{"id":28800,"date":"2022-06-24T20:00:39","date_gmt":"2022-06-24T20:00:39","guid":{"rendered":"https:\/\/www.process.st\/templates\/employee-performance-review-6\/"},"modified":"2022-06-24T20:00:39","modified_gmt":"2022-06-24T20:00:39","slug":"employee-performance-review-6","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employee-performance-review-6\/","title":{"rendered":"Employee Performance Review"},"content":{"rendered":"<section id=\"record-employee-details\">\n<h2>Record employee details<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee role <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of this review <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"retrieve-employees-goals-for-past-year\">\n<h2>Retrieve employee's goals for past year<\/h2>\n<div class=\"text-content\">\n<h5>Upload employee's goals for past year - if any exists<\/h5>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Performance Report <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-information\">\n<h2>Review Information:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This is a heading, used to separate tasks into sections in your workflow.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"notes-for-manager\">\n<h2>Notes for Manager<\/h2>\n<div class=\"text-content\">\n<p>Keep in mind that the review process may be stressful for employees. While you want to cover their performance within the role remember to spend time on the positives as much or more than the negatives. Reassuring an employee that is doing a good but has some areas to improve should focus on the good they are doing, with minor adjustments to improve it further.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Biggest Accomplishements <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Biggest Challenges <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-employees-responsibilities\">\n<h2>Review employee's responsibilities<\/h2>\n<div class=\"text-content\">\n<p>Refer to the job description as well as knowledge of activates not on the job description but which are performed by the employee.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employees Responsibilities &amp; Duties <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> High Performance Areas <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Low Performance Areas <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-performance\">\n<h2>Review performance<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>When you've had a look at the employee's responsibilities and duties you can look at how their performance was when carrying out these tasks. Some details you might want to take into consideration are:&nbsp;<\/strong><\/p>\n<ul>\n<li>How well the employee performed the assigned responsibilities and the quality and\/or timeliness of the employee's accomplishments<\/li>\n<li>Whether and how well the employee met performance goals<\/li>\n<li>Areas of performance that improved over the appraisal period<\/li>\n<li>Areas of performance that might need improvement<\/li>\n<\/ul><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Performance <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Additional Details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assess-their-strengths\">\n<h2>Assess their strengths<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Look through the employee's performance that you gathered from their manager earlier on. <\/p>\n<p>Run through what they're doing well with in their current role, where their strengths are and what you see for them in the future.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> State their strengths <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Future goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"document-any-training-or-support-needed\">\n<h2>Document any training or support needed<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>What are they not doing so well at, or need more training or support with?<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> State training or support required <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"give-the-employee-an-opportunity-to-ask\">\n<h2>Give the employee an opportunity to ask<\/h2>\n<div class=\"text-content\">\n<p>Let the employee ask you questions and try to answer them candidly.<\/p>\n<p>If they bring up a pay increase let them explain and justify what they are asking for but do not commit to any raise at this stage.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes about employee questions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes about raise <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-goals-and-expectations\">\n<h2>Set Goals and Expectations<\/h2>\n<div class=\"text-content\">\n<p>Develop goals for next year for the employee. This could be increased responsibility, faster job performance, mentoring another employee, meeting increased sales goals or any number of high level goals for that person.<\/p>\n<p>Keep in mind these are personal goals not departmental goals.&nbsp;<\/p>\n<p>An easy way to set goals is to use the SMART (<strong>S<\/strong>pecific,&nbsp;<strong>M<\/strong>easurable,&nbsp;<strong>A<\/strong>chievable,&nbsp;<strong>R<\/strong>esults-oriented,&nbsp;<strong>T<\/strong>ime-bound) framework. (Need a primer? Get briefed on the basics&nbsp;<a href=\"http:\/\/www.dummies.com\/how-to\/content\/setting-smart-management-goals.html\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.)<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Write down goals to be emailed after conversation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-next-review\">\n<h2>Schedule next review<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\">\u26a1\ufe0f <strong>You could automate the next review workflow to be run via a <a href=\"https:\/\/www.process.st\/help\/docs\/process-street\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street automation<\/a>, at the point this workflow run is completed.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of next review <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"next-steps\">\n<h2>Next steps<\/h2>\n<div class=\"text-content\">\n<p>After the employee review take into account their positives and negatives when considering a raise. When inflation was low a small raise or even no raise for a year was not uncommon. With inflation on the rise an inflationary adjustment is the minimum raise people are expecting, and if it's justifies a larger raise.&nbsp;<\/p>\n<p>Discuss the raise amount and pros with your manager and let the employee know what they should expect within a week of the review. Do not drag out the raise any longer than necessary.<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Record employee details Employee name Employee role Date of this review Date will be set here Retrieve employee's goals for past year Upload employee's goals for past year - if any exists Performance Report File will be uploaded here Review Information: This is a heading, used to separate tasks into sections in your workflow. 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