Neal Pullins was promoted from Support Representative to Senior Support Representative. His manager comments that he works hard, has a positive attitude, and goes above and beyond in his daily duties. Neal meets or exceeds expectations in communication, ethics, teamwork, motivation, and work habits. As a remote employee, he is able to efficiently manage implementations and address complex support situations. His managers praise his skills and willingness to mentor others.

1. Name: _____Neal Pullins________________
Date: ___3/24/2015________________________________
Title: __________Support Rep_________________________
Promoted to:____Senior Support Rep____________________
Appraisal Period From __2/2014____ To____2/2015_________
General Traits and Qualities:
The following characteristics should be exhibited at all times by all levels of employees:
Communication D M E
Organizes and expresses ideas and information clearly, using appropriate written
and oral methods of conveying the information. Is sensitive to the needs, feelings,
and capabilities of customers and co-workers. Approaches others in a non-threatening
manner and treats them with respect.
Ethics
Maintains a high level of character and professionalism. Is able to conform and promote
the company’s standards of conduct including honesty, accountability, mutual respect, and
a desire to be the best you can be.
Teamwork
Works on projects as a part of a team, exchanging ideas and contributing skills that
complement those of the other team members. Consistently fulfills commitments to
team members and management.
Motivation
Strives to learn and improve. Seeks out ways to better themselves and the company.
Takes on responsibilities. Does not remain idle – is hard working. Self-motivated.
Work habits
Plans/organizes work to timely and effectively accomplish job duties with appropriate use
of resources. Adheres to corporate work policies and procedures with few exceptions.
Attitude
Exhibits a positive attitude that contributes to a safe, professional, and fun work environment.
Manager Comments: Neal is doing an excellent job. He works really hard and always has a positive attitude. He never
complains about his responsibilities and strives to go above and beyond in his daily duties. He is an outstanding
employee_______________________________________________________________
The following characteristics are required of a Support Representatives employee in order to reach the goal of Senior
Support Representative All characteristics must be met consistently in order to be promoted to the next level.
D = Does Not Meet Expectations M = Meets Expectations E = Exceeds Expectations

2. General
D M E
Continue to successfully maintain standards required of Support Representative.
Actively and independently provide guidance/mentorship for fellow employees.
Practice effective and independent decision-making skills in problem resolution both
in implementation and support areas.
Successfully maintain multiple projects, situation management and implementation
duties simultaneously within target dates.
CPU (CPSI Continuing Education Units) Attended required CPU classes
Support
D M E
Plan and perform education seminars for in-house staff and customers. --N/A, works remote
Meet expectations of situation management including ____8___ situations closed per day.
Employee average is _______
Manager Comments:
_Neal is a remote employee and his job duties include 90% travel. When he is in town he is able to work extended situations or
address situations from a site he was just at doing an install.
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Installation
D M E
Efficiently utilizes knowledge of the software application to accommodate site specific
processes to maximize the use of the software.
An effective and motivated mentor willing to share knowledge with others.
Able to successfully and independently manage implementations.
Manager Comments:
_Neal is an asset to our MP-EHR team. He goes above and beyond on every install he is on. He has successfully primaried
multiple clinic installs this last year and also became a certified primary in the last year. He receives kudos from every facility
he has been to, even providers send me email with praise about his performance and willingness to teach and assist the new
users. I hope to see Neal continue to be a strong primary and to mentor his team mates and groom others to be a strong go to
primary like he is.
D = Does Not Meet Expectations M = Meets Expectations E = Exceeds Expectations

3. Employee Comments:
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Support Manager
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Installation Manager
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Employee
Form updated 2/11
D = Does Not Meet Expectations M = Meets Expectations E = Exceeds Expectations