Employee Performance Evaluation

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Employee Performance Evaluation
Name:
Title:
Date of Evaluation:
Appraisal Period:
Accountabilities – The degree to which an employee meets the expectations of
the job during the appraisal period
Availability – The degree, to which an employee is prompt, follows rules
pertaining to breaks, lunch periods and overall attendance
Adherence to Policy – The degree to which an employee follows office policy
and adheres to SEC/NASD regulations
Behavior Pattern (External) – The stability, politeness and judgment shown
when dealing with clients and/or vendors
Behavior Pattern (Internal) – The stability, politeness and judgment shown
when dealing with fellow associates and partners
Creativity – The degree to which an employee suggests ideas, discovers new
and better ways of accomplishing goals
Dependability – The degree to which an employee can be relied upon to
complete the job
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