Administrative Support Staff Evaluation Form
STAFF MEMBER: JOB TITLE:
EVALUATED BY: DATE OF EVALUATION:
RATING DESCRIPTIONS:
Outstanding – Indicates extraordinary performance,
well beyond exceptions.
Very Good – Indicates performance that exceeds usual
expectations.
Satisfactory – Indicates performance that meets
expectations.
Needs Improvement – Indicates that assignments and
responsibilities are not being met as expected.
Unacceptable – Indicates unacceptable performance in
need of immediate improvement.
Comments – Should include suggestions and
constructive ideas regarding all items rated below satisfactory.
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I. EVALUATION OF
CLERICAL SKILLS
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Outstanding
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Very Good
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Satisfactory
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Needs Improvement
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Unacceptable
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Not Applicable
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1. Typing and word processing
skills
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2. Dictaphone skills
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3. Ability to work with
computer/software programs
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4. Ability to compose letters
and/or reports from written material using proper
punctuation
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5. Telephone skills
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6. Ability to assemble tax
returns, financial statement, etc.
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7. Filing skills
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8. Ability to create accounting
material (financial statements, reports) and perform add
check
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9. Appearance of work area and
attention to conference rooms and waiting area
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Comments on clerical skills:
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II. EVALUATION
OF ADMINISTRATIVE SKILLS
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Outstanding
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Very Good
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Satisfactory
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Needs Improvement
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Unacceptable
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Not Applicable
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1. Ability to establish workload
priorities and accomplish goals
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2. Ability to organize and plan
individual jobs
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3. Ability to complete work
accurately
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4. Ability to complete work in a
timely manner (efficiency)
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5. Ability to understand
assignments and follow instructions
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6. Neatness and clarity of work
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7. Ability to work independently
and make decisions
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8. Relations with client
personnel
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9. Relations with firm associates
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10. Creativity and initiative
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11. Keeps supervisor informed of
status of projects or problems with work
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Comments on Administrative Skills:
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III. EVALUATION
OF PERSONAL CHARACTERISTICS
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Outstanding
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Very Good
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Satisfactory
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Needs Improvement
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Unacceptable
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Not Applicable
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1. Recognizes the importance of
teamwork
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2. Maintains a positive attitude
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3. Receptive to criticism
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4. Integrity (loyal, sincere,
reliable, punctual)
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5. Appearance (attire, neatness,
grooming)
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6. Attitude (cooperative,
courteous, friendly professional)
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7. Bearing (maturity, poise,
tact)
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8. Commitment (dedication, firm
spirit)
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Comments on Personal
Characteristics:
Goals should be established with the employee.
SHORT TERM GOALS:
LONG TERM GOALS:
Comments
should include particular strengths and weakness and address the employee’s
ability to accept advance assignments.
COMMENTS:
EMPLOYEE COMMENTS:
Signatures
Employee Date
Evaluator Date
