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

A Reporting Analyst is liable for creating electronic databases for storing large quantities of data while examining the unique needs and concerns of a business to develop relevant practices and procedures for preparing business reports.

Primary responsibilities for this post are storing data, creating reports, analyzing reports, creating custom reporting software, sharing findings with various company departments, creating custom reporting software, inputting data and updating the database continually, delivering ad hoc reports, translating stakeholders requirements into reporting deliverables, assisting the analyst team with dashboard and report generation, developing performance metrics, troubleshooting issues with software and equipment, dealing with technical matters and enhancing efficiency.

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

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.

Strikes good balance and confidence between verbal skill and non-verbal skills.

Maintains direct eye contact with the audience when giving a speech.

3

PHYSICAL ABILITIES: Physical Abilities is the ability of one's strengths and limitations that are also known as the individual resources to perform well at the tasks given.

Excellent in understanding the company's systems and processes that are put in place

Ability to understand and comprehend technology based programs used in the execution of tasks

3

EMPATHY: Empathy is the understanding of another person's condition from their perspective by placing yourself in their shoes and feeling what they are feeling.

Puts clients' needs first; goes out of the way to help meet those needs and look for ways to improve clients' satisfaction

Takes an active interest in colleagues concerns and shows sensitivity to their feelings and perspectives

3

USING COMMON SENSE: Using Common Sense is the ability to see what is missing in a situation or a project and supplying it without necessarily being assigned or asked to do it.

Constantly makes conscious decisions about what one will allow oneself to be influenced by, and what one will devote own thinking time to

Sets smart goals, makes a plan that makes it easier to achieve them and makes sure to follow that plan

3

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

Makes sure that all resources are aligned and that every team member is working towards a common goal

Keeps team members and other employees happy and highly motivated in order to prevent high employee turnover

2

BUSINESS ETIQUETTE: Business Etiquette is a basic framework of rules set by companies to ensure and allow you to understand the way you should conduct yourself in the professional world.

Shows up on time for meetings, makes efforts to avoid missing meetings and prepares for meetings on time

Shows respect, politeness, and confidence when interacting with others and avoids gossiping

2

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.

Conveys technical and complex information and ideas in an appropriate format and language

Leads in preparing reports and proposals that persuade and provide information

3

ANALYTICAL SKILLS: Analytical Skills is the ability to collect and analyze information, solve problems and make decisions according to the policies and regulations of the business.

Excels at analyzing complex and large volumes of data and finding trends in that data

Demonstrates excellent oral and written communication skills when sharing an analysis with others

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.

Leads in understanding industry trends, terminologies, and concepts surrounding a product

Understands all the procedures and policies that guide products and services

3

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you actively solicit feedback from customers to determine their concerns and needs? Explain how.

How would you describe your relationship with clients? What impact has it had on your performance?

[employee comments]
VERBAL COMMUNICATION:

Give an instance you were given the opportunity to talk to people. What was the reaction?

Have you ever tried to copy somebody else's way of talking and how did it turn out?

[employee comments]
PHYSICAL ABILITIES:

Has the company provided all the protective gear required to handle such tasks?

Are you physically fit to take on tasks that require human strength?

[employee comments]
EMPATHY:

Think of a time you had to address an angry client. How would you assess your role in diffusing the problem?

Describe a time when you were able to strengthen a relationship between colleagues using effective communication. What made your communication effective?

[employee comments]
USING COMMON SENSE:

How have you used common sense at work to meet your goals? Give a specific example when this happened

How do you avoid making the most common mistakes at work like being late or missing deadlines?

[employee comments]
RESOURCE USE:

How do you make sure that your team members have all the skills needed to accomplish a certain task?

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]
BUSINESS ETIQUETTE:

Can you think of an instance where you felt you had raised your voice? How did you correct the situation?

Do you make introductions in meetings and do you introduce people according to their ranks?

[employee comments]
WRITING REPORTS AND PROPOSALS:

Have you ever failed to proofread and edit a report or proposal before submitting? How did you correct the situation?

Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake?

[employee comments]
ANALYTICAL SKILLS:

Can you describe a task you did that tested your analytical abilities?

How often do you encourage others to think outside the box when trying to solve a problem?

[employee comments]
PRODUCT KNOWLEDGE:

What efforts are you making to improve your understanding of different product specifications?

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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