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

A Trade Compliance Clerk is liable for ensuring relevant trade compliance documents are in compliance with customs guidelines and regulations, auditing, tracking and processing customs brokers? fees as well as assisting in the maintenance of databases.

The primary duties of this role include maintaining and tracking import/export lo, filing and maintaining import/export records, keeping brokerage billing log and processing them for payment, assisting with reports relevant from the portal regarding the import activity, assigning new products and components to customers who wish to change, supporting trade compliance projects by creating and managing databases, assisting in creating and maintaining procedures for corresponding tasks.

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.

Calmly deals with customer complaints and is excellent at handling difficult situations.

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

3

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Evaluates ideas and opinions in an unbiased manner without favoritism.

Thinks through issues in a very logical manner that results in finding the best solution to a problem.

3

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Implements all procedures required and do not compromise on quality.

Ensures to proofread work at all times before giving it in to avoid mistakes.

3

DIPLOMACY: Diplomacy is the practice of conducting negotiations and influencing decisions and behaviors of different parties through dialogue, negotiation and other mature measures that are short of violence.

Avoids revealing too much information about oneself, the company and other employees to people one does not know too well

Considers other employees cultural differences and tries to act in a sensitive way when making a comment

3

CONSISTENCY AND RELIABILITY: Consistency and Reliability are the ability to be trusted to do what you do best all the time with or without supervision and without failure to produce results.

Is not stopped by pressures, demands, and obstacles that would justifiably derail other employees

Consistently outperforms other employees because of one's excellence in priority setting, planning, and execution

3

RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant.

Develops and utilizes measures to assess the goals progress and outcome achievement

Checks results in order to make sure that solutions are effective and takes the necessary action if resolution has not been accomplished

3

BUSINESS ETHICS: Business Ethics is the ability to learn what is right and wrong in the world of business and choosing to do what is right at all times.

Coaches others on the role and importance of honesty, fairness, and integrity

Corrects past unfair behaviors as advised and never repeats them in future

2

PROCESS IMPROVEMENT: Process Improvement is the creation of new processes or improving the existing ones that will work and take your corporation to the next level.

Encourages automation of manual processes to enhance efficiency and accuracy

Makes effort to understand the cause of errors in processes and puts enough effort to correct the errors

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.

Possesses exceptional ability to do the same task repeatedly for long periods of time

Possesses exceptional ability to work in a team and independently

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.

Demonstrates awareness about the customer experience offered by the product

Understands how to fix all problems associated with a product

3

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you put in an extra effort and time in emergencies to ensure the needs of customers are met?

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

[employee comments]
CRITICAL THINKING:

How well do you research and gather facts and information before solving an issue?

Do you always try to inquire further, what could be the missing elements that could achieve a positive outcome?

[employee comments]
ACCURACY:

Do you normally have a checklist or a guide before you start doing any given task?

How do you do your research and do you use factual data and information while doing any task?

[employee comments]
DIPLOMACY:

How have you used your diplomacy skills to achieve an important goal you have set in the past? What are some of the challenges you faced?

How do you react when you receive negative feedback from other employees about your personality?

[employee comments]
CONSISTENCY AND RELIABILITY:

How many days of attendance at work do you feel should be considered satisfactory? What has been your record of attendance at work?

Describe a time your workday ended before completing a task. Did you end up finishing the task? How did you do it?

[employee comments]
RESULTS ORIENTATION:

Is there a time when you were not satisfied with the results you achieved for your goals? What was the problem?

When you have a lot of projects you need to complete, what do you do to accomplish them effectively and promptly?

[employee comments]
BUSINESS ETHICS:

What are your views on fairness, equality, respect, integrity and honesty?

What efforts have you made to enhance your intellectual understanding of legal guidelines pertaining equitable treatment?

[employee comments]
PROCESS IMPROVEMENT:

What efforts are you making to implement parallel processing of related processes?

Have you ever failed to map existing processes and how did you correct the mistake?

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

What efforts are you making to improve your ability to work with different data entry software packages?

[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 fix problems associated with a product?

[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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