Get 90 Day Performance Form

Get 90 Day Performance Form

The 90-Day Performance Review form is a crucial tool used by Oklahoma Baptist University to assess employee performance during their initial three months. This form evaluates various aspects of job performance, including job knowledge, work quality, and communication skills. Completing this review not only helps identify strengths and areas for improvement but also sets the stage for future growth within the organization. Click the button below to fill out the form.

Structure

The 90-Day Performance Review form is a crucial tool for assessing employee performance within the first three months of employment at Oklahoma Baptist University. This form encompasses several key areas that evaluate an employee's job knowledge, work quality, judgment, initiative, communication skills, work ethic, professional conduct, and attendance. Each of these categories is rated on a scale ranging from "Unsatisfactory" to "Superior," allowing supervisors to provide a comprehensive overview of an employee's strengths and areas needing improvement. Importantly, supervisors are required to offer comments for all ratings except when an employee is marked as "Satisfactory." This feedback is vital for guiding discussions about performance and setting future goals. If an employee receives ratings of "Unsatisfactory" or "Needs Improvement" in any area, the form mandates scheduling a follow-up review to track progress. In cases where an employee struggles in two or more categories, a meeting with Human Resources is necessary to address these concerns effectively. The form not only documents performance but also fosters a constructive dialogue between supervisors and employees, ensuring that everyone is aligned on expectations and development opportunities.

90 Day Performance Preview

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

Document Data

Fact Name Description
Purpose The 90-Day Performance Review assesses an employee's job performance during their initial 90 days of employment.
Employee Information Essential details such as employee name, ID number, job title, and department are required for proper identification.
Rating Scale Performance is rated on a scale from "Unsatisfactory" to "Superior," allowing for nuanced feedback.
Areas of Evaluation Evaluations cover job knowledge, work quality, judgment, initiative, communication, work ethic, professional conduct, and attendance.
Supervisor Comments Comments from supervisors are mandatory for all ratings except "Satisfactory," ensuring constructive feedback.
Follow-Up Meetings If an employee receives low ratings, a follow-up meeting must be scheduled to discuss progress and improvements.
Strengths and Areas for Improvement Supervisors are encouraged to identify both strengths and areas needing improvement, along with action steps for support.
Signatures Required Both the supervisor and employee must sign the form, confirming the review and any comments made.
Governing Law This form is governed by Oklahoma employment law, which outlines employee rights and employer obligations.

How to Use 90 Day Performance

Completing the 90 Day Performance form is a straightforward process that requires attention to detail. After filling out the form, it will be reviewed by your supervisor and other officials. The feedback provided will guide future performance discussions and potential areas for development.

  1. Begin by entering your Employee Name and ID # in the designated fields.
  2. Fill in the Review Period by specifying the start and end dates.
  3. Indicate your Job Title and Department.
  4. Provide the Date of Hire/Transfer.
  5. Rate your performance in each of the following areas by selecting one of the options:
    • Job knowledge
    • Work quality
    • Judgment
    • Initiative
    • Communication / Listening
    • Work ethic
    • Professional conduct
    • Attendance
  6. For each rating that is not marked as Satisfactory, provide comments explaining your assessment.
  7. If you receive a rating of Unsatisfactory or Needs Improvement in any area, schedule a date to review your progress.
  8. If you receive two or more ratings of Unsatisfactory or Needs Improvement, arrange a meeting with Human Resources.
  9. Document any Employee strengths and/or areas needing improvement along with actions taken to assist in job performance.
  10. Sign and date the form in the designated Supervisor’s Signature section.
  11. In the Employee Comments section, provide your thoughts or feedback regarding the review.
  12. Sign and date the form in the designated Employee’s Signature section.
  13. Finally, the reviewing official will sign and date the form in their designated section.

Key Facts about 90 Day Performance

What is the purpose of the 90-Day Performance Review form?

The 90-Day Performance Review form serves as a structured evaluation tool designed to assess an employee's performance during their initial three months of employment. This review aims to provide feedback on various aspects of job performance, including job knowledge, work quality, and professional conduct. By identifying strengths and areas for improvement, the form facilitates constructive discussions between supervisors and employees, ultimately promoting professional growth and development.

What areas are evaluated in the performance review?

The performance review focuses on eight key areas: job knowledge, work quality, judgment, initiative, communication/listening, work ethic, professional conduct, and attendance. Each area is rated on a scale ranging from "Unsatisfactory" to "Superior." This comprehensive evaluation helps supervisors gain a holistic view of an employee's performance and contributions to the team.

What should a supervisor do if an employee receives a rating of "Unsatisfactory" or "Needs Improvement"?

If an employee is marked as "Unsatisfactory" or "Needs Improvement" in any area, the supervisor is required to schedule a follow-up meeting to review the employee's progress. If the employee receives these ratings in two or more areas, a meeting with Human Resources must also be arranged. This process ensures that appropriate support and resources are provided to help the employee improve their performance.

Are comments required for all ratings?

Yes, comments are required for all ratings except when an employee is rated as "Satisfactory." This requirement encourages supervisors to provide specific feedback, which can be instrumental in helping employees understand their performance and identify areas for growth. Constructive comments can also foster a more transparent and supportive work environment.

What information must be included in the employee strengths and areas for improvement section?

This section should detail the employee's strengths as well as any areas that require improvement or have been rated as unsatisfactory. It is important for supervisors to outline specific actions taken or planned to assist the employee in enhancing their job performance. This not only provides clarity but also reinforces the organization’s commitment to employee development.

What happens after the performance review is completed?

Once the performance review is completed, both the supervisor and the employee must sign the form. The employee is encouraged to provide their comments as well. This process ensures that both parties are in agreement about the evaluation and the next steps. The signed form is then typically submitted to the reviewing official for final comments and approval, establishing a record of the evaluation and any agreed-upon action plans.

How often is the 90-Day Performance Review conducted?

The 90-Day Performance Review is conducted once, specifically at the end of the employee's first three months of employment. This timing allows for an assessment of the employee's adaptation to their new role and the overall effectiveness of their integration into the organization. Subsequent performance reviews may occur on a different schedule, depending on the organization's policies.

Common mistakes

Completing the 90 Day Performance form can be a straightforward process, but several common mistakes can undermine its effectiveness. One frequent error is failing to provide specific examples in the comments section. When supervisors rate an employee, they must support their ratings with concrete evidence. Without specific instances of performance, employees may not understand what they need to improve or continue doing well.

Another mistake involves neglecting to schedule follow-up meetings when necessary. If an employee receives an "Unsatisfactory" or "Needs Improvement" rating in any area, it is crucial to establish a plan for progress. Skipping this step can lead to confusion about expectations and hinder the employee's development. Regular check-ins help ensure that both the supervisor and employee remain aligned on performance goals.

Additionally, some individuals may overlook the importance of clear communication. The comments provided by the supervisor should be constructive and aimed at fostering growth. Vague feedback can leave employees feeling uncertain about their performance. Instead, supervisors should focus on providing actionable insights that guide employees toward improvement.

Lastly, failing to engage the employee in the review process can be detrimental. Employees should have the opportunity to share their perspectives and insights during the review. This dialogue not only promotes transparency but also encourages a collaborative approach to performance enhancement. Ignoring this aspect may result in disengagement from the employee, affecting future performance.

Documents used along the form

When conducting a performance review, several other forms and documents may be necessary to provide a comprehensive evaluation of an employee's performance. These documents assist in tracking progress, setting goals, and ensuring effective communication between supervisors and employees. Below is a list of common forms that are often used alongside the 90-Day Performance form.

  • Employee Self-Assessment Form: This form allows employees to reflect on their own performance, achievements, and areas for improvement. It encourages self-awareness and personal accountability.
  • Goal Setting Document: This document outlines specific, measurable, achievable, relevant, and time-bound (SMART) goals for the employee. It serves as a roadmap for future performance expectations.
  • Feedback Form: Supervisors can use this form to provide ongoing feedback to employees. It helps to keep communication open and address any issues as they arise.
  • Training and Development Plan: This plan identifies training opportunities for employees to enhance their skills and address performance gaps. It promotes professional growth and development.
  • Attendance Record: This document tracks employee attendance and punctuality. It is essential for evaluating work ethic and reliability.
  • Incident Report Form: If any performance issues arise, this form documents specific incidents and provides context for performance evaluations. It ensures that all concerns are formally recorded.
  • Performance Improvement Plan (PIP): This plan is created when an employee's performance is below expectations. It outlines specific actions the employee must take to improve within a set timeframe.
  • Peer Review Form: This form gathers feedback from colleagues about an employee's performance. It provides a well-rounded view of how the employee is perceived by their peers.
  • Exit Interview Form: If an employee leaves the organization, this form collects feedback about their experience. It can provide insights into workplace culture and areas for improvement.

Using these documents in conjunction with the 90-Day Performance form can create a more robust evaluation process. Each form serves a unique purpose, contributing to a clearer understanding of an employee's performance and potential for growth. Make sure to utilize these resources effectively to foster a supportive work environment.

Similar forms

The 90-Day Performance Review form is an essential tool for evaluating employee performance. Several other documents serve similar purposes in assessing, documenting, and improving employee performance. Here’s a list of nine documents that share similarities with the 90-Day Performance form:

  • Annual Performance Review: This document provides a comprehensive evaluation of an employee's performance over the entire year. Like the 90-Day form, it includes ratings and comments on various performance areas.
  • Probationary Period Review: Similar to the 90-Day Performance Review, this document assesses an employee's performance during their probationary period, typically lasting from 30 to 90 days.
  • Self-Assessment Form: Employees complete this form to evaluate their own performance. It encourages reflection on strengths and areas for improvement, much like the feedback solicited in the 90-Day form.
  • Performance Improvement Plan (PIP): When an employee's performance is lacking, a PIP outlines specific goals and actions for improvement. This document often follows a negative rating in a performance review, similar to the follow-up actions suggested in the 90-Day form.
  • Feedback Form: This document allows peers or supervisors to provide input on an employee’s performance. It complements the 90-Day form by gathering a broader range of perspectives.
  • Goal Setting Document: This form outlines specific objectives for employees to achieve within a set timeframe. It aligns with the performance evaluation process by establishing clear expectations.
  • Training Needs Assessment: This document identifies areas where employees may require additional training or development. It relates to the 90-Day Performance Review by highlighting areas needing improvement.
  • Exit Interview Form: While focused on departing employees, this form gathers insights on performance and job satisfaction. It can inform future performance evaluations and is similar in its evaluative nature.
  • Employee Recognition Form: This document acknowledges outstanding performance and contributions. It complements the 90-Day form by highlighting areas of excellence, balancing the evaluation process.

Each of these documents plays a vital role in the overall employee performance management process, fostering growth and development within an organization.

Dos and Don'ts

When filling out the 90-Day Performance form, it is essential to follow certain guidelines to ensure clarity and effectiveness. Below is a list of things you should and shouldn't do.

  • Do be honest about the employee's performance in all areas.
  • Do provide specific examples to support your ratings.
  • Do schedule follow-up meetings if needed for employees marked as "Unsatisfactory" or "Needs Improvement."
  • Do use clear and concise language throughout the form.
  • Don't leave comments blank for ratings other than "Satisfactory."
  • Don't use vague statements that do not provide actionable feedback.
  • Don't rush through the form; take the time to reflect on each rating.
  • Don't forget to sign the form and ensure all required signatures are obtained.

By adhering to these guidelines, you can contribute to a more effective performance review process, fostering growth and improvement within the organization.

Misconceptions

Understanding the 90 Day Performance Review form is essential for both employees and supervisors. However, several misconceptions can lead to confusion. Here are six common misunderstandings:

  • It’s only for underperforming employees. Many believe that the performance review is solely a tool for addressing issues. In reality, it also highlights strengths and achievements, providing a balanced view of an employee’s contributions.
  • Ratings are subjective and arbitrary. While personal opinions do play a role, the form is designed to evaluate specific areas of performance objectively. Each category has clear criteria to guide the assessment.
  • Comments are optional for all ratings. Some think that comments are only required for unsatisfactory ratings. However, comments are mandatory for all ratings except “Satisfactory,” ensuring constructive feedback is provided regardless of performance level.
  • Employees cannot respond to their reviews. It’s a common belief that employees must accept their reviews without input. In fact, employees are encouraged to provide comments and engage in discussions about their performance.
  • Only supervisors complete the form. Another misconception is that only supervisors are responsible for filling out the performance review. Employees also play a crucial role by providing their own insights and reflections on their performance.
  • The review is a one-time event. Some may think that the 90 Day Performance Review is a standalone event. In truth, it serves as a foundation for ongoing discussions about performance, with follow-up meetings recommended for those needing improvement.

By addressing these misconceptions, both employees and supervisors can approach the 90 Day Performance Review with clarity and purpose, fostering a culture of growth and improvement.

Key takeaways

When filling out and using the 90-Day Performance form, consider the following key takeaways:

  • Complete Employee Information: Ensure all employee details, such as name, ID number, job title, and department, are accurately filled out. This information is crucial for proper identification and record-keeping.
  • Understand the Rating System: Familiarize yourself with the rating scale, which ranges from "Unsatisfactory" to "Superior." This will help in providing a fair and consistent evaluation.
  • Provide Comments for Ratings: Comments are mandatory for all ratings except "Satisfactory." Use this opportunity to elaborate on the employee's performance and areas for improvement.
  • Schedule Follow-Up Meetings: If an employee receives an "Unsatisfactory" or "Needs Improvement" rating in any area, schedule a meeting to discuss progress. This step is essential for supporting the employee's development.
  • Document Strengths and Areas for Improvement: Clearly outline the employee’s strengths and areas needing improvement. This documentation can serve as a guide for future performance discussions and development plans.
  • Signatures Required: Ensure that all necessary signatures, including the supervisor's, employee's, and reviewing official's, are obtained. This step confirms that all parties are aware of and agree with the performance evaluation.