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

A Clinical Data Associate is responsible for collecting information about the medical history of the patients and other clinical trials. He/she will work with computerized records of the patients to ensure that all of it is sorted and recorded accordingly. In addition, he/she works to ensure that clinical data is always accessible when needed.

He/she can be tasked to perform other functions that can include; transcribe and code information according to patients specifications, retrieving data from the records for other clinic personnel, check for accuracy, integrity and errors in the patients? records and participating in system troubleshooting in case of any malfunctions.

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

URGENCY: Urgency is the speed that drives businesses fast in order to keep them from disconnecting from what they are aiming to achieve but pursue it with a sense of urgency.

Willing to learn new methods of handling assigned duties with great pace and urgency.

Strives to find workable solutions to challenges being faced in the workplace.

2

KNOWLEDGE OF JOB: Knowledge of Job is essential to every employee who needs to have a clear understanding of how their jobs fit into the overall organization to eliminate carelessness and laxity.

Defines clear and realistic goals and comes up with ways that enable one to accomplish the goals effectively

Researches things before hand and asks questions where appropriate in order to avoid making serious mistakes

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

PERSONAL COMMITMENT: Personal Commitment is an obligation that you have voluntarily agreed to fulfill without being cajoled or threatened and are willing to be held accountable for the results.

Surrounds oneself with like-minded people in order to get the confidence and motivation one needs to stay dedicated

Reflects on one's own weaknesses and determines which personal qualities can be strengthened to advance one's own goals

3

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

Carefully monitors and appreciates the quality of work one has provided as well as that, which other people provide

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

2

ROLE AWARENESS: Role Awareness is the ability to be informed of your role in a given environment as well as understand the expectations placed on a position and to see how they are met apparently.

Uses downtime to prepare for future tasks, catch up on backlogs or as a time to do simple or easy tasks

Anticipates setbacks beyond own control and is able to plan around them when they repeat themselves

2

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Saves social time for after one has completed the assigned tasks in order to avoid distractions and remain focused

Looks for people who have completed similar tasks in order to find out how long it would take to do the tasks

2

QUANTITY OF WORK: The quantity of Work is the amount of work accomplished by an employee against the expectations set by the employer.

Always seeks opportunities to produce more work even if it means working extra hours or coming to work before the reporting time

Creates and implements time management strategies that streamline own tasks and processes in order to meet deadlines

2

RESOURCE USE: Resource Use is the ability to utilize the office supplies effectively while avoiding any wastage and ensuring everything is used correctly.

Gets to know team members' strengths, skills, and the type of work that motivates them in order to match them with the perfect tasks

Develops a resource plan in order to determine the resources one needs at hand for effective project planning

2

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.

Develops practical schedules, effectively assigns tasks to others, and is committed to get work done

Makes commitments to estimate the time required to complete a project

2

Self Evaluation

Self Evaluation Question

Employee Comments

URGENCY:

Have you at any time taken extra work when called upon by others?

Have you worked overtime in a bid to finish any urgent matter? If yes, how was the feeling?

[employee comments]
KNOWLEDGE OF JOB:

What steps have you taken in the past to adjust your style when it was not meeting a project's expectations?

Can you give two or three examples of times when you have worked with groups of people to accomplish tasks? What was your role?

[employee comments]
FOLLOWING DIRECTIONS:

Can you give an example of a time when you were able to demonstrate your ability to follow instructions?

Is there a time when you have had to speak up in order to be sure that the instructor knew what you thought or felt about the instructions?

[employee comments]
PERSONAL COMMITMENT:

After setting your goals, how do you keep track of your progress? What do you do when you realize that you have done less than you expected?

Describe a great change that occurred in a project you were working on. How did you adapt to this change?

[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/goal that required you to pay attention to detail. How did you go about accomplishing it?

[employee comments]
ROLE AWARENESS:

Describe a time when you have had to adapt to a difficult situation. What made the situation difficult and how did you manage it?

In your opinion, do you think it is important for employers to develop ways to help employees become more aware of their positions it the company? Explain

[employee comments]
DEADLINES - ON TIME:

How do you handle distractions and interruptions at work? Is there a time when you were distracted when doing an important task? What did you do?

What are some of the things that you include in your to-do lists to make them effective? How has this helped you meet your deadlines?

[employee comments]
QUANTITY OF WORK:

What are some of the factors you have considered when delegating tasks to your team members in order to increase their productivity?

What do you think can be done differently to improve the overall productivity of your company?

[employee comments]
RESOURCE USE:

How do you make sure that your team members have all the skills needed to accomplish a certain task?

Describe a time when you have had to use a resource for a longer period of time than you expected? What were the consequences?

[employee comments]
TIME MANAGEMENT:

Do you maintain a plan and say no to constant interruptions while working?

Do you keep a well-organized record of all the upcoming deadlines?

[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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