Employee Performance ReviewGoodwill Industries of LSC
Performance Review – Veteran Advocate Benefits
EmployeeInformation
Employee Name: / Employee ID:Job Title: / Hire Date:
Department: / Date in Position:
Manager: / Date Review Given:
Salary Adjustment: / Yes / No / Prior Review Date:
Purpose
Our goal is to assist the employee in the performance of his/her duties by presenting a constructive appraisal of his/her strengths and areas needing improvement. Also, it is our desire to develop these strengths by providing as much training as possible in order to achieve greater job satisfaction and performance.Goals
Based on the previous performance review, briefly describe the goalsidentified for the employee. Were the goals achieved? If no, then why not?Goal #1:
Goal#2:
Goal #3:
Goal #4:
Definitions
EXCELLENT: Performance consistently exceeds all job requirements; exceptional knowledge of the work; has expanded all job duties significantly beyond normal job expectations.ABOVE STANDARD: Performance often exceeds some of the job requirements; takes initiative and identifies and suggests improved methods and procedures; anticipates and identifies potential problems.
STANDARD: Performance is fully acceptable; each of the job requirements is met in a competent manner; knowledgeable; needs little direct supervision.
BELOW STANDARD: Performance is inconsistent; additional skills are needed; needs more direct supervision.
UNACCEPTABLE: Performance does not meet many of the basic requirements necessary to perform the job adequately; performance is clearly below job demands; needs constant and direct supervision; improvement is required.
The following areas are important to the success of an individual performing the duties of a Veteran Advocate Benefits. Properly performing the duties of this position are critical to the mission of Goodwill Industries of Lower South Carolina. As the individual with oversight for issues regarding employees well being, less than standard performance cannot be tolerated. It is important to note, that some areas of this position are much more vital to the success of our Agency and are given a higher weight in the overall evaluation process.
Evaluation
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable- Quality of Work
Works closely with VSO’s, VA DAV, and American Legion, VFW to identify, recruit, coordinate, and provide information to service members that ensure Veteran benefits are understood, selected, processed and delivered in an effective and efficient manner.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Professional Competence and Job Knowledge
Identifies and follows up with Veterans application for benefits and ensures that comprehensive claims are submitted.
Ensures all eligible Veterans are enrolled in the VA, WWP Alumni Program and My Healthy Vet.
Comments:
Points:______
Evaluation
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Consistency
By maintaining continuing education regarding Veterans entitlement benefits, coordinates with benefit community outreach personnel to ensure Veterans are receiving accurate information related to benefits eligibility and applications.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Interpersonal Skills
Effectively provides outreach and engagement to the following individuals and/or groups within the benefit setting: Active duty & service members in transition, Guard & Reserve members, Veterans & Retirees, Family members
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Accuracy and Compliance
Provides Veterans with accurate and up-to-date information on the different categories of benefits for which they can apply for. Maintains files and records of Veteran’s served, services provided, outreach activities conducted, surveys completed and other general reporting as assigned.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Teamwork
Meets changing conditions of the position and willing to go beyond the scope of the job description to meet departmental needs. Serves as back up for PWC staff as needed. Professional, polite, helpful and shows flexibility when working with fellow employees, supervisors, and managers. Respects and is respected by fellow employees as a team player.
Comments:
Points:______
Evaluation
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Communication Skills
Communicates effectively, orally and in writing as applicable.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Creativity
Assists Veterans in navigating through the process of submitting for their benefit claims, applying for appeals and changes in discharge
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Attendance
Conforms to scheduled work hours and breaks to include following procedures for reporting absences and tardiness.
Comments:
Points:______
Factor to be Rated / Excellent / Above Standard / Standard / Below Standard / Unacceptable
- Personal Appearance
Dresses in a neat and professional manner consistent with the company’s personal appearance and/or uniform policy as stated in the employee handbook.
Comments:
Points:______
Overall Performance Rating
This rating is determined by finding the Total of the numerical ratings given in Parts 1 through 10.
TOTAL NUMERICAL RATING:
Unacceptable 0 - 40
Below Standard 41 - 82
Meets Standards 83 - 124
Above Standards 125 - 167
Excellent 168 - 205
Employee’s Strengths: Indicate strengths by using specific examples of work performance.
Areas of Improvement: Indicate areas needing improvement with specific examples of problems that have occurred.
Supervisor Comments:
Employee Comments:
Employee Training Needs Self-Assessment (To be completed by the employee)
PURPOSE: It is our desire to develop your strengths to achieve greater job satisfaction and performance. In order to help you do this, we need to know what training opportunities you think would assist you achieving them.
I think the training opportunities listed below would help me in developing my strengths:
Goals, Objectives and Training Programs
Identify specific developmental activities and future training opportunities that will capitalize on strengths and/or strengthen areas needing improvement. Indicate a target date for completion of future training and development activities.
Goal #1 / Completion Date:
Goal #2 / Completion Date:
Goal #3 / Completion Date:
Goal #4 / Completion Date:
Verification of Review
By signing this form, you confirm that you have discussed this review in detail with your supervisor. Signing this form does not necessarily indicate that you agree with this evaluation.I, acknowledge receipt of review, and my signature does not necessarily indicate agreement.
Employee Signature / Date
Manager Signature / Date
Developed by: C Scarborough Confidential and Proprietary to Goodwill Industries of LSC Rev: 03/26/15/00
VETERAN ADVOCATE BENEFITS Page 1 of 6