Use this step by step explanation to craft a good employee performance feedback review for an adjustment clerk. Find the right words with quality phrases.
An Adjustment Clerk investigates and resolves customer's inquiries concerning merchandise, billing, service or credit rating while examining pertinent information to determine the accuracy of customers complaints and responsibility for errors.
Other important tasks include preparing reports showing volume, types and the disposition of claims handled, writing work orders and distributing them, notifying customers and designated personnel of recommendations and findings like exchanging merchandise, refunding money or adjustment of a bill, reviewing claims adjustments with dealers as well as examining parts claimed to be defective and either approve or disapprove, comparing merchandise with original requisition and invoice and prepare invoices for returned goods.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
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 |
|---|---|---|
| VERBAL COMMUNICATION: Verbal Communication is the use of tones and language to relay a message; it aids as a vehicle for expressing ideas, concepts and it, is critical to the daily running of the business. | Strikes good balance and confidence between verbal skill and non-verbal skills. Exudes great confidence and composure when articulating issues and is not afraid to be corrected. | 3 |
| WRITING SKILLS: Written Communication involves the interaction that makes use of the written word with precision and logic making it the very common form of business communication. | Knows how to play excellently with mini-stories in a way that captures the readers. Ensures a good mix and balance of both hard and simple words within a story. | 3 |
| MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball. | Starts the more involved or longer tasks first, and fills in the gaps with the shorter, self-contained or well-defined tasks Works ahead; starts early to set up and prepare when one knows there will be a big rush | 3 |
| 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. | Does not let people one is trying to inspire to see them when one gets really angry or really upset Is willing to listen to feedback about oneself and look for ways that one can grow and improve | 3 |
| DEDICATION TO WORK: Dedication to Work is a devotion or setting aside the scheduled time that you are required to work each day consistently without fail as well as being on time and giving 100% of your efforts to doing quality work. | Works on overtime whenever needed to ensure deadlines are met Focuses on what can be done rather than on what can't be done | 3 |
| DEPENDABILITY: Dependability is the characteristic of being able to be counted on and relied upon by providing services that be trusted within a period. | Can be counted on to give the very best under all circumstances Demonstrates solid performance consistently in all aspects of work done | 3 |
| ETHICAL BEHAVIOR: Ethical Behavior is acting in policies that are consistent with what the society and individuals typically think are good morals or values. | Insists on the importance of giving fair treatment to all the employees Always a 100% trustworthy due to the level of honesty | 3 |
| PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given. | Excellent ability in learning and understanding key tricks on the new technology Consistently watching for new measures to help the team overcome the challenges | 2 |
| ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it. | Sees customers like real people with real needs thus, gains real sense of fulfillment and purpose from taking care of those needs Does not think about retirement because retirement sounds boring, in one's ears, and a lot less fulfilling | 3 |
| PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal. | Practices a deeper level of awareness and pays attention to own actions in order to avoid damaging work relationships Copes with conflicts by listening actively and making sure to address the situation only after both parties have had a chance to calm down | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| VERBAL COMMUNICATION: Have you ever tried to think about what you would say from another person's perspective? How do you aim to improve your verbal communication skills to be the best in it? | [employee comments] |
| WRITING SKILLS: How do you receive feedback and do you set yourself to apply the ones you feel are beneficial to your writing? Do you take online courses to help yourself to improve your mastery in writing? | [employee comments] |
| MULTI-TASKING: What system do you use to keep track of multiple projects? How has this helped you meet deadlines? What are some of the ways and techniques that you have found to make handling of multiple tasks easier and more effective? | [employee comments] |
| INSPIRING OTHERS: Describe a time when you have had to give inspiration to a colleague who was constantly late at work. How did you go about it? Did the person take your advice? Give a good example of a time when there was a conflict in your team, but you were able to fix it. What had happened? What did you do? | [employee comments] |
| DEDICATION TO WORK: Do you show up daily for work or you give excuses to be absent? Do you seek new opportunities to make you grow or you are not open minded? | [employee comments] |
| DEPENDABILITY: Can your manager depend on you to handle tasks without being asked to do so? Are there areas you have not showed or practiced dependability that you need to change | [employee comments] |
| ETHICAL BEHAVIOR: Can you be trusted in all you do and say to be honest? Do you give honor where it's due or do you withhold it from those who have done well? | [employee comments] |
| PHYSICAL ABILITIES: Do you stay updated on the new technology that is in the market for the equipment you are working with Do you communicate effectively to ensure adequate use of equipment or machines? | [employee comments] |
| ENJOYMENT OF THE JOB: Describe a time when you felt your work was unmanageable and were unable to meet deadlines. What did you do about it? Can you describe a time when you made a suggestion to improve the work in your department? What was the outcome? | [employee comments] |
| PERSONAL RELATIONSHIPS: Can you describe an experience that showcases your ability to work and relate well with other employees in the workplace? How do you make sure to keep the existing relationships with other employees and customers strong every single day? | [employee comments] |
Summary |
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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: |