Team Member Annual Review
Team Member Name
Manager Completing the Review
Manager's Email (to receive copy of review)
example@example.com
Email of Dept Exec (so they can review)
example@example.com
QUALITY OF WORK. Evaluated by calculating the average score of all the department goals assigned to team member. Please add description of the team member's specific scores for each goal in the comments section.
Please Select
LEVEL 5: Exceeds Expectations
LEVEL 4: Above Expectations
LEVEL 3: Meets Expectations
LEVEL 2: Below Expectations
LEVEL 1: Not Met Expectations
Comments for Quality of Work:
QUANTITY OF WORK. Evaluated by overall practice growth. Goal is 3% growth over last year in collections.
Please Select
LEVEL 5: Exceeds Expectations
LEVEL 4: Above Expectations
LEVEL 3: Meets Expectations
LEVEL 2: Below Expectations
LEVEL 1: Not Met Expectations
Comments for Quantity of Work:
PTA. Evaluated by the number of hours left in your PTA bank.
Please Select
LEVEL 5: Exceeds Expectations
LEVEL 4: Above Expectations
LEVEL 3: Meets Expectations
LEVEL 2: Below Expectations
LEVEL 1: Not Met Expectations
PTA Evaluation Guide
Comments for Attendance/Tardies:
CODE OF CONDUCT COMPLIANCE. Evidenced by the number of counseling sessions for issues pertinent to the Code of Conduct policy. This does not include any counseling sessions for attendance, as it is addressed separately in the PTA section of this review.
Please Select
LEVEL 3: Meets Expectations-no counseling sessions this year
LEVEL 1: Not Met Expectations- 1+ counseling sessions this year
Comments for Code of Conduct Compliance:
Goals for next year:
Additional Comments
Total Score (levels of each section added together, max total is 18 points)
Submit
To be completed when you meet with your team member to go over the review:
Employee Signature: I understand the above ratings, comments, and goals:
Manager Signature: I have gone over this review with my team member.
Should be Empty: