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Employee performance reviews

Larkspur Bend Therapy · Employee performance reviews · Boise, ID

Imogen Thistlewood is the clinic director at Larkspur Bend Therapy, a three-location outpatient physical therapy practice, and uses this to run each therapist's annual review blind: the therapist and her manager each rate the same 23 items, neither sees the other's until both are in, and the manager then writes the final report the therapist reads.

Staffing and HRTeam and HRDashboards5 tables · 3 views · 1 form · 1 dimension set · 1 dashboard · 1 drill-down · 1 agent
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Rubric

Rubric items
Rating itemItem keyCategoryOrderWeight in raises
Meets job requirementsmeets_job_requirementsJob Knowledge1Counts once
Applies knowledge/skills to jobapplies_knowledge_skillsJob Knowledge2Counts once
Adds to knowledge and skillsadds_to_knowledge_skillsJob Knowledge3Counts once
Completes tasks on timecompletes_tasks_on_timePerformance4Counts double
Work quantitywork_quantityPerformance5Counts double
Work qualitywork_qualityPerformance6Counts double
ProductivityproductivityPerformance7Counts double
Works independentlyworks_independentlyPerformance8Counts double
Initiative and creativityinitiative_creativityPerformance9Counts double
Individual judgmentindividual_judgmentPerformance10Counts double
Planning and organizationplanning_organizationPerformance11Counts double
Reports to proper supervisorreports_to_supervisorCommunication12Counts once

11 more rows

Tables

Rubric items

23 sample rows · 5 columns

The 23 things every review rates from 1 to 5, in six categories, the same for the employee and the manager.

Rating itemItem keyCategoryOrderWeight in raises
Meets job requirementsmeets_job_requirementsJob Knowledge1Counts once
Applies knowledge/skills to jobapplies_knowledge_skillsJob Knowledge2Counts once
Adds to knowledge and skillsadds_to_knowledge_skillsJob Knowledge3Counts once
Completes tasks on timecompletes_tasks_on_timePerformance4Counts double
Work quantitywork_quantityPerformance5Counts double
Work qualitywork_qualityPerformance6Counts double
ProductivityproductivityPerformance7Counts double
Works independentlyworks_independentlyPerformance8Counts double
Initiative and creativityinitiative_creativityPerformance9Counts double
Individual judgmentindividual_judgmentPerformance10Counts double
Planning and organizationplanning_organizationPerformance11Counts double
Reports to proper supervisorreports_to_supervisorCommunication12Counts once

11 more rows

Review cycles

0 sample rows · 10 columns

One review of one employee for one period: who is reviewed, by which manager, and how far it has got.

ReviewEmployeeManagerReview periodDuePhaseEmployee's self-review

Review submissions

0 sample rows · 20 columns

One side of a review, the self-review or the manager's, hidden from the other side until both are in.

SubmissionReviewWritten byEmployeeManagerTitleDepartment

Review ratings

0 sample rows · 7 columns

One 1-to-5 rating of one rubric item inside one submission; it is seen exactly when its submission is.

RatingSubmissionReviewRating itemCategoryWritten byRating (1-5)

Final reports

0 sample rows · 9 columns

What the manager and employee agreed after the review meeting; the manager writes it and the employee reads it.

Final reportReviewEmployeeManagerReview meetingFinal overall ratingStatus

Forms and booking

Fill in a review

Form
Fill in a reviewFilled in once by the employee about herself and once by her manager, each blind to the other until both are in.
What should this review be called? *
Which review is this for? *
Are you the employee or the manager? *EmployeeManager
Who is being reviewed? *
Who is the reviewing manager? *
What is the employee's job title?
Which department are they in?
When were they hired?
Which period does this review cover?
What is today's evaluation date?
What are the job's main responsibilities? *Two to five; three is ideal.
What were the main accomplishments this period? *Two to five; three is ideal.
What are the strengths? *Two to five; three is ideal.
Where is there room to grow? *Two to five; three is ideal.
What are the goals for next period?
What is the overall rating? *OutstandingExceeds ExpectationsSuccessfulNeeds ImprovementUnsatisfactory
Is there anything else to add?
Submit now, or keep it as a draft? *DraftSubmitted
Submit my review

Dashboards

Rubric at a glance

Rubric items
Rubric items by category
  • Job Knowledge3
  • Performance8
  • Communication4
  • Interpersonal Skills3
  • Attendance3
  • Safety & Compliance2
Rubric items by weight in raises
  • Counts once15
  • Counts double8

Also included

  • Drill into a reviewDrill-down

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