Use this step by step explanation to craft a good employee performance feedback review for an accounting assistant. Find the right words with quality phrases.

An accounting Assistant is the right man helper of accountants that have particular tasks assigned to them that include: administrative support and clerical duties such as typing, filing, making phone calls, handling emails and basic book keeping while maintaining the office and keep it running smoothly.

More of the duties include: Reconciling finance accounts plus direct debits, managing office petty cash transactions, controlling credits and chasing debts owed to the company, working with spreadsheets to prepare sales, purchase ledgers and journals, preparing statutory accounts, sorting out both incoming and outgoing daily posts while answering any queries that may come up as well as ensuring all payments, amounts, and records are all correct.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

ORGANIZED WORKPLACE: Organized Workplace is a vital characteristic that helps the business to thrive for long term due to the sense of structure and order which efficiently promotes the team spirit.

Maintains a decent work area. Places all items in a manner that can easily be accessed.

Identifies and maintains a defined location for keeping necessary items.

3

PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces.

Has a clear knowledge of the audience and does not use complex vocabularies and jargons.

Always seeks clarification whenever the other person on the line is not clear.

3

PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training.

Always prepares well before making any form of presentation whether formal or non-formal.

Knows how to get and maintain the attention of the audience.

3

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Knows how to clarify problems and solutions easily so that other people can understand.

Takes in into consideration different and varied perspectives when solving problems.

3

MANAGING EXPENSES: Managing Expenses refers to the systems deployed by a business to process, pay and audit the employee-initiated expenses that may include travel, entertainment, telephone, etc.

Makes accurate predictions about future financial trends, directions and developments

Conforms to strict tolerances while meeting precise set company standards

3

CONCEPTUAL THINKING: Conceptual Thinking is the ability to recognize a situation or problem by identifying patterns or connections while addressing the underlying issues.

Creates a new explanation for a complex situation and organizes information in a way that shows originality and which is not obvious to others

Considers how present policies, methods, and processes might be affected by future trends and developments

3

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Enjoys attending meetings; likes being at the center of challenging and thoughtful discussions that lead to decisions, initiatives and changes

Is visionary; takes time to make goals and finds the best way to accomplish them

3

PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down.

Asks oneself what the situation is, makes a list of issues within the situation, and defines why each one is a problem

Accepts that the problem already exists and puts more energy into solving it rather than in resisting it

3

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Sends out invoices as soon as one can or after releasing goods and services in order not to forget to ask for payments

Makes sure that expansions are made carefully and steadily; avoids pushing too much money into expansions

3

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Works efficiently and effectively to meet deadlines regardless of whether one is under pressure or not

Produces clear status reports, communicates candidly and tactfully, makes others aware of any issues with the project, and is a good listener

3

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

Do you feel that you follow all the rules and regulations to the letter?

How can you rate the general work morale? Are people in good spirits when discharging their roles?

[employee comments]
PHONE SKILLS:

Have you ever interrupted someone while talking over the phone? How did the conversation turn out?

What is the best solution you have ever given to someone over the phone and was the caller satisfied?

[employee comments]
PRESENTATION SKILLS:

Give an instance your presentation backfired and what was your backup plan?

What presentation method do you like and why do you like it?

[employee comments]
CRITICAL THINKING:

How well do you research and gather facts and information before solving an issue?

When expressing your ideas do you deliver them in a logical manner?

[employee comments]
MANAGING EXPENSES:

Do you avail the records to the management in real time for the funds to be released?

Are you able to validate every data you have on your records?

[employee comments]
CONCEPTUAL THINKING:

Can you describe a time you were able to identify underlying or key issues in a complex situation? How did you go about it?

Is there a time when you had to analyze information and make a recommendation? How did you go about that?

[employee comments]
ENJOYMENT OF THE JOB:

Describe a time when you felt your work was unmanageable and were unable to meet deadlines. What did you do about it?

Can you describe a working environment that makes you happy and more productive?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

What information do you research when analyzing a problem and how do you use it?

What are some of the challenges that you have encountered when analyzing problems and how have you faced them?

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has made a huge profit. What do you think made this possible?

In your opinion, when do you think is the best time for a company to borrow a loan from the bank? Explain your answer

[employee comments]
PROJECT MANAGEMENT:

What stress management techniques and problem resolution models have you used while managing a project? Illustrate your answer with a real life example

Describe the most difficult project that you have ever managed. What made it difficult and how did you go about it?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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