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CONFIDENTIAL

PERFORMANCE APPRAISAL REPORT


FOR CURRENT AND POTENTIAL HIGHER LEVEL ASSOCIATES FROM ASST. DEPT HEAD UP

Review Type :
Employee Name
 Annual  Probation  Promotion  Other
Title / Position Date started in this position :

Department Date of Original Hire :

Date of Appraisal Period of Appraisal :

IMPORTANT NOTE: This report has been designed to enable you to objectively appraise the work
performance and potential of managers and associates in your section or department. Please keep in
mind that the appraisal will become an important part of the Employee’s record and will influence
his/her future development and career. It is therefore important that you consider all of the following
factors carefully before rating and describing in detail individual aspects of the Employee’s performance.

Indicator Point:

 Unacceptable :1
Presently not acceptable, requires continual close supervision and direction substantial and immediate
improvement required failure to improve within a prescribed period of time will result in demotion or
termination.
 Improvement required :2
Normally meets minimum job requirements but requires above normal supervision and direction.
Meets minimum standards but requires improvement for the long term.
 Meets job requirements : 3–4
Meet reasonable and realistic job requirements and often exceeds them. Is effective with only
occasional Supervision.
 Better than required standards :5–6
Consistently exceeds requirements and standards. Highly effective with only general guidance
required substantially above expected standards.

I. PERFORMANCE ASSESSMENT

1. TECHNICAL KNOWLEDGE AND EXPERIENCE 1 2 3 4 5 6


Has the employee demonstrated an appropriate breadth and depth of knowledge and know-how and
applied the successfully? Is the employee receptive to new ideas and approaches to situations and
problems?
Reason for rating :
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

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2. PLANNING 1 2 3 4 5 6
Is the Employee able to correctly anticipate trends and changes in
business patterns/ needs? Can he/she prioritize and plan his/her own work as well as those of this
subordinates and achieve high, consistent levels of efficiency?
Reason for rating :
_____________________________________________________________________________________
_____________________________________________________________________________________

3. DELEGATION 1 2 3 4 5 6
Has the Employee demonstrated a consistent ability to delegate tasks while maintaining control and
motivating subordinates to increase efficiency and effectiveness?
Reason for rating :
_____________________________________________________________________________________
_____________________________________________________________________________________

4. ASSOCATED TRAINING AND DEVELOPMENT 1 2 3 4 5 6


Does the Employee ensure that on-the-job training is regularly conducted in his/her section and does
he/she get personally involved in staff development?
Reason for rating :
_____________________________________________________________________________________
_____________________________________________________________________________________

5. LEADERSHIP 1 2 3 4 5 6
Does the Employee lead his/her subordinates in ways that achieve positive results, increase efficiencies
and motivate associates?
Reason for rating :
_____________________________________________________________________________________
_____________________________________________________________________________________

6. COMMUNICATIONS 1 2 3 4 5 6
Is the Employee effective in encouraging upward communication from subordinates to superiors and in
ensuring that upper management information reaches subordinates? Are his/her written and verbal
reports complete, concise, clear and timely?
Reason for rating :
_____________________________________________________________________________________
_____________________________________________________________________________________

7. HUMAN RELATIONS 1 2 3 4 5 6
Is he/she sensitive and receptive to co-workers and associates needs, ideas, and feelings? Does the
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Employee act tactfully and is able to influence and earn the respect to peers and superiors?
Reason for rating :
_____________________________________________________________________________________
_____________________________________________________________________________________

8. PROFESSIONAL CONDUCT AND ETIQUETTE 1 2 3 4 5 6


Does the Employee behave and respond to associates, subordinates, superiors and others in a
professional and courteous manner, and observe the correct rules of etiquette? Is he/she sensitive and
respectful to local customs of behavior?
Reason for rating :

_____________________________________________________________________________________
_____________________________________________________________________________________

II. JOB DESCRIPTIONASSESSMENT


Generic Job Skills
1. Attitude Towards Co-Workers 1 2 3 4 5 6
2. Attendance and Punctuality 1 2 3 4 5 6
3. Maintain Personal Hygiene and Grooming 1 2 3 4 5 6
4. Job Knowledge 1 2 3 4 5 6
5. Communication in the Workplace 1 2 3 4 5 6
Specific Job Skills

6. . 1 2 3 4 5 6

7. . 1 2 3 4 5 6

8. . 1 2 3 4 5 6

9. . 1 2 3 4 5 6

10. . 1 2 3 4 5 6

11. . 1 2 3 4 5 6
12. . 1 2 3 4 5 6

13. . 1 2 3 4 5 6
14. . 1 2 3 4 5 6

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15. . 1 2 3 4 5 6

16. 1 2 3 4 5 6

17. 1 2 3 4 5 6

18. 1 2 3 4 5 6

19. 1 2 3 4 5 6

III. OVERALL PERFORMANCE & JOB DESCRIPTION ASSESSMENT

Overall Performance & Job Description Assessment

Performance Keys:
 Below expectation and or improvement required :> 1 – 3.4
 Meets job requirement and or exceeds job requirements :3.5 – 4.4
 Excellent in performance : 4.5 >

Please indicate which of the following categories best describes the Employee’s overall performance :
Below expectation Improvement required
 Meets job requirement  Excellent in performance

RECOMMENDED STATUS CHANGE


 Extend Contract  Promoted to ____________________  Other :_________________________
 Make Permanent  Purposes of Increment or Annual Salary Review: _________________________

Department Head and or General/ Manager’s Comments :

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

IV. CAREER DEVELOPMENT PLAN


Objectives Targeted Expected Results

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Evaluation General Comment

1. Of The Employee Comments


________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________

2. Of The Superior’s Comments

________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________

V. EVALUATION PROCESS

Employee’s Verification of the Evaluation Report Discussion :


The contents of this report have been read and explained to me, I understand that I may approach my
Department Head/ General Manager for further discussion if necessary

Employee’s Signature : _______________________________ Date Signed _______________________

Division Head Signature : _____________________________ Date Signed _______________________

General Manager Signature : __________________________ Date Signed _______________________

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