Assessment Report of Island

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EXAMPLE 3 TEMPLATE – ASSESSMENT REPORT

DEPARTMENT OF XXXXXX

XXXX UNIT

ASSESSMENT REPORT

EMPLOYEE:
JOB TITLE:
DESIGNATION:
WORK UNIT:

POSITION NO:
RESPONSIBLE TO:

[Suggested objective, only]
This report is for the purpose of summarising the outcomes of the informal inability process in respect of the areas of performance requiring improvement by the employee during the period XXXXX to the present.

PART 1 (The first task for the manager in completing the Assessment Report is to analyse the employee’s job description and complete Part 1)

Summary of Job Description

A. Primary Objectives

B. Key Responsibilities

C. Key Skills (Selection Criteria):

PART 2

(A) Review Of Tasks/Duties ((A) is a guide for the manager to analyse each project or task the employee is required to undertake).

1.
(project or task name [Each project/task is to be reviewed using the following as a guide])

1. Project or Task/s Description



2. Areas requiring improvement



3. Remedial Action



4. Employee Response



5. Training, Support, Mentoring, Placements (Link to point 6 – Checklist for Managers Preliminary (Informal) Inability Process) •


6. Outcomes to be achieved



8. Assessment against duties
• Employee has met the following Key Responsibilities
-
-
-

• Employee has not met the following Key Responsibilities -
-
-

• Employee has demonstrated the following Key Skills
-
-
-

• Employee has not demonstrated the following Key Skills
-
-
-

• Employee was advised that quality of work is acceptable, particularly the following -
-
-
• Employee was advised that quality of work is unacceptable particularly the following: -
-
-
……………………………

(B)CONCLUSION
[At the end of all tasks reviewed, the conclusion should summarise the employee’s performance that is satisfactory, and that which is not satisfactory.]

(C)RECOMMENDATIONS

[The recommendation(s) may say “No further action.” as the employee has reached a satisfactory level of work and maintained it for a reasonable period of time. Or the recommendations may include some further remedial strategies to be taken, or inability proceedings to be initiated.]

(Part 2. (B) and (C) are the conclusions and recommendations in respect of the employee’s performance. This may be an interim situation of reaching conclusions and recommendations, or the last of a series of reviews and reports, depending on the circumstances).

On completion of Parts 1. and 2., the Assessment Report should be put to the employee. It is suggested that the report have a covering memo to the employee covering the following points, where appropriate:

• The conclusion (B) reached by the manager as a result of the performance assessment conducted, the view that the manager has formed and the consequences of future performance which does not meet the standards set for the employee’s job;

• The recommendations (C) complete the performance report. They could include advice that no further action is required as the employee has reached a satisfactory level of work and maintained it for a reasonable period of time. Or the recommendations may include some further remedial strategies to be taken, or inability proceedings to be initiated. (A copy of relevant legislation, if not already provided, should be attached to the memo to the employee at this stage);

• An invitation to the employee to provide comments on the report by a certain date;

• The intention of the manager to develop a plan to address those aspects of the performance that are not satisfactory within an agreed time frame, if...
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