Performance Appraisal Form for Administrative Assistant

Performance Appraisal Form for Administrative Assistant

This performance appraisal form is designed to evaluate the professional contributions, technical proficiency, and soft skills of an administrative assistant. Use this document during your formal review cycle to facilitate constructive feedback and set clear performance goals for the upcoming period.

Employee Information

• Employee Name: [Employee Name]
• Job Title: [Job Title]
• Review Period: [Start Date] to [End Date]
• Reviewer Name: [Reviewer Name]
• Date of Review: [Date]

Performance Rating Scale

• 5: Exceeds Expectations
• 4: Frequently Exceeds Expectations
• 3: Meets Expectations
• 2: Needs Improvement
• 1: Unsatisfactory

Section 1: Core Competencies

Section 2: Key Responsibilities

1. Calendar & Meeting Management: [Evaluation of performance in scheduling and coordination]
2. Document Preparation & Filing: [Evaluation of accuracy and attention to detail]
3. Office Support & Reception: [Evaluation of interactions with staff and visitors]
4. Project Assistance: [Evaluation of support provided on specific initiatives]

Section 3: Goals and Development

• Accomplishments during this period: [List key achievements]
• Areas for improvement: [Identify specific skill gaps or behavioral changes]
• Goals for next period: [Define 3-5 measurable objectives]
• Training/Development needs: [List required courses or resources]

Section 4: Signatures

• Employee Signature: __________________________ Date: [Date]
• Manager Signature: ___________________________ Date: [Date]

Pro Tips

• Prepare in Advance: Provide the employee with a blank copy of this form at least one week before the meeting so they can perform a self-assessment.
• Focus on Evidence: When assigning a rating of 1 or 5, ensure you have specific examples or data points to support your assessment.
• Keep it Two-Way: Use the meeting time to listen to the employee’s challenges and identify how you can better support their workflow.

FAQ

How often should an administrative assistant be reviewed?

Most organizations conduct formal performance appraisals annually, though semi-annual or quarterly check-ins are recommended to keep performance goals aligned with changing business needs.

Should the employee fill out this form before the meeting?

Yes, a self-assessment is highly encouraged. It allows the employee to reflect on their own performance and often highlights achievements that the manager may have overlooked.

What happens if the employee disagrees with the rating?

Provide space for the employee to add written comments to the form. If a disagreement persists, schedule a follow-up meeting to discuss the specific metrics or expectations that led to the rating.