Staff Supervisor Evaluation

Staff Performance Appraisal

Supervisor Evaluation
Date*

MonthDayYear
Date
Employee ID*
Employee Name*
Employee Email*
example@example.com
Title*
Supervisor 1 Name*
Supervisor 1 Email*
example@example.com
Branch*
Review Cycle*
Instructions: Rate the employee’s performance during the review period by checking the most appropriate numerical value in each section. Be sure to add comments below to support the numerical value.

Section I-Key Evaluation Criteria: Applies to all staff level employees and should be completed for all staff positions.

Section II- Goals: Applies to all staff level employees including those who manage a team.

Rating and Scoring: To determine the overall performance score, the numerical values of Section I will be automatically calculated for a final score.

Section II is for current and future goal setting only and no performance rating.

Prior to the performance discussion with the employee, a detailed plan to address areas rated “below standards” or “unsatisfactory” must be submitted to human resources for review. A plan could include a formal written Performance Opportunity Plan or a professional, departmental or developmental goal included in the Performance Appraisal.

Ratings are based on the following scale:

5 Outstanding- Performance and results achieved always exceed the standards and expectations of the position requirements, performance standards and objectives.

4 Exceeds Standards- Performance and results achieved consistently exceeds the standards and expectations for the position requirements, performance standards, and objectives

3 Meets Standards- Performance and results achieved consistently meets the standards and expectations for the position requirements, performance standards, and objectives

2 Below Standards- Performance and results achieved generally do not meet the standards and expectations for the position requirements, performance standards, and objectives

1 Unsatisfactory- Performance and results achieved consistently do not meet the standards and expectations for the position requirements, performance standards, and objectives
Section I-Key Evaluation Criteria: Applies to staff level employees and should be completed by all staff positions.
Performance
Completes assignments correctly and timely.*
Is highly detail oriented when completing assignments.*
Understands and follows instructions with all assignments*
Average
Comments
Attitude
Is respectful towards and respected by co-workers, and actively contributes to a friendly work environment.*
Follows directions and is open to constructive criticism.*
Has a positive and constructive attitude towards colleagues.*
Average
Comments
Communication
Acknowledges emails/calls/assignments from Associates, Team Leaders, and Management immediately during business hours.*
Communicates with the Associates, Team Leaders, and Management promptly if they are not able to make a specified deadline.*
Reaches out to their colleagues if they need assistance and is able to delegate tasks.*
Average
Comments
Effort
Demonstrates initiative, responsibility, and accountability in all assignments.*
Is committed, willing to work extended hours, and willing to volunteer to assist when needed.*
Puts in the time needed to produce a superior work product.*
Average
Comments
Section I- Average
Section II- Goals: Applies to all staff level employees including those who manage a team.

Goals set for review during this evaluation period
Goals
Professional
Check-in date
Departmental
Check-in date
Developmental
Check-in date
Other
Check-in date
Notes
Goals-to be met next evaluation period
Goals
Professional
Check-in date
Departmental
Check-in date
Developmental
Check-in date
Other
Check-in date
Notes
Overall Performance Rating
For staff members who do not manage a team, the grand total score is the average of Section I (page 3)
Supervisor Comments
Supervisor Signature*

Clear
Date*

MonthDayYear
Date
Should be Empty:

Staff Performance Appraisal

Performance

Attitude

Communication

Effort

Goals

Goals

Overall Performance Rating