Use this step by step explanation to craft a good employee performance feedback review for a risk adjustment auditor. Find the right words with quality phrases.

A Risk Adjustment Auditor is responsible for overseeing the transfer of money fro insurers to their customers whether sick or healthy. This position is critical as it ensures all the calculations of the expected healthiness of a pool of people are accurately done and the authentic transfer of payments completed.

The essential roles of this position include ensuring accurate transfers are done without any false details anywhere, running random spot checks to ensure that the patient's health and diagnoses are accurately reported, ensuring the patient's confidentiality is maintained without being released to any other organization except those that need to use that information with permission.

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

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.

Always tries to talk unambiguously and concisely during a conversation.

Has a good attitude towards change and is open to being corrected.

3

PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces.

Speaks in a very clear enunciation and is well understood by the other person on the other end.

Always seeks clarification whenever the other person on the line is not clear.

3

INTERPERSONAL SKILLS: Interpersonal Skills are a set of abilities that enable a person to positively interact and work with others effectively while avoiding office disputes and personal issues with each other.

Disagrees gracefully and respectfully when he or she does not accept or agree on a particular thing.

Recognizes and manages the effects of personal stress and of those who are around properly.

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.

Always ascertains that all the staff are treated fairly without favoritism

Provides ongoing coaching to employees that increase their awareness on the importance of professional treatment in the workplace

2

POTENTIAL FOR ADVANCEMENT: The potential for Advancement is the ability to make something better by being more skillful, more efficient, and more useful to produce high-quality results.

Holds a clear vision of the future working diligently to make it a reality

Devotes significant efforts in reaching the company goals set and within the set deadlines

3

PROJECT AND GOAL FOCUS: Project and Goal Focus is setting your mind and heart on things that matter and add value to your life against those things that add no value at all or of little value.

Creates a vision board to help one visualize end goals more clearly and get inspired to take consistent action

Writes specific objectives in order to flesh out own goals and identify what one wants to accomplish

2

QUALITY MANAGEMENT: Quality Management is the management approach to the long-term success through customer satisfaction that directly involves the employees in the continual improvement of the daily tasks.

Agrees on high standards and quality on the outset, when working with a client or other employees

Keeps a quality chart in order to identify the biggest quality issues as well as areas with the most quality problems

2

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Possesses first-hand information about what consumers want and ensures it is readily available

Makes exceptional strategic decisions, capitalizes on good opportunities, and overcomes any fierce competition

3

TECHNOLOGY TREND AWARENESS: Technology Trend Awareness is staying updated with the useful upcoming trends that can serve your business better and easier.

Leads in making contributions in online tech communities that consist of technology savvy individuals sharing technology ideas

Shows in-depth understanding of how to manage online confidentiality, privacy and security

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 connecting with the target audience when writing reports and proposals

Integrates primary data and secondary sources accurately, persuasively, and logically

3

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

How well can you rate your verbal skills and what are you doing to improve?

How do you prepare yourself before you talk to people and has it been of help to you?

[employee comments]
PHONE SKILLS:

Give an instance you were called by an irate caller and explain how you handled it?

What is the best solution you have ever given to someone over the phone and was the caller satisfied?

[employee comments]
INTERPERSONAL SKILLS:

Give an instance your personality affected your relationships with others. How did you resolve it?

Do you always seek to influence people in a good way and support them in their efforts?

[employee comments]
ETHICAL BEHAVIOR:

Can you be trusted in all you do and say to be honest?

Have you fostered an atmosphere of fair treatment in the workplace?

[employee comments]
POTENTIAL FOR ADVANCEMENT:

Are you willing to change tactics and part of the winning team?

Do you pay careful attention to coaching and implement it in your work?

[employee comments]
PROJECT AND GOAL FOCUS:

How many company goals have you achieved in the past six months? What approach did you take to reach them?

How do you organize your goals in order to remain focused and make them more achievable?

[employee comments]
QUALITY MANAGEMENT:

How have you helped your team members produce quality work? How has this improved the overall productivity of the team?

What motivates you to produce quality work constantly? Describe a time when you have been rewarded for consistently producing quality work.

[employee comments]
BUSINESS TREND AWARENESS:

Can you think of a new business trend that challenged you most and how did you implement change?

What efforts are you making to know what customers want?

[employee comments]
TECHNOLOGY TREND AWARENESS:

Are you making any efforts to learn more about internet security, privacy, and confidentiality?

What are you doing to encourage more colleagues to participate in online tech communities where individuals share technology ideas?

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to learn how to integrate primary data and secondary sources accurately?

What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language?

[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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