Lehman College/The City University of New York Non-Managerial Performance Evaluation Please return to the Personnel Office by (text) Employee’s Name: (text) (text) (text) Department/Office: Period of Evaluation: From (text) To (text) Date of Evaluation: Type of Evaluation 1st 2nd 3rd Status: (checkbox) Unchecked (checkbox) Unchecked (checkbox) Unchecked Final (checkbox) Unchecked Special ( (text) ) (checkbox) Unchecked Probable Permanent (checkbox) Unchecked Permanent (checkbox) Unchecked Probationary (checkbox) Unchecked (checkbox) Unchecked Provisional/Temporary Hourly (checkbox) Unchecked Task Rating A. Task Ratings If a specific task is not applicable, check box at right of each task. 0 not applicable 1 unsatisfactory 2 marginal Specific Task: 3 satisfactory 4 very good (text) 1. Answers Telephone 5 outstanding Standards: (text) (text) 1. Answers phone promptly/courteously 2. Screens and transfers phone calls promptly and properly (text) 3. Transmits messages accurately and timely (text) 4. Information given to person called is usually accurate in content Supportive comments for ratings: (text) (text) (text) 2. Handling and routing of incoming/outgoing mail, and other material Standards: (text) (text) 1. Examines and sorts all mail with minimum amount of guidance/supervision (text) 2. Answers routine mail inquiries (text) 3. Directs mail to appropriate recipient on timely basis (text) 4. Distributes mail promptly after supervisor’s review (text) 5. Generally distributes materials promptly Supportive comments for ratings: (text) 3. Types letters/correspondence/forms Standards: (text) (text) (text) (text) (text) (text) 6. Typing is completed within the deadlines set by the department or supervisor 7. Margins and format of letter/draft are correct and acceptable 8. Finished product rarely contains error in spelling and punctuation (text) 9. Prepared documents are neat in appearance Supportive comments for ratings: (text) (text) Page 1 of 4 (text) 4. Maintains alphabetical/numerical files pertaining to the operations of office Standards: (text) (text) 1. Places all information in correct alpha or numerical order (text) 2. Filling is done with minimal amount of supervision (text) 3. Pulls and re-files data quickly and correctly (text) 4. Information is easily and promptly retrievable (text) 5. Maintains files in neat, professional condition Supportive comments for ratings: (text) (text) (text) 5. Dictation – takes dictation and transcribes Standards: (text) (text) 1. Takes dictation with facility and without need for excessive repetition (text) 2. Transcribes notes with a minimum of easily correctable errors (text) 3. Transcribes dictation within prescribed deadlines Supportive comments for ratings: (text) 6. Receptionist duties/maintains schedule of appointments and arranges for needed material Standards: (text) (text) (text) (text) (text) 1. Arranges appointments/meetings and keeps them spaced so that there are no conflicts 2. Needed materials are provided at the beginning of each meeting (text) 3. Advises appropriate personnel of any changes in schedule and reschedules appointments Supportive comments for ratings: (text) 7. Deals with public, faculty, staff, and students Standards: (text) (text) (text) 1. Employs a tactful and courteous manner in handling the public, faculty, staff members, or students (text) 2. Provides assistance to unscheduled visitors to preclude unnecessary interruptions in preplanned schedules (text) 3. Directs those seeking assistance to appropriate services and offices correctly, efficiently, and courteously (text) (text) 4. Provides accurate responses to requests for information directly related to employee fund (text) 5. Responds correctly with information after conferral with supervisor or proper resource (text) 6. Uses discretion and propriety in responding to requests for information Supportive comments for ratings: (text) (text) Page 2 of 4 8. Types charts, graphs, statistical reports, and other specialized typing (i.e., exams, scientific/mathematics and accounting nomenclature) Standards: (text) (text) (text) (text) (text) 1. Entries are correctly typed and in proper format 2. Makes corrections without need for excessive discussion 3. Prepares neat, finished product (text) 4. Meets deadlines as set by the Department or Supervisor Supportive comments for ratings: (text) (text) (text) 9. Performs computation and/or handles money Standards: (text) (text) 1. Performs computations quickly and accurately (text) 2. Completes and records forms/information to proper agency/office in a timely fashion (text) 3. Proves balances and check numbers as required (text) 4. Places correct data on proper forms (text) 5. Post data accurately to appropriate records/files (text) 6. Distributes checks/information as required Supportive comments for ratings: (text) (text) (text) 10. Creates, maintains, evaluates, and verifies records/data Standards: (text) (text) 1. Collects information and determines that it is complete (text) (text) (text) 2. Verifies accuracy of data received 3. Reviews and applies knowledge about rules and regulations 4. Conforms documents with rules and regulations (text) 5. Inputs data into computer terminal and/or posts to proper record (text) 6. Verifies input/posting (text) 7. Performs data manipulations and other required functions (text) 8. Prepare appropriate summaries (text) 9. Disseminates data to appropriate offices/agencies/individuals Supportive comments for ratings: (text) (text) (text) Other task: (Please include here those tasks not mentioned on pages 1-4 which apply to your office or this employee. For each task, identify standards and use rating process as for other tasks above.) (text) (text) Page 3 of 4 B. Overall Rating (text) 1. Comments on critical performance factors not included among specific task: (text) (text) (text) 2. The employee’s overall rating is: 0 not applicable 3 satisfactory 1 unsatisfactory 4 very good 2 marginal 5 outstanding (checkbox) Unchecked (checkbox) Unchecked (checkbox) Unchecked (checkbox) Unchecked (checkbox) Unchecked (checkbox) Unchecked Supportive comments for ratings: (text) (text) (text) C. Plans and Recommendations 1. Plans to improve employee’s performance: (text) (text) 2. Plans and recommendations to better utilize employee’s strengths: (text) 3. Plans to change conditions: 4 Other: (text) (text) D. Record of Appraisal Interview (text) (text) (text) Supervisor’s Signature Date (text) I have reviewed this report on the date indicated and have had the opportunity to discuss it with my rating supervisor(s). I have also received a copy of this evaluation. My signature does not necessarily signify agreement with its contents, and I understand that I may submit a rebuttal. (text) Employee’s Signature Date (text) Overall Supervisor’s Signature Date Page 4 of 4