

Works well with co-workers Practices and demonstrates respect, professional and consistent treatment of others

14

Initiative

Thinks and acts without being urged to do so Undertakes new work activities without specific direction
Shows attempts to originate, develop and to carry through activities Generates ideas Takes charge & makes the first move

15

Punctuality

On time, arriving/departing (includes lunches & breaks)

16

Attendance

Acceptable attendance record Can count on the employee being at work Seldom absent

17

Housekeeping

Maintains a clean, organized and productive work area

18

Safety Awareness & Practice

Clearly understands the importance of workplace safety issues & actively follows safety guidelines and principles in the workplace
For example, in the warehouse area; this would include operating equipment in a safe & proper manner

19

Quality of Work

Meets company requirements

20

Overall Impression / Assessment

All encompassing rating, taking into consideration all categories

Definitions - PAGE 1/3 - Effective - SEPT 2004

Focus Area COLUMN

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Not Appl., COLUMN

On occasion, you may find there is a category that does not apply to this position. Indicate this with a check mark in this column.

GENERAL COMMENTS
For Employee and/or Employer consideration purposes,
- You may reference a category(s) that you feel is important to comment on.
- You can comment on other matters relevant to the job position.
- This section can include praise, but also concerns, if any.
- You may want to share your thoughts on the organization and what they have done for you and/or what could be done.
For example, is the company fulfilling their obligations to you?
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OPPORTUNITIES FOR IMPROVEMENT

For Employee and/or Employer consideration purposes,
- Your comments can reference a category(s) that you feel is important to expand upon.
For example, this section can be used to highlight an area(s) of improvement and/or growth opportunities for the employee.

GOALS (Minimum one goal maximum three goals)

For Employee and/or Employer consideration purposes,
- Your comments can reference a category(s) that you feel is important to set as a realist
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organizational skills and/or decision-making ability are two examples of setting employee goals.

Reviewer Signature & Date

Employee Signature & Date

Important Note To Employee: Your signature is an acknowledgement that you have seen and discussed this performance review with your supervisor.
It does not necessarily indicate agreement with this appraisal.

Definitions - PAGE 2/3 - Effective - SEPT 2004

5 = EXCEPTIONAL

Consistently exceeds expectations

Performance consistently exceeds the position requirements in all key areas evaluated and is characterised by major, outstanding
achievements in excess of objectives. Behaviours demonstrated exceed those expected of the employee's level in the organisation and
his overall contribution is clearly exceptional relative to job requirements.
4 = SUPERIOR

Consistently meets and often exceeds expectations

Performance exceeds most, and meets all of the position requirements in the key areas evaluated, and is characterised by significant
achievements above objectives. Behaviours demonstrated often exceed those expected of the employee's level in the organisation and
his overall contribution clearly exceeds requirements.
3 = EFFECTIVE

Consistently meets expectations

Performance consistently meets the position requirements in the key areas evaluated and is characterised by achievements in line with
objectives. Behaviours demonstrated are consi
s
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slevel in the organisation and his overall contribution is as
expected.
2 = NEEDS
DEVELOPMENT

Partially meets expectations or is capable of a higher level of performance

Performance does not meet all the position requirements in the key areas evaluated and is
characterised by few achievements. Behaviours demonstrated are not consi
st
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his overall contribution falls below that expected.
In this situation a plan must be outlined and agreed to move the individual to a higher level of performance. If an individual continues in
this category, then action must be taken as outlined in the
Ineffectivecategory below.
1 = INEFFECTIVE

Fails to meet expectations

Performance fails to meet the position requirements in the key areas evaluated. Behaviours demonstrated are not consistent with the
empl
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onconsistently fails to meet requirements.
Significant short-term improvement is required for continued employment in the current position. Employees in this category should be
on, or about to be placed onto, the formal capability process to achieve the improvement required.

Definitions - PAGE 3/3 - Effective - SEPT 2004