Performance Bonus Assessment HR

Performance Bonus Assessment

Employee Information:

Employee Name

Carla Mendoza

Employee ID Number

660-127-358

Department

Sales and Marketing

Job Title

Senior Sales Executive

Review Period: Fiscal Year 2055

Performance Metrics:

Metrics

Description

Weightage

Sales Performance

Sales revenue generated during the review period

40%

Project Completion

Timely completion of assigned projects

30%

Team Collaboration

Contribution to team projects and collaboration with colleagues

20%

Customer Satisfaction

Customer feedback and satisfaction ratings

10%

Performance Assessment:

Metrics

Performance Rating or Comments

Achievements or Shortcomings

Sales Performance

  • Exceeded sales targets by 15%. 

  • Consistently achieved monthly quotas.

  • Closed major deals with Landskip Corporation and Cala Inc. 

  • Demonstrated exceptional negotiation skills.

Project Completion

  • Met project deadlines 90% of the time. 

  • Demonstrated strong project management skills.

  • Successfully led the completion of the Ranburu project ahead of schedule. Improved project tracking processes.

Team Collaboration

  • Actively collaborated with team members, contributing innovative ideas.

  • Played a key role in the cross-functional team's success in launching the new product.

Customer Satisfaction

  • Maintained a high customer satisfaction rating of 92%.

  • Addressed customer complaints promptly, resulting in improved satisfaction scores.

Bonus Calculation:

Bonus Calculation Methodology: The bonus will be calculated based on the weighted average of the performance metrics as follows: 

(40% × Metric 1 Score) + (30% × Metric 2 Score) + (20% × Metric 3 Score) + (10% × Metric 4 Score)

Manager's Comments:

Carla has consistently demonstrated outstanding performance in all areas. Her dedication, teamwork, and customer-focused approach have significantly contributed to our department's success.

Employee Self-Assessment:

I'm proud of my contributions this year, especially in exceeding sales targets and fostering collaboration within the team. However, I recognize the need to further develop my project management skills.

Bonus Recommendation:

  • Bonus Recommendation: 12% of the annual salary.

  • Justification: The recommended bonus is based on Carla’s exceptional performance across all metrics and her significant contributions to the organization's success.

Approval Section:

HR Representative Approval: [Your Name]

Date: September 25, 2055

Department Head Approval: Gwen Teo

Date: September 26, 2055

Senior Management Approval: Stephanie Moore

Date: September 27, 2055

Employee Acknowledgment:

Employee Acknowledgment: Carla Mendoza

Date: September 27, 2055

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