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1. Employee Information: Basic details including name, position, department, and length of service
2. Performance Period: Time period covered by the appraisal
3. Key Performance Indicators: Specific metrics and targets for customer service role
4. Competency Assessment: Evaluation of core customer service skills and behaviors
5. Overall Rating: Summary evaluation score with justification
6. Signatures: Space for employee and manager signatures and dates
1. Training Needs: Identified areas for development and training requirements - use when development needs are identified
2. Career Development: Discussion of career progression opportunities - use for annual or comprehensive reviews
3. Performance Improvement Plan: Specific actions to address performance gaps - use when performance is below expected standards
1. Customer Feedback Records: Compilation of customer feedback during review period
2. Performance Metrics Data: Detailed statistics and data supporting the evaluation
3. Training Record: Record of completed training and certifications
4. Previous Appraisal Summary: Summary of last appraisal for progress comparison
Appraisal Date
Rating Scale
Key Performance Indicators (KPIs)
Performance Objectives
Core Competencies
Development Plan
Performance Improvement Plan
Customer Service Standards
Service Level Agreements (SLAs)
Quality Metrics
Customer Satisfaction Score (CSAT)
Net Promoter Score (NPS)
First Call Resolution (FCR)
Average Handling Time (AHT)
Response Time
Competency Framework
Line Manager
Review Meeting
Professional Development
Employee Self-Assessment
Assessment Criteria
Performance Rating
Evaluation Metrics
Target Goals
Rating Methodology
Goal Setting
Review Process
Feedback Mechanisms
Performance Metrics
Development Planning
Training Requirements
Conduct Standards
Customer Service Standards
Quality Assurance
Attendance and Punctuality
Communication Standards
Team Collaboration
Problem Resolution
Professional Development
Target Achievement
Improvement Actions
Confidentiality
Data Protection
Review Frequency
Appeal Process
Documentation Requirements
Sign-off Requirements
Follow-up Procedures
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