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

An Assistant Actuary is accountable for compiling and computing data according to statistical formulas for use in actuarial studies as directed by the senior actuary. This position also performs actuarial computations as well as compile charts and graphs for use by the senior actuary.

The primary responsibilities include, organizing paperwork like the survey forms, reports for distribution and analysis, computing and analyzing data using statistical formulas, computers or calculators, entering data into computers for use in reports and analysis, compiling statistics from source materials like production and sales records, test records, quality control, time sheets and survey sheets, compiling reports, graphs and charts that describe and interpret the findings of analysis, checking and verifying data source and accuracy.

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

INSPIRING OTHERS: Inspiring is encouraging one to be their best in contributing to the vision of an organization where they are placed and entrusted to work.

Steps back after giving the advice in order to allow others to make their own decisions or discuss important issues

Expands one's horizons further than before while thinking about the impact one's actions will have on those around

2

NETWORKING: Networking is the process that encourages an exchange of information and ideas among individuals or groups that share the same interests.

Dresses well, looks sharp and conducts oneself respectfully in order to make a good first impression when meeting potential business partners

Follows up with casual contacts in order to try and build a potential long-term business relationship

2

STRATEGIC PLANNING: Strategic Planning is organizational management activity that is used to set priorities, focus energy and resources, strengthen operations while guaranteeing that employees and other stakeholders are working towards common goals.

Organizes the company's objectives into key areas in order to process and prioritize them easily and allocate resources

Pays attention to the human resources required for the plan to succeed

2

REALISTIC GOAL SETTING: Realistic Goal Setting is the skill to hone in the specific actions that we need to perform to accomplish everything we aspire to live.

Reflects and writes down specific benefits and reasons for accomplishing a certain goal in order to make the goal more realistic

Develops contingency plans for the obstacles that one has anticipated and how and when each plan should be implemented

2

SEEING POTENTIAL PROBLEMS: Seeing Potential Problems is the ability to structure the current situations and identify developments that could cause problems in the future.

Takes the time to clearly define the problem instead of jumping into solution mode immediately

Checks to see what issues are likely to happen with high impact to the project and develops contingencies for them

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.

Keeps projects on schedule, tracks them carefully, and delivers results on time

Makes commitments to meet deadlines and makes productive use of the available time

2

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Understands when to seek for additional knowledge and assesses the knowledge required for a specific task

Checks the knowledge and experience of colleagues before starting a new task

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.

Employs proofreading and editing techniques to improve accuracy when writing reports and proposals

Shows willingness to learn the value of good written communication when writing reports and proposals

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.

Understands the importance of maintaining data confidentiality and is willing to learn more about privacy issues

Shows willingness to work under pressure and meets most deadlines

2

MECHANICAL SKILLS: Mechanical Skills are the abilities to solve problems that arise in the workplace, although it may vary from one company to another.

Identifies weaknesses and potential design improvements in mechanical tools and equipment

Understands how to assemble some machine parts and seeks for assistance when faced with challenges

2

Self Evaluation

Self Evaluation Question

Employee Comments

INSPIRING OTHERS:

Describe a time when you have had to give inspiration to a colleague who was constantly late at work. How did you go about it? Did the person take your advice?

How do you reward employees whose work exceeds your expectations? Give an example of when this has happened

[employee comments]
NETWORKING:

How has making new connections improved your professional and personal skills?

How have you helped your networking partners to get to know each other and help each other out?

[employee comments]
STRATEGIC PLANNING:

What are your long-term and short-term goals? What have you done to achieve them effectively?

What factors do you consider when selecting the right people for your strategic planning team?

[employee comments]
REALISTIC GOAL SETTING:

How do you make sure that your own goals match the company goals?

What have you done to help other people to set realistic goals? Give the last time you did this

[employee comments]
SEEING POTENTIAL PROBLEMS:

Is there a time when you have met resistance while trying to implement a solution to a future problem? Describe the situation

What are some of the project management tools, if any, that you have used to determine the future of your project?

[employee comments]
TIME MANAGEMENT:

Were there any instances where you felt that you took more time to get work done than other times?

Do you make your schedules flexible enough to accommodate emergencies?

[employee comments]
KNOWLEDGE MANAGEMENT:

Can you think of a situation where you didn't communicate well when sharing knowledge? How did you correct the situation?

What efforts are you making to look for new ideas that can assist you in improving your knowledge capabilities?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

How often do you encourage others to employ writing styles that are reader-friendly?

[employee comments]
DATA ENTRY:

What efforts are you making to learn more about privacy issues?

What efforts are you making to improve your typing skills?

[employee comments]
MECHANICAL SKILLS:

Have you ever failed to complete a task on time? What did you do to improve?

What efforts are you making to learn more about safety requirements and legal guidelines when developing designs?

[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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