Professional Documents
Culture Documents
INSTRUCTIONS
Preparation
Two weeks prior to the Performance Appraisal taking place the reviewing Manager/Supervisor should:
Set a convenient time & organise a private place to conduct the Performance Development
Appraisal
Advise the Employee that it is time for their review and inform them of the time & place the
Performance Appraisal will be conducted
Complete Part 1 of the Performance Appraisal Key Performance criteria as per the job description
At the time of confirming the date of the appraisal, provide a blank copy of the Performance
Appraisal Form to the Employee to prepare for the meeting.
Advise the Employee that they should complete Part 2 of the Performance Appraisal Form prior to
the Appraisal rating their performance as per the scale provided.
During
The Performance Appraisal Form should be fully completed during the meeting with comments and
signatures from both the Appraiser and the Employee/Appraisee.
Post
Original Performance Appraisal Form is to be given to Employee/Appraisee. A copy is to be forwarded to
Human Resources to be retained on the Employees Personnel File.
Page 1
PERFORMANCE APPRAISAL
Employee/Appraisee Name:
Time in Position:
Position:
Performance
Appraisers Name
Appraisers Position
End of Probation
(New employee/ Position)
______________________
From:
mths
________________________
To:
Has performance improved since last review?
Yes
Unchanged
No
Not Applicable
Record any changes to employees qualifications and training courses undertaken during the review
period:
Page 2
ASSESSMENT OF PERFORMANCE
Part 1 - Key Responsibilities during Review Period
Record Key responsibilities undertaken by employee during the review period
Dates
From
To
Key Responsibilities
(refer to job description)
Not Applicable
Too Early
Unsatisfactory
Improvement Required
Good
Very Good
Superior
Page 3
Employee
Rating
Employer
Job Knowledge
Understands systems, costs, procedures and productivity requirements.
COMMENTS:
Communication
Displays adequate communication skills when conversing with customers, management and
co-staff.
COMMENTS:
Cooperation
Does the required duties with minimum supervision, follows work rules and procedures and is
willing to help others when required.
COMMENTS:
Sensitivity
Displays actions that indicate a consideration for feelings and needs of others.
COMMENTS:
Attention to detail
Handles both the small and large aspects of a task. Does not forget task items that need to be
done and can be depended upon to have everything accomplished, relative to an assigned task.
COMMENTS:
Persistence
When obstacles are encountered, stays with the task or plan until desired results are either
achieved or are no longer reasonably attainable.
COMMENTS:
Adaptability
Maintains effectiveness during work-related changes and is willing to assume new
responsibilities.
COMMENTS:
Page 4
Problem Solving
Uses disciplined approach when dealing with the problems arising from the positions duties.
COMMENTS:
Quantity of Work
Performs required tasks with minimum supervision, follows rules and procedures and is willing
to do more than the position calls for.
COMMENTS:
Self-organisation
Minimises areas of personal time wastage, plans and organises self, maintains an awareness of
the relationship between activities.
COMMENTS:
Page 5
I have reviewed the Performance Appraisal and agree to its content and actions:
Employees Name
Employee Signature
Date
Manager/Employer Name
Manager/Employer Signature
Date
Page 6