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

An Operations Clerk is liable for performing general duties in a variety of businesses usually in offices. This post is highly relevant in every office and allows a smooth flow of activities without causing any hitches.

The primary responsibilities for this position include data entry, receiving payments for services or products provided, customer service and support, equipment maintenance, managing vendor communications efficiently, administrative practices and support, equipment maintenance for the entire office, overseeing incoming and outgoing emails and faxes while ensuring proper communication is carried out actually, sending out important memos in time, providing all the mails are posted or emailed at the right moment.

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

CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product.

Provides timely feedback to all customers including the most difficult ones.

Knows how to listen to customers attentively to extract the important details required to assist them effectively.

3

ORGANIZED WORKPLACE: Organized Workplace is a vital characteristic that helps the business to thrive for long term due to the sense of structure and order which efficiently promotes the team spirit.

Machines are all kept clean by wiping them now and then.

Implements the best practices in all the working areas of the organization.

3

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.

Seeks for clarifications on issues that are not well understood

Always attentive when the other people are putting their points across.

3

SAFETY AT WORK: Safety is being protected from hurt or other non-desirable outcomes that may tend to overrule a situation and cause damages of different kinds.

Requires all employees to wear protective gear necessary to do their jobs safely in order to prevent exposure to hazardous materials

Requires employees to read material safety data sheets for chemicals in order to know how to handle specific chemicals

2

SUPERVISORY SKILLS: Supervisory Skills is the ability to lead and manage people effectively in a difficult and challenging atmosphere in the day to day life.

Monitors processes by frequently meeting with each worker to show concern about their performance

Splits and schedules work into manageable activities for each employee to carry out

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.

Customers leave positive feedback on turnaround time no matter the urgency

Completes tasks early and is sensitive to constraints and time demands of others

3

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Excels at following up with customers to ensure they are fully satisfied

Excels at offering special and unique solutions to customers with special needs

3

SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects.

Makes enough effort to create effective and reliable project schedules

Often adds some contingency time for unexpected events when scheduling tasks

2

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.

Demonstrates exceptional computer skills and vast knowledge of data entry software packages

Demonstrates a responsible and industrious working attitude and pays attention to details

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.

Excels at teamwork and is able to work with a diverse group of people when inventing technologies and to solve problems

Successfully completes tasks that have cost restraints and under tight deadlines

3

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Have you ever anticipated an adverse reaction from a customer? Which measures did you take?

Can you describe an instance where you served an irate customer? What did you do?

[employee comments]
ORGANIZED WORKPLACE:

Do you feel you value your job? Explain your answer.

Do you feel the rules, procedures, and protocols of the company are relevant to having an organized workplace?

[employee comments]
VERBAL COMMUNICATION:

Who is the greatest orator that you admire and why do you admire them?

Do you give people ample time to talk before you state your point or views?

[employee comments]
SAFETY AT WORK:

How often do you organize safety training programs for your employees? How has this helped the employees and the company at large?

Can you give an example of a time when you had to stop an important process due to the danger of imminent accidents?

[employee comments]
SUPERVISORY SKILLS:

Do you develop an action-oriented plan to improve competence and impact in the workplace?

Do you favor some of the workers in your supervisory duties?

[employee comments]
TIME MANAGEMENT:

Were there any instances where you felt that you took more time to get work done than other times?

Do you make your schedules flexible enough to accommodate emergencies?

[employee comments]
CUSTOMER SERVICE:

How do you respond to customers who make unrealistic demands?

What efforts are you making to redefine customer service processes to meet the ever-changing needs of customers?

[employee comments]
SCHEDULING:

What efforts are you making to update your list of activities and track project schedules?

How often do you balance work and life and how often do you schedule time for non-work related activities?

[employee comments]
DATA ENTRY:

What efforts are you making to improve your literacy and numeracy skills when working with data?

What efforts are you making to improve your typing skills?

[employee comments]
MECHANICAL SKILLS:

How often do you train yourself to improve your ability to read a wide range machine prints and diagrams?

What are you doing to improve your ability to identify weaknesses and potential design improvements in mechanical tools and equipment?

[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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