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The 90-Day Performance Review form is a critical tool designed to assess employee performance at Oklahoma Baptist University. This form captures essential employee information, including name, ID number, job title, and department, as well as the review period and date of hire or transfer. It evaluates various performance areas such as job knowledge, work quality, judgment, initiative, communication, work ethic, professional conduct, and attendance. Each area is rated on a scale from "Unsatisfactory" to "Superior," ensuring a comprehensive overview of the employee's capabilities. Supervisors are required to provide comments for all ratings except "Satisfactory," which fosters constructive feedback and encourages improvement. If an employee receives a rating of "Unsatisfactory" or "Needs Improvement" in any area, a follow-up meeting is mandated to discuss progress. This proactive approach helps identify strengths and areas needing development, ultimately aiming to enhance overall job performance. The form also includes spaces for signatures and comments from both the supervisor and the employee, ensuring accountability and transparency in the review process.

Preview - 90 Day Performance Form

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 Specifics

Fact Name Description
Purpose The 90-Day Performance Review form is designed to evaluate an employee's performance during their initial 90 days of employment.
Rating System The form utilizes a rating scale that includes categories such as Unsatisfactory, Needs Improvement, Meets Expectations, Above Average, and Superior.
Feedback Requirement Comments are mandatory for all ratings except for "Satisfactory," ensuring that constructive feedback is provided.
Action Plan If an employee receives "Unsatisfactory" or "Needs Improvement" ratings in any area, a follow-up meeting must be scheduled to discuss progress.
State-Specific Law In Oklahoma, employment reviews are governed by the Oklahoma Employment Security Act, which outlines employer obligations regarding performance evaluations.

90 Day Performance: Usage Instruction

After completing the 90-Day Performance form, it will be reviewed by your supervisor and a reviewing official. Feedback will be provided based on your performance ratings, and any necessary follow-up meetings will be scheduled.

  1. Fill in your Employee Name and ID # at the top of the form.
  2. Specify the Review Period by entering the start and end dates.
  3. Enter your Job Title and Department.
  4. Provide the Date of Hire/Transfer.
  5. Rate your performance in the following areas by selecting one of the options: Unsatisfactory, Needs Improvement, Meets Expectations, Above Average, or Superior:
    • Job knowledge
    • Work quality
    • Judgment
    • Initiative
    • Communication / Listening
    • Work ethic
    • Professional conduct
    • Attendance
  6. In the Supervisor’s Comments section, provide comments for all ratings except "Satisfactory."
  7. If marked "Unsatisfactory" or "Needs Improvement" in any area, schedule a date to review progress.
  8. If marked "Unsatisfactory" or "Needs Improvement" in two or more areas, schedule a meeting with Human Resources.
  9. In the Employee Strengths and/or Areas Needing Improvement section, detail strengths and areas needing improvement along with actions taken to help improve job performance.
  10. Sign and date the form in the Employee’s Signature section.
  11. Provide comments in the Employee’s Comments section.
  12. The reviewing official will also sign and date the form in their respective section.

Learn More on 90 Day Performance

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

The 90-Day Performance Review is designed to assess an employee's performance during their initial period of employment. It serves as a tool for supervisors to evaluate job knowledge, work quality, and various other competencies. This review helps identify strengths and areas for improvement, ensuring that employees receive the guidance they need to succeed in their roles.

What criteria are used to evaluate performance?

Performance is evaluated based on eight key areas:

  1. Job knowledge
  2. Work quality
  3. Judgment
  4. Initiative
  5. Communication / Listening
  6. Work ethic
  7. Professional conduct
  8. Attendance

Each area is rated on a scale ranging from "Unsatisfactory" to "Superior," allowing for a comprehensive assessment of the employee's performance.

What happens if an employee receives an "Unsatisfactory" or "Needs Improvement" rating?

If an employee receives an "Unsatisfactory" or "Needs Improvement" rating in any area, a follow-up meeting should be scheduled to review their progress. If the employee receives two or more such ratings, a meeting with Human Resources is necessary. This process is aimed at providing support and resources to help the employee improve their performance.

Are comments required for all ratings?

Comments are required for all ratings except for "Satisfactory." This feedback is crucial as it provides context for the ratings given. It helps the employee understand their performance level and what specific actions they can take to improve.

How can employees provide feedback on their performance review?

Employees can provide their comments directly on the performance review form. After the supervisor has completed the evaluation, there is a section for the employee to add their thoughts. This encourages open communication and allows employees to express their perspectives on their performance and any challenges they may have faced.

Who is responsible for conducting the performance review?

The supervisor is primarily responsible for conducting the performance review. They will assess the employee's performance based on the established criteria and provide feedback. Additionally, a reviewing official may also be involved in the process to ensure that evaluations are fair and consistent across the department.

Common mistakes

Filling out the 90-Day Performance form can be a straightforward task, but many individuals make common mistakes that can affect the outcome of their review. Understanding these pitfalls can lead to a more effective and accurate evaluation process.

One frequent error is insufficient detail in comments. When supervisors provide feedback, it’s crucial to elaborate on the ratings given. For example, if an employee is marked as “Needs Improvement” in communication, a simple note isn’t enough. Specific examples of where communication fell short can guide the employee on how to enhance their skills. Without this clarity, the employee may remain unaware of their weaknesses and how to address them.

Another common mistake involves failing to schedule follow-up meetings. The form clearly states that if an employee receives a rating of “Unsatisfactory” or “Needs Improvement” in any area, a meeting should be scheduled to discuss progress. Ignoring this step can lead to missed opportunities for growth and support. It’s essential to take the initiative to ensure that employees understand what is expected of them moving forward.

Some individuals also overlook the importance of self-reflection. Employees should take the time to provide their own comments on the form. This isn’t just a formality; it’s an opportunity to express their perspective on their performance and highlight any challenges they faced. By neglecting this section, employees may miss the chance to advocate for themselves and contribute to a more balanced review.

Moreover, inconsistent ratings can confuse the review process. If a supervisor rates an employee as “Above Average” in work quality but “Needs Improvement” in initiative, it raises questions. Consistency in ratings helps create a clearer picture of an employee’s overall performance. Supervisors should strive to ensure that their ratings align with one another and reflect the employee’s true capabilities.

Finally, many people forget to review the form thoroughly before submission. Mistakes in names, dates, or job titles may seem minor, but they can create significant issues down the line. Taking a few moments to double-check the information can prevent misunderstandings and ensure that the evaluation process runs smoothly.

By being aware of these common mistakes, both supervisors and employees can navigate the 90-Day Performance form with greater confidence and clarity. A thoughtful approach to this evaluation can foster professional growth and contribute to a positive work environment.

Documents used along the form

The 90-Day Performance Review form is a crucial tool for evaluating employee performance. However, it is often accompanied by several other documents that support the review process. Each of these documents serves a specific purpose, helping to create a comprehensive view of an employee's performance and development needs.

  • Employee Self-Assessment: This form allows employees to reflect on their own performance. It encourages them to identify their strengths and areas for improvement, fostering a sense of ownership over their development.
  • Performance Improvement Plan (PIP): If an employee is marked as "Unsatisfactory" or "Needs Improvement," a PIP outlines specific goals and actions for improvement. It provides a structured approach to help the employee succeed.
  • Goal Setting Document: This document outlines the objectives an employee aims to achieve in the upcoming review period. It aligns employee goals with organizational objectives, promoting clarity and focus.
  • Training and Development Plan: This plan identifies training opportunities and resources that can help employees enhance their skills. It is essential for employees who need additional support to meet performance expectations.
  • Feedback Form: Collected from peers or supervisors, this form provides additional insights into an employee's performance. It can highlight strengths and weaknesses that may not be visible in a formal review.
  • Job Description: This document outlines the responsibilities and expectations of the employee's role. It serves as a reference point during the performance review, ensuring evaluations are based on agreed-upon duties.
  • Exit Interview Form: If an employee leaves the organization, this form captures their feedback about their experience. It can provide valuable insights into the workplace culture and areas for improvement.

Utilizing these documents alongside the 90-Day Performance Review form creates a well-rounded approach to employee evaluation. This comprehensive strategy not only aids in assessing performance but also supports employee growth and development within the organization.

Similar forms

The Performance Improvement Plan (PIP) shares similarities with the 90-Day Performance Review form in its focus on employee development. Both documents aim to identify areas where an employee may need assistance or improvement. The PIP outlines specific goals and objectives for the employee to achieve within a designated timeframe, much like the performance review highlights areas of strength and those needing improvement. Furthermore, both documents require supervisor feedback, ensuring that the employee receives guidance and support throughout the process.

The Employee Evaluation form is another document akin to the 90-Day Performance Review. This form typically assesses an employee’s overall job performance over a longer period, often annually. Like the 90-Day Performance Review, it includes various performance criteria, such as job knowledge and work quality. Both documents serve as tools for communication between the employee and supervisor, promoting transparency regarding performance expectations and outcomes.

The Job Description document complements the 90-Day Performance Review by providing clarity on the expectations and responsibilities of the employee's role. While the performance review evaluates how well an employee meets those expectations, the job description outlines them in detail. Together, they help ensure that employees understand their duties and the standards by which they will be assessed, fostering a clear path for performance evaluation.

The Goal Setting document is closely related to the 90-Day Performance Review as it establishes specific objectives for an employee to strive toward. Both forms emphasize the importance of measurable outcomes. The goal-setting process encourages employees to take ownership of their performance, while the performance review assesses progress towards those goals. This synergy creates a structured approach to professional development.

The Feedback Form serves a similar purpose to the 90-Day Performance Review by facilitating open communication about an employee’s performance. This document often includes informal assessments and comments from peers or supervisors, providing a well-rounded perspective on the employee’s contributions. Like the performance review, the feedback form encourages constructive criticism and recognition of achievements, fostering a culture of continuous improvement.

The Training Needs Assessment document is relevant as it identifies skills or knowledge gaps that may affect an employee’s performance. Similar to the 90-Day Performance Review, this assessment focuses on enhancing an employee's abilities to meet job requirements effectively. Both documents work together to ensure that employees receive the necessary resources and support to succeed in their roles, ultimately benefiting the organization as a whole.

Lastly, the Exit Interview form, while used at the end of employment, shares the goal of assessing employee performance and satisfaction. This document gathers insights on the employee’s experience within the organization, much like the 90-Day Performance Review seeks to understand current performance levels. Both forms aim to improve organizational practices and employee retention by highlighting areas for growth and development.

Dos and Don'ts

Filling out the 90 Day Performance form can be a crucial step in evaluating an employee's progress and areas for improvement. Here are some important guidelines to follow to ensure a thorough and fair review process.

  • Do provide clear and specific comments for each rating. This helps the employee understand the rationale behind their evaluation.
  • Don't use vague language. General statements can lead to confusion and do not provide actionable feedback.
  • Do schedule a meeting if the employee receives a rating of "Unsatisfactory" or "Needs Improvement" in any area. This shows a commitment to their development.
  • Don't overlook the importance of employee strengths. Highlighting positive aspects can motivate and encourage further growth.
  • Do ensure that all sections of the form are completed. Incomplete forms may delay the review process and hinder effective communication.
  • Don't rush through the evaluation. Take the time necessary to assess each area thoughtfully.
  • Do involve Human Resources if there are significant concerns. Their expertise can provide additional support and guidance.
  • Don't forget to sign and date the form. This formalizes the review and acknowledges the completion of the process.
  • Do encourage open dialogue during the review process. This fosters a collaborative environment and can lead to constructive discussions.

Misconceptions

Misconceptions about the 90 Day Performance form can lead to confusion and miscommunication. Here are six common misconceptions, along with clarifications for each:

  • The form is only for negative feedback. Many believe the form is solely for addressing poor performance. In reality, it also highlights strengths and areas where an employee excels.
  • Comments are optional for all ratings. Some think that comments are not necessary unless the rating is "Unsatisfactory." However, comments are required for all ratings except "Satisfactory" to provide context and clarity.
  • Employees cannot respond to their reviews. A common belief is that employees must accept the review without input. In fact, employees have the opportunity to add their comments and discuss their performance with supervisors.
  • The form is only a one-time evaluation. Many assume that the 90 Day Performance form is a standalone assessment. It is meant to be part of an ongoing dialogue about performance and development.
  • All areas are weighted equally. Some individuals think that each area on the form carries the same importance. In practice, different positions may prioritize certain areas based on job responsibilities.
  • A low rating means immediate termination. There is a misconception that receiving a low rating automatically leads to job loss. Instead, the form is designed to identify areas for improvement and develop a plan for employee growth.

Key takeaways

When filling out and using the 90 Day Performance form, keep these key takeaways in mind:

  • Be thorough and honest: Provide clear and detailed comments for each rating. This helps in accurately assessing performance and identifying areas for improvement.
  • Schedule follow-up meetings: If an employee receives ratings of "Unsatisfactory" or "Needs Improvement," set up a meeting to discuss progress. This shows commitment to their development.
  • Document strengths and weaknesses: Clearly outline the employee's strengths and areas needing improvement. This will guide future performance goals and support growth.
  • Signatures matter: Ensure all required signatures are obtained. This includes the supervisor, employee, and reviewing official. It confirms that everyone is on the same page.