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

An Adjustment Clerk investigates and resolves customer's inquiries concerning merchandise, billing, service or credit rating while examining pertinent information to determine the accuracy of customers complaints and responsibility for errors.

Other important tasks include preparing reports showing volume, types and the disposition of claims handled, writing work orders and distributing them, notifying customers and designated personnel of recommendations and findings like exchanging merchandise, refunding money or adjustment of a bill, reviewing claims adjustments with dealers as well as examining parts claimed to be defective and either approve or disapprove, comparing merchandise with original requisition and invoice and prepare invoices for returned goods.

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

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.

Knows audience well enough and uses the correct language and terms that will suit them perfectly.

Maintains good and proper body language while speaking to people.

2

WRITING SKILLS: Written Communication involves the interaction that makes use of the written word with precision and logic making it the very common form of business communication.

Uses a broad range of writing styles to try to capture the reader's attention.

Seeks the guidance of a mentor on how to develop the various writing skill sets.

2

MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball.

Chooses tasks that can be paused easily especially when one's multitasking involves dealing with multiple interruptions

Chooses compatible tasks such as reading a book and clearing your desk and does them together

2

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.

Avoids using insulting or negative language when one is around people; uses constructive criticism instead of putting people down

Is willing to listen to feedback about oneself and look for ways that one can grow and improve

3

DEDICATION TO WORK: Dedication to Work is a devotion or setting aside the scheduled time that you are required to work each day consistently without fail as well as being on time and giving 100% of your efforts to doing quality work.

Actively seeks the more challenging tasks and does them with ease

Never says ?I can't? when any project is released even the tough, challenging ones

2

DEPENDABILITY: Dependability is the characteristic of being able to be counted on and relied upon by providing services that be trusted within a period.

When given a choice always opts for the reputable one ensuring discipline is highly maintained

Builds an environment of dependability and trust around the workplace

2

ETHICAL BEHAVIOR: Ethical Behavior is acting in policies that are consistent with what the society and individuals typically think are good morals or values.

Highly regarded as entirely credible by all who work together

Helps others understand the value of treating others with dignity and respect

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 ability in learning and understanding key tricks on the new technology

Have physical abilities that favor the company in doing manual tasks

2

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Learns more about the company and makes an effort to understand the complete operation and production aspects in order to grow and develop as an employee

Is not bothered by typical annoyances at work; does not care about petty issues because one is focused on bigger issues

2

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Shares own knowledge, personality, and expertise at meetings in order to be more approachable and build relationships

Participates in activities that do not involve work with other employees in order to establish more connection at work

2

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

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

How do you prepare yourself before you talk to people and has it been of help to you?

[employee comments]
WRITING SKILLS:

How do you receive feedback and do you set yourself to apply the ones you feel are beneficial to your writing?

Do you take online courses to help yourself to improve your mastery in writing?

[employee comments]
MULTI-TASKING:

How do you prioritize your tasks to make sure that all are attended to and that they meet deadlines?

Are there times when you have been interrupted while multi-tasking? What happened? What have you done to reduce or avoid interruptions?

[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]
DEDICATION TO WORK:

Do you criticize the company or work hard to give it your level best?

Do you seek new opportunities to make you grow or you are not open minded?

[employee comments]
DEPENDABILITY:

Are you trustworthy to handle the tasks given without passing them on to others?

Are you a loyal person that your coworkers and management can rely on?

[employee comments]
ETHICAL BEHAVIOR:

Can you be trusted in all you do and say to be honest?

Are you willing to make serious sacrifices to keep your commitment to the company?

[employee comments]
PHYSICAL ABILITIES:

Are you willing to help out in tasks that require manual strength

Are you keen to check every detail at the start and close of every day?

[employee comments]
ENJOYMENT OF THE JOB:

When you have extra time available in the workplace, what ways have you found to make yourself more productive?

Do you prefer working as part of a team or alone? Given a choice, what percentage of your time would you allocate to each?

[employee comments]
PERSONAL RELATIONSHIPS:

In your opinion, what are the key ingredients in building and maintaining a successful business relationship? How have these worked for you?

Describe a time when you have met resistance while trying to build a relationship with a colleague. How did you deal with it?

[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: