COMPANY X

Introductory Performance Review

Employee Name Dept. & Dept. Number
Title Date of Hire
Review Period From To Supervisor
This review is to evaluate employment suitability in terms of ability, knowledge, skill, interest and adaptability to company policies and procedures. The primary purpose of an Employee Performance Review is to improve performance by providing constructive feedback on how well the employee has met his/her specific job requirements. This review should also be used as a means to establish meaningful and attainable goals and to determine an appropriate developmental path.

Consider the employee on the basis of the standards expected to be met for the position based on the length of time on the job. Rate the employee on how well the requirements of the position are fulfilled.

PART ONE: POSITION DESCRIPTION & OBJECTIVES

Describe the assignments and major responsibilities of the position during the initial 90-day period. List your expectations: (To be completed and discussed within the employee’s first week with Company X or at the start of an interim review cycle).

   

Outcome

 

Expectation

Met

Partially Met

Did Not Meet

1.

     

2.

     

3.

     

4.

     

5.

     

6.

     
PART TWO: PERFORMANCE RATING

Define the employee’s strengths and growth area in each category, considering each category separately regardless of the rating given in the other areas. Rate the employee by checking the appropriate box with each applicable section.

Quality of Work Consider accuracy, neatness, timeliness, attention to detail, volume/quantity requirements, adherence to duties and procedures in work instruction.
Needs Refinement Meets Expectations

Specific behavior examples to support your rating:

 

Reasoning Ability

Employee can solve practical challenges and deal with a variety of variables when making decisions. Ability to interpret and implement a variety of instructions furnished in verbal, diagrams or schedule form.

Needs Refinement

Meets Expectations

Specific behavior examples to support your rating:

 

Accountability Employee takes ownership and responsibility for his/her work. Employee demonstrates a willingness to make commitments and a dedication to keep them.
Needs Refinement

Meets Expectations

Specific behavior examples to support your rating:

 

Job Knowledge Knows major responsibilities, related performance objectives and results to be achieved. Demonstrates appropriate knowledge and skill commensurate to length of service. Employee’s resourcefulness in seeking the necessary information or training to benefit him/her in the position
Needs Refinement

Meets Expectations

Specific behavior examples to support your rating:

 

Communication/ Customer Service Responds positively to suggestions, instructions or criticism. Always communicates with fairness and respect to internal and external customers. Listens and speaks to establish mutual understanding.
Needs Refinement

Meets Expectations

Specific behavior examples to support your rating:

 

Commitment and Dedication to Teamwork

Consider cooperation and contributions to team effort. The interest and enthusiasm employee shows to job and company. Employee’s efforts to achieve company and department objectives. Employee always considers the impact/benefit the decision may have on his/her position, team, department, Company X and our customers.

Needs Refinement

Meets Expectations

Specific behavior examples to support your rating:

 

PART FOUR: DEVELOPMENT PLAN (Employees short- and long-term career goals)

 

 

 

PART FIVE: PERFORMANCE ACTION PLAN
OBJECTIVE 1
What:  
How:  
By When:  
Initiative Supported:  

 

OBJECTIVE 2
What:  
How:  
By When:  
Initiative Supported:  

 

OBJECTIVE 3
What:  
How:  
By When:  
Initiative Supported:  

 

Supervisor’s Summary Comments

 

 

 

 

Employee’s Comments Employee is encouraged to describe any reaction to ratings, feelings about current position, future plans, steps being taking to reach goals.
 

 

 

 

Employee* Date
Manager Date
Department Executive Date
  Next Review Date

*Signature merely indicates receipt of appraisal and not necessarily agreement.