I. Job Function
8/25/2014
EMPLOYEE NAME
EVALUATION PERIOD:
LOCATION:
POSITION
PREPARED BY
Job performance and productivity.
Functional
Area
Description
Rating
Understands job functions, requirements, tools and
processes associated with position.
Above Average
Above Average
Problem solving
The ability to ‘get things done.’ Follows through on tasks
until completion, completes tasks in a timely manner and
properly.
When posed with a problem the ability to develop timely
solutions and alternatives.
Process
involvement
Improves existing processes to either increase
productivity, quality or customer satisfaction.
Strong Area
Strong Area
Organization
Practices good quality habits and discipline that keeps the
work area neatly organized.
Amount of quality work performed as compared with
peers.
Strong Area
Productivity
Quality of work performed or product produced.
Strong Area
The initiative to identify work to be performed and
perform the work without being directed by others.
Strong Area
Organized workspace and in the approach to working.
Strong Area
Ability to listen to and understand the needs of customers
and tasks assigned by supervisors.
Above Average
Knowledge
Execution
Above Average
Quality
Initiative
Organization
Listening
Notes/comments:
RTO
knowledge
Description
Rating
Strong Area
Program
Sells to the customer according to their wants and needs;
clearly defines and understands the requirements to
close the sale.
Understand buying options and can correctly explain
payment options for the customer to clearly understand.
Average
Road Work
Shows the willingness and proper skills to be and
effective route collections person.
Past due
Proactiveness
Contacts customers proactively; listens to the customer,
but yet has the ability to control the conversation.
Above Average
Possesses the skills to ‘get customers caught up’ while
asking the proper questions and demanding the proper
dollar amount.
Quality, clarity and effective when explaining rental
agreements.
Strong Area
Has the ability to prioritize daily tasks, delegate those
tasks, check for proper procedure(s) and offer
constructive solutions for substandard work.
Displays a routine for running an effective, efficient,
proactive service department.
Above Average
Displays the ability to conduct sales, have sales meetings,
motivate sales people and offers training for those in
need.
Effectively controls all collections activities to company
standards; including payment taking, phone calls and
timely house visits.
Below Average
Salesmanship
Payment taking
Agreement
Presentation
(Management only)
Prioritizing tasks
(Management only)
Service
(Management only)
Salesmanship
(Management only)
Past due control
Notes/comments:
Strong Area
Strong Area
Strong Area
Weak Area
Overall performance notes:
Excellent
I am signing this form to indicate that I have reviewed it and received a
duplicate copy for my records. My signature does not necessarily indicate
that I agree with the contents.
Employee
Notes
and/or
Comments:
Employee’s Signature & Date:
Supervisor’s Signature & Date:
Supervisor’s Position: