Human Resource Department

PERFORMANCE MANAGEMENT FORM

PLANNING AND EVALUATION FORM

Complete the appropriate information below during the planning and review cycle.

Employee Name: John Doe Purpose: Annual Appraisal

Department: Customer Service
Job Title Customer Support Representative Rater/s Immediate Supervisor: Jennifer Fernandez
Job Rank: Rank and File Direct Manager: Dinesh Shetty

Performance Period: Feb 2, 2022 to Feb 1, 2023 Date of Coaching: February 5, 2023

PERFORMANCE DRIVERS
Please rate how well the following Organization Core Values were demonstrated by the employee.

Rating Weight Total Evidence Notes

Drivers Behavioral Indicators
IM SPV DIR MGR 80% 20% Rating (Please provide observable proofs/actual examples to justify rating)
Passionate about customer success and stays curious about what they need. 3 5 Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do
Actively empower each other to help customers. 3 5 eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim
Committed to Customer Success Continuously improve serving our customers. 3 5 2.40 1.00 3.40 ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut
Takes ownership for meeting customer needs. 3 5 aliquip ex ea commodo consequat.
Aims to exceed customer expectations. 3 5
Excels in offering products that are intuitive to use. 3 5 Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do
Takes pride in making the complex easy. 3 5 eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim
Experts at making it simple Values and fosters technical expertise to create a seamless experience. 3 5 2.40 1.00 3.40 ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut
Committed to bringing quality products to market fast. 3 5 aliquip ex ea commodo consequat.
Takes collective responsibility to constantly learn, create, and innovate. 3 5
Works to reach the same goals. 3 5 Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do
Approachable, open, and appreciative of different perspectives. 3 5 eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim
Together we are ONE Proactively builds relationships across groups and are eager to collaborate. 3 5 2.40 1.00 3.40 ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut
Explores and embraces new ideas with enthusiasm. 3 5 aliquip ex ea commodo consequat.
Celebrates our successes together. 3 5
Transparent and honest in order to build mutual trust. 3 5 Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do
Creates an environment where people can excel at what they do. 3 5 eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim
Taking action for the better Committed to sustainability and actively seek opportunities to make a positive impact. 3 5 2.40 1.00 3.40 ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut
Does what they say will do and speaks up for what is right. 3 5 aliquip ex ea commodo consequat.
Intentional about diversity, equality, and inclusivity. 3 5

Additional Comments:
John understands customer needs and meets them. He conscientiously participated in conference calls to make sure that customer requirements and concerns are understood and met. John’s customers are Performance
satisfied. He shows a sound understanding of, and belief in, Company policies and procedures. Special assignments were assigned to him from time to time yet he is able to maintain productivity and quality despite Drivers Score 3.40
increased or new workload. He is always pleasant to be around and is a Team Player. Basic Contributor

KEY OBJECTIVES
Please rate how well the Key Result Areas where achieved during the performance period.

Accomplishment Evidence Notes

Key Result Areas Performance Indicators
RTG WT TOTAL (Please provide observable proofs/actual examples to justify rating)

KRA 1 (5) KPI range that merits an Exceptional performance. Please see attached scorecard
(4) KPI range that merits an Exceeded normal performance.
(3) KPI range that merits a Met performance. 2 0.40 0.8
(2) KPI range that merits a Partially Met performance.
(1) KPI range that merits a Does not Meet performance.
KRA 2 (5) KPI range that merits an Exceptional performance. Please see attached scorecard
(4) KPI range that merits an Exceeded normal performance.
(3) KPI range that merits a Met performance. 1 0.30 0.3
(2) KPI range that merits a Partially Met performance.
(1) KPI range that merits a Does not Meet performance.
KRA 3 (5) KPI range that merits an Exceptional performance. Please see attached scorecard
(4) KPI range that merits an Exceeded normal performance.
(3) KPI range that merits a Met performance. 2 0.20 0.4
(2) KPI range that merits a Partially Met performance.
(1) KPI range that merits a Does not Meet performance.
Adherence to Company Policies and (5) Very positive feedback from team and internal customers; No DA; No Unauthorized Absence Please see attached scorecard
Procedures (4) No escalations; no DA; No Unauthorized Absence
(3) 1 minor escalation; No DA; No Unauthorized Absense and/or Tardiness 5 0.10 0.5
(2) 1 to 2 major escalations; 1 DA with simple case; 4 to 6 tardy instances
(1) 3 or more major escalations; 1 major case with or without suspension
1.00
Additional Comments:
John understands customer needs and meets them. He conscientiously participated in conference calls to make sure that customer requirements and concerns are understood and met. John’s customers are Performance
satisfied. He shows a sound understanding of, and belief in, Company policies and procedures. Special assignments were assigned to him from time to time yet he is able to maintain productivity and quality despite Drivers Score 2.00
increased or new workload. He is always pleasant to be around and is a Team Player. Partially Met

STOP. This section should be completed only after the calibration and management deliberation sessions have been finalized and a relative contribution level has been determined for the employee.

Performance Component Weight Score

Performance Driver
Key Objectives
0.20
0.80
0.68
1.60
Over-all
Performance 2.28 PARTIALLY MET

Direct Manager's Comments

Jennifer Fernandez Dinesh Shetty

Immediate Supervisor Signature / Date Direct Manager Signature / Date

John Doe
Employee Signature / Date

INDIVIDUAL DEVELOPMENTAL PLANS

I decline the opportunity to have a developmental plan.

Employee's Signature: Did the employee make progress on the previous year's IDP? YES NO

Comments:

Career Development (to be completed by Employee)

This section pertains to identifying career goals within one.com - Cebu and charting a path to reach those goals.

Employee Interests and Aspirations Action Plan

(What would you like to be doing in the future?) (What specifically can you do to enhance your ability to reach those goals?)

One.com FZ-LLC Philippines Representative Office

Unit 905 9F Mabuhay Tower, Jose Maria del Mar St. Cor Abad St.
Cebu IT Park, Cebu City 6000, Philippines
Tel +63 32 3447698 one.com - cebu | confidential when completed |1
Job Enrichment (to be completed by Employee)
This section pertians to your current job, identifying development opportunities and formulating action plans to improve performance in your current assignment.

List Three (3) of your greatest strengths Action Plan

(What would you like to be doing in the future?) (Identify ways in which you can either improve upon or leverage your strengths)

Areas of Improvement (to be completed by both Employee and the Immediate Superior)
This plan contains specific activities to improve performance. The activities are written around key objectives, performance drivers or management attributes. There is no guarantee that completion of these activities will lead to
higher relative contribution rating.

Specific Activities Action Plan / Timeframe

Next Scheduled Review Date:

Manager's Signature: Employee's Signature:

Comments by Immediate Supervisor:

One.com FZ-LLC Philippines Representative Office

Unit 905 9F Mabuhay Tower, Jose Maria del Mar St. Cor Abad St.
Cebu IT Park, Cebu City 6000, Philippines
Tel +63 32 3447698 one.com - cebu | confidential when completed |2