Performance Appraisal Sheet (Associate Level) - 21st Travel

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LIST OF EMPLOYEES INCLUDED FOR PERFORMANCE REVIEW FTP JANUARY 202

Company: NCT 21st Century International Travel Agency


Evaluator: Ms. Annie Cua

NO. NAME POSITION

1 Alvior, Lermalyn T. Admin Associate

2 Balderama, Harol G. Documentation Associate

3 Belmonte, John Paul C Housekeeping/Utility Staff

4 Mangune, Jolly Gay C. Admin/Accounting Associate

5 Uban, May Ann A. Admin Associate


EVIEW FTP JANUARY 2021 TO JUNE 2022

EMPLOYMENT STATUS DATE HIRED REMARKS

Regular 4-Dec-2014 Associate Level

Regular 16-Jan-2013 Associate Level

Regular 26-Feb-2020 Associate Level

Regular 13-Mar-2017 Associate Level

Regular 16-Dec-2016 Associate Level


P E R F O R M A N C E A P P R A I S A L SHEET
(ASSOCIATE)
Period Covered: From To

EMPLOYEE NAME: Alvior, Lermalyn T. POSITION/DEPT: Admin Associate


DATE HIRED / STATUS: 4-Dec-14 PURPOSE: 3rd/5th month Evaluation
EVALUATOR Ms. Annie Cua Annual Review
Promotion

Please rate the employee for each job factor that best describes his/her performance in the period under review using the 1-5 rating scale (You may use extra
sheets to document critical incidents for each performance dimensions to support your rating when necessary):

1 2 3 4 5

Unsatisfactory Improvement Meets Exceeds Outstanding

Required Expectations Expectations

PART 1. PERFORMANCE OBJECTIVES (60% of Over-All Rating)

Rating
List specific measurable key results/performance objectives that are expected to be accomplished by the employee the for the period under %
review. RESULT
Weight
(1-5)
KRA
A. 20% 20 4.5 90
0
B. 20% 20 4.5 90
0
C. 10% 10 4.5 45
0
D. 5% 5 4.5 22.5
0
E. 5% 5 4.5 22.5

TOTAL 60% 60 22.5


Average Wt Score 4.5
PART 2. CRITICAL BEHAVIOR INDICATOR (20% of Over-All Rating)
1 - NOT DEMONSTRATED 2 - RARELY DEMONSTRATED 3 - USUALLY DEMONSTRATED
RATING GUIDE:
4 - ALWAYS DEMONSTRATED 5 - EXCEPTIONALLY DEMONSTRATED

RATING
BEHAVIOR INDICATORS (1-5)
Actively seeks out customer feedback. to satisfy their needs and improve service level 5.00
CUSTOMER FOCUS
Shows professionalism and sincerity with every customer interaction. 5.00
Seeks to connect with customers and build relationships on a personal level. 5.00
Proactively develops solutions to meet customer needs; turns customer issues into positive experiences. 5.00
Executes a performance of high level of productivity in timely manner 5.00
EXCELLENCE
Actively delivers superior work that surpasses expectations without demonstrating significant flaws or waste. 5.00
Continuously seeks to inspire excellence 5.00
Holds self and others to high standards. 5.00
Upholds social, ethical norms and value and firmly adheres to codes of conduct 5.00
INTEGRITY
When given a choice, always opts for the reputable route 5.00
A very honest person. and never abuses any company benefits or properties for personal gain 5.00
Has a strong
Effectively sense ideas
presents of integrity that underlies
in individual dealings
and group with Management, superiors,co- employees, business partners and customers
situations 5.00
5.00
COMMUNICATION Ability to adjust language and terminology to the profile or needs of the audience 5.00
SKILLS Ability to write letters and reports that are clear, concise and compelling 5.00
Highly disciplined in how to convey opinions and disagreements in a professional way whether orally or in a written form. 5.00
Demonstrates a high level of dependability in all aspects of the job 5.00
RELIABILITY
Can be counted on to give 100 % under all circumstances 5.00
Is unstopped by obstacles, pressures, and demands that would justifiably derail others 5.00
Automatically works extra hours if that’s what it takes to get the job done right 5.00
Does not wait to be told what to do, always seeks new tasks to work on 5.00
INITIATIVE
Always ready to take on new tasks or help others whenever it happens 5.00
Takes the move in overcoming obstacles and meeting the organization's goals 5.00
The extent to which the employee is self-directed, resourceful, and creative in performing job duties individually or in a team 5.00
Harnesses a team-building attitude within the employees. Always willing to help others in the team. 5.00
TEAMWORK
Participates actively in all the team's activities and always displays a winning mentality 5.00
Drives team-related work and activities forward and ensure tasks are handled to completion 5.00
Is a good team player 5.00
TOTAL SCORE: 140.00
Average Wt Score 5.00
PART 3 - ATTENDANCE & PUNCTUALITY
ATTENDANCE & PUNCTUALITY
WT.
FACTORS WT. OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP TOTAL SCORE
SCORE
ABSENCES TARDINESS
(5) Zero absence (5) Zero tardiness
ABSENCES 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5.0 (4) 1-5 times absent (4) 1 to 12 times tardy
(3) 6 -10 times absent (3) 13 to 36 times tardy
TARDINESS 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5.0 (2) 11-15 times absent (2) 37 to 60 times tardy
(1) 16 & up times absent (1) 61 & more times tardy
TOTAL SCORE: 10.0

PART 4 - COMPLIANCE TO THE RULES AND REGULATIONS


VIOLATION DETAILS SANCTION GIVEN SCORE RATING SCALE

5 (5) No record of Offense


(4) Verbal to written
5 warning
(3) 1- 5 days Suspension
(2) 6 to 15 days
5 Suspension
(1) More than 15 days
5 Suspension

TOTAL SCORE: 5.0

OVER-ALL PERFORMANCE RATING


OVERALL
WTD.
COMPONENTS % WT SCORE QUALITATIVE RATING OVERALL QUALITATIVE RATING QUANTITATIVE
SCORE RATING
I. PERFORMANCE OBJECTIVES 60% 4.50 O 2.7
OUTSTANDING (0) 4.50 - 5.00
II. CRITICAL BEHAVIOR INDICATORS 20% 5.00 O 1.00 EXCEEDS EXPECTATION (EE) 4.00 - 4.49
MEETS EXPECTATION (ME) 3.00 - 3.99
III. ATTENDANCE 10% 10.00 O 1 IMPROVEMENT REQUIRED (IR) 2.00 - 2.99
UNSATISFACTORY (US) Below 2.00
IV. COMPLIANCE TO RULES 10% 5.00 O 0.5
QUALITATIVE RATING :
TOTAL : 100% 5.20 Outstanding (O)

EMPLOYEE STRENGTHS: (Identify strong attributes, abilities, or proficiency in an area, to maximize the employee’s contribution to the organization in utilizing these abilities and skills and to identify
potential mentor relationships.)

Responsible /honest / seong work efficiency/ communication skills/ ability to solve problems.

OPPORTUNITIES FOR DEVELOPMENT: (Identify knowledge, skills, and abilities that may need improvement. Address developmental activities to assist the employee in addressing either areas of
concern or opportunities for professional growth.)

Admin Associate

DEVELOPMENT PLAN - POSSIBLE MOVEMENT IN THE NEXT 12 MONTHS: (Please check (√) the corresponding box)

□ Promotion to Next Level Position □ Expansion of Role within current □ Lateral Transfer / New Function □ No movement, develop within current position
level/position Assignment

DISCUSSION NOTES
EMPLOYEE'S COMMENTS: IMMEDIATE SUPERIOR'S COMMENTS:

Discussion notes for Associate because of her


good performance and consumer price all are
increase high suggest salary and wages may
increase 30%

We hereby affirm that all information and plans indicated on this form has been discussed and mutually agreed by both party.

Ratings and Expectations Discussed : (Immediate Superior) Noted : (Next Immediate Head ) Acknowledged : (Employee)

Name & Signature / Date Name & Signature / Date Name & Signature / Date

cc: Employee; P-File


P E R F O R M A N C E A P P R A I S A L SHEET
(ASSOCIATE)
Period Covered: From To

EMPLOYEE NAME: Balderama, Harol G. POSITION/DEPT: Admin A


Documentation Associate
DATE HIRED / STATUS: 16-Jan-13 PURPOSE: 3rd/5th month Evaluation
EVALUATOR Ms. Annie Cua Annual Review
Promotion

Please rate the employee for each job factor that best describes his/her performance in the period under review using the 1-5 rating scale (You may use extra
sheets to document critical incidents for each performance dimensions to support your rating when necessary):

1 2 3 4 5

Unsatisfactory Improvement Meets Exceeds Outstanding

Required Expectations Expectations

PART 1. PERFORMANCE OBJECTIVES (60% of Over-All Rating)

Rating
List specific measurable key results/performance objectives that are expected to be accomplished by the employee the for the period under %
review. RESULT
Weight
(1-5)
KRA
A. 95 4.5 427.5
0
B. 95 4.5 427.5
0
C. 95 4.5 427.5
0
D. 95 4.5 427.5
0
E. 95 4.5 427.5

TOTAL 60% 475 22.5


Average Wt Score 4.5
PART 2. CRITICAL BEHAVIOR INDICATOR (20% of Over-All Rating)
1 - NOT DEMONSTRATED 2 - RARELY DEMONSTRATED 3 - USUALLY DEMONSTRATED
RATING GUIDE:
4 - ALWAYS DEMONSTRATED 5 - EXCEPTIONALLY DEMONSTRATED

RATING
BEHAVIOR INDICATORS (1-5)
Actively seeks out customer feedback. to satisfy their needs and improve service level

CUSTOMER FOCUS
Shows professionalism and sincerity with every customer interaction. 5.00
Seeks to connect with customers and build relationships on a personal level. 5.00
Proactively develops solutions to meet customer needs; turns customer issues into positive experiences. 5.00
Executes a performance of high level of productivity in timely manner 5.00
EXCELLENCE
Actively delivers superior work that surpasses expectations without demonstrating significant flaws or waste. 5.00
Continuously seeks to inspire excellence 5.00
Holds self and others to high standards. 5.00
Upholds social, ethical norms and value and firmly adheres to codes of conduct 5.00
INTEGRITY
When given a choice, always opts for the reputable route 5.00
A very honest person. and never abuses any company benefits or properties for personal gain 5.00
Has a strong
Effectively sense ideas
presents of integrity that underlies
in individual dealings
and group with Management, superiors,co- employees, business partners and customers
situations 5.00
5.00
COMMUNICATION Ability to adjust language and terminology to the profile or needs of the audience 5.00
SKILLS Ability to write letters and reports that are clear, concise and compelling 5.00
Highly disciplined in how to convey opinions and disagreements in a professional way whether orally or in a written form. 5.00
Demonstrates a high level of dependability in all aspects of the job 5.00
RELIABILITY
Can be counted on to give 100 % under all circumstances 5.00
Is unstopped by obstacles, pressures, and demands that would justifiably derail others 5.00
Automatically works extra hours if that’s what it takes to get the job done right 5.00
Does not wait to be told what to do, always seeks new tasks to work on 5.00
INITIATIVE
Always ready to take on new tasks or help others whenever it happens 5.00
Takes the move in overcoming obstacles and meeting the organization's goals 5.00
The extent to which the employee is self-directed, resourceful, and creative in performing job duties individually or in a team 5.00
Harnesses a team-building attitude within the employees. Always willing to help others in the team. 5.00
TEAMWORK
Participates actively in all the team's activities and always displays a winning mentality 5.00
Drives team-related work and activities forward and ensure tasks are handled to completion 5.00
Is a good team player 5.00
TOTAL SCORE: 135.00
Average Wt Score 4.82
PART 3 - ATTENDANCE & PUNCTUALITY
ATTENDANCE & PUNCTUALITY
WT.
FACTORS WT. OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP TOTAL SCORE
SCORE
ABSENCES TARDINESS
(5) Zero absence (5) Zero tardiness
ABSENCES 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 4.5 (4) 1-5 times absent (4) 1 to 12 times tardy
(3) 6 -10 times absent (3) 13 to 36 times tardy
TARDINESS 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 4.0 (2) 11-15 times absent (2) 37 to 60 times tardy
(1) 16 & up times absent (1) 61 & more times tardy
TOTAL SCORE: 8.5

PART 4 - COMPLIANCE TO THE RULES AND REGULATIONS


VIOLATION DETAILS SANCTION GIVEN SCORE RATING SCALE

(5) No record of Offense


(4) Verbal to written
warning
(3) 1- 5 days Suspension
(2) 6 to 15 days
Suspension
(1) More than 15 days
Suspension

TOTAL SCORE: 5.0

OVER-ALL PERFORMANCE RATING


OVERALL
WTD.
COMPONENTS % WT SCORE QUALITATIVE RATING OVERALL QUALITATIVE RATING QUANTITATIVE
SCORE RATING
I. PERFORMANCE OBJECTIVES 60% 4.50 O 2.7
OUTSTANDING (0) 4.50 - 5.00
II. CRITICAL BEHAVIOR INDICATORS 20% 5.00 O 1.00 EXCEEDS EXPECTATION (EE) 4.00 - 4.49
MEETS EXPECTATION (ME) 3.00 - 3.99
III. ATTENDANCE 10% 8.50 O 0.85 IMPROVEMENT REQUIRED (IR) 2.00 - 2.99
UNSATISFACTORY (US) Below 2.00
IV. COMPLIANCE TO RULES 10% 5.00 O 0.5
QUALITATIVE RATING :
TOTAL : 100% 5.05 Outstanding (O)

EMPLOYEE STRENGTHS: (Identify strong attributes, abilities, or proficiency in an area, to maximize the employee’s contribution to the organization in utilizing these abilities and skills and to identify
potential mentor relationships.)

Responsible /honest / seong work efficiency/ communication skills/ ability to solve problems.

OPPORTUNITIES FOR DEVELOPMENT: (Identify knowledge, skills, and abilities that may need improvement. Address developmental activities to assist the employee in addressing either areas of
concern or opportunities for professional growth.)

Admin Associate

DEVELOPMENT PLAN - POSSIBLE MOVEMENT IN THE NEXT 12 MONTHS: (Please check (√) the corresponding box)

□ Promotion to Next Level Position □ Expansion of Role within current □ Lateral Transfer / New Function □ No movement, develop within current position
level/position Assignment

DISCUSSION NOTES
EMPLOYEE'S COMMENTS: IMMEDIATE SUPERIOR'S COMMENTS:

Discussion notes for Associate because of his


good performance and consumer price all are
increase high suggest salary and wages may
increase 30%

We hereby affirm that all information and plans indicated on this form has been discussed and mutually agreed by both party.

Ratings and Expectations Discussed : (Immediate Superior) Noted : (Next Immediate Head ) Acknowledged : (Employee)

Name & Signature / Date Name & Signature / Date Name & Signature / Date

cc: Employee; P-File


P E R F O R M A N C E A P P R A I S A L SHEET
(ASSOCIATE)
Period Covered: From To

EMPLOYEE NAME: Belmonte, John Paul C POSITION/DEPT: Admin A


Housekeeping/Utility Staff
DATE HIRED / STATUS: 26-Feb-20 PURPOSE: 3rd/5th month Evaluation
EVALUATOR Ms. Annie Cua Annual Review
Promotion

Please rate the employee for each job factor that best describes his/her performance in the period under review using the 1-5 rating scale (You may use extra
sheets to document critical incidents for each performance dimensions to support your rating when necessary):

1 2 3 4 5

Unsatisfactory Improvement Meets Exceeds Outstanding

Required Expectations Expectations

PART 1. PERFORMANCE OBJECTIVES (60% of Over-All Rating)

Rating
List specific measurable key results/performance objectives that are expected to be accomplished by the employee the for the period under %
review. RESULT
Weight
(1-5)
KRA
A. 20% 20 4.5 90
0
B. 20% 20 4.5 90
0
C. 10% 10 4.5 45
0
D. 5% 5 4.5 22.5
0
E. 5% 5 4.5 22.5

TOTAL 60% 60 22.5


Average Wt Score 4.5
PART 2. CRITICAL BEHAVIOR INDICATOR (20% of Over-All Rating)
1 - NOT DEMONSTRATED 2 - RARELY DEMONSTRATED 3 - USUALLY DEMONSTRATED
RATING GUIDE:
4 - ALWAYS DEMONSTRATED 5 - EXCEPTIONALLY DEMONSTRATED

RATING
BEHAVIOR INDICATORS (1-5)
Actively seeks out customer feedback. to satisfy their needs and improve service level 5.00
CUSTOMER FOCUS
Shows professionalism and sincerity with every customer interaction. 5.00
Seeks to connect with customers and build relationships on a personal level. 5.00
Proactively develops solutions to meet customer needs; turns customer issues into positive experiences. 5.00
Executes a performance of high level of productivity in timely manner 5.00
EXCELLENCE
Actively delivers superior work that surpasses expectations without demonstrating significant flaws or waste. 5.00
Continuously seeks to inspire excellence 5.00
Holds self and others to high standards. 5.00
Upholds social, ethical norms and value and firmly adheres to codes of conduct 5.00
INTEGRITY
When given a choice, always opts for the reputable route 5.00
A very honest person. and never abuses any company benefits or properties for personal gain 5.00
Has a strong
Effectively sense ideas
presents of integrity that underlies
in individual dealings
and group with Management, superiors,co- employees, business partners and customers
situations 5.00
5.00
COMMUNICATION Ability to adjust language and terminology to the profile or needs of the audience 5.00
SKILLS Ability to write letters and reports that are clear, concise and compelling 5.00
Highly disciplined in how to convey opinions and disagreements in a professional way whether orally or in a written form. 5.00
Demonstrates a high level of dependability in all aspects of the job 5.00
RELIABILITY
Can be counted on to give 100 % under all circumstances 5.00
Is unstopped by obstacles, pressures, and demands that would justifiably derail others 5.00
Automatically works extra hours if that’s what it takes to get the job done right 5.00
Does not wait to be told what to do, always seeks new tasks to work on 5.00
INITIATIVE
Always ready to take on new tasks or help others whenever it happens 5.00
Takes the move in overcoming obstacles and meeting the organization's goals 5.00
The extent to which the employee is self-directed, resourceful, and creative in performing job duties individually or in a team 5.00
Harnesses a team-building attitude within the employees. Always willing to help others in the team. 5.00
TEAMWORK
Participates actively in all the team's activities and always displays a winning mentality 5.00
Drives team-related work and activities forward and ensure tasks are handled to completion 5.00
Is a good team player 5.00
TOTAL SCORE: 140.00
Average Wt Score 5.00
PART 3 - ATTENDANCE & PUNCTUALITY
ATTENDANCE & PUNCTUALITY
WT.
FACTORS WT. OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP TOTAL SCORE
SCORE
ABSENCES TARDINESS
(5) Zero absence (5) Zero tardiness
ABSENCES 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 4.0 (4) 1-5 times absent (4) 1 to 12 times tardy
(3) 6 -10 times absent (3) 13 to 36 times tardy
TARDINESS 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 4.0 (2) 11-15 times absent (2) 37 to 60 times tardy
(1) 16 & up times absent (1) 61 & more times tardy
TOTAL SCORE: 8.0

PART 4 - COMPLIANCE TO THE RULES AND REGULATIONS


VIOLATION DETAILS SANCTION GIVEN SCORE RATING SCALE

5 (5) No record of Offense


(4) Verbal to written
5 warning
(3) 1- 5 days Suspension
(2) 6 to 15 days
5 Suspension
(1) More than 15 days
Suspension

TOTAL SCORE: 5.0

OVER-ALL PERFORMANCE RATING


OVERALL
WTD.
COMPONENTS % WT SCORE QUALITATIVE RATING OVERALL QUALITATIVE RATING QUANTITATIVE
SCORE RATING
I. PERFORMANCE OBJECTIVES 60% 4.50 O 2.7
OUTSTANDING (0) 4.50 - 5.00
II. CRITICAL BEHAVIOR INDICATORS 20% 5.00 O 1.00 EXCEEDS EXPECTATION (EE) 4.00 - 4.49
MEETS EXPECTATION (ME) 3.00 - 3.99
III. ATTENDANCE 10% 8.00 O 0.8 IMPROVEMENT REQUIRED (IR) 2.00 - 2.99
UNSATISFACTORY (US) Below 2.00
IV. COMPLIANCE TO RULES 10% 5.00 O 0.5
QUALITATIVE RATING :
TOTAL : 100% 5.00 Outstanding (O)

EMPLOYEE STRENGTHS: (Identify strong attributes, abilities, or proficiency in an area, to maximize the employee’s contribution to the organization in utilizing these abilities and skills and to identify
potential mentor relationships.)

Responsible /honest / strong work efficiency.

OPPORTUNITIES FOR DEVELOPMENT: (Identify knowledge, skills, and abilities that may need improvement. Address developmental activities to assist the employee in addressing either areas of
concern or opportunities for professional growth.)

Housekeeping

DEVELOPMENT PLAN - POSSIBLE MOVEMENT IN THE NEXT 12 MONTHS: (Please check (√) the corresponding box)

□ Promotion to Next Level Position □ Expansion of Role within current □ Lateral Transfer / New Function □ No movement, develop within current position
level/position Assignment

DISCUSSION NOTES
EMPLOYEE'S COMMENTS: IMMEDIATE SUPERIOR'S COMMENTS:

Discussion notes for Housekeeping because of


his good performance and consumer price all
are increase high suggest salary and wages may
increase 20%

We hereby affirm that all information and plans indicated on this form has been discussed and mutually agreed by both party.

Ratings and Expectations Discussed : (Immediate Superior) Noted : (Next Immediate Head ) Acknowledged : (Employee)

Name & Signature / Date Name & Signature / Date Name & Signature / Date

cc: Employee; P-File


P E R F O R M A N C E A P P R A I S A L SHEET
(ASSOCIATE)
Period Covered: From To

EMPLOYEE NAME: Mangune, Jolly Gay C. POSITION/DEPT: Admin/Accounting Associate


DATE HIRED / STATUS: 13-Mar-17 PURPOSE: 3rd/5th month Evaluation
EVALUATOR Ms. Annie Cua Annual Review
Promotion

Please rate the employee for each job factor that best describes his/her performance in the period under review using the 1-5 rating scale (You may use extra
sheets to document critical incidents for each performance dimensions to support your rating when necessary):

1 2 3 4 5

Unsatisfactory Improvement Meets Exceeds Outstanding

Required Expectations Expectations

PART 1. PERFORMANCE OBJECTIVES (60% of Over-All Rating)

Rating
List specific measurable key results/performance objectives that are expected to be accomplished by the employee the for the period under %
review. RESULT
Weight
(1-5)
KRA
A. 95 4.5 427.5
0
B. 95 4.5 427.5
0
C. 95 4.5 427.5
0
D. 95 4.5 427.5
0
E. 95 4.5 427.5

TOTAL 60% 475 22.5


Average Wt Score 4.5
PART 2. CRITICAL BEHAVIOR INDICATOR (20% of Over-All Rating)
1 - NOT DEMONSTRATED 2 - RARELY DEMONSTRATED 3 - USUALLY DEMONSTRATED
RATING GUIDE:
4 - ALWAYS DEMONSTRATED 5 - EXCEPTIONALLY DEMONSTRATED

RATING
BEHAVIOR INDICATORS (1-5)
Actively seeks out customer feedback. to satisfy their needs and improve service level

CUSTOMER FOCUS
Shows professionalism and sincerity with every customer interaction. 5.00
Seeks to connect with customers and build relationships on a personal level. 5.00
Proactively develops solutions to meet customer needs; turns customer issues into positive experiences. 5.00
Executes a performance of high level of productivity in timely manner 5.00
EXCELLENCE
Actively delivers superior work that surpasses expectations without demonstrating significant flaws or waste. 5.00
Continuously seeks to inspire excellence 5.00
Holds self and others to high standards. 5.00
Upholds social, ethical norms and value and firmly adheres to codes of conduct 5.00
INTEGRITY
When given a choice, always opts for the reputable route 5.00
A very honest person. and never abuses any company benefits or properties for personal gain 5.00
Has a strong
Effectively sense ideas
presents of integrity that underlies
in individual dealings
and group with Management, superiors,co- employees, business partners and customers
situations 5.00
5.00
COMMUNICATION Ability to adjust language and terminology to the profile or needs of the audience 5.00
SKILLS Ability to write letters and reports that are clear, concise and compelling 5.00
Highly disciplined in how to convey opinions and disagreements in a professional way whether orally or in a written form. 5.00
Demonstrates a high level of dependability in all aspects of the job 5.00
RELIABILITY
Can be counted on to give 100 % under all circumstances 5.00
Is unstopped by obstacles, pressures, and demands that would justifiably derail others 5.00
Automatically works extra hours if that’s what it takes to get the job done right 5.00
Does not wait to be told what to do, always seeks new tasks to work on 5.00
INITIATIVE
Always ready to take on new tasks or help others whenever it happens 5.00
Takes the move in overcoming obstacles and meeting the organization's goals 5.00
The extent to which the employee is self-directed, resourceful, and creative in performing job duties individually or in a team 5.00
Harnesses a team-building attitude within the employees. Always willing to help others in the team. 5.00
TEAMWORK
Participates actively in all the team's activities and always displays a winning mentality 5.00
Drives team-related work and activities forward and ensure tasks are handled to completion 5.00
Is a good team player 5.00
TOTAL SCORE: 135.00
Average Wt Score 4.82
PART 3 - ATTENDANCE & PUNCTUALITY
ATTENDANCE & PUNCTUALITY
WT.
FACTORS WT. OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP TOTAL SCORE
SCORE
ABSENCES TARDINESS
(5) Zero absence (5) Zero tardiness
ABSENCES 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5.0 (4) 1-5 times absent (4) 1 to 12 times tardy
(3) 6 -10 times absent (3) 13 to 36 times tardy
TARDINESS 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5.0 (2) 11-15 times absent (2) 37 to 60 times tardy
(1) 16 & up times absent (1) 61 & more times tardy
TOTAL SCORE: 10.0

PART 4 - COMPLIANCE TO THE RULES AND REGULATIONS


VIOLATION DETAILS SANCTION GIVEN SCORE RATING SCALE

(5) No record of Offense


(4) Verbal to written
warning
(3) 1- 5 days Suspension
(2) 6 to 15 days
Suspension
(1) More than 15 days
Suspension

TOTAL SCORE: 5.0

OVER-ALL PERFORMANCE RATING


OVERALL
WTD.
COMPONENTS % WT SCORE QUALITATIVE RATING OVERALL QUALITATIVE RATING QUANTITATIVE
SCORE RATING
I. PERFORMANCE OBJECTIVES 60% 4.50 O 2.7
OUTSTANDING (0) 4.50 - 5.00
II. CRITICAL BEHAVIOR INDICATORS 20% 5.00 O 1.00 EXCEEDS EXPECTATION (EE) 4.00 - 4.49
MEETS EXPECTATION (ME) 3.00 - 3.99
III. ATTENDANCE 10% 10.00 O 1 IMPROVEMENT REQUIRED (IR) 2.00 - 2.99
UNSATISFACTORY (US) Below 2.00
IV. COMPLIANCE TO RULES 10% 5.00 O 0.5
QUALITATIVE RATING :
TOTAL : 100% 5.20 Outstanding (O)

EMPLOYEE STRENGTHS: (Identify strong attributes, abilities, or proficiency in an area, to maximize the employee’s contribution to the organization in utilizing these abilities and skills and to identify
potential mentor relationships.)

Responsible /honest / seong work efficiency/ communication skills/ ability to solve problems.

OPPORTUNITIES FOR DEVELOPMENT: (Identify knowledge, skills, and abilities that may need improvement. Address developmental activities to assist the employee in addressing either areas of
concern or opportunities for professional growth.)

DEVELOPMENT PLAN - POSSIBLE MOVEMENT IN THE NEXT 12 MONTHS: (Please check (√) the corresponding box)

□ Promotion to Next Level Position □ Expansion of Role within current □ Lateral Transfer / New Function □ No movement, develop within current position
level/position Assignment

DISCUSSION NOTES
EMPLOYEE'S COMMENTS: IMMEDIATE SUPERIOR'S COMMENTS:

Discussion notes for Associate because of her


good performance and consumer price all are
increase high suggest salary and wages may
increase 30%

We hereby affirm that all information and plans indicated on this form has been discussed and mutually agreed by both party.

Ratings and Expectations Discussed : (Immediate Superior) Noted : (Next Immediate Head ) Acknowledged : (Employee)

Name & Signature / Date Name & Signature / Date Name & Signature / Date

cc: Employee; P-File


P E R F O R M A N C E A P P R A I S A L SHEET
(ASSOCIATE)
Period Covered: From To

EMPLOYEE NAME: Uban, May Ann A. POSITION/DEPT: Admin Associate


DATE HIRED / STATUS: 16-Dec-16 PURPOSE: 3rd/5th month Evaluation
EVALUATOR Ms. Annie Cua Annual Review
Promotion

Please rate the employee for each job factor that best describes his/her performance in the period under review using the 1-5 rating scale (You may use extra
sheets to document critical incidents for each performance dimensions to support your rating when necessary):

1 2 3 4 5

Unsatisfactory Improvement Meets Exceeds Outstanding

Required Expectations Expectations

PART 1. PERFORMANCE OBJECTIVES (60% of Over-All Rating)

Rating
List specific measurable key results/performance objectives that are expected to be accomplished by the employee the for the period under %
review. RESULT
Weight
(1-5)
KRA
A. 95 4.5 427.5
0
B. 95 4.5 427.5
0
C. 95 4.5 427.5
0
D. 95 4.5 427.5
0
E. 95 4.5 427.5

TOTAL 60% 475 22.5


Average Wt Score 4.5
PART 2. CRITICAL BEHAVIOR INDICATOR (20% of Over-All Rating)
1 - NOT DEMONSTRATED 2 - RARELY DEMONSTRATED 3 - USUALLY DEMONSTRATED
RATING GUIDE:
4 - ALWAYS DEMONSTRATED 5 - EXCEPTIONALLY DEMONSTRATED

RATING
BEHAVIOR INDICATORS (1-5)
Actively seeks out customer feedback. to satisfy their needs and improve service level

CUSTOMER FOCUS
Shows professionalism and sincerity with every customer interaction. 5.00
Seeks to connect with customers and build relationships on a personal level. 5.00
Proactively develops solutions to meet customer needs; turns customer issues into positive experiences. 5.00
Executes a performance of high level of productivity in timely manner 5.00
EXCELLENCE
Actively delivers superior work that surpasses expectations without demonstrating significant flaws or waste. 5.00
Continuously seeks to inspire excellence 5.00
Holds self and others to high standards. 5.00
Upholds social, ethical norms and value and firmly adheres to codes of conduct 5.00
INTEGRITY
When given a choice, always opts for the reputable route 5.00
A very honest person. and never abuses any company benefits or properties for personal gain 5.00
Has a strong
Effectively sense ideas
presents of integrity that underlies
in individual dealings
and group with Management, superiors,co- employees, business partners and customers
situations 5.00
5.00
COMMUNICATION Ability to adjust language and terminology to the profile or needs of the audience 5.00
SKILLS Ability to write letters and reports that are clear, concise and compelling 5.00
Highly disciplined in how to convey opinions and disagreements in a professional way whether orally or in a written form. 5.00
Demonstrates a high level of dependability in all aspects of the job 5.00
RELIABILITY
Can be counted on to give 100 % under all circumstances 5.00
Is unstopped by obstacles, pressures, and demands that would justifiably derail others 5.00
Automatically works extra hours if that’s what it takes to get the job done right 5.00
Does not wait to be told what to do, always seeks new tasks to work on 5.00
INITIATIVE
Always ready to take on new tasks or help others whenever it happens 5.00
Takes the move in overcoming obstacles and meeting the organization's goals 5.00
The extent to which the employee is self-directed, resourceful, and creative in performing job duties individually or in a team 5.00
Harnesses a team-building attitude within the employees. Always willing to help others in the team. 5.00
TEAMWORK
Participates actively in all the team's activities and always displays a winning mentality 5.00
Drives team-related work and activities forward and ensure tasks are handled to completion 5.00
Is a good team player 5.00
TOTAL SCORE: 135.00
Average Wt Score 4.82
PART 3 - ATTENDANCE & PUNCTUALITY
ATTENDANCE & PUNCTUALITY
WT.
FACTORS WT. OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP TOTAL SCORE
SCORE
ABSENCES TARDINESS
(5) Zero absence (5) Zero tardiness
ABSENCES 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5.0 (4) 1-5 times absent (4) 1 to 12 times tardy
(3) 6 -10 times absent (3) 13 to 36 times tardy
TARDINESS 50% 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5.0 (2) 11-15 times absent (2) 37 to 60 times tardy
(1) 16 & up times absent (1) 61 & more times tardy
TOTAL SCORE: 10.0

PART 4 - COMPLIANCE TO THE RULES AND REGULATIONS


VIOLATION DETAILS SANCTION GIVEN SCORE RATING SCALE

(5) No record of Offense


(4) Verbal to written
warning
(3) 1- 5 days Suspension
(2) 6 to 15 days
Suspension
(1) More than 15 days
Suspension

TOTAL SCORE: 5.0

OVER-ALL PERFORMANCE RATING


OVERALL
WTD.
COMPONENTS % WT SCORE QUALITATIVE RATING OVERALL QUALITATIVE RATING QUANTITATIVE
SCORE RATING
I. PERFORMANCE OBJECTIVES 60% 4.50 O 2.7
OUTSTANDING (0) 4.50 - 5.00
II. CRITICAL BEHAVIOR INDICATORS 20% 5.00 O 1.00 EXCEEDS EXPECTATION (EE) 4.00 - 4.49
MEETS EXPECTATION (ME) 3.00 - 3.99
III. ATTENDANCE 10% 10.00 O 1 IMPROVEMENT REQUIRED (IR) 2.00 - 2.99
UNSATISFACTORY (US) Below 2.00
IV. COMPLIANCE TO RULES 10% 5.00 O 0.5
QUALITATIVE RATING :
TOTAL : 100% 5.20 Outstanding (O)

EMPLOYEE STRENGTHS: (Identify strong attributes, abilities, or proficiency in an area, to maximize the employee’s contribution to the organization in utilizing these abilities and skills and to identify
potential mentor relationships.)

Responsible /honest / seong work efficiency/ communication skills/ ability to solve problems.

OPPORTUNITIES FOR DEVELOPMENT: (Identify knowledge, skills, and abilities that may need improvement. Address developmental activities to assist the employee in addressing either areas of
concern or opportunities for professional growth.)

DEVELOPMENT PLAN - POSSIBLE MOVEMENT IN THE NEXT 12 MONTHS: (Please check (√) the corresponding box)

□ Promotion to Next Level Position □ Expansion of Role within current □ Lateral Transfer / New Function □ No movement, develop within current position
level/position Assignment

DISCUSSION NOTES
EMPLOYEE'S COMMENTS: IMMEDIATE SUPERIOR'S COMMENTS:

Discussion notes for Associate because of her


good performance and consumer price all are
increase high suggest salary and wages may
increase 30%

We hereby affirm that all information and plans indicated on this form has been discussed and mutually agreed by both party.

Ratings and Expectations Discussed : (Immediate Superior) Noted : (Next Immediate Head ) Acknowledged : (Employee)

Name & Signature / Date Name & Signature / Date Name & Signature / Date

cc: Employee; P-File

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