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Appraisal Form - Upto Senior Manager Level

The document contains 3 performance appraisal forms for bank employees in different roles. The forms include sections for employee information, performance scores, developmental plans, employee comments, key performance indicators, targets achieved, weightages of indicators, and overall results. Employee and supervisor signatures are required to finalize the appraisal.

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4678040
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352 views7 pages

Appraisal Form - Upto Senior Manager Level

The document contains 3 performance appraisal forms for bank employees in different roles. The forms include sections for employee information, performance scores, developmental plans, employee comments, key performance indicators, targets achieved, weightages of indicators, and overall results. Employee and supervisor signatures are required to finalize the appraisal.

Uploaded by

4678040
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Form PE 001

PERFORMANCE APPRAISAL FORM (FOR BRANCH BANKING - RETAIL BUSINESS)


For the period ending December 31, 2012 Performance Evaluation - Officer to Senior Manager Level Positions (including supervisors)

SECTION 1 Employee Name: Place of Posting:

GENERAL INFORMATION Personnel #:

i. Branch / Department

ii. Region/Division

iii. Function

Functional Designation: SECTION 2: PERFORMANCE SCORE

Grade:

OVERALL WEIGHTED SCORE Please Note: In case of individuals receiving higher than 3 score please provide specific reasons

SECTION 3 :

DEVELOPMENTAL PLANS (please specify development needs)

SECTION 4:

EMPLOYEE COMMENTS

I Agree / Disagree with my Performance Appraisal

______________
Employee's Signature Name: Date:

______________
Appraiser's Signature Name: Date:

______________
Reviewer's Signature Name: Date:

SECTION 5:

Performance Evaluation
PERFORMANCE STANDARD

KEY PERFORMANCE INDICATORS TARGET ACHIEVED % INCREASE / DECREASE

% WEIGHTAGE OF KPI

PERFORMANCE SCORE (min.-----max.) 1 2 3 4 5

OVERALL RESULT

BUSINESS RESULTS*

6 7 8 9 10 11 12 13 14 15 16

Deposit (Total) Low Cost Medium High Avg Deposit (Total) Low Cost Medium High Finances (Vol) Commercial Agri NPL Agri Commercial Consumer New Accounts Low Cost Debit Cards Credit Cards Personal Loan Auto Loan Fee income Controllable Costs Trade Business Operations & Control Audit Ratings Transactions Cash ATM Operation Losses Compliance Mystery Shopping Results SQ Audit Ratings Complaint Resolution Phone Banking Enrollments

CUSTOMER* EMPLOYEE*

1 Ability to work in a team 2 Training programs attended

Total (Sum of points) * Weightages for each section will be communicated by Functions Overall Score / Performance Mean ** = Total Sum / No. of KPIs **Mention performance mean upto 2 decimal place. *** In case of individuals receiving higher than 3 score please provide specific reasons on a separate sheet I Agree / Disagree with my Performance Appraisal

Employee's Signature

Appraiser's Signature

Reviewer's Signature

Form PE 002

PERFORMANCE APPRAISAL FORM FOR BRANCH BANKING OPERATIONS (Retail / Corporate / Commercial)
For the period ending December 31, 2012 Performance Evaluation - Officer to Senior Manager Level Positions (including supervisors)

SECTION 1 Employee Name: Place of Posting:

GENERAL INFORMATION Personnel #:

i. Branch / Department

ii. Region/Division

iii. Function

Functional Designation: SECTION 2: PERFORMANCE SCORE

Grade:

OVERALL WEIGHTED SCORE Please Note: In case of individuals receiving higher than 3 score please provide specific reasons

SECTION 3 :

DEVELOPMENTAL PLANS (please specify development needs)

SECTION 4:

EMPLOYEE COMMENTS

I Agree / Disagree with my Performance Appraisal

______________
Employee's Signature Name: Date:

______________
Appraiser's Signature Name: Date:

______________
Reviewer's Signature Name: Date:

SECTION 5:

Performance Evaluation

PERFORMANCE STANDARD KEY PERFORMANCE INDICATORS TARGET ACHIEVED % INCREASE / DECREASE

% WEIGHTAGE OF KPI

PERFORMANCE SCORE (min.-----max.) 1 2 3 4 5

OVERALL RESULT

1 Audit Rating 2 Posting Accuracy 3


BUSINESS RESULTS*

AML/KYC -Monitoring & Reporting

4 Suspense Accts Settlement 5 6 Transactions per day (Productivity) Regulatory /HOK/I.T Compliance

7 Expense & Budget Management 8 Deposit Targets Achievement


CUSTOMER*
EMPLOYEE*

1 Mystery Shopping Results 2 SQ Audit Ratings 3 Complaint Resolution 1 Ability to work in a team 2 Training programs attended

Total (Sum of points) * Weightages for each section will be communicated by Functions Overall Score / Performance Mean ** = Total Sum / No. of KPIs **Mention performance mean upto 2 decimal place. *** In case of individuals receiving higher than 3 score please provide specific reasons on a separate sheet I Agree / Disagree with my Performance Appraisal

Employee's Signature

Appraiser's Signature

Reviewer's Signature

Form PE 003

PERFORMANCE APPRAISAL FORM (FOR OTHER FUNCTIONS)


For the period ending December 31, 2012 Performance Evaluation - Officer to Senior Manager Level Positions (including supervisors)

SECTION 1 Employee Name: Place of Posting:

GENERAL INFORMATION Personnel #:

i. Branch / Department

ii. Region/Division

iii. Function

Functional Designation: SECTION 2: PERFORMANCE SCORE

Grade:

OVERALL WEIGHTED SCORE Please Note: In case of individuals receiving higher than 3 score please provide specific reasons

SECTION 3 :

DEVELOPMENTAL PLANS (please specify development needs)

SECTION 4:

EMPLOYEE COMMENTS

I Agree / Disagree with my Performance Appraisal

______________
Employee's Signature Name: Date:

______________
Appraiser's Signature Name: Date:

______________
Reviewer's Signature Name: Date:

SECTION 5:

Performance Evaluation
PERFORMANCE SCORE (min.-----max.) 1 2 3 4 5

KEY PERFORMANCE INDICATORS Core Business Goals & Objectives BUSINESS RESULTS* 1 2 3 4 5 6 7 8

PERFORMANCE STANDARD

% WEIGHTAGE OF KPI

OVERALL RESULT

Quality of Service CUSTOMER* 1 Complaint Resolution 2 Customer Relationships 3

Workforce Development EMPLOYEE* 1 Workforce Environment 2

Total (Sum of points) * Weightages for each section will be communicated by Groups Overall Score / Performance Mean ** = Total Sum / No. of KPIs **Mention performance mean upto 2 decimal place. *** In case of individuals receiving higher than 3 score please provide specific reasons on a separate sheet I Agree / Disagree with my Performance Appraisal

____________
Employee's Signature

______________
Appraiser's Signature Reviewer's Signature

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