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

A Trade Compliance Clerk is liable for ensuring relevant trade compliance documents are in compliance with customs guidelines and regulations, auditing, tracking and processing customs brokers? fees as well as assisting in the maintenance of databases.

The primary duties of this role include maintaining and tracking import/export lo, filing and maintaining import/export records, keeping brokerage billing log and processing them for payment, assisting with reports relevant from the portal regarding the import activity, assigning new products and components to customers who wish to change, supporting trade compliance projects by creating and managing databases, assisting in creating and maintaining procedures for corresponding tasks.

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.

Does not yet have enough knowledge about the company products.

Does not listen to the customers well, which ends up to misunderstandings.

1

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Demonstrates well assertive and decisive ability when it comes to handling problems.

Not afraid to make mistakes and tries to find creative ways to handle any issue.

2

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Always overloads with work and ends ups doing the task incorrectly due to the pressure of beating the deadline.

Works in a haphazard manner without following the designed procedure.

1

DIPLOMACY: Diplomacy is the practice of conducting negotiations and influencing decisions and behaviors of different parties through dialogue, negotiation and other mature measures that are short of violence.

Uses language that is often heard as confrontational and overly aggressive without minding the feelings of others

Avoids looking people in the eye and uses an aggressive tone of voice when getting one's own diplomatic point across

1

CONSISTENCY AND RELIABILITY: Consistency and Reliability are the ability to be trusted to do what you do best all the time with or without supervision and without failure to produce results.

Dedicates more of one's time to the completion of one's actual job duties in order to increase productivity

Is a team player; participates in brainstorming sessions and handles group projects and tasks with diligence

2

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

Aligns personal goals with those of the team or company and works hard to achieve them promptly and efficiently

2

BUSINESS ETHICS: Business Ethics is the ability to learn what is right and wrong in the world of business and choosing to do what is right at all times.

Demonstrates an unresponsive attitude towards the concerns of others regarding inequality and unfair treatment

Rarely trustworthy, hardly respected for being honest, and is not regarded as credible

1

PROCESS IMPROVEMENT: Process Improvement is the creation of new processes or improving the existing ones that will work and take your corporation to the next level.

Fails to eliminate steps that do not add value to a process and hardly optimizes the steps that add value

Rarely attends think tank and ideation sessions that can assist in learning more ideas that can improve processes

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.

Hardly meets deadlines and is unable to work under pressure

Does not understand the importance of maintaining data confidentiality and shows little willingness to learn more about privacy issues

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.

Poor at explaining how to use a product to clients who have never used it before

Poor at communicating information and is hardly able to answer most questions related to a product

1

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you put in an extra effort and time in emergencies to ensure the needs of customers are met?

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

[employee comments]
CRITICAL THINKING:

Do you get to appreciate and learn from your mistakes and how do you deal with making wrong decisions?

When expressing your ideas do you deliver them in a logical manner?

[employee comments]
ACCURACY:

Do you normally have a checklist or a guide before you start doing any given task?

How much time do you dedicate to ensure you deliver an error free task?

[employee comments]
DIPLOMACY:

Describe a time when you have been required to use diplomacy to solve a problem at work. How did you go about it?

Can you describe one particular instance when you have positively influenced the actions of other employees in the desired direction?

[employee comments]
CONSISTENCY AND RELIABILITY:

Is there a time that other employees' actions negatively impacted on a task for which you were responsible? What did you do?

Can you describe a time when personal issues pulled you away from work? How did you handle it?

[employee comments]
RESULTS ORIENTATION:

Describe a time when you have been very successful in accomplishing your goals. What made this possible?

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

[employee comments]
BUSINESS ETHICS:

What are some of the things you have done to assist others in understanding the importance of honesty and integrity?

Were there any times where you got awarded for displaying consistent honesty and integrity?

[employee comments]
PROCESS IMPROVEMENT:

What efforts are you making to learn more about new procedures?

What efforts are you making to improve your ability to detect the root cause of errors in processes?

[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]
PRODUCT KNOWLEDGE:

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

How often do you adhere to procedures and policies that guide products and services?

[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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