Culminating Interview of an HR Practitioner

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Staff Performance Appraisal Form

Department: _______________________________________________________ Appraisal Date: _____________________________________________________

Surname: _____________________________________ ____________________ First Name: ________________________________________________________

Job Title: __________________________________________________________ Manager’s Name: ___________________________________________________

INTRODUCTION:

This performance appraisal is intended to measure an employee’s skills and accomplishments over the period under review. Scores and rankings are used as a tool to determine combined performance and attitude and development/training areas. The scores are applied in order of performance, totaled at the end of the section and then the ranking and future path determined.

Scoring:

Score	Category	Definition
5	Excellent	Objectives and expectations are being exceeded by the individual with little to no supervision or guidance needed.
4	Very Good	Objectives & standards generally being met by the individual and some initiative shown in accomplishing tasks & making suggestions
3	Good	Objectives being met by the individual are considered good because of the fact that standards are met and maintained.
2	Fair	Poor delivery of objective, either quality of work or performance. Below acceptable standard. Always making excuses.
1	Poor	Little or no attempt made at achieving objectives. Needs constant reminder of duties. Poor or unacceptable behaviour. Not in work area.
	*	Please circle the asterisk that denotes the objective the employee meets or demonstrates. An asterisk is provided for each Attribute discussed. If only 3* have been met by the employee the score is 3- Good, 4* met the score is Very Good etc.

Ranking:

Scoring Range	Performance Category
31 - 40	Excellent Performance. Career path should be mapped out for this employee and opportunities for promotion be considered/discussed when available. This employee should be a candidate for employee of the month and year as well as possibly other recognition.
21 - 30	Good Performance. Discuss areas of strengths and weaknesses and work out a plan to overcome weak areas. Discuss career at Jakes and plan candidate’s future within the company/group. This employee may be a candidate for employee of the month and year.
11 - 20	Ordinary to acceptable performance. Discuss whether the employee was given the necessary tools for the job and has the technical expertise needed. Discuss employee’s strengths and weaknesses and set out a plan for future training and development. A period for improvement should be established and further review conducted.
0 - 10	Poor performance. Employee is unable to grasp or master the personal and professional skills needed to complete jobs functions. Employee is deficient in several areas. Employee to be re-oriented with job functions required and placed on probation of not less than two (2) months at which time further review is conducted and termination considered if no improvement.

SECTION 1: JOB PREPARATION

Was the employee given a written job description? Yes No

Were duties discussed with the employee? Yes No

Is the employee equipped with the basic or required tools to perform at acceptable or above standards? Yes No

Does the employee possess the knowledge and expertise needed for this job? Yes No

SECTION 2: EMPLOYEE GENERAL PERFORMANCE (To be completed by the Employee prior to start of appraisal.)

What are your personal strengths and are you happy working with your team?

What are your weakest areas and what do you need to improve those areas?

Do you feel you are managing or have mastered your job function? Yes or No. If no, state reason:

Are there factors, which prevent you from performing at your best? Yes or No. If yes, what are these?

Is there anything you would like to add about your work performance?

SECTION 3: EMPLOYEE ATTRIBUTES

8 - Attributes	Standard	Score
Job Knowledge	Knows what is required of Job. Makes an effort to seek clarity or explanation if uncertain. Is able to transfer skills and knowledge to someone new. Is willing to learn new ideas. *Is willing to accept constructive criticism and change direction for better outcome.
Quality of Work/ Work Output	Work performed according to job requirements and consistently meets or exceeds standard for quality. Errors minimized or not repeated. Provides excellent customer service and Goes beyond the call of duty. *Work is completed on time, is thorough, accurate and meets or exceeds standards.
Teamwork/Interpersonal Skills	Is cooperative, works well with others, flexible and will seek opinion of manager/others. Communicates well with colleagues, managers and guests/clients andIs courteous and respectful to all. Is able to remain calm and controlled in difficult situations *Uses sound judgement.
Dependability	Follows instructions or makes quality alternative suggestions. Is reliable and can be called upon for filling staff shortages. *can cope under difficult or in pressurizing circumstances.
Initiative	Goes the extra mile. Is interested in work and helps to determine the needs of the department by making suggestions. Willing to accept added responsibility. Shows creativity. *Will make changes as and when required to do so.
Work Habits	Abides by policies of the company. Works in an efficient and safe manner. Does not put others at risk or unnecessary strain. Keeps work area clean and looks after equipment by proper use and keeps equipment in good order. *Is not involved in gossip.
Appearance/Attendance and punctuality	Is always neat and clean in appearance and wears complete uniform. Attends work as per schedule and is always on time. Does not abuse sick leave policy. Follows guideline for lead-time in applying for vacation and other leave. *Works overtime only when required to do so.
Corporate Responsibility	Is conscious of the appearance of the properties and grounds at Jakes/Jack Sprat & Villas. Has a good sound knowledge of Jakes and BREDS and is able to articulate and answer questions pertaining to the activities of BREDS. Volunteered time in at least one activity for BREDS. Actively participated in all requests for assistance. *Is able to keep matters confidential.

Total Score of Employee Attributes: ______/40 MARKS

Total Score Ranking attributed= Total Score of Employee Attributes ÷ 8 = ________

Is Retraining necessary for this employee? _____ Yes _____ No

*DISCUSS RANKING AND IMPLICATIONS*

SECTION 4 – DEVELOPMENT PLAN (Use Additional sheet if required).

Short-term areas for Development	Time-period or by when	Development process (e.g. training)

SECTION 5 – FUTURE PERFORMANCE (Use separate sheet if required)

Performance Objectives (state specific objectives if any)	By When	Action (state how this will be achieved and measured).

ADDITIONAL COMMENT (S):

_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

DISCUSS: JAKES SERVICE STANDARDS

1. I am warm and welcoming.

2. I anticipate a guest’s every need – expressed and unexpressed.

3. I do my best to satisfy and surpass a guests’ expectations.

4. I am proactive not reactive.

5. I assist all team members to attain the goal of guest satisfaction.

6. I am proud to be a Jakes team member and it is obvious in my appearance and attitude.

7. I am able to resolve issues for Jakes guests quickly and effectively.

8. I innovate to make the guest experience memorable and unique.

9. I ensure Jakes is a safe, peaceful, relaxed & beautiful haven.

10. I take responsibility for creating a happy work environment.

SECTION 6: SIGNATURES

Employee:

I agree with this review. I disagree with this review.

My signature does not indicate acceptance of the review but rather that it has been discussed and I have read and understood the review.

Employee Signature: ___________________________ Date: _____________________________

Appraiser:

I have discussed and completed the performance review for this employee:

Appraiser’s Name: _______________________________ Appraiser’s Signature: __________________________________________

Date: ______________________________

Department Manager’s Signature (only if different from Appraiser): _____________________________________ Date: ______________

General Manager’s Signature: ________________________________________ Date: __________________________

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