Employee Information

Rating Scale  ·  1 Does Not Meet  ·  2 Partially Meets  ·  3 Meets Expectations  ·  4 Exceeds  ·  5 Outstanding

Part I — KPI Performance

/ 25 pts
KPI Target Actual Score (1–5)
Part I Total: 0 / 25

Part II — 90-Day Performance Evaluation

/ 30 pts (6 categories × 5)
Category Score (1–5)
Part II Total: 0 / 30
Part I — KPIs
0 / 25
Part II — Performance
0 / 30
Combined Score
0 / 55
Fill in scores above
out of 55 points

Feedback & Development

Tier Competency Checklist

Gate A · Gate B

Mark each skill: ✓ Can do or ✗ Cannot do. Leave blank if not yet evaluated. Gate A = all skills at current tier and below are ✓. Gate B = all skills at next tier are also ✓ (required to promote).

Gate A — Current Tier Mastery
Select your tier above
Required for advancement
Gate B — Next Tier Mastery
Select your tier above
Required for promotion

Overall Assessment & Recommendation

Check only if Gate B is passed and advancement is agreed upon.

Signatures & Submission

Employee
Office Manager

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