Secretary Evaluation Form - United States

Secretary Evaluation Form for the United States

Secretary Evaluation Form Template for United States

A standardized evaluation form used in the United States for assessing the performance of secretarial and administrative staff. The document complies with federal and state employment laws, including Title VII and ADA requirements. It provides a structured framework for evaluating key competencies, skills, and performance metrics specific to secretarial roles, while ensuring fair and objective assessment practices.

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What is a Secretary Evaluation Form?

The Secretary Evaluation Form is a crucial human resources document used across U.S. organizations to conduct formal performance assessments of administrative professionals. This document ensures compliance with federal and state employment regulations while providing a standardized method for evaluating secretarial competencies, including administrative skills, communication abilities, and job-specific responsibilities. It serves as both a performance measurement tool and a legal record of employee evaluation, supporting professional development and HR documentation requirements.

What sections should be included in a Secretary Evaluation Form?

1. Employee Information: Basic details including name, position, department, and evaluation period

2. Performance Metrics: Core competencies and job-specific skills assessment including technical skills, communication, organization, and reliability

3. Rating Scale: Clearly defined evaluation criteria and scoring system (typically 1-5 or similar scale)

4. Overall Assessment: Summary of performance and final rating, including strengths and areas for improvement

5. Signatures: Space for employee and evaluator signatures, dates, and acknowledgment of review

What sections are optional to include in a Secretary Evaluation Form?

1. Development Plan: Future goals, training needs, and improvement areas for the next evaluation period

2. Prior Goals Review: Assessment of previously set objectives and their completion status

3. Attendance Record: Overview of attendance, punctuality, and time management metrics

What schedules should be included in a Secretary Evaluation Form?

1. Performance Metrics Definitions: Detailed explanations of each evaluation criterion and scoring guidelines

2. Job Description: Current role requirements and responsibilities against which performance is measured

3. Previous Evaluations Summary: Historical performance data and ratings for reference and progress tracking

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Free to use

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Administrative Duties

Clauses

Relevant Industries

Corporate
Education
Healthcare
Government
Non-profit

Relevant Teams

Human Resources
Administration
Executive Office
Operations
Corporate Services

Relevant Roles

Executive Secretary
Administrative Assistant
Office Manager
Personal Assistant
Office Administrator

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Training Feedback Form For Employees

A US-compliant employee training feedback form for collecting and evaluating training program effectiveness while adhering to federal employment regulations.

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What is a Secretary Evaluation Form?

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What sections are optional to include in a Secretary Evaluation Form?

What schedules should be included in a Secretary Evaluation Form?

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Alex Denne

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