PART I BSC GENERAL INFORMATION

Appraisal Template :
Status :

BSC (Non-Executive)
In Review

Substatus :

End of Mid Year Review

Supervisor :

Rita Wong Feei Ing

Employee :

Ngu Woo Hing

Reviewing Manager :

Ting Chiong Ping

Validity Period :

01.01.2015 To 31.12.2015

PART II OVERALL
This document forms the basis of the objective setting between the employee and the line manager at the
start of financial year. In instances where there are multiple scorecards, the appraisal rating accorded by
the current line manager must be done in consultation with the former line manager and have taken into
consideration the performance achievements of respective KPIs during the FY under review.
Overall Rating (Mid Year)

Needs Improvement

Overall Rating (Mid Year)

Needs Improvement
Employee Assessment (Mid Year)

2.67

Manager Assessment (Mid Year)

2.67

PART III GOALS (KPI)

1

1.1

GOALS (KPI)
Weightage(%)

50

Employee Assessment (Mid Year)

1.17

Manager Assessment (Mid Year)

1.17

Financial

To achieve Profit Before Tax of RM5,754,980

Weightage(%)

2.00

Below Target
< 80% (< RM4,603,984)
On Target
100% (RM5,754,980)
Above Target
105% (RM6,042,729)
Achievement (Mid Year)
38.78% (RM2,232,040)

1.2

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Financial

To achieve net interest income from Savings Accounts of RM1,983,660

Weightage(%)

2.00

Below Target
< 80% (< RM1,586,928)
On Target
100% (RM1,983,660)
Above Target
105% (RM2,082,843)
Achievement (Mid Year)
46.31% (RM918,660)

1.3

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Financial

To achieve Fee - Based Income of RM1,315,000

Weightage(%)

1.50

Below Target
< 80% (< RM1,052,000)
On Target
100% (RM1,315,000)
Above Target
105% (RM1,380,750)
Achievement (Mid Year)
40.78% (RM536,320)

1.4

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Financial

To achieve Fee - Based Income [Payments] of RM528,000

Weightage(%)

1.50

Below Target
< 80% (< RM422,400)
On Target
100% (RM528,000)
Above Target
105% (RM554,400)
Achievement (Mid Year)
46.14% (RM243,640)

1.5

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Financial

To achieve overheads within budget capping of 98%

Weightage(%)

1.00

Below Target
> 98%
On Target
98%
Above Target
< 98%
Achievement (Mid Year)
105.35%

1.6

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Financial

To achieve Branch Total Deposits Growth of RM16.52 million

Weightage(%)

2.00

Below Target
< 80% (< RM13.21 million)
On Target
100% (RM16.52 million)
Above Target
105% (RM17.34 million)
Achievement (Mid Year)
58.84% (RM9.72 million)

1.7

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Financial

To achieve Branch total Savings Accounts growth of RM3.06 million

Weightage(%)

2.00

Below Target
< 80% (< RM2.44 million)
On Target
100% (RM3.06 million)
Above Target
105% (RM3.21 million)
Achievement (Mid Year)
91.17% (RM2.79 million)
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.8

Financial

To achieve Branch Islamic deposits of at least 50%

Weightage(%)

1.00

Below Target
40%
On Target
50%
Above Target
60%
Achievement (Mid Year)
N/A

1.9

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Financial

To achieve Mortgage LG target of RM530,000

Weightage(%)

2.00

Below Target
< 80% (< RM424,000)
On Target
100% (RM530,000)
Above Target
105% (RM556,500)
Achievement (Mid Year)
NIL
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.10 Financial

To achieve ASB LG target of RM660,000

Weightage(%)
Below Target
< 80% (< RM528,000)
On Target
100% (RM660,000)
Above Target
105% (RM693,000)
Achievement (Mid Year)

2.00

RM261,730
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.11 Financial

To achieve Protection (Life) target of RM24,000

Weightage(%)

1.50

Below Target
< 80% (< RM19,200)
On Target
100% (RM24,000)
Above Target
105% (RM25,200)
Achievement (Mid Year)
RM10,800
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.12 Financial

To achieve Protection (General) LG target of RM8,000

Weightage(%)

1.00

Below Target
< 80% (RM6,400)
On Target
100% (RM8,000)
Above Target
105% (RM8,400)
Achievement (Mid Year)
RM74,391
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.13 Financial

To achieve S & I LG target of RM392,000

Weightage(%)
Below Target
< 80% (< RM313,600)
On Target
100% (RM392,000)
Above Target

2.00

105% (RM411,600)
Achievement (Mid Year)
RM40,300
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.14 Financial

To achieve Credit Cards / Wills LG target of 12

Weightage(%)

1.00

Below Target
10 cards / wills
On Target
12 cards / wills
Above Target
13 cards / wills
Achievement (Mid Year)
14 cards / wills
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.15 Financial

To achieve Card Merchant LG target of 1

Weightage(%)

1.00

Below Target
0
On Target
1
Above Target
2
Achievement (Mid Year)
NIL
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.16 Financial

To achieve inter - sector referrals LG target of at least 1 to Auto / SME / BB / GB / PWC

Weightage(%)
Below Target
0
On Target

1.00

1
Above Target
2
Achievement (Mid Year)
N/A
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.17 Business Process

To achieve Satisfactory rating on Audit / ROS finding on area of responsibility

Weightage(%)

2.00

Below Target
Fair
On Target
Satisfactory
Above Target
Satisfactory
Achievement (Mid Year)
Satisfactory
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.18 Business Process

No cases of fraud
Weightage(%)

1.00

Below Target
>0
On Target
0
Above Target
0
Achievement (Mid Year)
0
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.19 Business Process

No serious cases of operational lapses

Weightage(%)
Below Target

2.00

> 1 case
On Target
Zero cases
Above Target
Zero cases
Achievement (Mid Year)
Zero cases
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.20 Business Process

Compliance with FSA, AMLATFA, FEAR, FATCA, PTD, HDA, RFA

Weightage(%)

1.00

Below Target
< 100%
On Target
100%
Above Target
100%
Achievement (Mid Year)
100%
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.21 Business Process

Conduct proper CDD & ECDD prior to opening of accounts, large amount deposits / withdrawals & data is
accurately captured
Weightage(%)

3.00

Below Target
< 100%
On Target
100%
Above Target
100%
Achievement (Mid Year)
100%
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.22 Business Process

Discharging duties as per the Bank's internal guidelines (eSPI, ICQs, Checklist)
Weightage(%)

1.00

Below Target
> 1 shortcoming
On Target
No shortcomings
Above Target
No shortcomings
Achievement (Mid Year)
No shortcomings
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.23 Business Process

No. of new Active Customers for M2U (7,500)

Weightage(%)

1.00

Below Target
< 80% (< 6,000)
On Target
100% (7,500)
Above Target
105% (7,875)
Achievement (Mid Year)
13.58% (1,019)
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.24 Business Process

Zero latecomings
Weightage(%)

1.00

Below Target
> 3 days
On Target
1 to 2 days
Above Target
0 days
Achievement (Mid Year)
0 days
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.25 Business Process

No. of Participation in Branch Sales Activities & Core Values / CSR as initiated by BM / ABM / CSE / PFA
Weightage(%)

1.00

Below Target
<5
On Target
5
Above Target
8
Achievement (Mid Year)
NIL
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.26 Customer Perspective

ECES
Weightage(%)

1.00

Below Target
TBD
On Target
TBD
Above Target
TBD
Achievement (Mid Year)
TBD
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.27 Customer Perspective

Mystery Calls
Weightage(%)
Below Target
< 80%
On Target
80%
Above Target
> 90%
Achievement (Mid Year)
80%

1.00

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.28 Customer Perspective

Mystery Visit
Weightage(%)

1.00

Below Target
< 82%
On Target
82%
Above Target
> 90%
Achievement (Mid Year)
87%
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.29 Customer Perspective

CWT for Counter Services - Customers served within target AWT of 5 minutes
Weightage(%)

2.00

Below Target
< 75%
On Target
75%
Above Target
> 80%
Achievement (Mid Year)
79.6%
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.30 Customer Perspective

CWT for Account Opening - Customers served within target AWT of 8 minutes
Weightage(%)
Below Target
< 75%
On Target
75%
Above Target
> 80%

1.00

Achievement (Mid Year)

93.2%
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.31 Customer Perspective

CWT for ATM Card Replacement - Customers served within target AWT of 8 minutes
Weightage(%)

1.00

Below Target
< 75%
On Target
75%
Above Target
> 80%
Achievement (Mid Year)
89.4%
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.32 Human Capital

Product Knowledge Assessment as per Community Distribution / MCER target for FY15. Based on average
of at least 3 assessments.
Weightage(%)

2.50

Below Target
< 81%
On Target
81% - 90%
Above Target
> 90%
Achievement (Mid Year)
N/A
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

1.33 Human Capital

MyCampus e-Learning Hours (1 Day = 8 Hours)

Weightage(%)
Below Target
2 days
On Target

3.00

4 days
Above Target
6 days
Achievement (Mid Year)
N/A
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

PART IV COMPETENCIES
2

2.1

COMPETENCIES
Weightage(%)

50

Employee Assessment (Mid Year)

1.50

Manager Assessment (Mid Year)

1.50

Job Knowledge
The ability to understand and carry out the duties and responsibility related to the job as described by the job
description or as assigned by supervisor.

2.2

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Quantity of Work (Productivity)

Consider the amount of work completed. Use time effectively. Successfully completes duties & assignments
efficiently.

2.3

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Quality of Work
Extent to which work produced meets quality requirements & expectation (e.g. accuracy, thoroughness &
efficiency).

2.4

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Customer Focus (Internal & External)

Works with customers to assess customer needs, provide assistance, satisfy expectations. Committed to
provide quality services.

2.5

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Need for Supervision

Ability to follow through to meet schedules, look ahead, and analyze problems independently.

2.6

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Cooperation & Teamwork

The intention to work cooperatively with others, to be part of the team, working together to achieve desired
result.

2.7

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Personal Traits
Dependability Initiative Planning & organization Sense of priorities

2.8

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Relationships
Supportiveness Enthusiasm Attitude

2.9

Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

Housekeeping
Performs housekeeping as required and keeps work station clean and orderly.
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

2.10 Self -Development

Shows a willingness to seek additional training to adequately qualify for and perform added responsibilities.
Employee Assessment (Mid Year)

Manager Assessment (Mid Year)

PART V PDP
3

PDP

3.1

DEVELOPMENT PLAN

3.1.1 COMMITTED TO GIVE AT LEAST 6 BANKASSURANCE PRESENTATION FOR FY 2015

Elaborate development plan below.

TO INCREASE SELF & FELLOW COLLEAGUE AWARNESS ON BANKASSURANCE PRODUCTS

Complete Date

31.12.2015

3.1.1.1CONDUCT MORNING PRESENTATION

Elaborate development action below.

TO INITIATE PRESENTATION ON BANCA PRODUCTS

3.1.1.2AWARENESS
Elaborate development outcome below.

TO ACHIEVE 6 PRESENTATION

3.1.2 E-LEARNING VIA MY CAMPUS

Elaborate development plan below.

ENRICH SELF KNOWLEDGE REGARDING BANKING AND FINANCIAL OPERATION OF OUR BANK
Complete Date

31.12.2015

3.1.2.1INCREASE SELF KNOWLEDGE

Elaborate development outcome below.

ENROLLING INTO MY CAMPUS COURSES TO ACHIEVE ALL LEARNING COURSES ASSIGNED BY

MANAGEMENT
3.1.2.2IMPROVED UNDERSTANDING IN BANKING OPERATION
Elaborate development action below.

ENROL INTO MY CAMPUS COURSES WHICH RELATE TO JOB FUNCTION.

PART VI
Not Applicable

PART VII

Not Applicable

PART VIII
Not Applicable

PART IX
Not Applicable