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Performance appraisal survey demo

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Preeti Bhaskar
Preeti Bhaskar

This performance management survey demo shows how an overall rating is automatically calculated based on ratings in other areas. The survey includes sections for rating employees on customer service, achievement orientation, decision making, functional excellence, bias for action, interpersonal skills and developing individual objectives. As each section is completed, the overall rating field is updated in real-time. Instructions indicate that overall scores translate to letter grades ranging from outstanding to did not meet expectations. Comments can also be provided for each rating to provide additional feedback.

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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 • • • •hr­survey.com © Copyright 2017, HR‐Survey, LLC Legal Notice Web: www.hr‐survey.com Site Map Email: info@hr‐survey.com Phone: 412.371.9395 Fax: 412.371.9252
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: © Copyright 2017, HR‐Survey, LLC Legal Notice Web: www.hr‐survey.com Site Map Email: info@hr‐survey.com Phone: 412.371.9395 Fax: 412.371.9252
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: © Copyright 2017, HR‐Survey, LLC Legal Notice Web: www.hr‐survey.com Site Map Email: info@hr‐survey.com Phone: 412.371.9395 Fax: 412.371.9252

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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 • • • •hr­survey.com © Copyright 2017, HR‐Survey, LLC Legal Notice Web: www.hr‐survey.com Site Map Email: info@hr‐survey.com Phone: 412.371.9395 Fax: 412.371.9252
  • 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: © Copyright 2017, HR‐Survey, LLC Legal Notice Web: www.hr‐survey.com Site Map Email: info@hr‐survey.com Phone: 412.371.9395 Fax: 412.371.9252
  • 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: © Copyright 2017, HR‐Survey, LLC Legal Notice Web: www.hr‐survey.com Site Map Email: info@hr‐survey.com Phone: 412.371.9395 Fax: 412.371.9252