Alamance-Burlington School System

Alamance-Burlington School System Summative Performance Appraisal Instrument Clerical Support

Instructions: 1. The evaluator is to rate the individual as indicated below. 2. The evaluator is encouraged to add pertinent comments at the end of each major function. A comment is required for “Doesn’t Meet Performance Standards” ratings. 3. The individual is provided an opportunity to react to the evaluator’s ratings and comments. 4. The evaluator and the individual must discuss the results of the appraisal and any recommended action pertinent to it. 5. The individual and the evaluator must sign the instrument in the assigned spaces. 6. A copy shall be given to the employee and the original shall be filed in the Personnel Office.

School: Position:

Doesn’t Meet Meets Exceeds Not Performance Performance Performance Applicable Standards Standards Standards A. Major Function – Personal Traits

1. Exhibits neatness in dress 2. Shows competency in oral and written English 3. Speaks in a clear and distinct voice 4. Projects a positive attitude 5. Shows enthusiasm for work 6. Is prompt and consistent in attendance

Comments:

Doesn’t Meet Meets Exceeds Not Performance Performance Performance Applicable Standards Standards Standards B. Major Function – General Office Management

1. Shows good judgment in office management techniques 2. Displays a warm and friendly manner and exercises self-control in dealing with the public 3. Has an understanding and working knowledge of the content area for work assignment 4. Has the ability to follow minimally detailed written and oral instructions without constant supervision 5. Utilizes time wisely and meets deadlines for assigned tasks

Comments:

Doesn’t Meet Meets Exceeds Not Performance Performance Performance Applicable Standards Standards Standards C. Major Function – Clerical Duties

1. Checks and records data accurately and in minimal time 2. Operates office equipment applicable to work assignment 3. Maintains equipment and supplies in a clean, orderly, and functional manner 4. Handles routine school system reports effectively and accurately 5. Maintains an accurate filing system 6. Maintains accurate currency accounting and records Clerical Support – Summative Performance Appraisal Instrument 1 of 2 Revised 08/15/03 7. Possesses needed computer skills

Comments:

Doesn’t Meet Meets Exceeds Not Performance Performance Performance Applicable Standards Standards Standards D. Major Function – Professional Traits

1. Works to promote the school or department through positive communication with students, parents, and community 2. Handles confidential and privileged information in professional and ethical manner 3. Accepts leadership and supervision from supervisor 4. Accepts suggestions and criticism in a positive manner 5. Maintains an effective working relationship with other employees 6. Strives for self-improvement personally and professionally 7. Participates willingly in in-service training

Comments:

Doesn’t Meet Meets Exceeds Not Performance Performance Performance Applicable Standards Standards Standards E. Major Function – Rules, Regulations, Procedures, Policies

1. Follows school level procedures as prescribed by the principal 2. Adheres to system level Board policies and administrative guidelines 3. Adheres to state and federal regulations (i.e. FLSA, OSHA, etc.)

Comments:

Evaluator’s Summary Comments:

Principal’s Comments:

Employee’s Reaction to Evaluation:

Signature of Evaluator Date

Signature of Employee Date (Signature indicates that the written evaluation has been seen and discussed)

Signature of Principal Date

Personnel Development Receives Original Individual Keeps a Copy Supervisor Files a Copy

Clerical Support – Summative Performance Appraisal Instrument 2 of 2 Revised 08/15/03