After the period stated in the original Performance Agreement, the agreement is reviewed. The Performance Review is a process directly related to the Performance Agreement. Therefore it's necessary for the employee to agree to the findings of the review.
The process is formal, based on the terms of the performance agreement. Stated goals and performance indicators are checked against statistical records and other measures.
Because of the need for quality assessment, each of the agreement's criteria receives an evaluation based on standards of performance.
Employers please note:
The example below is drawn from our Employers Performance Agreement example, to show the continuity in the process. Note the comments regarding specific performance relative to agreed performance indicators. The performance review occurred after a hectic period in which the employee was engaged in other duties.
Please note: This is a very simple example, to illustrate the basic elements of performance reviews. Degrees of difficulty in performance assessment and requirements for proper documentation occur in direct relationship to complexity of the job.
PERFORMANCE REVIEWEmployee Name
|Duties||Agreed Performance Indicators||Actual Performance Recorded||Comments|
|Call centre inquiries|
|Number of calls per day||145 - 175 per day||106 - 157 bandwidth||Employee staff training affected results|
|Timed period of inquiries||5 minutes per inquiry||225 calls over preset times||Large numbers of complaints affected results|
|Forms processing||150 - 250 per week||120 - 275 per week||Employee staff training affected results|
|Correspondence||80 - 120 per week||90 -300 per week||Very high volume correspondence due to renewals|
|Counter inquiries||100 - 120 per week||90 - 146 per week||Employee staff training affected results|
Performance according to standards
Under the terms of the Performance Agreement, the position holder is responsible for performing all duties and tasks to the professional standards of quality set by management.
The employee has performed excellent high quality work throughout the period. Although engaged in training inquiries staff, KPIs were exceeded in all administrative bandwidths, including more than double the KPI requirement for weekly correspondence. The employee's performance was directly responsible for meeting section targets for this period.
Supervisor training course.
I agree with and confirm the supervisor's comments. The standard of performance was exceptionally high, and sustained throughout the period of the Performance Agreement. Supervisor training is a positive initiative which is a natural development from this standard of performance.
The information contained in this document is derived from company records and other sources of information. Signatories affirm that this information is accurate and properly reflects employee performance.
Approved by Manager