Use this sample and step by step explanation to craft a meaningful employee performance feedback review for a risk adjustment auditor. Find the right words with quality phrases.

A Risk Adjustment Auditor is responsible for overseeing the transfer of money fro insurers to their customers whether sick or healthy. This position is critical as it ensures all the calculations of the expected healthiness of a pool of people are accurately done and the authentic transfer of payments completed.

The essential roles of this position include ensuring accurate transfers are done without any false details anywhere, running random spot checks to ensure that the patient's health and diagnoses are accurately reported, ensuring the patient's confidentiality is maintained without being released to any other organization except those that need to use that information with permission.

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

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.

Maintaining eye contact is quite a problem and appears to be shy when talking to people.

Responds to questions in a not so creative and intelligent manner and hence does not offer satisfactory answers.

1

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.

Speaks with good clarity and uses correct language to address the other person.

Ensures to do callbacks to give responses and feedback if promised to do so earlier.

2

INTERPERSONAL SKILLS: Interpersonal Skills are a set of abilities that enable a person to positively interact and work with others effectively while avoiding office disputes and personal issues with each other.

Has a bad attitude and does not readily accept when given constructive feedback.

Does not work well with others something that brings conflict every now and again.

1

ETHICAL BEHAVIOR: Ethical Behavior is acting in policies that are consistent with what the society and individuals typically think are good morals or values.

Treats the causes of unfair treatment with prejudice and favoritism

Reprimands and punishes other employees when concerns about inequity are raised

1

POTENTIAL FOR ADVANCEMENT: The potential for Advancement is the ability to make something better by being more skillful, more efficient, and more useful to produce high-quality results.

Listens and adheres to active counsel regarding the business strategies

Takes work seriously giving it the required commitment the company asks

2

PROJECT AND GOAL FOCUS: Project and Goal Focus is setting your mind and heart on things that matter and add value to your life against those things that add no value at all or of little value.

Avoids distractions such as answering non-work related calls in order to remain focused on accomplishing own tasks

Creates a diary that documents the goal pursuit in order to get clarity on the goals

2

QUALITY MANAGEMENT: Quality Management is the management approach to the long-term success through customer satisfaction that directly involves the employees in the continual improvement of the daily tasks.

Does not care about monitoring customers satisfaction or asking for feedback to find out what products or services needs a boost in quality

Does not communicate to project team members exactly what is required of a certain project or the quality standards they should meet

1

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Does not possess good predicting abilities and often predicts future trends with a high level of inaccuracy

Rarely bothers to know what customers want and ends up losing existing customers and prospects

1

TECHNOLOGY TREND AWARENESS: Technology Trend Awareness is staying updated with the useful upcoming trends that can serve your business better and easier.

Puts little effort to encourage colleagues to utilize the power of virtual workplaces to save time and money

Lags behind in using of artificial intelligence to execute repetitive, multiple, and complex tasks more efficiently

1

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.

Often fails to proofread and edit reports and proposals before submitting

Does not connect with the target audience when writing reports and proposals

1

Self Evaluation

Self Evaluation Question

Employee Comments

VERBAL COMMUNICATION:

Who is the greatest orator that you admire and why do you admire them?

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

[employee comments]
PHONE SKILLS:

How well can you rate the way you handle your phone call conversations?

How well do you close conversations and do you feel you leave the callers in a satisfied position?

[employee comments]
INTERPERSONAL SKILLS:

Are you always approachable or people tend to find it hard to approach you?

Do you always seek to influence people in a good way and support them in their efforts?

[employee comments]
ETHICAL BEHAVIOR:

Do you keep your word at all time or do you fail to be honest?

Do you provide honest feedback when asked to give any?

[employee comments]
POTENTIAL FOR ADVANCEMENT:

Do you fully commit yourself to serve your company and do your best?

Do you accept positive criticism that is meant to help you improve your expertise?

[employee comments]
PROJECT AND GOAL FOCUS:

Is there a time when you have missed goals? What were those goals and why did you miss them?

Describe a time when you have missed an important project deadline due to poor planning. What did you do?

[employee comments]
QUALITY MANAGEMENT:

How have you helped your team members produce quality work? How has this improved the overall productivity of the team?

What systems have you used to manage information and improve quality effectively? Would you recommend these systems to other companies?

[employee comments]
BUSINESS TREND AWARENESS:

What efforts are you making to increase your understanding about current business trends?

What efforts are you making to know what customers want?

[employee comments]
TECHNOLOGY TREND AWARENESS:

How often do you encourage colleagues to use the internet to search for information easily?

How often do you encourage colleagues to use of artificial intelligence to execute repetitive, multiple, and complex tasks more efficiently?

[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]

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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