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The 90 Day Performance form serves as a vital tool for evaluating employee performance at Oklahoma Baptist University. This structured review process covers several key areas essential for assessing an employee's contributions and growth within their role. The form includes sections for job knowledge, work quality, judgment, initiative, communication, work ethic, professional conduct, and attendance. Each area is rated on a scale ranging from "Unsatisfactory" to "Superior," allowing supervisors to provide clear feedback. Comments are required for all ratings except for "Satisfactory," ensuring that employees receive constructive insights into their performance. Additionally, if an employee receives a rating of "Unsatisfactory" or "Needs Improvement" in any category, a follow-up meeting is scheduled to discuss progress. This proactive approach not only highlights strengths but also identifies areas needing improvement, fostering a supportive environment for professional development. The supervisor's signature and comments, along with the employee's input, are essential components of this review process, emphasizing collaboration and accountability.

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OKLAHOMA BAPTIST UNIVERSITY

90-Day Performance Review

Em p loy e e I n f o r m a t ion

Employee Name:

 

ID #:

 

 

Review Period:

 

to

Job Title:

 

 

 

 

Department:

 

 

Date of Hire/Transfer:

Ra t in g s

 

Unsatisfactory

Needs

Meets

Above Average

Superior

 

 

Improvement

Expectations

 

 

AREA

 

 

 

 

1.

Job knowledge

 

 

 

 

2.

Work quality

 

 

 

 

3.

Judgment

 

 

 

 

4.

Initiative

 

 

 

 

5.

Communication / Listening

 

 

 

 

6.

Work ethic

 

 

 

 

7.

Professional conduct

 

 

 

 

8.

Attendance

 

 

 

 

Super v isor ’s Com m ent s:

Com m ent s ar e r equir ed for all r at ings ex cept “ Sat isfact or y ” . Schedule dat e t o r ev iew pr ogr ess if em ploy ee is m ar k ed “ Unsat isfact or y ” or “ Needs im pr ov em ent ” on any ar ea; schedule m eet ing w it h Hum an Resour ces if em ploy ee is m ar ked “ Unsat isfact or y ” or “ Needs I m pr ov em ent ” on t w o or m or e ar eas.

Em ploy ee st r engt h s and/ or ar eas n eeding im pr ov em en t or unsat isfact or y and act ion s t ak en t o h elp em ploy ee im pr ov e j ob per for m ance:

Super v isor ’s Signat ur e

 

Dat e

Em p loy e e :

 

 

Com m en t s:

 

 

 

 

 

 

 

 

Em ploy ee’s Signat ur e

 

Dat e

Re v ie w in g of f icia l:

 

 

Com m en t s:

 

 

 

 

 

 

 

 

Rev iew ing Official’s Signat ur e

 

Dat e

Rev :03/2006

Form Specifications

Fact Name Details
Purpose The 90-Day Performance Review form is designed to assess employee performance during the initial 90 days of employment.
Employee Information It requires the employee's name, ID number, job title, department, and dates of hire or transfer.
Rating Categories Performance is rated across five categories: Unsatisfactory, Needs Improvement, Meets Expectations, Above Average, and Superior.
Evaluation Areas Eight specific areas are evaluated, including job knowledge, work quality, judgment, initiative, communication, work ethic, professional conduct, and attendance.
Supervisor Comments Comments are mandatory for all ratings except for "Satisfactory." This ensures clarity in performance evaluation.
Follow-Up Requirements If an employee receives a rating of "Unsatisfactory" or "Needs Improvement" in any area, a follow-up meeting must be scheduled.
Employee Strengths The form allows for the documentation of employee strengths and areas needing improvement, along with actions taken to assist in performance enhancement.
Governing Law This performance review process is governed by Oklahoma employment law, ensuring compliance with state regulations.

90 Day Performance: Usage Guidelines

Completing the 90 Day Performance form is an important step in evaluating employee performance and providing constructive feedback. Following these steps will ensure that the form is filled out accurately and comprehensively, setting the stage for future discussions about performance and development.

  1. Begin by filling out the employee information section. Include the Employee Name, ID #, Review Period, Job Title, Department, and Date of Hire/Transfer.
  2. Proceed to the ratings section. Evaluate the employee in the following areas:
    • Job knowledge
    • Work quality
    • Judgment
    • Initiative
    • Communication / Listening
    • Work ethic
    • Professional conduct
    • Attendance
  3. For each area, select a rating from the options provided: Unsatisfactory, Needs Improvement, Meets Expectations, Above Average, or Superior.
  4. In the Supervisor’s Comments section, provide detailed comments for all ratings except “Satisfactory.” This is essential for clarity and context.
  5. If the employee receives a rating of “Unsatisfactory” or “Needs Improvement” in any area, schedule a date to review progress. If they are marked “Unsatisfactory” or “Needs Improvement” in two or more areas, arrange a meeting with Human Resources.
  6. In the Employee Strengths and Areas Needing Improvement section, outline the employee's strengths and specify areas that require improvement. Include actions taken to assist the employee in enhancing job performance.
  7. Both the supervisor and the employee should sign and date the form. Ensure that the Supervisor’s Signature and Employee’s Signature sections are completed.
  8. Finally, the reviewing official must provide comments, sign, and date the form in the designated section.

Your Questions, Answered

What is the purpose of the 90 Day Performance form?

The 90 Day Performance form is designed to evaluate an employee's job performance during their first three months of employment. It helps supervisors assess various aspects of the employee's work, such as job knowledge, work quality, and communication skills. This review process is essential for identifying strengths and areas needing improvement, ensuring that employees are on the right track to succeed in their roles.

What areas are evaluated on the form?

The form evaluates eight key areas: job knowledge, work quality, judgment, initiative, communication/listening, work ethic, professional conduct, and attendance. Each area is rated to provide a comprehensive overview of the employee's performance and contributions to the team.

How does the rating system work?

The rating system includes five categories: Unsatisfactory, Needs Improvement, Meets Expectations, Above Average, and Superior. Supervisors must provide comments for all ratings except for "Meets Expectations." This feedback is crucial for employees to understand how they are performing and what specific improvements may be necessary.

What happens if an employee receives an "Unsatisfactory" or "Needs Improvement" rating?

If an employee is marked as "Unsatisfactory" or "Needs Improvement" in any area, the supervisor is required to schedule a date to review progress. If the employee receives these ratings in two or more areas, a meeting with Human Resources must be arranged. This process is intended to ensure that employees receive the support they need to improve their performance.

Are there any required comments from supervisors?

Yes, supervisors must provide comments for all ratings except for "Meets Expectations." These comments are essential for clarifying the reasons behind the ratings and guiding the employee on how to enhance their performance. Constructive feedback is a valuable part of the review process.

What should an employee do if they disagree with their performance rating?

If an employee disagrees with their performance rating, they should first discuss their concerns with their supervisor. Open communication is key. If the issue is not resolved, the employee may consider reaching out to Human Resources for further assistance and guidance on how to address the situation.

How can an employee prepare for their 90 Day Performance review?

To prepare for the review, an employee should reflect on their contributions during the past three months. They can gather examples of their work, accomplishments, and any challenges they faced. Being ready to discuss these points can help facilitate a productive conversation during the review.

What role does the reviewing official play in the process?

The reviewing official is responsible for overseeing the performance review process and ensuring that it is conducted fairly and thoroughly. They may provide additional comments and insights on the employee's performance and sign off on the completed form, ensuring that all necessary steps have been taken.

What happens after the performance review is completed?

Once the performance review is completed, the employee and supervisor will discuss the results and any necessary action steps. If areas for improvement are identified, a plan will be developed to help the employee enhance their performance. This may include additional training or regular check-ins to monitor progress.

Is there a follow-up process after the review?

Yes, follow-up meetings may be scheduled if an employee needs improvement in specific areas. Regular check-ins can help track progress and ensure that the employee receives ongoing support. This approach fosters a continuous feedback loop, promoting professional growth and development.

Common mistakes

  1. Inadequate Completion of Required Fields: Many individuals overlook essential sections of the form, such as the employee name, ID number, or job title. Omitting this information can lead to confusion and delays in the review process.

  2. Failure to Provide Supervisor Comments: It is crucial for supervisors to include comments for all ratings except "Satisfactory." Neglecting this requirement can hinder the employee’s understanding of their performance and the areas that need improvement.

  3. Not Scheduling Follow-Up Meetings: If an employee is marked as "Unsatisfactory" or "Needs Improvement," a follow-up meeting with Human Resources should be scheduled. Failing to do so can result in unresolved issues and a lack of support for the employee.

  4. Ignoring Employee Feedback: Employees are encouraged to provide their comments on the review form. Not allowing or disregarding this input can lead to dissatisfaction and a feeling of disconnection from the evaluation process.

Documents used along the form

The 90-Day Performance Review form is a vital tool for assessing employee performance early in their tenure. However, it is often accompanied by other important documents that provide a more comprehensive view of an employee's contributions and areas for growth. Here are four key documents frequently used alongside the 90-Day Performance form:

  • Job Description: This document outlines the specific duties, responsibilities, and expectations for a position. It serves as a benchmark for evaluating an employee's performance against the established criteria for their role.
  • Performance Improvement Plan (PIP): If an employee's performance is lacking, a PIP may be created. This document details the areas needing improvement, sets specific goals, and outlines the support and resources available to help the employee succeed.
  • Employee Self-Assessment: This form allows employees to reflect on their own performance, achievements, and challenges. It encourages self-awareness and provides valuable insights for supervisors during the review process.
  • Feedback from Peers or Team Members: Collecting input from colleagues can offer a well-rounded perspective on an employee's performance. This document often includes comments on teamwork, collaboration, and communication skills.

Utilizing these documents together with the 90-Day Performance Review form can create a more complete picture of an employee's performance, fostering growth and development within the organization. By combining various perspectives, employers can better support their staff and enhance overall workplace productivity.

Similar forms

The 90-Day Performance Review form shares similarities with several other performance-related documents. Each of these documents serves to evaluate employee performance, provide feedback, and foster professional development. Below are seven documents that resemble the 90-Day Performance form:

  • Annual Performance Review: This document provides a comprehensive evaluation of an employee's performance over the entire year, similar to the 90-Day form but on a broader timescale.
  • Probationary Evaluation: Used for new employees, this form assesses performance during the probationary period, much like the 90-Day form focuses on early performance metrics.
  • Mid-Year Review: This document offers an assessment halfway through the year, allowing for adjustments and feedback similar to the initial 90-day evaluation.
  • Self-Assessment Form: Employees reflect on their own performance, providing insights that complement the supervisor's evaluation found in the 90-Day form.
  • Goal Setting Document: This form outlines specific objectives for employees, paralleling the performance areas assessed in the 90-Day Review.
  • Feedback Form: Often used for ongoing performance discussions, this document captures real-time feedback, aligning with the evaluative nature of the 90-Day form.
  • Coaching Plan: This document focuses on strategies for employee development, similar to the improvement actions noted in the 90-Day Performance Review.

Dos and Don'ts

When filling out the 90 Day Performance form, it’s important to approach the task with care and attention. Here are some dos and don’ts to keep in mind:

  • Do provide clear and specific comments for each rating. This helps in understanding the evaluation.
  • Do schedule a follow-up meeting if there are areas marked as "Unsatisfactory" or "Needs Improvement." This shows commitment to growth.
  • Don’t leave any rating without comments unless it is marked as "Satisfactory." All ratings need context.
  • Don’t rush through the form. Take your time to accurately assess performance in each area.

Misconceptions

Misconceptions about the 90 Day Performance form can lead to confusion and miscommunication. Here are nine common misunderstandings:

  1. The form is only for poor performers. Many believe that the 90 Day Performance form is only used for employees who are struggling. In reality, it serves as a tool for all employees to assess their progress and identify areas for growth.
  2. Feedback is optional. Some think that providing comments on the form is not necessary. However, comments are required for all ratings except “Satisfactory,” ensuring that feedback is constructive and actionable.
  3. It only evaluates job performance. The form assesses various areas, including communication and professional conduct. It’s not limited to job knowledge or work quality.
  4. Only supervisors can fill it out. While supervisors lead the evaluation, employees also have a chance to provide input through their comments, making it a collaborative process.
  5. It’s a one-time event. Some employees believe that the performance review is a single occurrence. In fact, the form encourages ongoing discussions about performance and progress throughout the review period.
  6. Receiving a low rating means termination. A low rating does not automatically lead to job loss. It indicates areas needing improvement, and the form outlines steps to help employees enhance their performance.
  7. Attendance is the only factor considered. While attendance is one aspect of the evaluation, the form covers multiple performance areas, ensuring a comprehensive assessment.
  8. All ratings are equal. The form includes a range of ratings, from “Unsatisfactory” to “Superior.” Each rating carries different implications for employee development and future evaluations.
  9. The process is only about compliance. Some view the performance review as a bureaucratic requirement. In truth, it is an opportunity for growth, feedback, and setting future goals.

Understanding these misconceptions can help employees approach the 90 Day Performance form with a clearer perspective, fostering a more productive review process.

Key takeaways

Filling out and using the 90 Day Performance form is an important process for both employees and supervisors. Here are some key takeaways to keep in mind:

  • Be Thorough: Provide detailed comments for each rating. This helps clarify the evaluation and guides future performance.
  • Schedule Follow-ups: If an employee receives an "Unsatisfactory" or "Needs Improvement" rating, schedule a follow-up meeting to discuss progress.
  • Focus on Strengths and Areas for Growth: Identify both the strengths of the employee and areas that need improvement. This balanced approach encourages development.
  • Involve Human Resources: If an employee struggles in multiple areas, involve Human Resources early to ensure appropriate support and resources are available.
  • Signatures Matter: Make sure all necessary signatures are obtained. This ensures that everyone is on the same page regarding performance expectations and outcomes.