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

A Reporting Analyst is liable for creating electronic databases for storing large quantities of data while examining the unique needs and concerns of a business to develop relevant practices and procedures for preparing business reports.

Primary responsibilities for this post are storing data, creating reports, analyzing reports, creating custom reporting software, sharing findings with various company departments, creating custom reporting software, inputting data and updating the database continually, delivering ad hoc reports, translating stakeholders requirements into reporting deliverables, assisting the analyst team with dashboard and report generation, developing performance metrics, troubleshooting issues with software and equipment, dealing with technical matters and enhancing efficiency.

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.

Works well with customers in meeting their needs and solving their problems.

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.

Refrains from speaking too often or having the urge to interrupt others while they speak.

Never beats around the bush but instead goes straight to the point.

2

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.

Successfully finds new effective ways to perform difficult tasks that nobody wants to handle

Always willing to jump in and learn something new to help make work easier

2

EMPATHY: Empathy is the understanding of another person's condition from their perspective by placing yourself in their shoes and feeling what they are feeling.

Has an insatiable curiosity about new employees and frequently chats with them in order to understand the world inside their heads

Takes an active interest in colleagues concerns and shows sensitivity to their feelings and perspectives

3

USING COMMON SENSE: Using Common Sense is the ability to see what is missing in a situation or a project and supplying it without necessarily being assigned or asked to do it.

Slows down when one is upset or stressed; refrains from making hasty decisions in order to avoid hurting others

Surrounds oneself with people who always seem to use common sense in order to improve own common sense skills

2

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

Uses tools that allow teams to collaborate and foster both creativity and productivity

Keeps team members and other employees happy and highly motivated in order to prevent high employee turnover

2

BUSINESS ETIQUETTE: Business Etiquette is a basic framework of rules set by companies to ensure and allow you to understand the way you should conduct yourself in the professional world.

Shows up on time for meetings, makes efforts to avoid missing meetings and prepares for meetings on time

Makes efforts to reach out to people regardless of their roles and acknowledges what they do

2

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Makes enough effort to use a reader-friendly writing style that meets the needs of the target audience

Shows willingness to learn the value of good written communication when writing reports and proposals

2

ANALYTICAL SKILLS: Analytical Skills is the ability to collect and analyze information, solve problems and make decisions according to the policies and regulations of the business.

Encourages others to think out of the box when coming up with a solution to solve a problem

Understands a good number of data collection techniques and makes an effort to collect the right information

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.

Demonstrates awareness on how to install and configure most products

Makes effort to carry out research on customer experience offered by the products

2

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you keep customers informed proactively whether formally or informally to ensure they are knowledgeable about the company?

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

[employee comments]
VERBAL COMMUNICATION:

How well can you rate your verbal skills and what are you doing to improve?

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

[employee comments]
PHYSICAL ABILITIES:

Are you well equipped for the tasks you applied for?

Do you communicate effectively to ensure adequate use of equipment or machines?

[employee comments]
EMPATHY:

Can you think of a time when you had to deliver less than ideal news? How did you go about it?

Describe a time when you were able to strengthen a relationship between colleagues using effective communication. What made your communication effective?

[employee comments]
USING COMMON SENSE:

What have you done to improve your ability to use common sense at work?

What have you done to avoid the most common arguments with your colleagues and customers?

[employee comments]
RESOURCE USE:

Describe a time when you have started a project without all the required resources. Were you happy with the outcome? Explain your answer

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]
BUSINESS ETIQUETTE:

What efforts are you making to improve your dressing code?

What efforts are you making to respond to messages promptly and always call back?

[employee comments]
WRITING REPORTS AND PROPOSALS:

Have you ever failed to proofread and edit a report or proposal before submitting? How did you correct the situation?

Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake?

[employee comments]
ANALYTICAL SKILLS:

What steps do you follow when studying a problem before making a final conclusion

How often do you encourage others to use appropriate oral and written communication skills when sharing an analysis?

[employee comments]
PRODUCT KNOWLEDGE:

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

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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