Diocese of Charlotte

Diocese of Charlotte

Employee Performance Appraisal

Name / Date / School Year (if applicable)
Parish, School, Agency or Department / Job Title
Date of Hire / Date of Last Review / Date of Next Review

PURPOSES

Employee performance appraisals provide for the periodic exchange of information about accomplishments and problems on the job. They provide a choice of factors to help the appraising official organize observations, assess individual performance in relation to standards for the job, keep employees continually informed of the level of their performance, and discuss and record aspects of work in which the employee does well or in which improvement is needed.

Performance appraisals provide a special occasion for effective communication between supervisor and employee about performance in relation to performance standards, about the mutual understanding of the standards and objectives of a position and about the employee’s role in achieving the standards and objectives of that position. The performance appraisal conference should be an open discussion as its primary purpose is to provide for frank, honest, objective communication and feedback between supervisor and employee.

SECTION IAPPRAISAL LEVELS/ RATINGS

Level

Needs Improvement To Meet Standards– Performs many duties capably. Meets some expectations, but requires improvement in quality, quantity, and/or timeliness of work to fully meet the requirements of the position.
Fully Meets Standards – Currently performs all duties of the position capably. Meets and occasionally exceeds all expected criteria for quality, quantity and timeliness of work. Occasionally exceeds expected criteria.
Exceeds Standards – Consistently exceeds the normal expectations for the position. Far exceeds expected criteria for quality, quantity and timeliness. Consistently achieves results far beyond those expected for the position.

Revised 5/2011

SECTION IILEVEL OF PERFORMANCE

STANDARDLEVEL

Quality of Work Needs Improvement

Fully Meets

Exceeds

The extent to which work produced meets the requirements of accuracy, thoroughness and neatness.

Comments:

STANDARDLEVEL

Quantity of Work Needs Improvement

Fully Meets Exceeds

The volume of work regularly produced, including speed and consistency.

Comments:

STANDARDLEVEL

Job Knowledge Needs Improvement

Fully Meets Exceeds

The extent to which the employee understands the required procedures, principles and requirements of his/her job, including keeping professional and required confidences.

Comments:

Appraisal Levels/Ratings:Needs Improvement

Fully Meets

Exceeds

STANDARDLEVEL

Attendance and Punctuality Needs Improvement

Fully Meets Exceeds

The tendency to be absent or tardy and the reasons for the absences or tardiness.

Comments:

STANDARDLEVEL

Adaptability Needs Improvement

Fully Meets Exceeds

The speed and facility with which the employee adapts to changes in methods and procedures and masters new routines.

Comments:

STANDARDLEVEL

Ability To Work With Others Needs Improvement

Fully Meets Exceeds

The extent to which the employee works effectively and harmoniously with co-workers, supervisors and others with whom he/she has contact. Fosters a faith community of Catholic standards through personal example.

Comments:

Appraisal Levels/Ratings:Needs Improvement

Fully Meets

Exceeds

SECTION IIIOVERALL PERFORMANCE RATING

Needs Improvement / Fully Meets / Exceeds

SECTION IVCOMMENTS

Supervisor’s Comments, Commendations and/or Recommendations:

Employee’s Comments:

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SECTION VSIGNATURES

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EMPLOYEE’S SIGNATURE DATE

(Employee’s Signature indicates receipt of the appraisal, not necessarily agreement)

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APPRAISING OFFICIAL’S SIGNATUREDATE

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REVIEWING OFFICIAL’S SIGNATUREDATE

SECTION VIGOAL SETTING WORKSHEET

If applicable, attach optional Goal Setting Worksheet to this form.