Secretary Evaluation Form

Secretary Evaluation Form for Ireland

Secretary Evaluation Form Template for Ireland

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What is a Secretary Evaluation Form?

The Secretary Evaluation Form is a crucial tool for conducting fair and comprehensive performance assessments of secretarial and administrative staff within organizations operating under Irish jurisdiction. This document is typically used during annual or semi-annual performance reviews, helping organizations maintain consistent evaluation standards while complying with Irish employment law, including the Employment Equality Acts and data protection requirements. The form encompasses various aspects of secretarial work, from technical skills to interpersonal abilities, and serves as an official record of performance evaluation, goal-setting, and professional development planning. It is designed to facilitate constructive feedback and support career development while providing documentation for HR purposes and potential promotion considerations.

What sections should be included in a Secretary Evaluation Form?

1. Employee Information: Basic details including name, position, department, evaluation period, and length of service

2. Evaluator Information: Details of the person conducting the evaluation including name, position, and relationship to employee

3. Performance Rating Scale: Explanation of the rating system used in the evaluation (e.g., 1-5 scale with definitions)

4. Core Competencies Assessment: Evaluation of essential secretarial skills including typing speed, accuracy, filing systems management, and calendar management

5. Communication Skills: Assessment of written and verbal communication, including phone manner and email correspondence

6. Technical Skills: Evaluation of proficiency with relevant software and office equipment

7. Organizational Skills: Assessment of time management, prioritization, and ability to handle multiple tasks

8. Interpersonal Skills: Evaluation of interaction with colleagues, supervisors, and external contacts

9. Overall Performance Summary: General assessment of the employee's performance during the evaluation period

10. Goals and Objectives: Review of previous goals and setting of new objectives for the next period

11. Signatures and Date: Space for both evaluator and employee signatures, acknowledging review completion

What sections are optional to include in a Secretary Evaluation Form?

1. Attendance and Punctuality: Section for tracking attendance record and timekeeping - optional if covered by separate attendance management system

2. Language Skills: Assessment of proficiency in additional languages - include if relevant to the role

3. Project Management: Evaluation of ability to manage special projects - include for senior secretarial positions

4. Training and Development: Section for identifying training needs and development opportunities - optional for mid-year reviews

5. Client/Customer Service: Assessment of interaction with external clients - include if role involves client contact

6. Leadership Skills: Evaluation of team leadership and mentoring - include for executive secretary positions

What schedules should be included in a Secretary Evaluation Form?

1. Performance Metrics Schedule: Detailed breakdown of quantitative performance indicators (e.g., typing speed tests, error rates, response times)

2. Job Description: Current job description against which performance is evaluated

3. Previous Goals Review: Detailed review of goals set in previous evaluation

4. Training Record: List of completed training and certifications during the evaluation period

5. Self-Assessment Form: Employee's self-evaluation form to be completed prior to the review

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Download a Standard Template

What is a Secretary Evaluation Form?

What sections should be included in a Secretary Evaluation Form?

What sections are optional to include in a Secretary Evaluation Form?

What schedules should be included in a Secretary Evaluation Form?

Authors

Alex Denne

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