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

A Processing Clerk is responsible for assisting businesses to fulfill product and service orders every time the consumers make purchases.

The duties for this role include interacting daily with customers, answering queries, building lasting relationships with clients, answer calls and collect order information, taking orders, using database to check the availability of products, checking shipping details that include mailing addresses and estimated delivery dates, ensuring all the requested items are involved in the shipment before it is sent to the customer, providing the requested merchandise is moved from the warehouse to the distribution delivery area, communicating with the inventory clerks, notifying them of any unusually large orders.

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.

Focuses on the needs of customers, which makes it easy to meet their needs effectively.

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

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.

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

Finds out if the other person understands what is being discussed during a conversation and explains unclear issues.

2

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Exudes a great wealth of knowledge and present concrete facts while negotiating.

Acts soberly when a difficult situation arises during the negotiation process.

2

PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces.

Has a clear knowledge of the audience and does not use complex vocabularies and jargons.

Gives the other person on the line time to ask before responding accordingly.

3

COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others.

Discusses issues honestly and keeps the discussion focused on how best one can adjust the situation at hand and move the collaboration forward

Makes sure own goals determine the activities one chooses; avoids wasting time with activities just because they are fun

2

COOPERATION WITH COLLEAGUES: Cooperation is the process of working with groups or teams for a common mutual benefit as opposed to working in competition or for selfish ambition.

Concerned with how work scheduling is done to avoid overcrowding some employees

Leads others to embrace challenging projects that no one wants to work on

2

FOLLOWING DIRECTIONS: Following Directions is the skill of carefully considering the given instructions and following them closely without fail.

Expresses one's disagreement in a polite manner; calmly explains one's side of things with facts, and does not only rely on feelings

Pays attention to long-term projects and makes sure to not fritter away one's time at work surfing on the internet

2

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

Takes part in redefining customer service process to meet the ever-changing needs of customers

Attempts to outline the steps needed to resolve a problem in a simpler way

2

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

Makes enough effort to create effective and reliable project schedules

Often adds some contingency time for unexpected events when scheduling tasks

2

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.

Knows how to communicate information and answer most questions related to a product

Makes enough effort to understand how a product compares to rival products

2

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:

Have you ever spoken before first thinking over it and it ended up hurting someone? How was the experience?

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

[employee comments]
NEGOTIATION SKILLS:

Have you ever been involved in any negotiation process? What did you learn from it?

Have you ever lost your temper while negotiating with someone and what was the outcome?

[employee comments]
PHONE SKILLS:

How do you handle irate and upset callers during a phone conversation?

Give an instance you had to talk to someone on the phone while in a loud place? How well did the conversation go?

[employee comments]
COLLABORATING WITH OTHERS:

What are some of the challenges you have faced when working with others? How do you manage to stay focused despite the challenges?

Describe a time when you have had to work with a difficult team member. How did you handle it?

[employee comments]
COOPERATION WITH COLLEAGUES:

Can you be relied upon to lead the team without the management following up?

What are your strengthens and how do you utilize them in the group?

[employee comments]
FOLLOWING DIRECTIONS:

How do you help a colleague improve his/her ability to follow instructions?

Describe a time when you missed some steps in a project due to not paying attention to details. How did you fix it?

[employee comments]
CUSTOMER SERVICE:

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

What efforts are you making to gain more understanding about company products?

[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]
PRODUCT KNOWLEDGE:

Were there any times where you were able to demonstrate how to use a product together with another?

How often do you adhere to procedures and policies that guide products and services?

[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: