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1. Employee Information: Basic details including employee name, ID, department, position, date of joining, and review period
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 scale with definitions for each rating level)
3. Core Competencies Assessment: Evaluation of fundamental skills including customer service skills, communication, problem-solving, and teamwork
4. Key Performance Indicators (KPIs): Assessment of measurable performance metrics specific to customer service role
5. Goals Achievement: Review of previously set goals and extent of their achievement
6. Behavioral Competencies: Assessment of work behavior, attitude, and adherence to company values
7. Overall Performance Summary: Combined assessment results and final performance rating
8. Future Development Plan: Goals and development objectives for the next review period
9. Comments Section: Space for both evaluator and employee comments
10. Acknowledgment and Signatures: Formal signing section for employee, supervisor, and HR representative
1. Peer Review Input: Additional section for incorporating feedback from colleagues and team members, useful for collaborative roles
2. Customer Feedback Summary: Section including customer satisfaction metrics and feedback, relevant for customer-facing roles
3. Training Completion Record: Review of completed training programs and certifications during the evaluation period
4. Language Skills Assessment: Evaluation of language proficiency, particularly relevant for multilingual service environments
5. Remote Work Performance: Assessment specific to remote working capabilities, relevant for hybrid or remote positions
1. Schedule A - Performance Metrics Definitions: Detailed definitions and calculation methods for each KPI and performance metric
2. Schedule B - Competency Framework: Detailed description of each competency and behavioral indicators
3. Schedule C - Development Resources: List of available training programs and development resources
4. Appendix 1 - Customer Service Standards: Company's customer service guidelines and expectations
5. Appendix 2 - Performance Improvement Plan Template: Template to be used if performance improvement is required
Retail
Banking and Financial Services
Hospitality
Healthcare
Telecommunications
Aviation
Real Estate
Tourism
E-commerce
Insurance
Public Services
Transportation
Education
Professional Services
Human Resources
Customer Service
Customer Experience
Client Relations
Front Office
Contact Center
Guest Relations
Quality Assurance
Training and Development
Operations
Customer Service Representative
Customer Support Specialist
Customer Experience Manager
Client Relations Officer
Service Desk Analyst
Customer Success Manager
Front Desk Executive
Guest Relations Officer
Contact Center Agent
Customer Care Supervisor
Client Services Coordinator
Customer Experience Director
Service Quality Manager
Customer Support Team Leader
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