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

An Operations Clerk is liable for performing general duties in a variety of businesses usually in offices. This post is highly relevant in every office and allows a smooth flow of activities without causing any hitches.

The primary responsibilities for this position include data entry, receiving payments for services or products provided, customer service and support, equipment maintenance, managing vendor communications efficiently, administrative practices and support, equipment maintenance for the entire office, overseeing incoming and outgoing emails and faxes while ensuring proper communication is carried out actually, sending out important memos in time, providing all the mails are posted or emailed at the right moment.

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.

Rarely solves customers? queries and refers them to the management for solutions.

Receives average scores on customer satisfaction surveys at all times

1

ORGANIZED WORKPLACE: Organized Workplace is a vital characteristic that helps the business to thrive for long term due to the sense of structure and order which efficiently promotes the team spirit.

Less distracted by the workplace disorganization and delivers the right results.

Does away with obsolete and unwanted work items to create even more space

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.

Speaks disrespectfully and arrogantly while in a conversation with others.

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

1

SAFETY AT WORK: Safety is being protected from hurt or other non-desirable outcomes that may tend to overrule a situation and cause damages of different kinds.

Does not provide employees with all the information required to operate a dangerous machinery

Is never prepared; does not conduct regular alarming activities such as drills that help employees familiarize themselves with the company's escape routes

1

SUPERVISORY SKILLS: Supervisory Skills is the ability to lead and manage people effectively in a difficult and challenging atmosphere in the day to day life.

Challenges the abilities of the subordinates by bringing out the best in them

Encourages individual participation and shows concern for the employee as a person

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.

Completes tasks on time, avoids time wasters and establishes appropriate priorities

Balances the speed of delivering work with quality and shows commitment to make improvements in both aspects

2

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

Shows frustration when a customer asks too many questions and lacks patience with customers who ask irrelevant questions

Alienates customers with special needs and does not bother to attend to customers on a first come first served basis

1

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

Often forgets to add some contingency time for unexpected events when scheduling tasks

Demonstrates inability to balance work and life and creates time for only one aspect at the expense of the other

1

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.

Possesses below average typing skills with below average accuracy and typing speed

Demonstrates inability to do repetitive tasks for long periods of time

1

MECHANICAL SKILLS: Mechanical Skills are the abilities to solve problems that arise in the workplace, although it may vary from one company to another.

Demonstrates poor communication skills when explaining complex machines to clients

Demonstrates little understanding of how to use computer aided design technologies when converting design information into workable drawings

1

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Have you ever anticipated an adverse reaction from a customer? Which measures did you take?

Can you describe an instance where you served an irate customer? What did you do?

[employee comments]
ORGANIZED WORKPLACE:

Has the company given you all the essential things you require to perform your duties/

What areas do you feel you need improvements when it comes to being organized at work?

[employee comments]
VERBAL COMMUNICATION:

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

How do you aim to improve your verbal communication skills to be the best in it?

[employee comments]
SAFETY AT WORK:

Describe a time when an accident happened at work. What caused the accident? What did you do to help those who were involved?

If you were chosen to conduct a company's safety audit, how would you go about it?

[employee comments]
SUPERVISORY SKILLS:

Have you come up with appropriate boundaries and do you follow them?

Are you reliable to give a competent report on each employee's abilities?

[employee comments]
TIME MANAGEMENT:

Can you point out the things distracted you from delivering work on time?

How do you react when you realize that time is running out and you are yet to finish a project?

[employee comments]
CUSTOMER SERVICE:

Is there a time when you were asked a question and you were unable to answer? Did you seek assistance?

Can you think of a time where you felt you had not responded well? How did you correct the situation?

[employee comments]
SCHEDULING:

What efforts are you making to employ the best practices and standards when scheduling projects?

How often do you balance work and life and how often do you schedule time for non-work related activities?

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

Have you ever failed to meet a tight deadline? What efforts did you make to improve?

[employee comments]
MECHANICAL SKILLS:

Have you ever failed to complete a task on time? What did you do to improve?

How often do you undergo training on using computer aided design to enhance your ability to design machines?

[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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