STAFF APPRAISAL FORM

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1 STAFF APPRAISAL FORM Staff Name: Staff Position: Date & Time of Scheduled Appraisal: Manager/Supervisor Name: Performance Period: Date From: Date To: * Attach current Position Description Instructions: Staff Member to complete Part A Self Appraisal of the attached Staff Appraisal Form reflecting on their: o Position Description o Performance of their role during the Performance Period o Training Needs for the future o The Staff Appraisal Criteria listed below Staff Member to attend the Scheduled Appraisal with the Manager/Supervisor. Manager/Supervisor to complete Part B Manager s Appraisal of the Staff Appraisal Form Staff Member and Manager/Supervisor to discuss training opportunities/requirements and complete Part C Training Needs. For all areas Requiring Improvement on the Staff Appraisal Form, as required, Action Plan to be agreed to and completed by staff member and manager for identified areas. Staff Appraisal Criteria for consideration: 1. Teamwork Consider you duties and how you go about your duties in the workplace. Do you attend to resident care and operate equipment as per policies and Safe Work Practices? Consider instructions issued via policy, flowcharts, meetings, s or in person and how you have participated to ensure tasks/projects are completed without impact to resident care or safety, safety of others, loss of time or money or business integrity. Consider your Position Description, the Hardi Aged Care Organisational Chart and key internal and external relationships during the Appraisal Period. 2. Communication Consider how you apply personal communication in the workplace measured against the qualifications and skills required to perform the inherent duties of your position. For example Do you possess quality written and verbal skills? Is your documentation clear and legible? Do you participate in handover as required? Do you respond to requests or directives within the require timeframes? Have you attended to all resident documentation, memos, s (if applicable), meetings and appointments in a timely manner as indicated by policy? Do you communicate to others in a manner that is clearly understood with no impact to your own professional standards and the image of Hardi Aged Care? 3. Work commitment Consider your attendance at the workplace. Staff Appraisal Form Reviewed January Page 1 of 7

2 Consider your time management of duties and unexpected duties or issues that may arise during your shift. Consider your involvement and willingness to participate in other duties your manager and/or person in charge may request while on duty. Consider any leave of absence taken and your willingness at correct any attendance issues. Consider seeking permission to leave the workplace and reporting to your manager when going offsite and returning. If applicable, consider ADO entitlements are not taken on Mondays or Fridays and/or are taken on days mutually agreed with manager. 4. Punctuality Consider all finger scan reports for clock on and clock off averaged over the appraisal period. Consider all Blue Forms to match late clock on/off. Consider attendance/punctuality to all internal meetings, reading memos, responding to s/instructions, etc. Consider punctuality and response to answering resident/nurse calls for assistance. 5. Attention to detail Consider your ability to comply with all Hardi Aged Care policies, flowcharts, routine lists, instructions, s, etc. Have you read the full details of the above and understood your responsibilities? Are you leading or helping others to understand their responsibilities and the requirements of their position? 6. General attitude to work Consider how you present yourself and your thoughts regarding your workload, work environment, Hardi Aged Care, residents, colleagues/staff, managers, etc Do you enjoy working at Hardi Aged Care? Are you working within, under or above your qualifications/skill level? Are there external factors which influence your thoughts and affect your performance during work time? 7. General attitude to fellow staff Consider your working relationship with colleagues and managers. Does your attitude align with the Hardi Aged Care Vision and Philosophy Statements? 8. General attitude to residents Consider your own feelings about ageing and care of the elderly. Consider your own thoughts on how people should be treated. Consider if your mother/father/grandparent/family member was in your care. Do you have all the skill required to deliver quality care and services to residents? 9. General attitude to management Do you have a working relationship with your manager/supervisor? Are you working within the framework of the Organisational Chart and Position Description? 10. Overall performance against Position Description Consider performance against organisation s expectations 11. Completion of mandatory training Attendance of all mandatory training each year Staff Appraisal Form Reviewed January Page 2 of 7

3 Staff Name: Staff Position: Date & Time of Scheduled Appraisal: Manager/Supervisor Name: Performance Period: 3 months 6 months 12 months Rate performance by marking ( ) the appropriate column. Part A: Staff Self Appraisal Requires Improvement ( ) Consistently Meets Expected Standard ( ) 1. Teamwork 2. Communication 3. Work commitment 4. Punctuality 5. Attention to detail 6. General attitude to work 7. General attitude to fellow staff 8. General attitude to residents 9. General attitude to management 10. Overall performance against Position Description 11. Completion of Mandatory Training 12. Comments: (Include areas in need of support, training and education) Part B: Manager/Supervisor Appraisal 1. Teamwork 2. Communication 3. Work commitment 4. Punctuality 5. Attention to detail 6. General attitude to work 7. General attitude to fellow staff 8. General attitude to residents 9. General attitude to management 10. Overall performance against Position Description 11. Completion of Mandatory Training Staff Appraisal Form Reviewed January Page 3 of 7

4 12. Comments: (Include areas in need of support, training and education) Staff Name: Staff Position: Date & Time of Scheduled Appraisal: Manager/Supervisor Name: Performance Period: Date From: Date To: Staff Appraisal Form Reviewed January Page 4 of 7

5 Part C: Career Development Plan 1. Individual s Career Objectives Please state your long-term career goals (1-year aspirations) 2. Please state your short-term career goals (within the next 6 months) 3. Identify/describe the positions you would like to be considered for that will assist you to develop skills towards both your short term and long-term career goals (Indicate whether your goals are focused on technical speciality or more general management/people management responsibilities). 4. If applicable, are you mobile for roles on other sites? Yes No Which is your preferred site? 5. Languages spoken: 6. Fluency levels: Staff Appraisal Form Reviewed January Page 5 of 7

6 Part D: Training Education Worksheet Area for Improvement Education Required Timeframe Training Evaluation & Comments Staff Appraisal Form Reviewed January Page 6 of 7

7 Part E: Action Plan Attach separate Action Plan for all areas Requiring Improvement on the Staff Appraisal Form, if required. Include goals, dates for implementation and dates for review. A copy of this document is to be kept by the Employee and their Manager. The original is to be placed in their personnel file. Development/Education Plan Worksheet Performance Period From: To: Name: Department: Identified Development/Education Needs Actions Required Time-Frames Results Achieved Please note the date of your meeting Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec Staff Signature: Manager Signature: Date: Date: Staff Appraisal Form Reviewed January Page 7 of 7