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The 90-Day Performance Review form is an essential tool for both supervisors and employees, designed to assess and enhance job performance within the first few months of employment. This form captures crucial employee information, including the employee's name, ID number, job title, department, and the review period. With a clear rating system ranging from "Unsatisfactory" to "Superior," the form provides a structured way to evaluate various aspects of job performance. These aspects include job knowledge, work quality, judgment, initiative, communication, work ethic, professional conduct, and attendance. Each category allows supervisors to give detailed comments, especially when employees are not meeting expectations. It's important to note that if an employee receives a lower rating, a follow-up meeting is required to address any concerns and plan necessary improvements. Employee strengths and areas needing growth are documented, ensuring that feedback is productive and action-oriented. This thorough review process not only aids in professional development but also fosters open communication between employees and their supervisors.

90 Day Performance Example

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

Form Characteristics

Fact Name Description
Purpose The 90-Day Performance Review is designed to assess an employee's performance after their initial 90 days of employment.
Employee Information This form requires employee details including name, ID number, review period, job title, and department.
Rating Scale Employees can be rated as Unsatisfactory, Needs Improvement, Meets Expectations, Above Average, or Superior across multiple performance areas.
Performance Areas Key areas evaluated include job knowledge, work quality, judgment, initiative, communication, work ethic, professional conduct, and attendance.
Review Requirements Comments are required for all ratings except "Satisfactory.” If an employee receives an "Unsatisfactory" or "Needs Improvement," a follow-up meeting must be scheduled.
Signatures The form requires signatures from the supervisor, employee, and reviewing official to validate the review process.

Guidelines on Utilizing 90 Day Performance

Completing the 90-Day Performance form is an essential step in evaluating your job performance and setting goals for your continued growth. You'll need to gather some information about yourself and your work during this review period. Following these steps will help ensure that your form is filled out correctly and thoroughly.

  1. Gather Employee Information: Start by entering your name, ID number, job title, department, and the dates that define your review period.
  2. Rate Performance Areas: Assess your performance in eight key areas: job knowledge, work quality, judgment, initiative, communication/listening, work ethic, professional conduct, and attendance. Choose a rating for each area from the options provided: Unsatisfactory, Needs Improvement, Meets Expectations, Above Average, or Superior.
  3. Provide Comments: Include comments for all areas rated “Unsatisfactory” or “Needs Improvement.” Comments are not necessary for ratings of “Satisfactory." This step is crucial for constructive feedback.
  4. Determine Future Meetings: If you received a rating of “Unsatisfactory” or “Needs Improvement” in any area, schedule a date to review your progress. If you receive these ratings in two or more areas, arrange a meeting with Human Resources.
  5. Identify Strengths and Areas for Improvement: Reflect on your strengths, areas needing improvement, and actions you have taken to enhance your job performance. Write this information down as part of the form.
  6. Signatures: Both you and your supervisor need to sign and date the form. It’s important to ensure that all parties acknowledge their involvement in the review process.
  7. Final Review: A reviewing official should go through the form, adding comments and signing it to finalize the review.

Once completed, submit the form to the appropriate department for processing. This document will be part of your ongoing professional development, so keep a copy for yourself to track your performance over time.

What You Should Know About This Form

What is the purpose of the 90 Day Performance Review?

The 90 Day Performance Review serves as an important evaluation tool to assess an employee's performance during their initial period at Oklahoma Baptist University. It helps supervisors provide feedback on various aspects of work performance, such as job knowledge, work quality, and communication. This assessment fosters an ongoing dialogue about strengths and areas that might need improvement, ensuring that employees have the support they need to succeed in their roles.

What areas are evaluated in the 90 Day Performance Review?

The review evaluates eight key areas: job knowledge, work quality, judgment, initiative, communication/listening, work ethic, professional conduct, and attendance. Each area allows supervisors to give ratings ranging from “Unsatisfactory” to “Superior,” providing a clear view of how well the employee is meeting expectations. Comments from supervisors are required for ratings given outside of “Satisfactory,” ensuring specific feedback is provided.

What should be done if an employee receives a rating of Unsatisfactory or Needs Improvement?

If an employee is marked “Unsatisfactory” or “Needs Improvement” in any area, a review meeting must be scheduled to discuss the progress. If two or more areas receive low ratings, a meeting with Human Resources is required. This approach creates an opportunity for constructive feedback, and it ensures that the necessary steps are taken to help the employee improve their job performance effectively.

How can employees respond to their performance review?

Employees have the opportunity to include their own comments during the review process. This allows them to express their perspectives on their performance, areas of strength, and any challenges they may face. After discussing their performance with their supervisor, employees should sign the review form to acknowledge its receipt and their participation in the review process.

Common mistakes

Completing the 90 Day Performance form can be a challenging task, and several common mistakes can hinder the effectiveness of this important evaluation process. Understanding these pitfalls can lead to more productive reviews.

One frequent mistake is failing to provide specific comments for each rating. While the form allows for a "Satisfactory" rating without comments, this can lead to misunderstandings. When supervisors do not elaborate on their ratings, employees may find it difficult to grasp the areas where they excel or need improvement. Clear, constructive feedback is essential for growth.

Another common error occurs when supervisors overlook the requirement to meet with Human Resources for employees marked "Unsatisfactory" or "Needs Improvement" in two or more areas. This oversight could result in a lack of necessary support for the employee. Establishing meetings promptly ensures that appropriate strategies are implemented to help the employee enhance their performance.

Additionally, individuals often miss the opportunity to outline both employee strengths and areas that need improvement. A balanced review should highlight successes alongside challenges. Focusing solely on negative aspects can demoralize an employee, while neglecting to address concerns can lead to stagnation in performance. Striking the right balance prompts engagement and encourages improvement.

Finally, timely signatures and dates are sometimes neglected. This lack of attention to detail can create confusion about when evaluations were completed and whether they are valid. Completing each signature and date promptly ensures everyone is on the same page regarding the review timeline and enhances accountability within the process.

Documents used along the form

The 90-Day Performance Review form is an essential tool for assessing employee progress and performance in their roles. To complement this form, several other documents assist in the evaluation and development process. Below is a list of documents that are often used together with the 90-Day Performance form.

  • Employee Self-Assessment Form: This document allows employees to evaluate their own performance and reflect on strengths and areas for improvement. It encourages a conversation between the employee and supervisor about expectations and goals.
  • Goals and Objectives Document: This outlines specific targets the employee is expected to meet over the review period. It serves as a roadmap for performance and helps in framing the discussion during the performance review.
  • Training and Development Plan: This plan identifies the skills an employee needs to develop further. It includes recommended training programs, resources, and timelines to support the employee's growth.
  • Feedback Forms: These forms collect input from coworkers or clients about the employee's performance. They provide a well-rounded view and can highlight different aspects of the employee’s work that may not be captured in the formal review process.
  • Performance Improvement Plan (PIP): If an employee is marked as “Unsatisfactory” or “Needs Improvement” in any area, a PIP outlines the specific steps required for the employee to enhance their performance, including deadlines and support resources.
  • Salary Review Document: This form is used to assess whether an employee’s compensation aligns with their performance. It typically includes recommendations for raises or bonuses based on the outcomes of the performance review.

Utilizing these documents alongside the 90-Day Performance Review can enhance communication and provide a clearer picture of employee performance. Together, they promote accountability and support for employee development.

Similar forms

The 90-Day Performance Review form serves as a crucial tool for evaluating an employee's progress during their early tenure. Several other documents share similar objectives and structures. Below are six documents that align closely with the 90-Day Performance Review form, illustrating their parallels.

  • Annual Performance Review Form: Like the 90-Day form, the annual review assesses an employee's job performance over a longer period. It similarly employs ratings for various performance areas and provides space for supervisor comments and employee feedback.
  • Probationary Evaluation Form: This document is used during an employee's probationary period and includes evaluations similar to those in the 90-Day form. It focuses on the employee's adaptation to the role and adherence to company standards.
  • Self-Assessment Form: Employees complete this form to reflect on their performance. It parallels the 90-Day form in structure, urging individuals to evaluate their own strengths and areas for improvement, fostering accountability and self-awareness.
  • Performance Improvement Plan (PIP): When an employee's performance requires significant enhancement, a PIP outlines specific goals and timelines, akin to the recommendations for improvement found in the 90-Day form. Both documents emphasize constructive feedback and support for growth.
  • 360-Degree Feedback Form: This form gathers input from multiple sources, including peers and supervisors. While the 90-Day evaluation is typically supervisor-led, both documents aim for comprehensive evaluations that contribute to the employee’s development.
  • Goals and Objectives Setting Form: Used to establish clear expectations, this form complements the assessment found in the 90-Day review. Both focus on establishing specific performance targets, ensuring alignment between employee contributions and organizational goals.

Understanding these similar documents can help streamline performance evaluations, nurturing an environment centered on growth and development.

Dos and Don'ts

When completing the 90 Day Performance form, attention to detail is essential. Below is a list of important dos and don'ts that should be followed to ensure a smooth and efficient process.

  • Do ensure all fields are filled out completely and accurately.
  • Do provide specific feedback in the comments section for each rating.
  • Do schedule follow-up meetings if the employee receives an "Unsatisfactory" or "Needs Improvement" rating.
  • Do include strengths and areas for improvement based on observations.
  • Do have the employee sign the form to acknowledge their review.
  • Don't leave any rating comment blank unless the rating is "Satisfactory."
  • Don't rush through the assessment; take the time necessary to evaluate performance thoroughly.
  • Don't ignore the need for a meeting with Human Resources when required.
  • Don't forget to date your signature and the signature of the reviewing official.

Misconceptions

Misconceptions surrounding the 90-Day Performance Review form at Oklahoma Baptist University can lead to confusion and misinterpretation of its purpose. Below are six common misconceptions along with clarifications that aim to foster a deeper understanding of the review process.

  • The review is solely a tool for termination. Many individuals believe the 90-Day Performance Review serves only as a precursor to dismissal. In reality, it is designed primarily for constructive feedback and employee development, allowing supervisors and employees to engage in meaningful dialogue.
  • All ratings reflect poor performance. Some employees may think that any rating less than "Satisfactory" indicates overall inadequacy. However, ratings of "Needs Improvement" or "Unsatisfactory" highlight specific areas for growth, not a comprehensive judgment of the employee’s value or potential.
  • Comments are optional for all ratings. It is a common fallacy that supervisors can choose whether to provide feedback for any rating. In fact, comments are required for all ratings except "Satisfactory," ensuring that feedback is specific and actionable.
  • Only low ratings trigger additional meetings. Some employees might assume that future meetings are only necessary when an employee receives an "Unsatisfactory" rating. However, the form encourages discussions about progress regardless of performance level, promoting ongoing communication and support.
  • The review process is one-sided. A misconception exists that the review process only benefits supervisors’ evaluations. Conversely, it is an opportunity for employees to express their viewpoints, discuss challenges, and outline how they can receive support in improving performance.
  • Participation in the process indicates a lack of trust. Lastly, some employees may interpret the need for reviews and progress evaluations as a sign of distrust from management. In actuality, this procedure reflects a commitment to fostering employee growth and improving workplace standards.

Understanding these misconceptions can greatly enhance the review process, allowing both employees and supervisors to approach it with a more informed and constructive mindset.

Key takeaways

Filling out and using the 90-Day Performance form is a crucial part of employee development and organizational success. Here are six key takeaways to keep in mind when utilizing this review process:

  • Be Thorough and Honest: When assessing an employee's performance, provide detailed comments for all ratings, especially those that fall below satisfactory. Transparency is essential for constructive feedback.
  • Schedule Follow-ups: If an employee receives an "Unsatisfactory" or "Needs Improvement" rating in any area, it's important to immediately schedule a review meeting. This helps create a systematic approach to address performance issues.
  • Focus on Strengths and Weaknesses: Take the time to identify specific strengths and areas needing improvement. Highlighting these aspects can foster a productive discussion about growth and development strategies.
  • Engage Human Resources: If multiple areas of concern arise, make sure to involve Human Resources. They can provide additional resources and support to help the employee succeed.
  • Document Everything: Keep detailed records of comments, action plans, and feedback. This documentation is vital for tracking progress and making informed decisions during future performance evaluations.
  • Encourage Employee Input: Allow employees to share their insights through comments on the form. This promotes an open dialogue and can contribute to building a stronger workplace relationship.

Utilizing the 90-Day Performance form effectively can lead to increased employee engagement and better organizational performance. Use this tool wisely to support both the employees and the organization itself.