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

A Processing Clerk is responsible for assisting businesses to fulfill product and service orders every time the consumers make purchases.

The duties for this role include interacting daily with customers, answering queries, building lasting relationships with clients, answer calls and collect order information, taking orders, using database to check the availability of products, checking shipping details that include mailing addresses and estimated delivery dates, ensuring all the requested items are involved in the shipment before it is sent to the customer, providing the requested merchandise is moved from the warehouse to the distribution delivery area, communicating with the inventory clerks, notifying them of any unusually large orders.

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.

Talks with a friendly and pleasant voice with customers over the phone.

Overcomes the objections of clients skillfully and provides justifiable explanations to customers questions.

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.

Never talks too much so as not to bore the people who are listening.

Speaks with humility and genuine respect for other people and is considered with high regard.

3

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Listens actively and keenly to the other negotiation parties to understand their perspective.

Seeks for clarification from the other negotiating parties on issues not well understood.

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.

Always answers telephone calls with a positive, inviting, and enthusiastic tone.

Empathizes with other person and try to be as personable as possible.

3

COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others.

Lets everyone participate in discussion and considers their ideas before responding

Meets as a group for the occasional relaxed gathering in order to know each other well and work better together

3

COOPERATION WITH COLLEAGUES: Cooperation is the process of working with groups or teams for a common mutual benefit as opposed to working in competition or for selfish ambition.

Connects easily with everyone at the workplace building a team

Creates an environment of peace among the teammates where each thrives in their capabilities

3

FOLLOWING DIRECTIONS: Following Directions is the skill of carefully considering the given instructions and following them closely without fail.

Is highly organized; takes notes in order to capture every detail instead of trying to remember everything

Does what one can to help around the office without being specifically ordered to do so

3

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

Shows an extraordinary ability to understand what customers are experiencing and is able to meet all their needs fully

Provides feedback as soon as a customer makes an inquiry

3

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

Excels at assigning resources and identifying resource loading in an organized manner

Sets enough time for all the essential tasks and gives top priority to essential tasks when scheduling

3

PRODUCT KNOWLEDGE: Product Knowledge is an essential sales skill to understand the features of your product allowing you to present the benefits compellingly and accurately to the customer.

Fully understands how the product addresses the needs of a client

Understands how to fix all problems associated with a product

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?

Which biggest challenge have you encountered in customer service and how did you deal with it?

[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]
NEGOTIATION SKILLS:

Have you ever been involved in any negotiation process? What did you learn from it?

Have the results of any negotiation process gone against your expectations?

[employee comments]
PHONE SKILLS:

How well can you rate the way you handle your phone call conversations?

Do you usually call back when you promise to do so and have you ever failed to so at any given point?

[employee comments]
COLLABORATING WITH OTHERS:

Can you describe a team experience which you have found rewarding?

Can you describe a project you were working on, that required input from people in different departments or at different levels of the company? How did you go about it?

[employee comments]
COOPERATION WITH COLLEAGUES:

Are you open to criticism both from management and coworkers?

What weaknesses have you noticed and how are you working on them?

[employee comments]
FOLLOWING DIRECTIONS:

How do you make sure that you remember all the instructions you have received to perform a certain task?

Describe a situation when you felt that instructions to a certain task or project were not communicated well. What did you do?

[employee comments]
CUSTOMER SERVICE:

Is there a time when you were asked a question and you were unable to answer? Did you seek assistance?

Can you think of a time where you felt you had not responded well? How did you correct the situation?

[employee comments]
SCHEDULING:

What are you doing to create a balance between quality and quantity when scheduling tasks?

Can you think of a time you failed to schedule a task ahead of time? How did you correct the situation?

[employee comments]
PRODUCT KNOWLEDGE:

Can you think of a situation where you demonstrated your ability to fix problems associated with a product?

What are you doing to improve your ability to explain to a client how a new product works?

[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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