PART1

SELF Appraisal
1. Describe in brief your imporatant achievements during the year with reference to the KRAs fixed?
2. Tasks could not be accomplished sastisfactorily during the year?
3.What are the factors which adversely affected your performance?
4.The nature of help or support you require to improve your performance?
5. Describe your involvement /contribution in organazation development activities(Other than assigned job)?
Name of the Appraisee : Bhanumathi .G
Designation/Role : Snr. BA RM 2
Score Rating Score
1(a) Debenture First Issue ( Public Placement Debentures ) 14 4
(b)
Debenture(Private Placement) + Fixed Deposits(debenture tgt for 3 quarter
[Target growth & Actual growth to be shown] 3.16 35.09
Total of Deb [(a)+(b)]/ 2 17.16 39.09 -
2 Gold Loans [Target growth & Actual growth to be shown] 32.76 13.77
3 Other Income( Specify the income in each of the parameters below)
1.Xpress Money 13500 175
2.Western Union 18000 2000
3.Oriental Insurance 5000 Nil
4.Star Health 3000 Nil
For Xpress Money, Rs. 75/- per transaction (ie. Rs. 75 *No. of transactions),
For Western Union, Rs. 100/- per transaction
For Oriental Insurance, Rs. 500/- per transaction
For Star Health, Rs. 500/- per transaction
Total(Other Income) (RATING SCORE FOR THE TOTAL ONLY) 2175
4 Overdue Gold Loans
Ratings for Overdue GLs to be provided as detailed here:- Under each category of GL
overdue tenors, from 91 days to 180 days,181 to 270 days, 271 to 360 days and above
360 days, the permitted percentage of overdues to outstanding Gold Loans are
8%,6%,5% and 1% respectively. You have to work out the total outstanding overdues
under each category to find out the permissible percentage of overdues under each
category. The outstanding overdues above the permitted levels will have to be worked
out to find the rating under Recovery of Overdue loans. An example worked out in
Sheet 5 will further clarify the position correctly.
Total Rating Score for Business Parameters [(1+2+3+4)/4]
PART 2
Yearly Review Report (EPAS)
Reviewing
Authority Sl No. KRA (Product) Target Actual Views of the appraiser
Name of the Appraiser : Mary Susainathan
Name of the Reporting Authority :
Branch : Viveknagar
Report for the period from 01.04.2013 to 30.03.2014 (Rupees in lakhs)
Appraiser
Other KRA's
Score Rating Score
1 Audit Rating
2 Cash Management
3 Safety of securities
4 Staff Management
5 Upkeep of Premises
6 Reporting system
7 Control over Expenditure
8
9
10
Place:
Date:
Signature of the Appraisee: Signature of the Appraiser:
Appraiser
Reviewing
Authority
Views of the appraiser
Self Appraisl by the
Appraisee
KRA Sl No.
B Good will try for A
grade next time
Effectively done cash
retention mostly with in
Rating
PART 2
Yearly Review Report (EPAS)
Reviewing
Authority
Rating
Reviewing
Authority
Sl.No Performance Factors Meaning Rating Score
1 Integrity Trustworthy and reliability on all assignments
2 Job/Technical Knowledge Depth of the knowledge and keeness to keep posted with latest developments
3 Communication Verbal & written presentations of viewpoints in unanbiguous terms
4 Resourcefulness Ability to perform within the available resources
5 Team Working Ability to work in harmony with others
6 Problem solving Capacity for reasoning ability & logical thinking to tackle problem.
7 Delegation Skill Delegates responsibility with appropriate controls
8 Leadership Ability to influence others & capacity to get things done
9 Cost Conscious Optimum utilization of available resources & elimination of wastages.
10 Continuous improvement Ability not only getting it right but doing it better.
11 Decision Making Ability to take prompt and efficient decisions
Total Marks Scored
Part 3
EPAS - Evaluation of Job related critical Attributes
Justification for p1 or p5 ratings
Sl.No Outstanding Below Average
1
2
3
4
5
6
7
8
9
10
11
Rating of Job Performance (Sheet 2)
Total number of KRAs :
Total Marks Scored : (Total of Business Parameters & other KRAs)
Average Score : (Total Marks Scored/Total Number of KRAs)
Rating of Average Score :
(Final Rating based on the Average Marks Scored -Outstanding/Very good,Good/Average/Below Average.)
(The final rating awarded is subject to the Exceptions specified under Section 10.2 of the Policy Document)
Evaluation of job related critical attributes (Sheet 3)
Total No. of Attributes :
Total Marks Scored :
Average Score :
Rating of Critical Attributes :
(Final Rating based on the Average Score -Outstanding/Very good/Good/Average/Below Average)
Place: sd/-
Date: Appraiser/Reviewing Authority
For use of perosonnel Deparment,Corporate /Zonal Office
Remarks/Observations:
Reviewed and noted the Rating and other details in the Personal record/file of the Employee
Place:
Date: Head - Personnel Department
Final Rating of
(An emplyee is not eligible to get a better rating than what he has been scored for business parameters.)
PART 4
Overall summary of ratings
Example for Overdue Gold Loan
56143250
0-90 days 91 to 180 days
181 to 270
days
271 to 360
days
Above
360 days
Total
Amount
ODGL 11811100 4654300 3167500 1587800 34922550 44332150
Allowable Rate 0 8% 6% 5% 1% 20%
Actual
Permissibl 0 4491460 3368595 2807163 561433 11228650
Percentage of Outsatnding ODGL =
(Actual Permissible
Amount )*100
Total ODGL
Amount (11228650/44332150)*100 25.328458 P5
If the percentage of ODGL is above 100% P1
P2
P3
P4
P5
As per Circular No. CO/CIR/ ADMN/RJ: 13/153 datsed 31.08.13 regarding Maximum Permissible Percentage of ODGL
Period
91 to 180
181 to 270
271 to 360
Above 360
Total
Maximum allowable Percentage
Total GL outstanding
:
To evaluate the rating of ODGL
90% - 100%
75% - 90%
50% - 75%
Below 50%
8% of the total outstanding gold of
6% of the total outstanding gold of
5% of the total outstanding gold of
1% of the total outstanding gold of
20% of the total outstanding gold