KAMA-Employee Self Assessment & Management Evaluation Form

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KAMA Capital for Banking Consultant L.L.C.

EMPLOYEE Self-Assessment and MANAGEMENT Evaluation Form

Ref. No. KAMA-HR/ESAME/2023 Annual Review


Six-month Review (new hire/assignment at six months)
Employee Name: {Photo} Designation: CONFIDENTIAL

Code: Department: Joining Date:


Period for Self-Review:
from-date: to-date:
Date Self-Review Submitted to HR:
DIRECTION

In the Performance Categories enumerated below, kindly tick-mark the appropriate rating which describes you best.

This information is an opportunity to self-assess your performance and accomplishments to facilitate an effective overall review
process. This information should be submitted to HR Personnel before your performance review. Please submit any documentation
or attachment as proof to support your comments on the questionnaire.

PART ONE: Core Values and Objectives

Performance Categories Rating


Attendance & Punctuality: ___ Consistently punctual and on the job
Consider your punctuality and the time you devote to ___ Usually regular and prompt; seldom absent
actual work. Consider promptness in reporting for ___ Occasionally late or absent; report absence in advance
assignments and the amount of time off for sick leave ___ Frequently late or absent
and personal business. ___ Habitually late or absent
Appearance: ___ Extremely neat, clean, appropriately dressed
Consider your overall appearance with the type of ___ Take special care in personal dress and appearance
work performed. Consider cleanliness, grooming, ___ Generally neat, clean, and properly dressed
neatness, and appropriateness of dress on job. ___ Sometimes untidy, careless about appearance
___ Untidy and careless about personal hygiene/dress
Quality of Work: ___ Consistently produce high quality work
Consider your neatness, skill, thoroughness, and ___ Consistently do a good job; need little supervision
accuracy in completing job assignments within ___ Work is usually satisfactory; need normal supervision
deadlines. ___ Barely up to minimum standards; make many mistakes
___ Below minimum standards; need excessive checking
Reliability & Dependability ___ Extremely reliable, conscientious, and industrious
Consider your reliability in following instructions; ___ Require minimum supervision, prompt and accurate
manages time and workload effectively to meet ___ Generally reliable and attentive to work
responsibilities. ___ Somewhat unreliable; require frequent follow-up
___ Require close, constant supervision
Communication Skills: ___Conversationalist; demonstrates professionalism & respond
Written and oral communications are clear, organized quickly
and effective; listens and comprehends well. ___ Communicate in clear & concise manner; respond accordingly
___ Communicate & listens carefully; asks questions when needed
___ Communicate, listens and respond when asked
___ Requires follow-up to respond; cannot comprehend
Judgment & Decision-Making ___ Display outstanding ability to apply sound reason
Consider your judgment in making decisions. Do you ___ Use good common sense; most decision workable
demonstrate the ability to think and act calmly, ___ Judgment dependable on matters of routine nature
logically and rapidly under stress? ___ Poor use of common sense; decisions are often unsound
___ Jump to conclusions; often make costly errors
Initiative & Flexibility ___ Extremely resourceful, creative and self-reliant
Consider your resourcefulness and self-reliance. ___ Strive hard, demonstrate desire to excel
Consider your ability to develop new ideas, and the ___ Work steadily; occasionally submit new ideas

ATS-FRM-HRM-007 R0 (07 April 2020) Page 1 of 3


KAMA Capital for Banking Consultant L.L.C.
EMPLOYEE Self-Assessment and MANAGEMENT Evaluation Form

desire to attain goal. Are you self-starter? ___ Show little initiative; must be told what to do
___ Show no initiative
Attitude of Collaboration ___ Exceptionally collaborate; inspire high morale
Consider how well you fit into the organization, work ___ Very tactful and obliging; set good example
in harmony and collaborate with others. Are you ___ Usually congenial and helpful; good team worker
congenial, cooperative, and a team player? ___ Inclined to resist authority and oppose new ideas
___ Often tactless and quarrelsome; cause friction
Knowledge of Job ___ Have excellent understanding of duties; require few directions
Consider your understanding of all phases of the work ___ Have good overall knowledge of duties; needs little direction
matters necessary for full job performance. ___ Have acceptable knowledge of duties; need some direction
___ Have limited knowledge of job
___ Have only minimum knowledge of job
Responsibility ___ Exceptionally responsible and willing to carry out duties
Consider your sense of responsibility and willingness ___ Accept responsibility without reservation
to carry out assigned duties. Do you think and act ___ Accept responsibility for duties as assigned
reasonably? Are you able to tell right from wrong? ___ Reluctant to accept responsibility
___ Do not accept responsibility
Engage in the Organization ___ Display outstanding respect and loyalty to ATS
Understands and dedicated to ATS Mission, Vision, ___ Strive hard to incorporate ATS values to oneself
Motto, Values, History and challenges. ___ Understand ATS Mission, Vision and Motto only
___ Show little concern about ATS as a whole
___ Show no respect and loyalty to ATS values

PART TWO: Achievements and Accomplishment for this Review Period

Particulars Achieved/Accomplished Management Comment


{including percent (%)}
What according to you are your most
crucial achievements that you
contributed to the company?

List out some of your achievements


and trainings that you have received
which helped improve your
performance.

List out some of your major


initiatives, recommendations, and
projects in which you participated
and contributed to the company.

List out the task that you are


currently performing that is outside
the scope of your present job.

PART THREE: Goals and Professional Development for Next Review

Particulars Comments/Examples

ATS-FRM-HRM-007 R0 (07 April 2020) Page 2 of 3


KAMA Capital for Banking Consultant L.L.C.
EMPLOYEE Self-Assessment and MANAGEMENT Evaluation Form

What professional and personal goals will help


you improve or develop your performance in
your current job? (Trainings, Education, or
Certifications)

What professional job or career growth goals do


you hope to achieve?

What resources and support can the company -


provide so that you can accomplish this
professional job and career growth goals?

Submitted by: Received & Verified by:

Employee Name: ______________________________ HR: ____________________________


Date: ______________________________ ____________________________

PART FOUR: MANAGEMENT REVIEW AND RECOMMENDATION

Observation & Evaluation

Recommendation

Conclusion

Increment AED ___________ Promote to the Rank of ________________ Consider Termination

Required Signatures

Noted by: Approved by:

RAZAN ASSAF KHALDOUN HILAL


Compliance Manager Chief Executive Officer
Date:_____________ Date:______________

ATS-FRM-HRM-007 R0 (07 April 2020) Page 3 of 3

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