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

An Operations Clerk is liable for performing general duties in a variety of businesses usually in offices. This post is highly relevant in every office and allows a smooth flow of activities without causing any hitches.

The primary responsibilities for this position include data entry, receiving payments for services or products provided, customer service and support, equipment maintenance, managing vendor communications efficiently, administrative practices and support, equipment maintenance for the entire office, overseeing incoming and outgoing emails and faxes while ensuring proper communication is carried out actually, sending out important memos in time, providing all the mails are posted or emailed at the right moment.

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.

Builds rapport with clients easily which makes it easy to interact with them and offer great service.

Knows how to deal with challenging customers politely without being aggressive or harsh.

2

ORGANIZED WORKPLACE: Organized Workplace is a vital characteristic that helps the business to thrive for long term due to the sense of structure and order which efficiently promotes the team spirit.

Always shows great enthusiasm when it comes to handling work issues

Does away with obsolete and unwanted work items to create even more space

2

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.

Researches extensively before delivering a talk to have concrete facts and information that will not raise any objections.

Shows great eloquence when it comes to delivering speeches and talks.

2

SAFETY AT WORK: Safety is being protected from hurt or other non-desirable outcomes that may tend to overrule a situation and cause damages of different kinds.

Checks areas of concern in the facility to ensure that precautions have been met

Recognizes employees who work hard to keep the workplace safe and disciplines those who behave in ways that could harm others

2

SUPERVISORY SKILLS: Supervisory Skills is the ability to lead and manage people effectively in a difficult and challenging atmosphere in the day to day life.

Designs action plans and deadlines for each subordinate to accomplish their work

Develops precise job expectations and makes it known to all the employees

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.

Completes tasks on time, avoids time wasters and establishes appropriate priorities

Balances the speed of delivering work with quality and shows commitment to make improvements in both aspects

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Excels at following up with customers to ensure they are fully satisfied

Excels at offering special and unique solutions to customers with special needs

3

SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects.

Demonstrates willingness to apply better practices and standards when scheduling projects

Constantly updates the list of activities and makes efforts to track most project schedules

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.

Encourages others to be responsible, to develop a positive working attitude, and to pay attention to detail

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.

Understands most machining and fabrications processes and shows awareness of most stages of projects

Understands how to troubleshoot and maintain some tools and equipment

2

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Have you ever anticipated an adverse reaction from a customer? Which measures did you take?

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

[employee comments]
ORGANIZED WORKPLACE:

Has the company given you all the essential things you require to perform your duties/

Is there teamwork in the organization? How do teams perform when assigned tasks and projects to handle?

[employee comments]
VERBAL COMMUNICATION:

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

Do you give people ample time to talk before you state your point or views?

[employee comments]
SAFETY AT WORK:

Describe a time when an accident happened at work. What caused the accident? What did you do to help those who were involved?

If you were chosen to conduct a company's safety audit, how would you go about it?

[employee comments]
SUPERVISORY SKILLS:

Do you measure your performance as you gauge the performance of the employees?

Do you favor some of the workers in your supervisory duties?

[employee comments]
TIME MANAGEMENT:

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

How do you react when you realize that time is running out and you are yet to finish a project?

[employee comments]
CUSTOMER SERVICE:

Can you recall of any situations where customers made objections? How did you react?

What efforts are you making to redefine customer service processes to meet the ever-changing needs of customers?

[employee comments]
SCHEDULING:

What are you doing to create a balance between quality and quantity when scheduling tasks?

How often do you balance work and life and how often do you schedule time for non-work related activities?

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

Have you ever failed to meet a tight deadline? What efforts did you make to improve?

[employee comments]
MECHANICAL SKILLS:

What efforts are you making to improve your ability to identify a wide range of symbols on drawings and blueprints?

What are you doing to improve your ability to identify weaknesses and potential design improvements in mechanical tools and equipment?

[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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