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1. Parties: Identification of the evaluator and employee being evaluated
2. Background: Context of the evaluation, including employee's role, department, and evaluation period
3. Definitions: Clear definitions of key terms used in the evaluation, performance metrics, and rating scales
4. Evaluation Period: Specific timeframe covered by the evaluation
5. Performance Metrics: Detailed breakdown of core performance indicators and measurement criteria
6. Customer Service Standards: Specific standards and expectations for customer service delivery
7. Quantitative Metrics: Measurable performance data including call handling, resolution rates, etc.
8. Qualitative Assessment: Evaluation of soft skills, behavior, and customer interaction quality
9. Overall Rating: Final performance grade and summary of evaluation
10. Action Items: Specific recommendations for improvement or development
11. Acknowledgment: Signatures of evaluator and employee confirming review of evaluation
1. Performance Improvement Plan: Required when employee performance falls below expected standards
2. Career Development Goals: Optional section for documenting growth opportunities and career progression
3. Training Recommendations: Include when specific skill development needs are identified
4. Grievance Process: Include when company policy requires formal grievance procedures for evaluations
5. Bonus/Incentive Criteria: Include when evaluation is linked to compensation or rewards
6. Previous Evaluation Summary: Include when comparing against past performance is relevant
1. Schedule A - Performance Metrics Breakdown: Detailed scoring matrix and calculation methodology
2. Schedule B - Customer Feedback Summary: Compilation of customer feedback and satisfaction scores
3. Schedule C - KPI Achievement Data: Detailed statistical data of key performance indicators
4. Appendix 1 - Quality Monitoring Scorecard: Individual call/interaction quality assessment forms
5. Appendix 2 - Training Record: Record of completed training and certifications during evaluation period
6. Appendix 3 - Performance Tracking Sheet: Monthly/weekly performance tracking data
Evaluation Cycle
Key Performance Indicators (KPIs)
Service Level Agreement (SLA)
Customer Satisfaction Score (CSAT)
Net Promoter Score (NPS)
First Call Resolution (FCR)
Average Handling Time (AHT)
Quality Score
Performance Rating
Evaluator
Evaluee
Immediate Supervisor
Reviewing Authority
Performance Improvement Plan
Development Plan
Grievance
Customer Interaction
Response Time
Resolution Time
Competency Framework
Performance Standards
Evaluation Matrix
Rating Scale
Feedback
Customer Complaint
Service Quality
Measurable Objectives
Performance Metrics
Core Competencies
Behavioral Indicators
Review Meeting
Performance Dashboard
Target Achievement
Evaluation Criteria
Assessment Period
Customer Feedback
Performance Documentation
Service Efficiency
Compliance Standards
Performance Metrics
Rating Methodology
Review Process
Confidentiality
Data Protection
Grievance Resolution
Appeal Rights
Documentation Requirements
Performance Improvement
Career Development
Training and Support
Compliance with Laws
Non-Discrimination
Evaluation Frequency
Feedback Mechanisms
Quality Standards
Customer Service Metrics
Attendance and Punctuality
Communication Standards
Team Collaboration
Professional Conduct
Performance Rewards
Disciplinary Actions
Record Keeping
Amendment Procedures
Evaluation Timeline
Signature and Acknowledgment
Retail
Banking and Financial Services
Telecommunications
Healthcare
Information Technology
E-commerce
Travel and Hospitality
Insurance
Airlines
Utilities
Educational Services
Professional Services
Customer Service
Client Relations
Technical Support
Quality Assurance
Customer Experience
Contact Center Operations
Client Success
Service Delivery
Customer Care
Performance Management
Human Resources
Training and Development
Customer Service Representative
Customer Support Specialist
Call Center Agent
Client Services Manager
Customer Experience Manager
Support Team Leader
Service Delivery Manager
Customer Success Manager
Contact Center Supervisor
Client Relations Executive
Customer Care Coordinator
Help Desk Specialist
Technical Support Representative
Account Manager
Service Quality Analyst
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