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Annual Performance Appraisal Admin

This document contains an appraisal discussion format for Angelica B. Carreon, an Estimator/Planner with 3 months in the position. It evaluates her performance on fulfilling work objectives and adherence to company core values. For objectives, she meets expectations on job knowledge but needs improvement on other tasks. Her core value ratings need improvement on integrity and innovation but meet expectations on passion and teamwork. Her overall performance rating is in the "needs improvement" range. Future objectives and a development plan are discussed.

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Angelica Carreon
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201 views

Annual Performance Appraisal Admin

This document contains an appraisal discussion format for Angelica B. Carreon, an Estimator/Planner with 3 months in the position. It evaluates her performance on fulfilling work objectives and adherence to company core values. For objectives, she meets expectations on job knowledge but needs improvement on other tasks. Her core value ratings need improvement on integrity and innovation but meet expectations on passion and teamwork. Her overall performance rating is in the "needs improvement" range. Future objectives and a development plan are discussed.

Uploaded by

Angelica Carreon
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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OEM INDUSTRIAL PARTS & CONSTRUCTION SERVICES CORP

APPRAISAL DISCUSSION FORMAT


Date :

Covered Review Period :


NAME : Angelica B. Carreon
POSITION : Estimator/Planner
DEPARTMENT : Engineering
DATE HIRED : Nov 21, 2016
YEARS IN POSITION : 3 months
IMMEDIATE MANAGER :

A. OBJECTIVE DISCUSSION
(Please place your objectives and ratings on the shaded portion of this form. Add rows as necessary.)

1. FULFILLMENT OF WORK OBJECTIVES (60%)

1.1 INDIVIDUAL OBJECTIVES (JD-based)

OBJECTIVES WEIGHTS RATING DEGREE OF FULFILLMENT


(Points) 1 2 3
(Objectives can be the agreed
Not Needs Meets
KPIs, unless a different set of %
Acceptable Improvement Expectations
objectives was established.)
achievement on job knowledge
on
1.1 construction,specificatios/sched 25% 15 60
ules & drawing methods

achievement on daily
1.2 update,monitoring construction 15% 12
activities
prepares status report of all
outstanding, troubleshoot
1.3 problematic project activities 15% 6 40

100% doing other task, coming


1.4 to work on time 5% 2 40

2. ADHERENCE TO OEM CORE VALUES (40%)

Reminder: An employee with a disciplinary action, particularly suspension (regardless of the number of days), dur
period will receive "2" as his highest rating under the "Adherence to company's Core Value
1 2 3

2.1 PASSION (25%) 18.33 Not Needs Meets


Acceptable Improvement Expectations
a) Enthusiasm for Work 60
b) Resourcefulness to Get Things Done
c) Works for Quality Result

1 2 3

2.2 INTEGRITY (25%) 11.67 Not Needs Meets


Acceptable Improvement Expectations
a) Doing the Right Things and Upholding the Truth at
All Times
a) Doing the Right Things and Upholding the Truth at
All Times
b) Ownership over Actions and Results 60
c) Being One with the Company 60

1 2 3

2.3 TEAMWORK (25%) 15.00 Not Needs Meets


Acceptable Improvement Expectations
a) Collaborating Among Different Departments
b) Showing proactive concern/ "Malasakit" 60
c) Putting the Interest of the Company Ahead of
Personal Benefits 40
1 2 3

2.4 INNOVATION (25%) 10.00 Not Needs Meets


Acceptable Improvement Expectations
a) Being Open-minded
b) Actively Looks for Creative Ways to Provide 40
Improvements that are suistainable

3. OVERALL PERFORMANCE RATING

Fulfillment of Work Objectives (60%) ADHERENCE TO OEM CORE VALUES (40%)


KPI 35.00 Passion 25% 18.33
Integrity 25% 11.67
Teamwork 25% 15.00
Total Score : 35.00 Innovation 25% 10.00
Total Score 100% 55.00

Interpretation of Total Weighted Scor


Work Obj. (60%) 35.00 Points
Perf Criteria (40%) 22.00 1 20 - 29
Total Weighted Score 57.00 2 30 - 49
3 50 - 69
Overall Performance Rating:
4 70 - 89
5 90 - 100
Numerical & Descriptive Ratings
1 = Not Acceptable (NA)
2 = Needs Improvement (NI)
3 = Meets expectations (ME)
4 = Exceeds expectations (EE)
5 = Exceptionally Exceeds Expectations
(EEE)
B. FUTURE OBJECTIVES

OBJECTIVE FOR NEXT YEAR SUCCESS CRITERIA


C. DEVELOPMENT DISCUSSION
1. Long Term - Individual personal wishes (wish to be in 3-5 years)

2. The Manager's evaluation of the individual's potential

3. Development Plan - (within 12 months)

Development Area Method

- (Long term plan: i.e. job rotation, enlargement, development programs, etc.)

D. COMMENTS/SIGNATURE
(Employee's comments - if any)

SIGNATURES :

Employee

FERNANDO C. DESAMITO
Immediate Supervisor

Next Higher Level Superior

COMPANY'S CORE VALUES


PASSION (25%)
We are driven to perform tasks excellently
Enthusiasm for work: consider the employee's manner of doing assigned tasks, desire and initiative to learn new things, ideas to improve ways of doing tas
Resourcefulness to get things done: consider the employee's ability to find alternative and acceptable ways to address challenges;
Works for quality results: consider the employees' constant and regular evaluation of own output versus company and industry standards; ability to deliver
within agreed timeframe.
INTEGRITY (25%)
We are a company that practices honesty, transparency and accountability.

Doing the right thing and upholding the truth at all times: subjects decisions and actions to the highest moral standard whether we a
Ownership over actions and result: takes pride in doing what is right and true but also quick to apologize and ready to think fo viable solutions
Being one with the company: consistency in adhering to company's goals and objectives.
TEAMWORK (25%)
We are a company where everyone contributes to the achievement of corporate goals.
Collaborating among different departments: adhere to company initiatives; shares best practices.
Showing proactive concern; "Malasakit": readiness to help; takes personal responsibility; works as a stakeholder of the business.
Putting the interest of the company ahead of personal benefits: conscious of the impact of one's action.
INNOVATION (25%)
We are constantly introducing new creative processes/services/programs/products to respond to the changing corporate and market needs.
Being open minded: desire and willingness to learn from others; willing to take calculated risks.
Actively looks for creative ways to provide improvements that are sustainable: improved processes/ performance; thinking out of the box.
TS & CONSTRUCTION SERVICES CORP
AL DISCUSSION FORMAT
Feb 23, 2017

reon
er

4 5
Excceptionally
Exceeds
Exceeds
Exepectations
Expectations

80

arly suspension (regardless of the number of days), during a specific performance


t rating under the "Adherence to company's Core Values".
4 5

Excceptionally
Exceeds Exceeds
Exepectations Expectations

80
80

4 5
Excceptionally
Exceeds Exceeds
Exepectations Expectations

80
80

4 5
Excceptionally
Exceeds Exceeds
Exepectations Expectations
80

4 5
Excceptionally
Exceeds Exceeds
Exepectations Expectations
80

ADHERENCE TO OEM CORE VALUES (40%)


18.33
11.67
15.00
10.00
55.00

Interpretation of Total Weighted Score


Rating
NA
NI
ME
EE
EEE
s, desire and initiative to learn new things, ideas to improve ways of doing tasks

ation of own output versus company and industry standards; ability to deliver

s: subjects decisions and actions to the highest moral standard whether we are alone or with group,
ue but also quick to apologize and ready to think fo viable solutions

s.
respond to the changing corporate and market needs.

ainable: improved processes/ performance; thinking out of the box.

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