Free Performance Bonus Assessment HR Template

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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