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

A Clinical Data Associate is responsible for collecting information about the medical history of the patients and other clinical trials. He/she will work with computerized records of the patients to ensure that all of it is sorted and recorded accordingly. In addition, he/she works to ensure that clinical data is always accessible when needed.

He/she can be tasked to perform other functions that can include; transcribe and code information according to patients specifications, retrieving data from the records for other clinic personnel, check for accuracy, integrity and errors in the patients? records and participating in system troubleshooting in case of any malfunctions.

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

URGENCY: Urgency is the speed that drives businesses fast in order to keep them from disconnecting from what they are aiming to achieve but pursue it with a sense of urgency.

Analyzes and then handles work according to priorities. The highly prioritized tasks are handled first.

Helps the workmates to accomplish urgent tasks before the deadline.

3

KNOWLEDGE OF JOB: Knowledge of Job is essential to every employee who needs to have a clear understanding of how their jobs fit into the overall organization to eliminate carelessness and laxity.

Helps out colleagues with good suggestions about situations and listens to them when they need someone to talk to

Behaves professionally and does not fool around wasting one's time and that of other employees

3

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

Asks questions when slightly unsure of what one is being asked to do in order to find out all the needed details to move forward

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

3

PERSONAL COMMITMENT: Personal Commitment is an obligation that you have voluntarily agreed to fulfill without being cajoled or threatened and are willing to be held accountable for the results.

Sets an example for colleagues who don't have the experience and confidence to go through the difficult times

Works with an experienced life coach in order to brainstorm ideas for actionable steps to accomplish one's goals

3

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

Demonstrates a flexible approach to work on projects in order to achieve cost-savings and to achieve goals

Finds ways to overcome obstacles and challenges so that tasks are completed and goals are met

3

ROLE AWARENESS: Role Awareness is the ability to be informed of your role in a given environment as well as understand the expectations placed on a position and to see how they are met apparently.

Arrives early enough in order to take care of some of the little things, like settling in, before starting time

Breaks daily duties down into micro tasks and resists the urge to tackle everything all at once

2

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Determines the most critical tasks and completes them before moving forward to the less critical ones

Schedules regular breaks between tasks in order to maintain focus and get the time to evaluate complex issues with the project

3

QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer.

Turns off social media notifications in order to eliminate or reduce distractions and improve own efficiency and productivity

Takes short breaks between tasks in order to get ready for the next task, boost morale, and increase productivity

3

RESOURCE USE: Resource Use is the ability to utilize the office supplies effectively while avoiding any wastage and ensuring everything is used correctly.

Develops a skills library associated with the available resources in order to make sure that one has the necessary capabilities when building a team to work on own projects

Uses project management tools to look for project areas that need attention, and then seeks to understand how one can help

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.

Trusted to deliver urgent work without compromising on quality and preciseness

Assists others in managing their time and building their time-management skills

3

Self Evaluation

Self Evaluation Question

Employee Comments

URGENCY:

How well do you prioritize and handle any work assigned to you?

Do you always find it difficult to say no to extra work when you have enough to handle?

[employee comments]
KNOWLEDGE OF JOB:

Can you describe two instances when you have demonstrated knowledge of job at work?

What techniques do you use to plan your daily tasks? How effective have they been?

[employee comments]
FOLLOWING DIRECTIONS:

How do you help a colleague improve his/her ability to follow instructions?

Is there a time you have had a conflict with a customer or colleague due to not following simple instructions? How did you resolve the conflict?

[employee comments]
PERSONAL COMMITMENT:

Sometimes you have to sacrifice some things in life in order to get what you want. What are some of the things you have sacrificed in the past in order to accomplish your goals?

When is the last time you took a project that demanded a lot of personal commitment? What did you do to remain committed to accomplishing it?

[employee comments]
RESULTS ORIENTATION:

Describe a particular time when you have been effective in prioritizing tasks and accomplishing a goal on schedule. What are the challenges you faced and how did you overcome them?

Describe a project/goal that required you to pay attention to detail. How did you go about accomplishing it?

[employee comments]
ROLE AWARENESS:

Describe a project that failed because you were not aware of your role in it. How did you go about it?

How many hours a week do you set aside for improving your professional skills that make you more aware of your position in the company?

[employee comments]
DEADLINES - ON TIME:

Describe a time when you have had to work under a tight deadline. What methods did you use to meet the deadline?

What are some of the things that you include in your to-do lists to make them effective? How has this helped you meet your deadlines?

[employee comments]
QUANTITY OF WORK:

Describe how you schedule tasks in a normal work day. What kind of tasks do you reserve for when you are most productive?

Describe a time when you had to focus all your attention and energy to get a project done. Did you meet the set productivity goals?

[employee comments]
RESOURCE USE:

Describe a time when you have started a project without all the required resources. Were you happy with the outcome? Explain your answer

Describe a time when you identified a project that was consuming more company resources than needed. What did you do with the project?

[employee comments]
TIME MANAGEMENT:

Can you point out the things distracted you from delivering work on time?

What attempts are you making to speed up your productivity without compromising on the quality of work?

[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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