Use this sample and step by step explanation to craft a meaningful 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.

Does not know how to tell customers to wait for their turn tactfully.

Receives average scores on customer satisfaction surveys at all times

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.

Researches extensively before delivering a talk to have concrete facts and information that will not raise any objections.

Shows great eloquence when it comes to delivering speeches and talks.

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.

Does not like working on anything that requires physical strength

Is not willing to do anything physical without others working on it

1

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.

Does not care about own words and actions and the perception they create in others

Does not show interest in people outside one's own social circle or new employees

1

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.

Practices mental elasticity; stretches oneself beyond the things others regard to know already

Takes a personality assessment in order to identify own tendencies and biases and how they influence own judgment, analysis, and decision-making

2

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

Makes sure that all resources are aligned and that every team member is working towards a common goal

Anticipates potential problems and gathers resources necessary to fix them should they occur

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 late for meetings, rarely prepares for meetings, and misses most meetings

Remains seated when being introduced to new people and when shaking hands

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.

Demonstrates little understanding of all the key components of reports and proposals

Understands very few components of writing reports and proposals and does not show interest to learn more

1

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.

Demonstrates weak oral and written communication skills when sharing an analysis with others

Demonstrates little knowledge of working with numbers and figures and is often unable to interpret mathematical information

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

Does not know how to fix the most basic problems associated with a product

1

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you actively solicit feedback from customers to determine their concerns and needs? Explain how.

Is there a time you understood a customer's circumstances quickly? What did you do?

[employee comments]
VERBAL COMMUNICATION:

Give an instance you were given the opportunity to talk to people. What was the reaction?

Have you ever tried to copy somebody else's way of talking and how did it turn out?

[employee comments]
PHYSICAL ABILITIES:

Do you stay updated on the new technology that is in the market for the equipment you are working with

What areas do you think you need to improve on?

[employee comments]
EMPATHY:

What is one or two things you have learned from caring for or helping others at work?

Why is it important for employees to show empathy towards each other as well as towards their customers?

[employee comments]
USING COMMON SENSE:

When is the last time you failed in a project because you did not use common sense? How did you rise up?

When is the last time you apologized to a colleague? What had you done and why did you feel the need to do this?

[employee comments]
RESOURCE USE:

What basic rules have you followed for successful resource planning? How has this helped you to manage resources effectively?

How have you ensured a fair and balanced resource allocation when planning your projects or tasks?

[employee comments]
BUSINESS ETIQUETTE:

How often do you encourage others to stand up when shaking hands or meeting new people?

What would you like to improve about yourself in order to be more pleasant to work with?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

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 is the most complex analytical task you have ever undertaken?

How often do you encourage others to think outside the box when trying to solve a problem?

[employee comments]
PRODUCT KNOWLEDGE:

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

What are you doing to improve your ability to explain to a client how a new product works?

[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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