Form :: http://gmf.cards/fprResponses :: http://gsl.cards/rprThe intent of this article is to give an overview of the Performance Review process.
Employee performance review is important for every business, but its effectiveness depends on how it is conducted. It can empower the employees to reach new heights – or it could drive them away from the company.
A great review helps the employees identify growth opportunities and potential areas of improvement without damaging employee-manager relations, but writing a strong review isn’t easy. Managers often don’t receive enough guidance on what an effective and comprehensive review looks like.
What is an employee performance review?
An employee performance review, also known as a performance evaluation or performance appraisal, is a formal assessment of an employee’s work in a given time period. In an employee performance review, managers evaluate that individual’s overall performance, identify their strengths and weaknesses, offer feedback, and help them set goals. A positive performance review may lead to promotion and/or salary appraisal and a negative one may lead to termination.
Performance review form
A performance review form is a document used to measure an employee’s workplace performance. One of the keys to the success of the performance management process is to have good employee evaluation forms.
Job Performance scale of 1-5.
5 = Excellent
4 = Very Good
3 = Good
2 = Fair
1 = Poor
Passed: total score of 3.0 – 5.0
Failed: total score below 3.0
Performance review evaluation form
This form consists of the combined feedback from the manager and colleagues/teammates.
Performance review workflow
PR.Stage
Location: PR.Stage list
Label: Yellow “PR in progress”
Members: @nickjameshoffman, @joanne65484336
Checklist name: PR.Stage
Checklist items:
- Zap Action z155 – send requests for a performance review (to manager and colleagues)
- Check comments below to analyze the feedbacks received
- Zap Action z156 – send performance review schedule event
- Create an Employee Performance Evaluation report (post template here)
- Ready for PR.Dev
PR.Dev
Location: PR.Dev list
Label: Yellow “PR in progress” to Green “PR complete” once done
Members: @nickjameshoffman, @joanne65484336
First checklist name: PR.Dev
Checklist items:
- Review the performance review questions listed in the comment below
- Join mpp.epi.run on the time specified in the performance review schedule
- Let the employee know that the meeting is recorded for documentation and quality purposes
- Ask questions listed below and jot down answers
- Provide access to Performance Evaluation Report
- Discuss the evaluation and set realizable goals
Second checklist name: Did the performance improved from last PR
Yes
- Recognize Performance (promotion, salary raise, etc.)
- Foster further development (trainings, online courses, etc.)
- Check this item to move card to Active.Done
No
- Implement Performance Improvement (post template here)
- Inform the employee when the next performance review will be. Note the due date in the card’s trello card
- Check this item to move card to Active.Done
Not applicable (This is the first performance review)
- Check this item to move card to Active.Done
Performance review questions to employee
- How are you today?
- Is there anything you want to say before we start?
- Is there something about your role you would change?
- Do you feel that your team is working well together?
- What can we do to make your job easier or more fun?
- What strengths do you have that you feel we are under-utilising?
- Do you have everything you need to do your job?
- Do you have any questions related to your future at the company?
- What has been the most challenging part of the job so far?
- How have you been able to overcome that challenge?
- What are your plans for next year?
- What challenges do you foresee in trying to achieve those plans?
- What changes would you make in the company if you were able to?
- What position in the company would you like to move to next?
- What accomplishments are you proud of this quarter?
- What motivates you to get your job done?
- What type of rewards do you prefer when you do a good job?
- Which part of your job is your favorite?
- Do you think there is any part of the company that could be more efficient?
- Do you have any questions for me?
Result of Performance Review
Passed
- Recognize Performance (promotion, salary raise, etc.) http://gsl.cards/sgrowth
- Foster further development (training, online courses, etc.)
Failed
- Implement Performance Improvement (post template here)
- Inform the employee when the next performance review will be. Note the due date in the card’s trello card
Actions
z155 : @crm schedules and sends Drip “tpp_spr_pr_form_ga_user_z1d1”
http://gsl.cards/sz155z156 : @crm schedules and sends Drip “tpp_spr_pr_schedule_ga_user_z1d1”
http://gsl.cards/sz156