Labour Hire & Recruitment Agency | Harrison Barratt Group

Employee Details

Employee First Name*

Employee Last Name

Position / Title

How Long at HBG?

Direct Report First Name

Direct Report Last Name

Direct Report Email

Evaluation Date

Date of Submission

Period Start Date

Period End Date

Target Review

What would you like to achieve with this self-assessment?

What has been your greatest successes this period?

What targets did you set yourself for the last period?

How did you go about achieving those targets?

Did you achieve those targets? If so, how? If not, why not?

Standard of Work

How have you ensured that your standard of work is up to HBG standards this period?

Describe a situation where your work has directly impacted the successes of the team around you:

Are there any improvements you would make to your procedures and standard of work going forward?

Are there any areas where you seek feedback or guidance?

Performance Criteria

Have you had any achievements that went unnoticed?

How will you communicate these successes to your line manager going forward?

Professional Development

What skills and knowledge have you acquired during this period?

Of the above, what did you seek out yourself?

Describe any training or learning experiences you found particularly valuable:

What professional development would you seek out for the next period?

What did you learn that you have implemented going forward?

Have you facilitated the skill and development of your team?

What strategies have you employed to identify and address skill gaps?

Goals and Objectives

What 3 goals would you set for the next period?

Why those 3?

What immeasurable goal would you set? E.g. become more of a presence in the office / specialise in a specific area.

What plan do you have in place to achieve these goals?

Feedback and Culture

How do company policies and culture support or hinder your daily work?

Can you provide specific examples of supportive or challenging aspects?

What changes in company policy or culture would you suggest for better performance?

How would these changes benefit your role and the broader team or organization?

Describe any specific instances where company culture positively impacted your work

How does the company culture align with your personal values and work style?

Are there aspects of the company culture that you need help with?

What impact do these challenges have on your job satisfaction and performance?

How could the company culture be more aligned with your professional values?

Self Evaluation

What are your expectations for this review?

Achievements you feel like you have excelled with?

If you were your manager, how would you measure your own performance in order to provide training and guidance with a view to improving the company's performance?

If you were your manager and had 5 things within the company to change that would help everyone - what would they be and why?

If you had to change 5 things within the company what would they be and why?

Any additional comments or insights you wish to share about your role, performance, or aspirations

How do you envision your role evolving in the future?

Competency Assessment

Have you met all management's expectations?

Competency	Not Satisfied	Somewhat Satisfied	Satisfied	Very Satisfied	Not Applicable
Service Quality
Office Cleanliness
Responsiveness
Attendance
Key Performance Indicators (KPIs)
Power Hours
Candidate Response
Social
Out of Hours Responsiveness
Billings
New Jobs Per Day
Financial Recovery - Overdue Funds
Financial Care - Timely Payments
Timesheet - Daily Docket
Payroll Readiness
Ticket Compliance
TOB Conversion Rate
Payroll Duty
Workplace Relations
Conflict and Emotion
Diplomacy & Tact
Writing & Grammar
Rapport & Networking
Listening Skills
General Ability
Prioritising
Multi-Tasking
Self Motivation
Goal Setting
Handling Stress
Business Ethics & Integrity
General Productivity
Project Management
Change Management
Delegation
General Supervisory Skill
Basic Management
Management Communication
Coaching & Team Building
Leadership
Training
Motivation & Recognition
Employee Performance
Criticism & Discipline
Customer Service
Developing Customer Relationships
Content Marketing
Managing Facebook Page
Customer Research
Designing Brochures, Newsletters, Reports
Develop & Deliver Sales Presentations
Email Marketing
Generating Leads & Referrals
Dealing with Difficult Customers
Create Attention-Grabbing Designs
Cold Calling
Monitoring Social Media
System Knowledge - Google Workspace
System Knowledge - Runsheet
System Knowledge - Jobadder

Overall Evaluation and Signoff

How are you going to improve on these moving forward?

What strengths have you demonstrated in this review period?

How have these strengths been beneficial to your role and the company?

Identify areas for improvement in your performance

What steps will you take to address these areas?

Are there resources or support you need to improve in these areas?

If you were your manager, how would you rate your performance over the last 12 months?

If you were your manager, how would you best set KPI's and Goals?

If you were your manager, what do you think the outcome of this review would be?