Performance appraisal survey demo

1. Performance Management Survey Demo 1
This example questionnaire shows how comments can be an integral part of the survey. In this example, a comment box is provided for each rating made
by the participant. These written comments provide valuable feedback in more detail than just a single rating.
When the form is initially loaded, there is no Overall
Rating. However, as you make ratings below, the
Overall Rating will be calculated and shown
immediately.
Instructions: In this example assessment, there are
4 possible Overall Scores:
1. Score >= 2.8 is Outstanding ﴾O﴿
2. Score >=2.5 is Exceeds Expectations ﴾E﴿
3. Score >=1.6: Meets Expectations ﴾M﴿
4. Otherwise: Did not meet expectations ﴾D﴿
The actual numeric value is shown at the bottom of
this assessment form. A single letter grade
representing the Overall Rating is shown here at the
top of the form.
This performance appraisal form shows how an "Overall Rating" ﴾shown below on the right﴿ can be automatically calculated by the
software. When the form loads, the Overall Rating is blank. This is because the supervisor hasn't yet rated the employee's job
performance. The Overall Rating field is automatically updated as the form is completed by the supervisor. You can see the changes in
"real‐time".
Information on team member being reviewed Reviewer's Details Overall Rating
Email
Name
Title
Department
ID Number
Review
Period
Email
Name
Title
Department
ID Number
Customer
Service
Customer Awareness ﴾internal & external customers﴿
Identifies customer needs and responds to customer complaints and requests for information.
Exceeds expectations
Meets expectations
Did not meet expectations
Build Relationships ﴾internal & external customers﴿
Ensures all customer commitments and requirements are met or exceeded.
Exceeds expectations
Meets expectations
Did not meet expectations
Achievement
Orientation
Innovation
Is able to think through complex problems using unique solutions. Builds upon the ideas and solutions of others.
Develops several approaches or solutions to a problem. Seeks new ideas and adapts to changing environments.
Exceeds expectations
Meets expectations
Did not meet expectations
Decision Making
ABC Global Performance Review
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2. Understands the issues, problems, and potential solutions. Exercises good judgment by making sound and
informed decisions. Systematically gathers, analyzes, and interprets information from a variety of sources. Evaluates
short and long term consequences when making decisions.
Exceeds expectations
Meets expectations
Did not meet expectations
Functional Excellence
Effective in performing his/her job. Listens and responds to issues and problems Sets long‐term and short‐term
goals. Sets standards for performance.
Exceeds expectations
Meets expectations
Did not meet expectations
Bias for
Action
Take Ownership
Completes work on time. Identifies ways to simplify work processes and reduce cycle times. Takes decisive action to
address problems, following up with relevant team members and coaching them on how to improve. Works quickly
when faced with difficult problems.
Exceeds expectations
Meets expectations
Did not meet expectations
Be Passionate
Team member believes in the company and completes work with energy and enthusiasm and performs to the best
of their abilities
Exceeds expectations
Meets expectations
Did not meet expectations
Communicate Effectively
Team member willingly shares information with other team members and encourages teamwork
Exceeds expectations
Meets expectations
Did not meet expectations
Interpersonal
Skills
Raport
Establishes good raport with employees and customers. Is open and approachable. Adapts management style to
meet the needs of the individual or situation.
Exceeds expectations
Meets expectations
Did not meet expectations
Trustworthy
Consistently keeps commitments. Delivers on promises made. Takes personal responsibility for results.
Demonstrates a sense of responsibility and commitment to public trust.
Exceeds expectations
Meets expectations
Did not meet expectations
Upon completion of probation period ﴾if applicable﴿: Please tick the appropriate box:
Yes
No
Further probation needed
Reason:
Extend probation period by ﴾if applicable﴿: Yes No
Over the past period, this person was particularly good at:
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3. This section of the form allows you to specify goals
for specific competencies. You can specify the
objectives, action plan, and criteria for evaluation.
Please determine individual development objectives for the
next period:
Competencies
Select Competency ==>
Individual Development Objective Specific Action Plan
Mid Year Comments
Year End Comments
Competencies
Select Competency==>
Individual Development Objective Specific Action Plan
Mid Year Comments
Year End Comments
Final Overall Rating
Competencies Rating
0.00
** Warning ** Not all items were answered.
Total Performance Score ﴾converted to Letter
Grade﴿
D Did not meet expectations
General Comments
Mid year comments: Mid year comments:
Year end comments: Year end comments:
Signature and Date: Reviewer's Signature and Date:
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