HUMAN RESOURCES EMPLOYEE SELF EVALUATION FORM

This document will be discussed between you and your manager at your annual performance
appraisal, at this meeting you and your manager will discuss your job performance and achievements
over the past year.
Please return this completed document to your manager (cc HR) by 17th May 2013. Your annual
performance review meeting will be held in May/June 2013. Your manager will schedule this meeting
with you over the coming week(s).

Employee Name:

Daniel Romano

Job Title:

24/7 - Orders - Quotes

Team Name/Division Name:

24/7 Distribution

Employment Start Date:

11 November 2012

Self Evaluation Begin Date:

1 July 2013 (or employment start date if later)

Self Evaluation End Date:

30 June 2014

Direct Manager Name:

Mitchell Walkaden

List what you understand your job responsibilities and requirements were during this evaluation
period
Processing Sales Orders and Purchase Orders, Generate quotes Take Jabra support calls. Monitor
the backorder

List the top 3-5 highest priorities of your role as you understand them
1. Generate customised quotes
2.

Processing customer orders

3. Take support calls from customers

4. Manage and organise RAs
5. Notify on ETAs,
6. Manage backorder
List what you consider to be your greatest strengths or accomplishments during this evaluation
period and why
Seamlessly transitioning into looking after all of 24/7 inbound and outbound Purchase orders and
sales orders. At times it was a little hectic around the end of financial year. With good time
management I was able to process all orders in a timely manner.

HUMAN RESOURCES EMPLOYEE SELF EVALUATION FORM

Identify any factors you feel impacted your job performance during this evaluation period
Why do you feel these factors occurred?
What solutions you see for future improvement to prevent these events happening again?
At times when it was extremely busy. It was like I was getting pulled in all directions because of this I
had to learn how to slow down and complete one task at a time

How do you believe you could perform your position tasks more efficiently and effectively?
If there was some training guides or manuals to refer to when I may have been unsure of the correct
process of a specific task.

What do you feel your direct manager can do to help you progress in your job performance?
Define specific processes on a couple of things that I need clarification on.

What do you feel senior management can do to help you progress in your job performance?
Maybe an incentive program. Or something like a bonus scheme.

What elements of your job do you find the most difficult?

The backorder

What elements of your job interest you the most and those you like the least?
The general sense of gratitude and accomplishment when a customer is happy with the prompt and
professional service provided in all aspect of the role. From a quote or even a simple customer
inquiry

HUMAN RESOURCES EMPLOYEE SELF EVALUATION FORM

What training & development activities have you participated in during this evaluation period that you
feel have enhanced your job effectiveness?
GN Jabra Product Tanning.

What types of training/development would you benefit from over the next 12 months?
Microsoft excel

What type of job would you like to be doing in one / two / five years time with the company and why?
In one years time I would like to be doing:
The Same or similar role
In two years time I would like to be doing:
Internal account management
In five years time I would like to be doing:

Skills Assessment
Please rate what you believe your current skills are below:
Commercial judgement

Exceptional

Very Good

Satisfactory

Needs
Improvement

Product/technical knowledge

Exceptional

Very Good

Satisfactory

Needs
Improvement

Time management

Exceptional

Very Good

Satisfactory

Needs
Improvement

Planning and/or budgeting and/or

forecasting

Exceptional

Very Good

Satisfactory

Needs
Improvement

Communication skills (written)

Exceptional

Very Good

Satisfactory

Needs
Improvement

Communication skills (verbal)

Exceptional

Very Good

Satisfactory

Needs
Improvement

Delegation skills

Exceptional

Very Good

Satisfactory

Needs
Improvement

Meeting deadlines/commitments

Exceptional

Very Good

Satisfactory

Needs
Improvement

HUMAN RESOURCES EMPLOYEE SELF EVALUATION FORM

Ability to work under pressure

Exceptional

Very Good

Satisfactory

Needs
Improvement

Creativity

Exceptional

Very Good

Satisfactory

Needs
Improvement

Initiative and pro-activeness

Exceptional

Very Good

Satisfactory

Needs
Improvement

Energy, determination & work-rate

Exceptional

Very Good

Satisfactory

Needs
Improvement

Leadership and integrity

Exceptional

Very Good

Satisfactory

Needs
Improvement

Adaptability & flexibility

Exceptional

Very Good

Satisfactory

Needs
Improvement

Professionalism

Exceptional

Very Good

Satisfactory

Needs
Improvement

Problem solving & decision

making

Exceptional

Very Good

Satisfactory

Needs
Improvement

Teamwork

Exceptional

Very Good

Satisfactory

Needs
Improvement

Helping to developing others

Exceptional

Very Good

Satisfactory

Needs
Improvement

Attitude & behaviour &

commitment to the business

Exceptional

Very Good

Satisfactory

Needs
Improvement

Exceptional

Very Good

Satisfactory

Needs
Improvement

(Towards company policies,

procedures, culture)
Attendance & punctuality

Employee Signature
Date