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Employee Evaluation Form
At an Affinity Living Group Managed Community
Employee Information
Employee
Name:
Start Date:
Position:
Start Date of
Current Position:
Manager:
Department:
Today’s
Date:
Date of Last
Review:
Review of Previous Period
Rating Scale
1
2
Outstanding – 3 points
Highly Competent – 2 points
3
4
Competent – 1 point
Needs improvement – 0 points
Results – Projects and Goals
Goal #
Goal Description
1
2
3
4
Rating Comments
4
1
2
4
Core Competencies
Core Competencies
Rating Comments
Mission & Values: Supports mission and
values in daily actions and decisions, and in
short-term and long-term planning;
communicates mission to others.
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September 2011
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Employee Evaluation Form
At an Affinity Living Group Managed Community
Core Competencies
Census Performance:
Census average of
_____ last 12
months vs.
_____ budget
= _____ variance
Less than 5% above budget – outstanding
5% above budget – highly competent
At budget – competent
Below budget – needs improvement
Quality Service Delivery: Employee is
dedicated to assuring excellence in quality
of service delivery (e.g. state surveys,
resident surveys, programming, etc.) and is
able to communicate those standards to all
parties involved. Continuously strives to
meet or exceed customer expectations and
to improve the quality of services provided.
Helps maintain a clean and safe
environment.
Integrity: Employee is widely trusted and
seen as a direct, truthful individual; is honest
and able to present the truth in a
straightforward and helpful manner; keeps
confidences; admits and takes responsibility
for mistakes; does not misrepresent
him/herself or the Company for personal
gain. Fulfills commitments in a timely and
responsive manner.
Employee Respect/Teamwork: Employee
establishes good working relationships with
co-workers and fosters cooperative spirit
between departments and shifts; creates
strong morale in his/her team; shares
successes; allows team members to be
responsible for their work. Keeps team
members well informed.
Exceptional Customer Service:
Employee is dedicated to identifying and
meeting the expectations and requirements
of both internal and external customers;
gets first hand information and uses it to
improve services; acts with the customer in
mind; demonstrates ability to handle difficult
or emotional situations in a helpful,
courteous manner.
September 2011
Rating Comments
4
4
4
4
4
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Employee Evaluation Form
At an Affinity Living Group Managed Community
Core Competencies
Caring: Employee is committed to valuing
differences and respecting the well-being
and dignity of each person. Demonstrates
understanding and respect for the feelings
and viewpoints of others. Takes action at
point of service to immediately meet the
customer’s needs. Respects the privacy
and confidentiality of all individuals.
Job Knowledge: Demonstrates
competency in job skills and knowledge.
Learns and applies new skills within
expected time period. Displays a good
understanding of how job relates to others.
Dependability: Employee reports promptly
for all scheduled shifts. Willing to assist
others upon request.
Problem Solving: Thinks creatively, asks
questions to get beneath the surface, solves
problems in context with the big picture, and
understands how to apply his or her skills to
reach the Company goals.
Initiative: Volunteers to help others. Seeks
increased responsibilities. Demonstrates an
effort to improve performance. Does not
hesitate to ask for assistance when needed.
Safety: Demonstrates ability and
willingness to work safely. Ensures work
areas are kept safe and free of hazardous
conditions. Has knowledge of, and
complies with safety rules. Reports unsafe
conditions, potential hazards and/or
workplace injuries, accidents or illnesses to
management immediately.
Professionalism: Clean, professional
dress and appearance; positive ethical
conduct.
Overall average rating:
Rating Comments
4
4
4
4
4
4
4
4
Planning for the Next Review Period
Your performance goals will contribute to obtaining first-class performance in 3 ways; goals which support
the overall community’s goals, your manager’s goals and your own contribution to your team.
Each goal should be expressed as an end result answering “What needs to be achieved?” with indicators
of success answering “How will I know when it’s achieved?” this gives you a ‘mental image’ of the end
result helping you to determine actual, realistic deliverables. Goals should be developed using the
SMART concept - SMART: Specific, Measurable, Agreed, Realistic, Time Related
September 2011
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Employee Evaluation Form
At an Affinity Living Group Managed Community
Next Period – Performance Goals and Projects
Goal #
1
2
3
4
Goal Description
Target Date
Your personal development goals should focus on helping you to improve your performance against your
performance goals by demonstrating and growing your strengths in the core competencies required for
your position. Personal development goals should also help you grow for the future. Work with your
manager to identify 2 or 3 areas for development based on your goals and your future career interests.
Use the SMART criteria for writing personal development goals and be sure to describe how you will
demonstrate progress/what will be different.
Next Period – Personal Development Goals
Skill #
Personal Development Goals and Steps Required to Achieve
It
Target Date
1
2
3
4
Summary
Overall
Performance
Rating:
4
Manager
Comments:
Manager
Signature:
Date:
Employee
Comments:
Employee
Signature:
September 2011
Date:
Page 4
Employee Evaluation Form
At an Affinity Living Group Managed Community
I understand that by signing this evaluation, I am not indicating agreement with the ratings, but am acknowledging
that my supervisor has reviewed and discussed this document with me. I further understand that this document in no
way modifies my at-will status of employment.
September 2011
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