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

A benefits analyst will take the primary role of analyzing and communicating the benefits plans to the corporate employees. He or she will ensure that all relevant policies are well understood by both, the benefits providers, the employers and the employees. In addition, he or she will get to participate in management decisions that pertain to benefits plans and programs.

Daily duties that he or she will also get to undertake include; evaluating current benefits plans and proposing changes where necessary, develop reports and present them to all stakeholders to keep them updated, ensure strict compliance of all benefits plans, resolve any outstanding benefits issues that might arise, maintaining benefits database, and participating in budget formulation.

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

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.

Highly demonstrates assertive and decisive ability when finding solutions for problems.

Solves problems one by one so as not to mix up issues and ideas.

3

ASSERTIVENESS: Assertiveness is the inclination to stand up for your rights or other people's rights in a calm and concrete way without being aggressive or accepting a wrong.

Understands that self rights, feelings, thoughts, and needs are just as important as everyone else's and feels free to express them

Regularly expresses appreciation of others for what they have done or are doing

3

EMOTION MANAGEMENT: Emotion Management is the ability to realize, readily accept and successfully control feelings on oneself and sometimes in others around you by being in complete authority over your thoughts and feelings that are generated whenever your values are touched.

Treats everyone at work with utmost respect and finds no need to reciprocate rudeness

Attends training that gives tools to help manage emotional issues and reduce the probability of negative emotions emerging in the workplace

3

EMOTIONAL INTELLIGENCE: Emotional Intelligence is the capability to identify your emotions, understand what they are telling me and realize how the feelings are affecting you and the people around you.

Maturely reveals one's own emotions and exercises restraint and control when needed

Is an effective listener; always shows willingness to listen and understand colleagues objections

3

ATTENTION TO DETAIL: Attention to Detail is the capacity to achieve a thoroughness and accuracy when accomplishing a task.

Limits distractions by trying to work in an area that is conducive to focus and concentrate

Avoids overloading oneself with last minute deadlines and large simultaneous projects

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.

Arms oneself with all the tools needed to accomplish one's goals to avoid getting distracted

Takes one step at a time; refuses to miss a task assigned to oneself no matter what is happening in one's life

2

GOAL AND OBJECTIVE SETTING: Goal and Objective Setting is the strategic plan that is set and laid down identifying how goals should be accomplished, by who and by what time.

Brainstorms the different ways that one can reach the results and draws a specific action plan to achieve them

Looks for people who have already accomplished similar goals, learns what they have done, and follows their steps towards accomplishing own goals

2

QUALITY OF WORK: The quality of Work is the value of work or products produced by the employees as well as the work environment they are provided with.

Gives new employees a clear sense of the company's core business strategy as well as an understanding of its products and services

Makes sure that all employees know what quality work means to the company and consistently communicates ways to improve work quality

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.

Employs active listening techniques, makes good eye contacts, and pays special attention to speakers

Excels at building and nurturing relationships with others and is never too busy to meet others

3

ENTREPRENEURIAL THINKING: Entrepreneurial Thinking is a mindset that allows embraces critical questioning, innovation, service and continuous improvement with an attitude of change.

Never afraid to take risks and is fully devoted to making everything work

Passionate about realizing goals and is exceptionally determined to realize success in any venture

3

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

Do you get to appreciate and learn from your mistakes and how do you deal with making wrong decisions?

How well do you consider having a concrete conclusion when presenting your ideas?

[employee comments]
ASSERTIVENESS:

Have you ever used verbal communication to get a point across that was important to you?

Can you think of an occasion when you have had to motivate and boost the morale of your colleagues?

[employee comments]
EMOTION MANAGEMENT:

Can you give an example of a situation where there was tension in the workplace, but you were able to maintain composure?

Is there a time a company policy hurt employees and you had to mitigate the negative consequences to employees?

[employee comments]
EMOTIONAL INTELLIGENCE:

What is your greatest strength? How do you make sure your colleagues benefit from your greatest strength?

Is there a time a colleague came to you with a problem? How did you respond?

[employee comments]
ATTENTION TO DETAIL:

What techniques do you use to make sure you have the right information about a certain project?

Have you ever needed to persuade your supervisor or someone above you that they had made a mistake? How did the situation turn out?

[employee comments]
PERSONAL COMMITMENT:

What are some of the habits that distract you at work? What have you done to get rid of those habits and stay focused towards achieving your goals?

Describe a great change that occurred in a project you were working on. How did you adapt to this change?

[employee comments]
GOAL AND OBJECTIVE SETTING:

What is one of the major goals that you have set for yourself recently? How are you planning to achieve it?

Describe a time when you have failed to meet your goals because you had not set them clearly. What did you do?

[employee comments]
QUALITY OF WORK:

What do you think your company should do to fix some of the most common quality-related issues?

How do you help new members of your team cope with the agreed team standards and values?

[employee comments]
BUSINESS ETIQUETTE:

Do you prepare for meetings early enough and keep a schedule of upcoming meetings?

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

[employee comments]
ENTREPRENEURIAL THINKING:

What are your doing to improve your money management skills?

What are some of the things you are doing to improve your business and marketing skills?

[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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