Use this step by step explanation to craft a good employee performance feedback review for an assistant actuary. Find the right words with quality phrases.

An Assistant Actuary is accountable for compiling and computing data according to statistical formulas for use in actuarial studies as directed by the senior actuary. This position also performs actuarial computations as well as compile charts and graphs for use by the senior actuary.

The primary responsibilities include, organizing paperwork like the survey forms, reports for distribution and analysis, computing and analyzing data using statistical formulas, computers or calculators, entering data into computers for use in reports and analysis, compiling statistics from source materials like production and sales records, test records, quality control, time sheets and survey sheets, compiling reports, graphs and charts that describe and interpret the findings of analysis, checking and verifying data source and accuracy.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

INSPIRING OTHERS: Inspiring is encouraging one to be their best in contributing to the vision of an organization where they are placed and entrusted to work.

Listens to what other people have to say and constantly compliments them when they do good work

Arranges a group discussion in order to address a problem and avoids targeting a particular group member during the conversation

3

NETWORKING: Networking is the process that encourages an exchange of information and ideas among individuals or groups that share the same interests.

Keeps a website with one's professional experience in order to save time spent enumerating own skills to a new contact

Pursues a hobby like painting or sporting in order to create strong connections founded on similar interest

3

STRATEGIC PLANNING: Strategic Planning is organizational management activity that is used to set priorities, focus energy and resources, strengthen operations while guaranteeing that employees and other stakeholders are working towards common goals.

Hires an outside facilitator or someone who doesn't have any stake in the company's success in order to free up conversations

Designs plans that allow one to adapt changes in the marketplace and is not afraid to change them as necessary

3

REALISTIC GOAL SETTING: Realistic Goal Setting is the skill to hone in the specific actions that we need to perform to accomplish everything we aspire to live.

Thinks about what one wants to achieve and writes it down in order to develop strategies to achieve it

Considers personal limitations and writes them down in order to come up with a complete picture of the challenges one might face

3

SEEING POTENTIAL PROBLEMS: Seeing Potential Problems is the ability to structure the current situations and identify developments that could cause problems in the future.

Takes the time to clearly define the problem instead of jumping into solution mode immediately

Creates realistic projects deadlines and milestones in order to stay on track and avoid missing deadlines

3

TIME MANAGEMENT: Time Management is the capacity for an individual to assign specific time slots to activities as per their importance and urgency to make the best possible use of time.

Completes tasks on time, avoids time wasters and establishes appropriate priorities

Follows proven time-management systems and appreciates that time is money

2

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Appraises information and knowledge critically before using it and recognizes the risks involved in misusing information

Demonstrates exceptional responsibility for developing knowledge management skills and has the best ideas for improving the knowledge of colleagues

3

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Excels at classifying information and structuring reports and proposals in an appropriate format

Leads in preparing reports and proposals that persuade and provide information

3

DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate.

Possesses in-depth literacy skills coupled with exceptional numeracy skills when working with data

Demonstrates exceptional spelling, punctuation and grammar when typing data into relevant software

3

MECHANICAL SKILLS: Mechanical Skills are the abilities to solve problems that arise in the workplace, although it may vary from one company to another.

Strong analytical thinker who is always capable of solving all problems brought by clients

Excels at reading machine prints and diagrams and at identifying symbols on drawings and blueprints

3

Self Evaluation

Self Evaluation Question

Employee Comments

INSPIRING OTHERS:

People observe what you do more than they listen to how you speak. How do you ensure that your actions inspire others at work?

Is there a time when you have had difficulties getting a colleague to accept your advice? What was your approach?

[employee comments]
NETWORKING:

How has making new connections improved your professional and personal skills?

What are some of the things you don't like about networking events and networking in general?

[employee comments]
STRATEGIC PLANNING:

How does your current position affect the overall goals of your company? What have you done to improve your ability to set the company's goals?

Describe a time when you have cooperated in the planning of a project. What was your role?

[employee comments]
REALISTIC GOAL SETTING:

How do you make sure that your own goals match the company goals?

What are some of the things that you have done to improve your ability to set realistic goals?

[employee comments]
SEEING POTENTIAL PROBLEMS:

Is there a time when you have faced a huge problem that could have been prevented? How did you go about solving it?

How do you test a new software in order to make sure that it does not have hidden issues?

[employee comments]
TIME MANAGEMENT:

Do you maintain a plan and say no to constant interruptions while working?

What attempts are you making to speed up your productivity without compromising on the quality of work?

[employee comments]
KNOWLEDGE MANAGEMENT:

Can you think of a situation where you didn't communicate well when sharing knowledge? How did you correct the situation?

How often do you encourage others to participate in networking opportunities that can assist in gaining more knowledge?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to acknowledge cited works?

What efforts are you making to understand all the components of reports and proposals?

[employee comments]
DATA ENTRY:

What efforts are you making to learn more about privacy issues?

How often do you encourage others to learn more computer skills?

[employee comments]
MECHANICAL SKILLS:

What efforts are you making to improve your communication skills when explaining complex machines to clients?

What efforts are you making to learn more about safety requirements and legal guidelines when developing designs?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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