Annual Employee Performance Evaluation:

Clerical Unit
Name of Employee:
__________________________________________________
Position: ________________________________________________

Date: _____________________

Purpose of Evaluation
To encourage high-level performance by employees.
To clarify expectations and procedures of each employee at the beginning of the appraisal
process and periodically throughout that process.
To provide direct, constructive feedback about the employees performance, identifying
strengths and areas of improvement.
To encourage a dialogue between administrator and the employee about the employees
performance.
To serve as a guide for making employment decisions.

The Rating Scale

EXCELLENT

Frequently exceeds established standards or objectives. Often demonstrates

initiative and creativity. Performs consistently at a high level.

SATISFACTORY

Generally meets and occasionally exceed established standards or objectives.

Performs reliably and requires only normal supervision and follow-up.

NEEDS IMPROVEMENT

Performs somewhat below the completely satisfactory level. Does not fully meet
established standards or objectives, and often requires close supervision and
corrective action.

UNSATISFACTORY

Performs at an unacceptable level, which results in poor performance in

departments operations and/or other employees. Does not meet objectives or
fulfill job responsibilities.
This rating should only be used in cases where efforts to develop employees
performance have been established and have proved to be unsuccessful.

Work Habits
LEVEL OF PERFORMANCE

Performance Areas
Please mark the number
corresponding to the
appropriate level of
performance on the line to the
left of the area being rated.

Excellent

Satisfactory

Needs Improvement

Unsatisfactory

Work Habits

Comments

Comments

Comments

Comments

- Consistent attendance at
work
- Aware of established
working hours
- Carries out
responsibilities in an
orderly and diligent
manner
- Demonstrates ability to
work without immediate
supervision

- Complies with
instructions, rules and
regulations including
health and safety
precautions (if applicable)
- Completes projects and
objectives in a timely
manner
- Positive attitude is
consistent each day

Areas Employee Excels (with examples): ____________________________________________________________

_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________

Areas of Improvement (with evidence): _____________________________________________________________

_____________________________________________________________________________________________

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_____________________________________________________________________________________________

Work Attitudes
LEVEL OF PERFORMANCE

Performance Areas
Please mark the number
corresponding to the
appropriate level of
performance on the line to the
left of the area being rated.

Excellent

Satisfactory

Needs Improvement

Unsatisfactory

Work Attitudes

Comments

Comments

Comments

Comments

- Demonstrates ability to
improve work techniques
- Flexible to new ideas and
procedures.
- Open to constructive
criticism and suggestions

- Demonstrates clear
understanding of
improvements expressed
by administrator
- Demonstrates
enthusiasm for job
- Acts with good judgment.
- Demonstrates initiative in
daily activities
- Is adaptable to
emergencies and new
situations

Areas Employee Excels (with examples): ____________________________________________________________

_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________

Areas of Improvement (with evidence): _____________________________________________________________

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_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________

Relationships with Others (Internal)

Performance Areas
Please mark the number
corresponding to the
appropriate level of
performance on the line to the
left of the area being rated.

Relationships With
Others (Internal)

LEVEL OF PERFORMANCE
1

Excellent

Satisfactory

Needs Improvement

Unsatisfactory

Comments

Comments

Comments

Comments

- Works well with coworkers

- Displays respectful
attitude to every individual
- Cooperates well with
administrators; keeps them
informed as necessary
- Demonstrates and clearly
understands feedback
given by administrators
- Demonstrates strong
communication with
coworkers and supervisors
- Ability to demonstrate
problem solving skills when
needed
- Positive attitude is
consistent each day

Areas Employee Excels (with examples): ____________________________________________________________

_____________________________________________________________________________________________
_____________________________________________________________________________________________

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_____________________________________________________________________________________________

Areas of Improvement (with evidence): _____________________________________________________________

_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________

Relationships with Others (External)

LEVEL OF PERFORMANCE

Performance Areas
Please mark the number
corresponding to the
appropriate level of
performance on the line to the
left of the area being rated.

Relationships With
Others (External)

Excellent

Satisfactory

Needs Improvement

Unsatisfactory

Comments

Comments

Comments

Comments

- Demonstrates courtesy and

responsiveness with the public
in person.
- Demonstrates courtesy and
responsiveness with the public
on the telephone.
- Displays a high level of
customer service.
- Displays understanding and
willingness to solve problems
or concerns expressed by the
public.
- Demonstrates a positive and
respectful attitude during every
interaction with the public.
- Clearly explains department
procedures, policies, and/or
regulation when information is
requested.
- Handles difficult situations in
a tactful way.

Areas Employee Excels (with examples): ____________________________________________________________

_____________________________________________________________________________________________

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_____________________________________________________________________________________________
_____________________________________________________________________________________________

Areas of Improvement (with evidence): _____________________________________________________________

_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________

Overall Employee Evaluation

Excellent

Satisfactory

Needs Improvement

Unsatisfactory

No Basis for Evaluation

Employee Comments:
All employees will meet with the evaluator to discuss the evaluation and recommendations.
Any comments that the employee wishes to make to this performance evaluation please
make here; use additional sheets if needed.

Approvals
I have received a copy of this evaluation report and it has been explained to me, and I have
had an opportunity to provide input or comments relative to it.
Employee signature: ______________________________________ Date________________________

Administrator:
This employee performance evaluation approved as complete in accordance with
applicable procedures.
Administrators signature: ________________________________ Date__________________________