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

A Processing Clerk is responsible for assisting businesses to fulfill product and service orders every time the consumers make purchases.

The duties for this role include interacting daily with customers, answering queries, building lasting relationships with clients, answer calls and collect order information, taking orders, using database to check the availability of products, checking shipping details that include mailing addresses and estimated delivery dates, ensuring all the requested items are involved in the shipment before it is sent to the customer, providing the requested merchandise is moved from the warehouse to the distribution delivery area, communicating with the inventory clerks, notifying them of any unusually large orders.

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.

Fails to utilize cross-selling opportunities and does not know how to overcome initial objections.

Takes a lot of time handling an issue with a customer, which includes too high average time per call.

1

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.

Prepares adequately well before delivering that all-important speech before others.

Shows great skill when using tonal variations in speech and tries to balance it.

2

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Not willing to compromise during the negotiation process to achieve a win-win solution.

Finds it difficult to put points across in a clear and understandable manner.

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.

Answers the calls with a negative, low, and unwelcoming tone.

Puts callers on hold and unholds them in an unprofessional way.

1

COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others.

Addresses underlying causes of low participation; finds out why a group member is not fulfilling the assigned role or barely attending meetings

Constantly reminds group members of the importance of working as a team and emphasizes the importance of collaboration and cooperation

2

COOPERATION WITH COLLEAGUES: Cooperation is the process of working with groups or teams for a common mutual benefit as opposed to working in competition or for selfish ambition.

Respects authority from the team leaders, supervisors as well as managers

Satisfies both the management's requirements and the company's as well

2

FOLLOWING DIRECTIONS: Following Directions is the skill of carefully considering the given instructions and following them closely without fail.

Assumes one knows everything thus does not bother to seek clarification on things that are not clear before starting a task or project

Does not take time to understand the purpose of the instructions

1

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

Uses inflammatory language towards difficult customers and argues with objecting customers

Gives inaccurate solutions when faced with difficult questions and does not bother to ask for assistance

1

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

Hardly updates the list of activities and does not make efforts to track project schedules

Makes little effort to create effective and reliable project schedules

1

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.

Does not know how to install and configure most products

Shows little willingness to understand how products address the needs of clients

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]
VERBAL COMMUNICATION:

Have you ever tried to think about what you would say from another person's perspective?

How do you prepare yourself before you talk to people and has it been of help to you?

[employee comments]
NEGOTIATION SKILLS:

Have you ever been involved in any negotiation process? What did you learn from it?

Have the results of any negotiation process gone against your expectations?

[employee comments]
PHONE SKILLS:

Give an instance you were called by an irate caller and explain how you handled it?

Do you typically take charge of the phone calls you make and how do you ensure to have everything under control?

[employee comments]
COLLABORATING WITH OTHERS:

Can you describe a team experience which you have found rewarding?

Describe a time when you have had to work with a difficult team member. How did you handle it?

[employee comments]
COOPERATION WITH COLLEAGUES:

Can you be relied upon to lead the team without the management following up?

What can your team say concerning your work ethics and manners?

[employee comments]
FOLLOWING DIRECTIONS:

How do you react to a colleague who regularly fails to follow instructions?

Can you describe a time when you received complex instructions? How did you make sure you understood each and every detail?

[employee comments]
CUSTOMER SERVICE:

Are there any instances where customers asked irrelevant questions? How did you handle such customers?

Are there any instances where some customers declined following a queue? How did you correct such situations?

[employee comments]
SCHEDULING:

What efforts are you making to update your list of activities and track project schedules?

How often do you encourage others to work steadily towards both career and personal goals?

[employee comments]
PRODUCT KNOWLEDGE:

Can you think of a situation where you demonstrated your ability to fix problems associated with a product?

What efforts are you making to know the customer experience offered by a product?

[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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