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Get the free Exempt Staff Initial Performance Review - claremontmckenna

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This document serves as a performance review template for exempt staff, allowing supervisors to assess job responsibilities, provide comments, and outline goals for improvement.
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How to fill out exempt staff initial performance

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How to fill out Exempt Staff Initial Performance Review

01
Begin by gathering all necessary documents and performance criteria related to the exempt staff member.
02
Schedule a meeting with the staff member to discuss the performance review process.
03
Review the staff member's job description and responsibilities.
04
Outline specific performance goals and expectations based on their role.
05
Assess the staff member's performance in key areas such as communication, teamwork, and project outcomes.
06
Provide specific examples to support your assessment.
07
Complete the performance review form, ensuring all sections are filled out thoroughly.
08
Schedule a follow-up meeting to discuss the review and provide feedback.

Who needs Exempt Staff Initial Performance Review?

01
All exempt staff members who are undergoing their initial performance evaluation.
02
Supervisors and managers responsible for evaluating the performance of exempt staff.
03
Human Resources personnel involved in the performance review process.
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When using sample phrases for negative performance reviews, it's essential to focus on behavior rather than personality, offer actionable suggestions for improvement, and maintain a supportive and empathetic tone. This helps ensure that feedback is constructive and promotes growth.
"You have an excellent attendance record. Your dedication and commitment are truly exemplary." "Your adherence to your work schedule contributes greatly to our team's productivity and efficiency." "You've shown a remarkable consistency in arriving on time and being prepared for meetings and assignments."
The FLSA permits an exemption from minimum wage and overtime pay for employees who meet three tests: a salary level test, a salary basis test, and a job duties test.
Salary Considerations Exempt employees in California generally must earn a minimum monthly salary of no less than two times the state minimum wage for full time employment. Simply paying an employee a salary does not make them exempt, nor does it change any requirements for compliance with wage and hour laws.
Under California labor law, three requirements determine whether an employee is exempt or non-exempt: Minimum salary, White-collar duties, and. Independent judgment.
Be honest. Say it straight. Don't beat around the bush. Be specific. Don't talk in generalities. Have a few examples of things you observed and explain why the employee's work did not meet your quality expectations. Be timely. Don't wait for months to give feedback.
Simple, Direct, Honest, Personal, And Blunt: How The 5-Word Performance Review Works Wonders - Fast Company.
How to give a bad performance review Prepare ahead of time. Learn all you can about an employee and their performance before delivering a review. Leverage self-assessment. Plan your meeting. Establish a positive tone. Open a dialogue. Offer suggestions. Document your review.
In most cases, there are three simple requirements to determine whether a worker is an exempt employee under California law: Minimum Salary. The employee must be paid a salary that is at least twice the state minimum wage for full-time employment. White Collar Duties. Independent Judgment.
Employees may be considered exempt if they are paid a salary that cannot be reduced because of the quality or quantity of their work, earn less than the minimum salary requirement, and primarily perform executive, administrative or professional duties (“duties” test).

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The Exempt Staff Initial Performance Review is a formal assessment process designed to evaluate the performance of exempt staff members during their initial period of employment, typically within the first few months.
Supervisors and managers of new exempt staff members are required to file the Exempt Staff Initial Performance Review to ensure that performance expectations are met.
To fill out the Exempt Staff Initial Performance Review, supervisors should gather input on the employee's performance, complete the review form with specific examples of the employee's work, and provide recommendations for future development.
The purpose of the Exempt Staff Initial Performance Review is to provide feedback to new employees regarding their job performance, to identify areas of strength and improvement, and to support their professional growth within the organization.
The information that must be reported on the Exempt Staff Initial Performance Review includes performance goals, achievements, areas needing improvement, feedback from the supervisor, and any recommendations for professional development.
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