Form 416-2
Head Caretaker Performance Appraisal
Box 700, Rosetown, Sask., S0L 2V0
Phone: (306) 882-2677 Fax: (306) 882-3366
Toll Free: 1(866) 375-2677, www.sunwestsd.ca
Employee Name
Reference
AP 416 Supervision and Appraisal
Revised
April 10, 2013
Level
Division
Submit to
Human Resources
When
Probationary or as Required
Probationary
School Name
Other
Appraisal Date
Principal/Supervisor
The Performance Appraisal will be completed and discussed at the end of the probationary period. A
signed copy of the original Performance Appraisal will be given to the employee and a second signed copy
will be retained in the employee’s personnel file.
Performance Rubrics
The performance rubric is a rating scale used to describe each of the responsibilities of the employee. It relates
the standard of performance expected for each responsibility and provides a specific description of what a rating
entails. Principals or supervisors are asked to highlight applicable phrases and add comments for each
category.
Definitions of Ratings for Head Caretakers
Rating
4
Exceeds Expectations
3
Meets Expectations
2
Approaches Expectations
1
Unsatisfactory
Document1
Definition
The head caretaker exceeds responsibilities consistently producing
exceptionally high quality work that optimizes the effectiveness of the
caretaking support within the school.
The performance of the head caretaker consistently fulfills responsibilities
resulting in quality work that impacts school effectiveness in a positive
manner. This rating is a high performance standard and is expected of all
head caretakers.
The head caretaker inconsistently meets responsibilities resulting in areas of
work performance that require development.
The head caretaker does not adequately fulfill responsibilities, resulting in
work performance lacking quality and/or negatively impacting school
effectiveness.
Page 1 of 5
Head Caretaker Performance Appraisal
Job Knowledge
4
Exceeds Expectations
3
Meets Expectations
Looks for new processes
and efficiencies with the
cleaning activities.
Fully experienced and
confident in all aspects of
cleaning the school and
flooring maintenance.
Often demonstrates repair
capabilities in excess of
expectations as outline in
the Caretaker handbook.
Effectively completes
grounds maintenance and
inspects the facility,
playground equipment and
surfaces to ensure
necessary repairs are
reported and carried out.
Effectively performs minor
maintenance and
communicates
maintenance
requirements.
Generally completes
grounds maintenance and
inspects the facility,
playground equipment and
surfaces to ensure
necessary repairs are
reported and carried out.
Effectively communicates
maintenance requirements
of the school to facilities
staff via facility
management software.
Effectively communicates
via email with Supervisor
and Facilities staff.
Generally communicates
maintenance requirements
of the school to facilities
staff via facility
management software.
Generally communicates
via email with Supervisor
and Facilities staff.
Effectively organizes,
directs and coordinates
major cleaning during
summer and school
breaks.
Effectively assists with
training and orientation of
caretaking staff and assists
other caretakers with
completion of division
required paperwork.
Generally organizes,
directs and coordinates
major cleaning during
summer and school
breaks.
Generally assists with
training and orientation of
caretaking staff and assists
other caretakers with
completion of division
required paperwork as
requested.
Generally prepares and
completes reports related
to facility usage, work
orders, verification of
information for staff
performance reviews, as
required.
Monitors and manages the
decentralized caretaking
budget and communicates
with the Facilities
Supervisor.
Effectively prepares and
completes reports related
to facility usage, work
orders, verification of
information for staff
performance reviews, as
required.
Effectively monitors and
manages the decentralized
caretaking budget and
initiates communication
with the Facilities.
Supervisor.
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2
Approaches Expectations
1
Unsatisfactory
Has some experience,
occasionally needs
direction in cleaning the
school and maintaining
floors.
Requires support to
perform minor
maintenance and
communicate maintenance
requirements.
Requires support to
complete grounds
maintenance and inspect
the facility, playground
equipment and surfaces to
ensure necessary repairs
are reported and carried
out.
Requires support to
communicate maintenance
requirements of the school
to facilities staff via facility
management software.
Requires support to
communicate via email
with Supervisor and
Facilities staff.
Requires support to
organize, direct and
coordinate major cleaning
during summer and school
breaks.
Requires support to assist
with training and
orientation of caretaking
staff.
Lacks experience and
often needs assistance
and direction with cleaning
activities.
Requires support to
prepare and complete
reports related to facility
usage, work orders,
verification of information
for staff performance
reviews, as required.
Requires support to
monitor and manage the
decentralized caretaking
budget and communicate
with the Facilities
Supervisor.
Rarely prepares and
completes reports related
to facility usage, work
orders, verification of
information for staff
performance reviews, as
required.
Fails to monitor and
manage the decentralized
caretaking budget and
communicate with the
Facilities Supervisor.
Rarely performs minor
maintenance and
communicate maintenance
requirements.
Rarely completes grounds
maintenance and inspects
the facility, playground
equipment and surfaces to
ensure necessary repairs
are reported and carried
out.
Rarely communicates
maintenance requirements
of the school to facilities
staff via facility
management software.
Rarely communicates via
email with Supervisor and
Facilities staff.
Rarely organizes, directs
and coordinates major
cleaning during summer
and school breaks.
Rarely assists with training
and orientation of
caretaking staff.
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Head Caretaker Performance Appraisal
Job Knowledge
4
Exceeds Expectations
Maintains a current
spreadsheet tracking
supply budget and creates
electronic purchase orders
to maintain supplies
inventory. Maintains
document trail with
vendors and Division office
Has attained a Fireman’s
Ticket or better and is
confident in all aspects of
running and maintaining
the building systems
including HVAC controls.
3
Meets Expectations
2
Approaches Expectations
1
Unsatisfactory
Confident in ordering
supplies, keep a
reasonable inventory and
manually track the supply
budget.
Needs some assistance to
order supplies and track
budget.
Unable to order supplies
without help or keep
adequate supplies
inventory. Often over
budget.
Has much experience in
operating building HVAC
and is efficient in
preventative maintenance
and minor repairs of
building systems.
Is capable with building
systems and minor
maintenance but is reticent
to perform these duties
and does so irregularly.
Is incapable of performing
minor maintenance and
allows building systems fall
into disrepair.
Comments
Health and Safety
4
Exceeds Expectations
Well informed of safe work
practice and conditions
throughout their workplace
and influences others at all
times.
Promotes and encourages
others to understand
workplace WHMIS
behaviors.
3
Meets Expectations
2
Approaches Expectations
1
Unsatisfactory
Always follows safe work
practice.
Occasionally follows safe
work practice.
Does not demonstrate a
safe attitude or awareness.
Fully trained in WHMIS
and always works within
these guidelines
Fully trained in WHMIS
and usually works within
these guidelines.
Does not work within
WHMIS guidelines.
Comments
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Head Caretaker Performance Appraisal
Professionalism
4
Exceeds Expectations
3
Meets Expectations
2
Approaches Expectations
Always tidy in appearance
and work space is
organized and efficient.
Mostly conscientious about
appearance and work
space organization.
Often appears unkempt in
appearance and cluttered
work space.
Eager to learn new
computer skills to assist
with caretaking
efficiencies.
(ie. Spreadsheets)
Always maintains the
confidentiality of
information and activities
of co-workers and students
and demands the same of
others.
Consistently demonstrates
responsible behaviors
towards attendance, work
schedule and appropriate
use of time considered
beyond the call of duty.
Computer skills are
adequate to the task of
generating purchase
orders or maintenance
requests and email.
Always maintains the
confidentiality of
information and activities
of co-workers and
students.
Sometimes makes an
effort to appear tidy in
appearance and work
space.
Is able to use computers to
complete forms
electronically but is unable
to send them by email
Sometimes needs to be
reminded of the
confidentiality of
information and activities
of co-workers and
students.
Sometimes needs to be
reminded of responsible
behaviors towards
attendance, work schedule
and appropriate use of
time.
Rarely ensures the
confidentiality of
information and activities
of co-workers and
students.
Consistently demonstrates
responsible behaviors
towards attendance, work
schedule and appropriate
use of time.
1
Unsatisfactory
Unable to use computers
at all.
Availability for work is an
issue requiring frequent
replacement labour.
Unable to make work a
priority.
Comments
Team Member Qualities
4
Exceeds Expectations
Always demonstrates a
positive attitude in their
dealings with others and
encourages others to have a
good attitude.
Effectively works
cooperatively with school
administrators, division
office staff, maintenance
coordinators, contractors
and others to complete
cleaning and other services
in an efficient manner.
Effectively develops a
collaborative working
relationship with co-workers
and models positive working
relationships with others.
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3
Meets Expectations
2
Approaches Expectations
1
Unsatisfactory
Always demonstrates a
positive attitude in their
dealings with others.
Occasional demonstrations
of negativity or may be
tactless when dealing with
others.
Frequent negativity in
dealing with others.
Works cooperatively with
school administrators,
division office staff,
maintenance coordinators,
contractors and others to
complete cleaning and
other services.
Requires support to work
cooperatively with school
administrators, division
office staff, maintenance
coordinators, contractors
and others to complete
cleaning and other
services.
Requires support to
develop a collaborative
working relationship with
co-workers.
Fails to work cooperatively
with school administrators,
division office staff,
maintenance coordinators,
contractors and others to
complete cleaning and
other services.
Develops a collaborative
working relationship with
co-workers.
Fails to develop a
collaborative working
relationship with coworkers.
Page 4 of 5
Head Caretaker Performance Appraisal
Team Member Qualities
4
Exceeds Expectations
3
Meets Expectations
2
Approaches Expectations
1
Unsatisfactory
Highly cooperative
frequently has creative
suggestions and often in
good humour.
Encourages effective and
appropriate communication
skills with school based
personnel, division office
personnel, students, parents
and community members.
Cooperative in most
situations and accepting of
change.
Sometimes fails to
recognize personal role in
cooperative effort.
Frequently at odds with
others and can be
unhelpful.
Usually communicates
appropriately and
effectively with school
based personnel, division
office personnel, students,
parents and community
members.
Requires support to
communicate appropriately
with school based
personnel, division office
personnel, students,
parents and community
members.
Frequently communicates
inappropriately with school
based personnel, division
office personnel, students,
parents and community
members.
Comments
Principal/Supervisor’s Comments
Facilities Supervisor/Manager’s Comments
Head Caretaker’s Comments
Principal’s Signature
Date
Facilities Supervisor/Manager’s Signature
Date
Head Caretaker’s Signature
Date
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