PERFORMANCE EVALUATION FORM

Period Covered: JANUARY 1-31, 2024

Name: HAROLD RAMOS Rating Code: A

Store Location: FC HOME LUBAO 3 Date hired: SEPTEMBER 21, 2023
Position/Rank: PURPLE PRO Last Evaluation Date: December 31,2023
Employee number: PHI-0275 Date: January 31,2024

INSTRUCTIONS: Please indicate the numerical points that best describe the employee’s
performance. Compute total numerical points and indicate the rating at the upper right corner of
this page. Discuss with ratee.

RATING NUMERICAL
DESCRIPTION
CODE EQUIVALENT
Results far exceed job requirements.
Appraisee is considered an expert in the technical aspects of the job.
A ( 96 – 100 )
Frequently consulted; frequently mentors lower level R/F employees.
Displays exemplary attitudes and values.
Results exceed job requirements.
Appraisee is highly skilled in the technical aspects of the job.
B+ ( 90 – 95 )
Regularly consulted; regularly mentors lower level R/F employees.
Shows attitudes and values that
Results fully meet job requirements.
Appraisee is skilled in the area of competence such as Sales, Human
Resources, Recruitment and Finance.
B ( 80 – 89 ) Occasionally consulted; mentors lower level R/F employees when
necessary.
Consistently displays attitudes and values that conform to standards
set.
Results meet job requirements.
B- ( 75 – 79 ) Appraisee is fairly skilled in the area of competence.
Maintain acceptable attitudes and values most of the time.
Results do not meet job requirements.
Appraisee needs further training and improvement in job knowledge
C ( 74 below )
and skills.
Work attitude and commitment fall short of expectation.

Key Performance Index PERFORMANCE ACHIEVEMENT

[The KPI must be represented by ( Rate the percentage in Appropriate Column)
numbers or in percentage to make it
objective and free from bias and Failed to Partially Substantially- Achieved Exceeded
 achieve Achieved Achieved Objective Objective
objective Objective Objective
Y
prejudice (e.g., Targets sales of ( 74 below ( 80 – 89 ) ( 90 – 95 ) ( 96 – 100 )
( 75 – 79 )
100% as projected; 100% of the New )
Employees have undergone basic
1.
 2 applications per 20 APPS
day (52 apps a month) (38)

2.
 1 booked application
a day (26 booked a 16
month) – Note: 21 BOOKED
booked is the minimum (61)
eligibility for bonus

Comments on KPI

3.
172,000
 300,000 in Sales
SV
Volume (Financed
(57)
Amount)

Comments on KPI

4.
 25% VAS 26% VAS
Penetration Rate (100)

Comments on KPI (

5.
 Risk below 20% 0% RISK
(FSTPD30) (95)

Comments on KPI

351
Total 70%
5
B. Comment/s of employee being evaluated on the performance appraisal. Maintain good numbers of application and booked
loans. Be more cautious in terms of assessment to clients applying for a loan esp when it comes to payment to avoid high risk.

Date
HAROLD
__________ G. RAMOS
__________________________ JANUARY 31, 2024
Name & signature of Purple Pro:
C. Comment/s of the TSM on the employee being evaluated about his potentials and development plans:
Failed to hit targets for January. If low performance continue next month. For replacement. Be
more active in groups.
Date:
___________RACHELL ANN BELMONTE______________________ JANUARY 31, 2024
Name & signature of TSM: