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1. Employee Information: Basic details including employee name, department, position, review period, and date of review
2. Performance Rating Scale: Explanation of the rating system used (typically 1-5 scale with definitions for each level)
3. Customer Service Skills Assessment: Evaluation of core customer service competencies including communication, problem-solving, and handling difficult situations
4. Quantitative Performance Metrics: Assessment of measurable performance indicators such as response times, customer satisfaction scores, and ticket resolution rates
5. Quality of Work: Evaluation of accuracy, thoroughness, and consistency in customer interactions and documentation
6. Behavioral Competencies: Assessment of teamwork, reliability, adaptability, and professional conduct
7. Goals and Objectives Review: Evaluation of achievement of previously set goals and objectives
8. Future Goals and Development: Setting new performance goals and identifying development opportunities
9. Overall Performance Summary: Summary of overall performance including key strengths and areas for improvement
10. Signatures and Acknowledgment: Space for employee and manager signatures, date, and any comments
1. Attendance and Punctuality: Section for reviewing attendance records and punctuality - include if there are specific concerns or if tracking is part of company policy
2. Language Skills Assessment: Evaluation of language proficiency for customer service in multiple languages - include if role requires multilingual support
3. Technical Skills Evaluation: Assessment of proficiency with relevant software and tools - include if role has significant technical components
4. Special Projects/Initiatives: Review of participation in special projects or initiatives - include if employee has taken on additional responsibilities
5. Remote Work Performance: Evaluation of effectiveness in remote work settings - include if employee works remotely full or part-time
6. Cultural Competency: Assessment of cultural awareness and sensitivity - include if serving international customers
1. Customer Feedback Summary: Compilation of customer feedback, testimonials, and satisfaction scores over the review period
2. Performance Metrics Data: Detailed breakdown of quantitative performance metrics with historical comparisons
3. Training Record: List of completed training programs and certifications during the review period
4. Development Plan: Detailed plan for addressing development needs and achieving future goals
5. Previous Review Summary: Summary of previous performance review for progress comparison
6. Improvement Plan: Specific action plan if performance improvement is needed in certain areas
Retail
E-commerce
Telecommunications
Financial Services
Healthcare
Travel and Hospitality
Technology
Insurance
Utilities
Professional Services
Transportation
Gaming and Entertainment
Customer Support
Client Services
Customer Success
Technical Support
Service Desk
Customer Experience
Client Relations
Customer Operations
Account Management
Help Desk
Customer Care
Front Office
Customer Service Representative
Customer Support Specialist
Client Service Manager
Customer Experience Agent
Help Desk Support
Technical Support Representative
Client Relations Officer
Customer Success Manager
Service Desk Analyst
Account Support Executive
Client Care Coordinator
Customer Operations Manager
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