LEARNING CENTRE

ISO 9001:2008 QUALITY MANAGEMENT SYSTEM

WORKPLACE PERFORMANCE RATING
FORM: TAAL 01

Person’s Name: SAP No:

Person’s Job Position:

Evaluator Name: SAP No:

(Coach / artisan / in-company instructor)
Overall Rating
Date of Evaluation:

Th e e va lu a to r mu st ra te t he p e rso n usin g t he 1 - 5 st an da rd ize d rat in g sca le . An y ra t in g lo we r th an 3 mu st be

co mme n te d on to en ab le th e pe rson t o t a ke co rre ct ive act ion . Ma ke co mme n t s wh e re po ssib le , co mmen t s a re
re qu ire d fo r a ra t ing 2 a nd lo we r. ( S = Ra t in g S ca le ). The p e rso n ca n be an ap p re n t ice , a rt isan , et c.
Rating Conversion Standardized rating
Average Rating Standardized Rating Rating Description
1 – 1.4 1 1 Poor / Inadequate. (NYC - Not Yet Competent
1.5 – 2.4 2 2 Below Average. (NC - Nearly Competent)
2.5 – 3.4 3 3 Average / Fair. (C - Competent)
3.5 – 4.4 4 4 Good. (C - Competent)
4.5 - 5 5 5 Excellent. (BP - Best Practice)

Rating
S 1. Work effectively with others
Person Evaluator
1 Is aggressive and unfriendly, does not get on well with fellow workers
2 Is not helpful and does not work as a team player.
3 Co-operates when requested. Has to be drawn in as a team player
4 Co-operates at all times. Friendly and helpful most of the time.
5 Co-operates at all times. Shows enthusiasm. Helpful and friendly all the time, always
part of the team and show initiative to lead

Person / Evaluator comment:

Rating
S 2. Communication Skills
Person Evaluator
1 Written & verbal communication skills poor
2 Written & verbal communication skills below average
3 Written & verbal communication skills acceptable (average)
4 Written & verbal communication skills good (above average)
5 Written & verbal communication skills excellent

Person / Evaluator comment:

Quality Management System
Doc No. TAAL 01 Revision No: 01/12 Issue Date: 08/12 Page 1 of 6
Function: 6.2 Human Resources, 6.4 Work Environment
Barloworld Equipment Company
 LEARNING CENTRE
ISO 9001:2008 QUALITY MANAGEMENT SYSTEM
WORKPLACE PERFORMANCE RATING
FORM: TAAL 01

Rating
S 3. Reliability
Person Evaluator
1 Reluctant to obey instructions. Always lazy. Absent / late for work in the mornings &
after breaks on a regular basis. Never uses own initiative. Not prepared to work
overtime.
2 Frequently does not carry out instructions. Never uses own initiative. Absent / late for
work in the mornings & after breaks on a regular basis. Will work overtime if forced.
3 Usually obeys instructions. Seldom uses own initiative. Sometimes absent / late for
work in the mornings & after breaks. Occasionally work overtime if forced.
4 Always obeys instructions. Hard working. Work thoroughly. Sometimes uses own
initiative. Occasionally work overtime. Seldom absent / late for work in the mornings &
after breaks
5 Always obeys instructions and uses own initiative. Always work overtime and is never
late for work in the mornings and after breaks. Always looks for work. Hard, fast &
smart worker.

Person / Evaluator comment:

Rating
S 4. Task Approach
Person Evaluator
1 Unstructured task approach. Work area not prepared prior to a task and / or restored
after a task. Never retrieve appropriate service literature, tools & equipment
2 Unstructured task approach. Work area not properly prepared prior to a task and / or
restored after a task. Seldom retrieve appropriate service literature, tools & equipment
and return it in satisfactory & clean condition most of the time.
3 Evidence of some structured in task approach. Work area mostly prepared prior to a
task and / or restored after a task. Mostly retrieve & return appropriate service
literature, tools, equipment in a clean & satisfactory condition.
4 Structured task approach. Work area prepared prior to a task and restored after a task.
Always retrieve and return appropriate service literature, tools, equipment in a clean &
satisfactory condition. Evidence of acceptable self-management & organizational skills
5 Very structured task approach. Work area always prepared prior to a task & restored
after a task. Always retrieve appropriate service literature, tools, equipment in a clean
& satisfactory condition. Evidence of excellent self-management & organizational skills

Person / Evaluator comment:

Quality Management System

Doc No. TAAL 01 Revision No: 01/12 Issue Date: 08/12 Page 2 of 6
Function: 6.2 Human Resources, 6.4 Work Environment
Barloworld Equipment Company
 LEARNING CENTRE
ISO 9001:2008 QUALITY MANAGEMENT SYSTEM
WORKPLACE PERFORMANCE RATING
FORM: TAAL 01

Rating
S 5. Safety and Housekeeping
Person Evaluator
1 Very poor housekeeping practices. Total disregard for safety. Show no responsibility
towards identifying unsafe conditions / acts & rectify / report situation.
2 Housekeeping practices below average. Seldom adhere to safety recommendation &
procedures. Show little responsibility towards identifying unsafe conditions / acts &
rectify / report situation.
3 Average housekeeping practices. Mostly adhere to safety recommendation &
procedures. Show reasonable responsibility towards identifying unsafe conditions /
acts & rectify / report situation.
4 Good housekeeping practices. Always adhere to safety recommendation &
procedures. Show good responsibility towards identifying unsafe conditions / acts &
rectify / report situation.
5 Excellent housekeeping practices. Always adhere to safety recommendation &
procedures. Show a very high responsibility towards identifying unsafe conditions /
acts & rectify / report situation.

Person / Evaluator comment:

Rating
S 6. Responsibility towards self development
Person Evaluator
1 No responsibility. Logbook / Performance evaluation never completed properly & is not
up to date. Does not take learning & training interventions serious. Does not show any
responsibility or effort to complete required skills assessments.
2 Very little responsibility. Logbook / Performance evaluation sometimes not completed
properly & are not up to date. Sometimes takes learning & training interventions
serious. Shows little responsibility & minimum effort to complete required skills
assessments.
3 Shows some responsibility. Logbook / Performance evaluation completed properly but
not always up to date. Takes learning & training interventions serious most of the time.
Shows responsibility & minimum effort to complete required skills assessments.
4 Shows responsibility. Logbook / Performance evaluation completed properly & up to
date. Takes learning & training interventions serious at all times. Shows responsibility
& effort to complete required skills assessments.
5 Highly responsible. Logbook / Performance evaluation completed properly & up to
date. Takes learning & training interventions serious at all times. Shows responsibility
& effort to complete required skills assessments. Proactive approach towards
completing learning & practical requirements of the apprenticeship (Looking / creating
opportunities)

Person / Evaluator comment:

Quality Management System

Doc No. TAAL 01 Revision No: 01/12 Issue Date: 08/12 Page 3 of 6
Function: 6.2 Human Resources, 6.4 Work Environment
Barloworld Equipment Company
 LEARNING CENTRE
ISO 9001:2008 QUALITY MANAGEMENT SYSTEM
WORKPLACE PERFORMANCE RATING
FORM: TAAL 01

Rating
S 7. Ability to work on his/her own
Person Evaluator
1 Cannot work alone at all. Need constant supervision & guidance even with the most
basic tasks.
2 Can work alone some times. All work is performed under supervision but quality is
sometimes questionable.
3 Can work alone most of the time. All work is performed under supervision at regular
intervals, acceptable work completion standard.
4 Can work alone all the time. All work is performed with little or no supervision and
quality of work is above average.
5 Can work alone. All work is performed with no supervision and work is of an
outstanding quality.
Person / Evaluator comment:

Evaluator to comment on the Person's:

Strengths:

Weaknesses:

Workplace Performance Rating Summary

Ra ti ng Ra ti ng
Section Section
Person Evaluator Person Evaluator

1. Work effectively with

5. Safety and Housekeeping
others

6. Responsibility towards self

2. Communication Skills
development

7. Ability to work on his/her

3. Reliability
own

Quality Management System

Doc No. TAAL 01 Revision No: 01/12 Issue Date: 08/12 Page 4 of 6
Function: 6.2 Human Resources, 6.4 Work Environment
Barloworld Equipment Company
 LEARNING CENTRE
ISO 9001:2008 QUALITY MANAGEMENT SYSTEM
WORKPLACE PERFORMANCE RATING
FORM: TAAL 01

4. Task Approach

Person’s Average Rating:

Person’s Rating Description:

Evaluator Average Rating:

Evaluator Rating Description:

Overall rating (Evaluator and Person’s Averages divide by two):

Overall Description:

General Comments:

Signatures
Quality Management System
Doc No. TAAL 01 Revision No: 01/12 Issue Date: 08/12 Page 5 of 6
Function: 6.2 Human Resources, 6.4 Work Environment
Barloworld Equipment Company
 LEARNING CENTRE
ISO 9001:2008 QUALITY MANAGEMENT SYSTEM
WORKPLACE PERFORMANCE RATING
FORM: TAAL 01
Date:
(Person) (Evaluator)

Quality Management System

Doc No. TAAL 01 Revision No: 01/12 Issue Date: 08/12 Page 6 of 6
Function: 6.2 Human Resources, 6.4 Work Environment
Barloworld Equipment Company