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Manila KPA Nov
- 1. A PERFORMANCE APPRAISAL DOCUMENT JOB HOLDER INFORMATION NAME: MANILA SOOBRAMONEY BRANCH: JD CASH JOB TITLE: EXECUTIVE PA / TRAVEL CONSULTANT PERIOD IN POSITION: 3 years, 9 months APPRAISAL CONDUCTED BY: SEAN NELSON SIGNATURE: PERIOD OF APPRAISAL: FROM 1 May 2014 TO 1 November 2014 ITEM KEY OUTPUTS ACTUAL PERFORMANCE WEIGHT RATING SCORE Technical Outputs 1 To provide secretarial and administrative support Management of executive’s diary and appointments and update executive about appointments with various clients in line with executives directions Prepare meeting documentation in advance of planned meetings where necessary Assist executive manage output, workflow and office deadlines Take minutes at meetings, type and distribute Draft, type and dispatch relevant executive correspondence Liaise with relevant individuals, external clients etc. to arrange meetings, prepare agendas and draft minutes To be on reasonable call to the executive after hours if/when necessary Manage communications but not limited to the following email,Telephone,Meetings,Reports,Newsletters,Subscribtions,Social media,Copying,Filing Handle personal duties and miscellaneous duties as requested by the executive Meeting and greeting visitors and monitoring of access to the office of the executives Manage and maintain business filing, documents and contacts Compile reports and gather information Ensure security, integrity and confidentiality of data 250 4 1000 592c65ab-b773-4cda-a0f6-6d97f4b7aaed-161229154913.doc 2014 Document Owner: Human Resources
- 2. Field all calls and take messages where necessary Ensures that all calls are answered within 3 rings, screened accordingly, messages taken when necessary and passed on to the respective Executive. Deal with all queries and complaints in a friendly and polite manner. Channel queries and complaints to the correct individuals to be resolved and follow up for resolution. Return all received voice mails. 2 Manage general office administration Filing Faxing Manage expense claims for the executives Manage stationery utilization and orders including business cards Arrange parking as and when required Ensure relevant invoices are checked and submitted to finance for payment Arrange conferences and strategic sessions as required Order daily lunches 250 4 1000 3 Effectively manage all air travel, vehicle hire and accommodation bookings for Cash Division All travel expenses are in line of budget No changes on booked flights permitted Itineraries are accurate Visa’s and forex is arranged on time Accounts are up to date Weekly reconciliations are submitted to Finance on a weekly basis 250 4 1000 4 Effective teamwork and self-management Manage own development (skills and knowledge) Proactively build relationships Demonstrate abilities to anticipate and manage change 50 3 150 5 Deal with customers in a customer centric manner Understand and apply the standards set out in all legislation that effects the customer Deal effectively and timeously with customer complaints and ensure that complaints are resolved or escaladed in line with agreed standards Recognise and celebrate customer centric behaviour within others 200 3 600 592c65ab-b773-4cda-a0f6-6d97f4b7aaed-161229154913.doc 2014 Document Owner: Human Resources
- 3. Manage colleagues and customers’ expectations and communicate appropriately Act in a customer centric manner that is in line with the service code Meet and exceed the requirements of internal and external customers TOTAL 1000 4 3750 ITE M KEY OUTPUTS ACTUAL PERFORMANCE WEIGHT RATING SCORE REC OM MEN DAT ION FOR IMP ROV EME NT ITE M COMPETENCY/AREA OF IMPROVEMENT ACTION TO BE TAKEN TARGET DATE REVIEW ASSISTAN CE 592c65ab-b773-4cda-a0f6-6d97f4b7aaed-161229154913.doc 2014 Document Owner: Human Resources
- 4. DEVELOPMENT NEEDS AND ASPIRATIONS (IDP DISCUSSION) EMPLOYEE’S COMMENTS: MANAGER’S COMMENTS Instructions: 592c65ab-b773-4cda-a0f6-6d97f4b7aaed-161229154913.doc 2014 Document Owner: Human Resources Employee Signature: Date Line Manager Signature: Date: 1-Up Manager Signature: Date:
- 5. 1) Attach the employees KPA to the above appraisal. 2) The weightings will be found on the KPA next to the Outputs and requirements. 3) The following rating principles apply: info@ukarimu.co.za Rating Definition: Ratings Numerical: Does not meet requirements (<50% achieved) 1 Below requirements (>50% but <100% achieved) 2 Meets requirements (100% achieved) 3 Exceeds requirements (<101% achieved) 4 4) The weighting must be multiplied by the rating to ascertain the score. 5) Ensure the total weightings add to 1000. 6) The scores must be added together to ascertain the total score: Score Definition Score Numerical 1000 - 1500 Does not meet requirements (<50% achieved) 1 1501 - 2500 Below requirements (>50% but <100% achieved) 2 2501 - 3500 Meets requirements (100% achieved) 3 3501 - 4000 Exceeds requirements (<101% achieved) 4 592c65ab-b773-4cda-a0f6-6d97f4b7aaed-161229154913.doc 2014 Document Owner: Human Resources
- 6. 1) Attach the employees KPA to the above appraisal. 2) The weightings will be found on the KPA next to the Outputs and requirements. 3) The following rating principles apply: info@ukarimu.co.za Rating Definition: Ratings Numerical: Does not meet requirements (<50% achieved) 1 Below requirements (>50% but <100% achieved) 2 Meets requirements (100% achieved) 3 Exceeds requirements (<101% achieved) 4 4) The weighting must be multiplied by the rating to ascertain the score. 5) Ensure the total weightings add to 1000. 6) The scores must be added together to ascertain the total score: Score Definition Score Numerical 1000 - 1500 Does not meet requirements (<50% achieved) 1 1501 - 2500 Below requirements (>50% but <100% achieved) 2 2501 - 3500 Meets requirements (100% achieved) 3 3501 - 4000 Exceeds requirements (<101% achieved) 4 592c65ab-b773-4cda-a0f6-6d97f4b7aaed-161229154913.doc 2014 Document Owner: Human Resources