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Prepared by:

(Company Logo) Performance Evaluation


Form for Non-Supervisor Reviewed by:

Approved by:

EMPLOYEE INFORMATION
NAME DESIGNATION DATE HIRED

DIVISION/DEPARTMENT/GROUP PERFORMANCE EVALUATION PERIOD:


From: ________________
To: __________________

READ THE INSTRUCTION VERY CAREFULLY BEFORE RATING THE EMPLOYEE

INSTRUCTIONS
1. Rate the employee’s performance for the space indicated and write the date
the period only. when rating was made.
2. Accomplish the form in triplicate. 6. Base your rating on facts, not on mere
3. Under each factor in the rating form impressions. The best way to obtain
are four (4) characteristics has a point correct facts is to constantly and
equivalent of 1,2,3 or 4, as the case carefully observe the employee’s
may be. The order of enumeration of general performance during the whole
the characteristics under each factor is rating period not just later week or last
not necessarily according to points month.
from highest to lowest or vice versa to 7. Adopt a definite standard for
encourage the rater to give ratings comparison of employee’s in your unit
only after serious considerations. doing similar and/or allied work.
4. Read the statements under each 8. Take plenty of time to rate the
factor very carefully. Select the one employee. Do not be influenced by
which most nearly describes the prejudice or pity. The efficiency of your
employee being rated. Check the unit depends largely on your fair
appropriate box in ink. Do the same appraisal of those working under your
for each of the eleven factors. (The supervision. Do not overrate your
corresponding point value of each friends nor underrate those unfriendly
checked statement shall be indicated to you. Be impartial and do not
later, using the Key Schedule of discriminate.
Corresponding Point Values, column
II, Enclosure. And the points earned
under all the eleven factors to get the
total point score. Convert this to
adjective rating, using the conversion
table in Enclosure.)
5. The total point score and its equivalent
adjective rating shall be indicated later
on the spaces provided in this rating
form. The rater shall sign the form on

INTERPRETATION OF EFFICIENCY RATING


OUTSTANDING : ordinary requirement of the duties of
Performance was exceptional and the position.
deserves special commendation. UNSATISFACTORY :
VERY SATISFACTORY : Performance failed to meet the
Performance was very good but short minimum performance requirements
of outstanding. of the duties of the position.
SATISFACTORY :
Performance met the standard or

1. QUANTITY OF WORK: d. Outstanding and a strong force for


How much does the employee produce in a office
given time? morale. Well liked by co-employees
How rapid does the employee work? and
a. Completes exceptionally large superiors. Has unquestionable integrity.
amount of
work and can handle more than one 4. COOPERATION:
assignment at his present level. Does he work well with his fellow
b. Completes more than average employees?
amount of Is there any semblance of team or group
work. spirit in him?
c. Completes regular work well a. Uncooperative.
within a reasonable given time. b. Gives average cooperation
d. Very slow and works unsatisfactorily. c. Cooperates willingly.
d. Gives wholehearted cooperation.
2. QUALITY OF WORK:
Is he accurate, thorough and neat in his 5. APTITUDE AND ADAPTABILITY:
work? Consider his general fitness to his job.
Can he accomplish his work without errors? Can he learn easily new methods and details
Can he detect errors? of work related to his job?
a. Very careless and commits frequent a. Somewhat slow to learn; requires
errors frequent
of the same kind. instructions finds difficulty in adjusting
b. Work exceptionally accurate, neat and himself to new jobs.
complete in all details; no errors b. Readily adjustable to new work with
committed. brief
c. Does very good work and seldom instructions; welcomes changes.
commits c. Has exceptional and unusual
errors. keenness of
d. Does fairly good work; makes few perception; grasps new work quickly
errors; and
and seldom makes the same mistake easily anticipates new developments.
twice. d. Normally able to adjust to new work
after
3. HABITS, CHARACTER AND INTEGRITY: careful instructions.
How good is his relation with his fellow
employees? 6. INDUSTRY:
Does he respect his superiors? Is he honest Does he work hard? Does he concentrate on
and truthful? his work?
a. Inclined to be quarrelsome, surly and a. Very good worker. Steady and diligent
touchy. Does not get along well with in
others. Upsets morale. Inclined to the performance of his job.
be b. Lazy and indifferent; does very little.
dishonest. c. Extraordinarily and exceptionally
hardworking and industrious; very
b. Normally tactful, obliging and honest.
c. Fits easily into the group. Liked by co- energetic and conscientious.
employees and superiors. Honest and d. Normally industrious. Generally
upright. attentive
to his work.
7. RELIABILITY: d. Has exceptional mastery and
Can you depend on the employee to follow understanding of all phases of his job.
instructions?
Does he carry his full share of the 10. JUDGMENT:
responsibility? Is he able to grasp the significance of the
Does he meet the deadlines and schedules? situation around him and draw conclusions
a. Work is acceptable; generally therefrom? Does he use common sense?
dependable a. Cannot think for himself; Lacks self-
but occasionally needs some direction. confidence.
b. Very unreliable. Needs close and Points
constant Actual
Earned
supervision.
Frequency
c. Very dependable under most
circumstances; rarely needs checking. Duration
d. Exceptionally dependable at all times. Total Average
Completes work assigned with Points
minimum b. Exercise excellent judgment at all
supervision. times.
c. Manifests passable judgment. Normal
under all circumstances.
8. INITIATIVE:
d. Has better judgment most of the time.
Is he alert and resourceful? Does he
More reliable than average employee.
originate constructive ideas?
Does he adopt improved methods in his own
11. PUNCTUALITY AND ATTENDANCE (to be
work?
evaluated by HRD):
a. Does regular work normally
without Frequency Duration
waiting to be told; makes No. of Points Minutes Points
suggestions. Times Late Earned Late Earned
b. Does his work without waiting for <5x 4 <15 4
6 to 10x 3 16 to 60 3
directions. Often alert to
11 to 15x 2 61 to 120 2
opportunities for 16 to 20x 1 121 to 180 1
improvement of work.
c. A self-starter with exceptional Is he regular and punctual in his office
initiative. attendance?
Makes exceptionally worthwhile What is his attitude toward time lost from
suggestions. Can set up new jobs work?
where Does he often go out for no good reason?
new methods and practices are
required. Please indicate below the corresponding points earned
d. Usually waits to be told exactly what by the employees by his tardiness, both the duration and
to frequency.
do. Has to be led. Does only what is
required of him.

9. JOB KNOWLEDGE:
Does he know and understand the nature
and details of his job?
a. Knowledge and understanding of the
job
are adequate.
b. Knowledge and understanding of the Please encircle the corresponding points earned by the
job employee from the number of times he incurred
are insufficient. Needs a lot of absences.
coaching
from his immediate superior. No. of Days Absent Points Earned
c. Has thorough knowledge and 1-5 days 4
understanding of almost all phases 6-10 days 3
7-15 days 2
of his
16-20 days 1
job.
Respond to the following:
1. What are the employee’s strongest point(s)?

2. What areas need to be improved most?

3. Describe any concern to be discussed with the employee.

4. Other comments and recommendations to the employee.

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Recommended Action

If evaluating probationary employee


( ) For regularization
( ) Continue evaluation period for ____ month(s)
( ) Termination

If evaluating regular employee


( ) Promote to new position
Position Title: __________________
( ) Retain to current position

RATING:
Total Point Score Adjective Rating ____________________

Rated by: Reviewed/Noted by:

(NAME OF IMMEDIATE SUPERIOR) __________________________


(Designation) HR Manager
Date: ________________ Date: ________________

Acknowledged by
(I acknowledged that this evaluation was discussed to me)
Employee’s Comment

______________________
(Employee’s Signature Over Printed Name)
Note: This performance evaluation form shall be accomplished in triplicate. One copy shall be given to the ratee and one copy
shall be kept in the Department files. The original shall be forwarded to the HR Department for recording in the 201 file.

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