Evaluation Form for Clerks, Fiscal Clerks, Library Clerks, and Secretaries

Evaluation Form for Clerks, Fiscal Clerks, Library Clerks, and Secretaries

Employee: / Assignment:
Evaluator: / Date:
Employee’s Signature:

(The above signature indicates that this evaluation was discussed. It does not indicate either agreement or disagreement with the contents.)

Evaluation Scale

5 Exceeds Expectation: Performance Is Consistently Above Expectations

4 Somewhat Above Expectation: Performance Is Sometimes Above Expectations

3 Meets Expectation: Performance Meets Expectations

2 Somewhat Below Expectation: Performance Is Sometimes Below Expectations

1 Below Expectation: Performance Is Consistently Below Expectations

Standards of Performance The description details the performance expectation for a “meets expectation” rating.
Attendance: The employee reports to work on time, and if detained or absent, provides appropriate notice and required documentation. The employee follows established procedures for “clocking” in and out, and does not leave early without proper notification.
Interpersonal Relations and Communication: The employee works cooperatively and respectfully with administrators, colleagues, students, vendors, and members of the public. The employee is focused on providing friendly and courteous service. Oral and written communication is effective.
Commitment and Quality of Work: The employee assumes responsibility for satisfactory completion of position-specific tasks, as well as those tasks performed out of the normal routine. The employee’s work meets an acceptable standard; effective use of time is made. The employee exercises good judgment. The employee furthers the mission of the District.
Initiative and Development: The employee constructively considers feedback from multiple sources. The employee seeks new challenges and demonstrates a willingness to try new approaches. The employee participates in professional development activities.
Confidentiality: The employee treats all school-related matters and information as confidential.
Legal and Policy Compliance: The employee knows and follows all legal and ethical requirements of the position. The employee follows district policies and supervisory directives.
Accuracy and Office Organization: The employee is typically accurate and professional in the preparation of documents for the supervisor. The employee keeps accurate records, maintains an efficient filing system, and generally organizes office functions so as to efficiently serve school staff and the public.
Modern Office Practices: The employee demonstrates knowledge of modern office practices and procedures. The employee, following training, effectively uses computer programs and office equipment.
Evaluator’s Comments:
Employee’s Comments (optional):
Average Rating:
Check one: / 4.6-5.0 Exceeds Expectation / 3.6-4.5 Somewhat Above Expectation / 2.5-3.5 Meets Expectation
1.5-2.4 Somewhat Below Expectation / 1.0-1.4 Below Expectation
Next Scheduled Evaluation: / -
(Employees are evaluated annually during the first three years of employment and every two years thereafter. Employees with a rating of 4.6 or higher are evaluated every three years.) / Check for Improvement Plan