Performance Appraisal Tool

Name: Doaa Said Hassan
ID: 600 122 758
Group: HRD 107
Course: Training and Development

Performance Appraisal Form
“For branches executive positions”

Employee Name: -----------------------------
Manager Name: ------------------------------
Employee Code: ------------------------------
Manager Title: Customer Service Head
Job Title: Customer Service Representative
Department / Branch: CS – Maadi Branch
Job Code: CSR – Br.
Period of Appraisal : End of year 2012
Hiring Date: / /
Date : / /

First: Objectives Achievements:
Rating Standards:
Excellent = 100 – 91% Very Good = 90 – 76% Good = 75 – 61%
Fair = 60 – 41 % Poor = 40 % or less

Objective:
(For the fiscal year 2012 – Maadi Br.)
Key Performance Indicator
(share/employee/year)
Weight
Achievement
Total
To increase Retail Personal Loans by 20%
EGP 50,000
15%

To increase Over Draft by 10%
EGP 30,000
7%

To decrease Club Membership Loans by 20%
EGP 10,000
8%

To Increase Mortgage Loans by 15%
EGP 80,000
10%

To increase EGP Current Accounts by 10%
EGP 100,000
7%

To Decrease USD Current Accounts by 5%
US$ 30,000
8%

To increase EGP 3 years Certificates by 10%
EGP 150,000
8%

To increase USD 3 years Certificates by 5%
US$ 50,000
12%

To increase no. of issued Credit Cards by 15%
150 new cards
15%

To increase no. of active customers by 20%
200 new customers
10%

Total

100%

Employee’s Grade in this section = -----------------------

Second: Job Standards Evaluation:
Rating Standards:
Excellent = 100 – 91% Very Good = 90 – 76% Good = 75 – 61%
Fair = 60 – 41 % Poor = 40 % or less

Rating
Score
Comments
(from historical employee record)
* Knowledge, Skills, and Abilities:
Basic computer skills and the ability to use all common types of office equipment.
Ex.
V. Good
Good
Fair
Poor

Ability of positive problem solving.
Ex.
V. Good
Good
Fair
Poor

Having good (face-to-face and phone) communication skills.
Ex.
V. Good
Good
Fair
Poor

Ability to interact comfortably