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

A Trade Compliance Clerk is liable for ensuring relevant trade compliance documents are in compliance with customs guidelines and regulations, auditing, tracking and processing customs brokers? fees as well as assisting in the maintenance of databases.

The primary duties of this role include maintaining and tracking import/export lo, filing and maintaining import/export records, keeping brokerage billing log and processing them for payment, assisting with reports relevant from the portal regarding the import activity, assigning new products and components to customers who wish to change, supporting trade compliance projects by creating and managing databases, assisting in creating and maintaining procedures for corresponding tasks.

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.

Uses team playing skills to assist other employees in meeting their customers? demands.

Have strong listening skills that help in understanding the needs of customers.

2

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.

Uses strategic approachability and skill when it comes to solving issues.

Looks at issues in different angles and not in a one-sided way.

2

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Does proper research to get accurate facts and figures before undertaking any task.

Usually tries to find errors in work and corrects them immediately.

2

DIPLOMACY: Diplomacy is the practice of conducting negotiations and influencing decisions and behaviors of different parties through dialogue, negotiation and other mature measures that are short of violence.

Avoids revealing too much information about oneself, the company and other employees to people one does not know too well

Shows attention and uses the right body language when telling someone something very important or delicate

3

CONSISTENCY AND RELIABILITY: Consistency and Reliability are the ability to be trusted to do what you do best all the time with or without supervision and without failure to produce results.

Works extra hours if that what it takes to get the job done and done right

Demonstrates a good work attendance record; is aware of the impact that missing work might have on other employees and customers

3

RESULTS ORIENTATION: Results Orientation is knowing and focusing on outstanding results and working hard to achieve them because they are significant.

Continuously looks for and acts upon opportunities in order to improve service, quality and productivity standards of the company

Compares work performance and the expected outcomes against the set standards in order to achieve quality results

2

BUSINESS ETHICS: Business Ethics is the ability to learn what is right and wrong in the world of business and choosing to do what is right at all times.

Observes expectations, values, and standards regarding honesty, fairness, and integrity

Corrects past unfair behaviors as advised and never repeats them in future

2

PROCESS IMPROVEMENT: Process Improvement is the creation of new processes or improving the existing ones that will work and take your corporation to the next level.

Encourages automation of manual processes to enhance efficiency and accuracy

Uses existing survey results to assess the impact of ongoing process improvement efforts

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.

Demonstrates above average computer skills and has knowledge in basic data entry software packages

Makes effort to improve spelling, punctuation and grammar when typing data into relevant software

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.

Understands the most basic specifications about most products and knows some related terminologies

Demonstrates willingness to understand how products address the needs of clients

2

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you put in an extra effort and time in emergencies to ensure the needs of customers are met?

What do you understand by excellent customer service? Explain a time when you offered it.

[employee comments]
CRITICAL THINKING:

Give an instance you hurriedly made a decision without thinking it through and what was the result?

Do you usually look at issues in a one-sided manner or at different angles?

[employee comments]
ACCURACY:

How well do you take in instructions and follow them to the letter?

How do you do your research and do you use factual data and information while doing any task?

[employee comments]
DIPLOMACY:

Describe a time when you have been required to use diplomacy to solve a problem at work. How did you go about it?

Is there a time when you have had to analyze a situation or person carefully in order to be effective in guiding your action? How did you go about it?

[employee comments]
CONSISTENCY AND RELIABILITY:

Have you ever been regularly late at work? What was the reaction to this behavior in your team?

Describe a time when you handled a situation in the wrong way. Did you admit your mistake?

[employee comments]
RESULTS ORIENTATION:

Is there a time when you were not satisfied with the results you achieved for your goals? What was the problem?

Describe a project that you have started on your own recently. What motivated you to get started?

[employee comments]
BUSINESS ETHICS:

What are some of the things you have done to assist others in understanding the importance of honesty and integrity?

Have you ever participated in forums that discuss the role and importance of integrity and honesty?

[employee comments]
PROCESS IMPROVEMENT:

How often do you encourage colleagues to undergo training on new procedures?

Have you ever failed to map existing processes and how did you correct the mistake?

[employee comments]
DATA ENTRY:

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

What efforts are you making to improve your ability to work with different data entry software packages?

[employee comments]
PRODUCT KNOWLEDGE:

What efforts are you making to understand how a product compares to rival products?

Have you ever failed to demonstrate how a product can be integrated with another? What did you do to improve?

[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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