Employee Name: Ray Joshua Valdez Hire Date: Nov 23, 2020
Position/Level: Sales Consultant Evaluation: 04/01/23 - 06/30/23
Employee Status: Regular Team Leader: Marian Villena
Appraisal Type Regularization Annual Monthly Other
(check one)
R A T I N G S C A L E
5 4 3 2 1
Significantly Exceeds
Exceeds Expectations Meets Expectations Needs Improvement Unacceptable
Expectations
Consistently fails to
Occasionally fails to demonstrate right
Demonstrates the work habits and
Consistently Frequently exceeds/ demonstrate
right work habits achieve job
exceeds/demonstrates demonstrates job appropriate work
meets job expectations;
job expectations and expectations and habits and meet job
expectations attitude clearly
work habits; this is the work habits; all expectations;
satisfactorily. below minimum
highest level of planned objectives performance must
Normal guidance expectations.
performance than can be and supervision improve to meet
and supervision are Immediate
attained. required. expectations of
required. improvement
position.
required to maintain
employment.
An Overall score of 3 or higher is required for Regularization. An Overall score of below 3 for Annual appraisal may be grounds for
Corrective Action under the Company's Code of Conduct
Performance Factors Rating
Knowledge, Skills, Abilities – Consider the degree to which employee exhibits the required level of job
1 knowledge and/or skills to perform the job and this employee’s use of established techniques, materials
and equipment as they relate to performance. 5 4 3 2 1
Ray has been able to maintain his assertiveness in closing real-time bookings as he continuously
banks on a solid call structure that works for his specialized RE campaign. His ability to be on point
Notes
in explanaining different Snappr processes with full context under his scope of support is effective
and just needs to be more concise if needed. x
Quality of Work – does the employee complete assignments meetings quality standards?
2
Consider accuracy, neatness, thoroughness and adherence to standards and safety rules. 5 4 3 2 1
Though Ray is still a work in progress in continuously improving his overall call duration (talk time),
his pipeline management is thoroughly maintained which shows great account management skills.
Notes
He just needs to make sure that all of his leads are always maximized and worked through
efficiently. x
Quantity of Work – consider the results of this employee’s efforts. Does the employee
3 demonstrate the ability to manage several responsibilities simultaneously; perform work in a
productive and timely manner 5 4 3 2 1
Ray's overall progression in producing revenue from April to June has been tremendously
consistent. Below is his performance for Q2 2023 against his monthly target of 100%: APRIL 2023 -
Notes
81%; MAY 2023 - 117%; and JUNE 2023 - 116%. His 3-month average of 105% is remarkable and
should be sustained given that he is one of the most tenured reps within the campaign. x
Schedule Adherence – consider number of absence, work arrival and departure in accordance
4 with departmental and company policy, and use of annual leave credits in accordance with
company policy. 5 4 3 2 1
Ray still maintained a perfect attendance record during this evaluation period. He still plots his VLs
Notes
in advance and doesn't have any issues utilizing any of the time keeping systems. x
Communication – Consider job related effectiveness in dealing with others. Does the employee
5
express ideas clearly both orally and in writing, listen well and respond appropriately? 5 4 3 2 1
Ray still expresses himself with full substance whenever he's communicating with customers and
colleagues alike. He could still improve on being more attentive in reading and responding to
Notes
customer emails though as there was an instance where he misconstrued an email reply which can
give negative light to Snappr. x
Average Performance Factor Ratings 4.80
Behavioural Factors Rating
Dependability – consider the amount of time spent directing this employee. Does the employee monitor
6 projects and exercise follow-through; adhere to time frames; is on time for meetings and appointments;
and responds appropriately to instructions and procedures. 5 4 3 2 1
Ray's consistent high performance has greatly contributed to the overall campaign stats this Q2
Notes 2023. He is a person that the whole campaign can rely on as he continuously hits his monthly quota
and is very accommodating to anyone who needs help. x
Cooperation – how well does the employee work with co-workers and supervisors as a contributing team
7 member? Does the employee demonstrates consideration of others; maintain rapport with others; help
others willingly? 5 4 3 2 1
Ray drives healthy competion within the team. His optimism is a great contirbution in maintaining
Notes good camaraderie and culture as he doesn't have any issues with his team members and is looked
up to as a "people person" within the campaign. x
Initiative – consider how well the employee seeks and assumes greater responsibility, monitor projects
8 5 4 3 2 1
independently and follows through appropriately.
Ray is already taking on greater responsibilities not by title, but by proactively extending his
Notes knowledge and sharing his best practices that could help the team's efficiency. He's ready to step
up given the chance as he is quite eager to continuously magnify his impact to the team. x
Adaptability – consider the ease with which the employee adjusts to any change in duties, procedures,
9 supervisors or work environment. How well does the employee accept new ideas and approaches to
work, respond appropriately to constructive criticism and to suggestions for work improvement? 5 4 3 2 1
Ray is still quick to action tasks at hand. He is receptive to feedback and analyzes instructions
Notes
accordingly so he can execute proper results that's expected from him. x
Judgment – consider how well the employee effectively analyzes problems, determines appropriate action
10 5 4 3 2 1
for solutions, and exhibits timely and decisive action; thinks logically.
Even though RE LOB is tied to specific packages, Ray needs to continuously strategize in creating a
need for the customers and not be limited to their initial preferences. He still gives effective
Notes
explanations on how beneficial Snappr services would be and that just needs to be reinforced to
his advantage. x
Work Habits – to what extent does the employee display a positive, cooperative attitude toward work
11 assignments and requirements? Consider compliance with established work rules and organizational
policies. 5 4 3 2 1
Ray still displays his good sense of humor that uplifts and positively affects the team’s energy. His
Notes level-headedness combined with his expertise and product knowledge are still the essential
attributes that helps him excel in his current role. x
Average Behavioural Factor Ratings 5.00
Overall Performance
RATINGS SCORE WEIGHTS FINAL SCORE
Performance
4.80 70% 3.36
Factor
Behavioural
5.00 30% 1.50
Factor
Overall Performance Rating 4.86
Areas of Strength
- Attendance
- Ray always displays a "never say die" attitude and professional demeanor with his customers and colleagues alike.
- He always maintains a friendly & happy vibe and shows the willingness to improve and move forward to conquer any challenges.
- Having consistent perseverance and authenticity shows that he's more mature in his role now than ever.
Areas of Improvement
Ray's AFIs are:
- needs to increase his daily dials (talk time) and maximize daily lead requests.
- needs to consistently follow through with his pipelines and strategically manage his leads to his advantage.
- needs to be consistently assertive & always have proper call structure.
- needs to give more impact & carefully create a sense of urgency on all his calls.
Development / Action Plans
- continuously provide agent coaching, feedback, and follow-through session regarding his AFIs.
Recommendations
Ray has consistently met and exceeded his monthly targets for Q2 2023, with proper coaching and feedback sessions given to him,
he is continuously showing quick and substantial progression in his overall stats. This proves that he can certainly do the job and
maintain being one of the most high-performing veteran agents on the team specifically handling the RE market.
With this, Ray is expected to continuously improve his numbers, otherwise, if he fails to hit his target or at the absolute minimum,
show significant improvement from his previous months, then this may result in him getting enrolled to Performance
Improvement Plan (PIP).
CERTIFICATION
This is to certify that this Performance Evaluation has been properly discussed and agreed upon.
Marian Villena
EMPLOYEE NAME & SIGNATURE SUPERVISOR NAME & SIGNATURE
July 4, 2023
DATE DATE